Ford Motor(US:F) 鑫椤锂电·2025-12-15 08:22Core Viewpoint - SK On and Ford have reached an agreement to restructure their joint venture BlueOval SK, allowing both companies to independently own and operate their battery factories, with SK On taking over part of the Tennessee facility and Ford acquiring part of the Kentucky facility. This agreement is expected to be finalized by the end of Q1 2026, pending regulatory approvals [1] Group 1 - SK On and Ford's joint venture BlueOval SK is responsible for battery production in the U.S., with two factories in Kentucky and one in Tennessee [1] - The restructuring aims to enhance productivity, operational flexibility, and responsiveness to market changes and customer demands [1] - Despite the separation, SK On plans to maintain a close strategic partnership with Ford, leveraging the geographical advantage of its Tennessee plant, which has an annual production capacity of 45 GWh [1]