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福特与SK On终止美国电池合资企业
Xin Lang Cai Jing· 2025-12-11 17:05
如今工厂得以保留,但合资企业却将不复存在。 SK Innovation 旗下子公司 SK On 于周四表示,已与福特达成协议,终止双方的合资企业。两家公司将 对资产进行分割:福特将取得并运营肯塔基州的两座电池工厂,而 SK On 则负责运营田纳西州大型蓝 椭圆 SK 园区内的电池工厂。 SK On 称将围绕田纳西州工厂,与福特维持战略合作伙伴关系。 福特发言人在回应置评请求时向科技博客 TechCrunch 表示,公司已知悉 SK 方面的披露信息,目前暂 无更多内容可以对外公布。 该合资企业成立之时,正值整个行业斥资数十亿美元扩大电动汽车产能的阶段。尽管过去几年电动汽车 销量有所增长,但市场需求并未达到行业此前的高预期。此外,联邦电动汽车税收抵免政策的终结,也 进一步放缓了电动汽车的销售增速。 四年之前,福特与韩国电池制造商 SK On 达成协议,成立合资企业并斥资 114 亿美元,在田纳西州和 肯塔基州兴建工厂,为下一代电动 F 系列皮卡生产电池。 责任编辑:郭明煜 SK On 称将围绕田纳西州工厂,与福特维持战略合作伙伴关系。 福特发言人在回应置评请求时向科技博客 TechCrunch 表示,公司已知悉 ...
Ford Joint BEV With Renault Could Be Last-Gasp Effort To Stay Viable In Europe (NYSE:F)
Seeking Alpha· 2025-12-11 17:04
Core Insights - Weaker-than-expected demand for battery electric vehicles (BEVs) in North America and Europe is prompting Ford Motor Company to adjust its electrification strategy [1] - The company is shifting its focus towards gas-electric hybrids in the short-to-medium term while working on developing lower-cost BEVs compared to its current models like the Mach-e and F150 [1]
Major automakers say China poses 'clear and present threat' to US auto industry
Yahoo Finance· 2025-12-11 16:14
Core Viewpoint - Major automakers are urging the U.S. government to prevent Chinese government-backed automakers and battery manufacturers from establishing manufacturing plants in the U.S., citing the industry's future at stake [1][2]. Group 1: Industry Concerns - The Alliance for Automotive Innovation states that China poses a significant threat to the U.S. auto industry, urging lawmakers to maintain prohibitions on importing vehicles from Chinese manufacturers [2]. - The group emphasizes that no amount of investment by U.S. automakers can counteract China's ability to oversupply the market due to government subsidies, which could lead to dumping practices [3]. Group 2: Legislative Actions - Representative John Moolenaar advocates for Congress to codify prohibitions on Chinese-connected vehicles, which were established during the final days of the Biden administration [4]. - Moolenaar highlights that China has rapidly become the world's largest auto exporter, shipping 6 million vehicles abroad last year at prices below market rates, which U.S. and allied automakers cannot compete with [5]. Group 3: National Security Concerns - There are national security concerns regarding Chinese-imported vehicles, particularly the risk that Beijing could disable these vehicles using Chinese-made software or components during a major confrontation [6].
X @TechCrunch
TechCrunch· 2025-12-11 16:11
Ford and SK On are ending their U.S. battery joint venture https://t.co/AEHFjJWC2W ...
Ford and SK On are ending their U.S. battery joint venture
TechCrunch· 2025-12-11 16:11
Core Insights - Ford and SK On have agreed to end their joint venture, which was initially established to invest $11.4 billion in battery production for electric vehicles [1][2] - Ford will take ownership of the battery plants in Kentucky, while SK On will operate the factory in Tennessee, maintaining a strategic partnership focused on the Tennessee facility [2] Industry Context - The joint venture was formed during a period of significant investment in electric vehicle production, but demand has not met the industry's high expectations [3] - The cessation of the federal EV tax credit has negatively impacted electric vehicle sales, contributing to the decision to dissolve the joint venture [3]
Major automakers say China poses 'clear and present threat' to U.S. auto industry
Reuters· 2025-12-11 15:25
Core Viewpoint - Major automakers are urging the U.S. government to block Chinese government-backed automakers and battery manufacturers from establishing manufacturing plants in the United States, citing potential threats to national security and competition in the automotive industry [1] Group 1: Industry Concerns - The automotive industry is concerned about the implications of allowing Chinese-backed companies to enter the U.S. market, which could lead to increased competition and potential job losses [1] - Automakers warn that the entry of these companies could undermine the domestic manufacturing base and hinder innovation within the U.S. automotive sector [1] Group 2: Government Action - Major automakers are calling for immediate action from Washington to prevent the establishment of manufacturing plants by these foreign entities [1] - The request highlights the need for regulatory measures to protect the interests of U.S. manufacturers and ensure fair competition [1]
X @Bloomberg
Bloomberg· 2025-12-11 11:45
Ford and South Korea’s SK Innovation will break up their US battery-making venture https://t.co/FctZXAuGnR ...
Ford, SK On To End $11.4 Billion Battery Venture Amid EV Rollback, CAFE Relaxations - Ford Motor (NYSE:F)
Benzinga· 2025-12-11 10:57
Ford Motor Co. (NYSE:F) and South Korean battery manufacturer SK On have agreed to end the battery manufacturing venture amid EV headwinds due to regulatory changes announced by President Donald Trump and falling demand.Ford, SK On End PartnershipThe South Korean battery manufacturer, a subsidiary of SK Innovation, said it has ended the EV battery partnership at two plants in the U.S. to shift focus towards Energy Storage Systems. "The production start schedule for the Tennessee plant remains flexible at th ...
福特与SK On终止美国合资电池工厂项目
Xin Lang Cai Jing· 2025-12-11 07:56
Core Viewpoint - SK On has decided to terminate its joint battery factory venture with Ford in the United States, leading to independent operations for both companies [1][2]. Group 1: Company Actions - SK On's parent company, SK Innovation, announced that both companies will independently own and operate the production facilities of the joint venture [1][2]. - A subsidiary of Ford will fully own the battery factory in Kentucky, while SK On will fully own and operate the battery factory in Tennessee [1][2]. Group 2: Investment Background - In 2022, SK On and Ford announced a joint investment of $11.4 billion to establish the battery factory in the United States [1][2].
South Korea's SK On, Ford Motor to end US battery joint venture
Reuters· 2025-12-11 07:23
Core Viewpoint - SK On has decided to terminate its joint venture with Ford Motor for two battery factories in the United States [1] Company Summary - SK On is a South Korean battery manufacturer [1] - The joint venture with Ford was focused on establishing battery production facilities in the U.S. [1] Industry Summary - The decision reflects a significant shift in the electric vehicle battery manufacturing landscape [1] - The termination of the joint venture may impact the supply chain and production capabilities for electric vehicle batteries in the U.S. [1]