Electric car

Ford aims to boost EV production—and LFP batteries are part of it

Demand far exceeds provide for Ford electrical autos such because the Ford F-150 Lightning and Ford Mustang Mach-E. However on Thursday, Ford confirmed a few of the particulars on the way it’s going to benefit from that demand and dramatically ramp up its EV manufacturing over the subsequent few years. 

By late 2023, Ford expects to construct 270,000 Mustang Mach-E autos yearly for North America, Europe, and China; 150,000 F-150 Lightning pickups for North America; 150,000 E-Transits for North America and Europe; and 30,000 items of “an all-new SUV for Europe, whose run charge will considerably ramp in 2024.”

Ford plans 600,000 annual EV manufacturing by late 2023

To get there, it’s going to safe loads of further battery capability. The automaker confirmed plans to “localize” 40 GWh of annual manufacturing of lithium iron phosphate (LFP) battery cells. 

LFP cells do have some benefits. As we’ve identified, LFP cells within the Tesla Mannequin 3, for instance, enable common charging to 100% with out battery degradation. That’s completely different than the extra widespread NCA battery pack, for which Tesla casually emphasizes charging to 80% to 90% more often than not and saving 100% just for street journeys. 

Rivian additionally plans to make use of LFP cells in its “280+ mile” Customary pack for the R1T and R1S—the smallest and most reasonably priced of three battery packs.

Chilly-weather charging, alternatively, may be significantly slower for LFP cells, requiring some completely different thermal methods. LFP cells are additionally much less power dense. By weight, as an example, CATL identified that its newest cell-to-pack battery system gives a 255 Wh/kg power density with lithium-ion cells, versus 160 Wh/kg for LFP cells. 

The LFP packs can be supplied beginning in early 2024 in some variations of the Ford Mustang Mach-E and Ford F-150 Lightning. Present cells for the Mach-E are made by LG in Poland, whereas cells for the F-150 Lightning are made in Georgia (within the U.S.) by SK Innovation.

CATL cell to pack battery tech sketch

CATL cell to pack battery tech sketch

The corporate additionally reported that its BlueOval SK three way partnership, with SK On, was formally shaped final week.

Ford additionally introduced a brand new cope with CATL for strategic cooperation on world battery provide and direct sourcing of supplies. It plans to make use of CATL’s prismatic cell-to-pack expertise, permitting added capability. In the meantime, LG has doubled its capability in Poland for the NCM cells used for the Mach-E and the E-Transit electrical vans. 

Ford says that it’s already sourced 70% of the battery capability wanted to help greater than two million EV gross sales by 2026. It expects EV gross sales development to develop by 90% yearly by means of 2026. That is a determine that it says is double the anticipated development throughout the trade. 

The automaker additionally says that for the primary time, nearly all of customers who intend to purchase a automotive within the subsequent two years say they’ll select an EV or a hybrid—up from simply 22% in 2020—citing findings from the analysis agency EY. 

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