Ford Motor(US:F) 智通财经网·2025-10-10 10:40Core Viewpoint - Ford is delaying its lithium metal purchase from Liontown Resources due to a decline in electric vehicle sales, impacting future lithium supply for electric vehicle batteries [1] Group 1: Ford's Actions - Ford will not receive any lithium resources from Liontown's Kathleen Valley project in 2027 and 2028 [1] - The future delivery volume to Ford will be halved to 256,250 tons, and Liontown will postpone the repayment of a $300 million loan due to Ford by one year [1] Group 2: Liontown Resources' Strategy - The change in the procurement agreement allows Liontown to release more ore to the market, including selling additional quantities on the spot market to promote transparent pricing and seek new strategic partnerships [1] Group 3: Electric Vehicle Tax Incentives - Ford has altered its plan regarding a $7,500 tax incentive for electric vehicle leasing, stating it will not apply for the incentive but will maintain competitive leasing rates in the market [1] - General Motors announced a similar initiative on the same day [1]