福特与SK On终止美国电池合资企业

Core Insights - Ford and SK On have agreed to terminate their joint venture established four years ago, which involved an investment of $11.4 billion to build battery plants in Tennessee and Kentucky for the next generation of electric F-series trucks [1][2][4] - The factories will remain operational, with Ford taking over the two battery plants in Kentucky, while SK On will manage the battery plant in Tennessee [2][4][5] - SK On will maintain a strategic partnership with Ford regarding the Tennessee facility, despite the dissolution of the joint venture [5] Industry Context - The joint venture was formed during a period when the industry was investing billions to expand electric vehicle production capacity [2][5] - Although electric vehicle sales have increased over the past few years, market demand has not met the previously high expectations set by the industry [5] - The end of federal electric vehicle tax credit policies has further slowed the growth rate of electric vehicle sales [5]