Ford

Model e · Ford Pro · LFP · Universal EV Platform

Ford wrote down its first-generation US EV program in December 2025, ended the F-150 Lightning and turned its battery joint venture toward grid storage. Its EV future now rests on one low-cost platform and a mostly European and commercial lineup.

Diagram of where Ford's US EV assets went after the December 2025 reset. Rouge EV Center in Michigan, which built the F-150 Lightning: Lightning ended. Tennessee Electric Vehicle Center at BlueOval City: gas pickups planned from 2029. BlueOval SK's two Kentucky cell plants: Ford Energy, making LFP cells for grid storage. BlueOval SK Tennessee cell plant: SK On becomes sole owner as the joint venture dissolves. Marshall, Michigan, BlueOval Battery Park: LFP vehicle cells under a CATL license from 2026. Louisville Assembly, Kentucky: retooled for the Universal EV Platform midsize pickup in 2027. WHERE FORD'S US EV ASSETS WENT AFTER THE DECEMBER 2025 RESET Rouge EV Center, MI built F-150 Lightning Lightning ended production stopped late 2025 Tennessee EV Center BlueOval City, TN Gas pickups planned from 2029 BlueOval SK Kentucky two cell plants Ford Energy LFP cells for grid storage BlueOval SK Tennessee cell plant SK On, sole owner joint venture dissolved Marshall, MI BlueOval Battery Park LFP vehicle cells CATL license, from 2026 Louisville Assembly, KY retooled Universal EV Platform midsize pickup, 2027 Ford, EV or battery role Passed to SK On Exits EVs
HQ
Dearborn, Michigan, US
Next EV
Midsize pickup, 2027
Lightning
Discontinued
Hub
OEMs

Finding

Ford has shrunk its US EV footprint to one future vehicle platform, one LFP cell plant and a new grid-storage business

In December 2025 Ford took about $19.5 billion in charges, ended the F-150 Lightning, moved BlueOval City in Tennessee to gas trucks, and dissolved BlueOval SK, taking the Kentucky cell plants while SK On took the Tennessee plant.

What remains is targeted. The Universal EV Platform, developed by a small team in California, uses large aluminum castings, LFP prismatic cells and a zonal electrical system; its first vehicle is a midsize electric pickup built at Louisville Assembly from 2027. Cells come from BlueOval Battery Park in Marshall, Michigan, which makes LFP cells under license from CATL. The Kentucky cell plants are being converted to make LFP cells for Ford's new energy storage business.

Ford's current EVs are the Mustang Mach-E, the E-Transit, which leads US electric van sales, and a European lineup that includes the Puma Gen-E and E-Transit Custom from Ford Otosan and two models on Volkswagen's MEB platform from Cologne.

Plants

Plants and factories

Ford EV plants
PlantLocationProductsStatus
Louisville AssemblyLouisville, KentuckyUniversal EV Platform midsize pickupRetooling; launch 2027
Kansas City AssemblyClaycomo, MissouriE-TransitOperating
Cuautitlan AssemblyCuautitlan, MexicoMustang Mach-EOperating
Changan FordChongqing, ChinaMustang Mach-E for ChinaOperating, joint venture
Cologne EV CenterCologne, GermanyExplorer, Capri (VW MEB)Operating at reduced output
Ford Otosan CraiovaCraiova, RomaniaPuma Gen-E, E-Transit CourierOperating
Ford Otosan KocaeliKocaeli, TurkeyE-Transit CustomOperating
Rouge Electric Vehicle CenterDearborn, MichiganF-150 LightningLightning discontinued
Tennessee Electric Vehicle CenterStanton, TennesseeOriginally an electric pickupMoving to gas trucks from 2029

Battery

Battery cells and lines

See the CATL and LG Energy Solution platform indexes.

Ford cells and assets
Cell or assetChemistry and formatSourceUse
BlueOval Battery ParkLFP prismatic, CATL licenseFord, Marshall, MichiganUniversal EV Platform, other Ford EVs
Kentucky cell plantsLFP prismatic for storageFord (ex-BlueOval SK), Glendale, KentuckyFord Energy grid storage
NMC pouchNMCSK OnE-Transit and earlier Lightning
NMC pouch (Europe)NMCLG Energy Solution, PolandMach-E, European models
LFP (China)LFP prismaticCATLMach-E Standard Range

Platforms

Vehicle platforms

Platform details are on Ford EV Platforms.

Ford platforms
PlatformVehiclesKey traits
GE1Mustang Mach-EDedicated EV platform derived from Ford's C2 architecture
Transit and Transit CustomE-Transit, E-Transit CustomElectric versions of the Transit van architectures
Volkswagen MEBExplorer, CapriLicensed from Volkswagen, built in Cologne
Universal EV PlatformMidsize pickup (2027) and later modelsAluminum unicastings, LFP prismatic structural pack, zonal electronics

Models

EV models

F-150 Lightning is discontinued and not listed.

Ford EV models
ModelSegmentPlatform
Mustang Mach-ECompact SUVGE1
E-TransitFull-size vanTransit
E-Transit CustomMidsize van (Europe)Transit Custom
ExplorerCompact SUV (Europe)Volkswagen MEB
CapriCompact coupe SUV (Europe)Volkswagen MEB
Puma Gen-ESmall SUV (Europe)Puma
Model list will be fed from the EV models dataset

Beyond cars

Robots, autonomy and energy

Ford programs beyond cars
ProgramWhat it isStatus
BlueCruiseHands-free Level 2 highway driving; see autonomy levelsOffered across Ford and Lincoln models
Ford EnergyLFP grid storage from the Kentucky plants; see BESS systemsLaunching
Ford Pro charging and softwareDepot charging, telematics and fleet tools; see fleet managementOperating
NACS adoptionSupercharger access and native NACS ports; see charging standardsFirst non-Tesla brand to gain access, 2024

Partners

Suppliers and customers

Ford partners
PartnerRoleRelationship
CATLLFP cell technology license for Marshall; LFP cellsLicensor and supplier
SK OnNMC cells; former BlueOval SK partnerSupplier; joint venture dissolved
LG Energy SolutionNMC cells for Europe and Mach-ESupplier
Volkswagen GroupMEB platform; commercial van alliancePlatform licensor and partner
Ford OtosanJoint venture with Koc Holding; European vans and Puma Gen-EJoint venture
ChanganChangan Ford joint venture in ChinaJoint venture
TeslaSupercharger accessCharging partner

Sources

Sources and scope

Scope
Ford
Sources
Ford releases and 10-K (2025-2026); electrive; Tennessee Lookout; Louisville Public Media; CATL and SK On releases
Updated
October 2026