Who is Fords EV battery supplier?
Ford sources its electric-vehicle batteries from multiple suppliers, with LG Energy Solution and SK On (via the BlueOval SK joint venture) serving as the main external providers, and CATL supporting Ford’s China-market vehicles.
Beyond these core partners, Ford’s strategy emphasizes a diversified supply network to reduce risk and to support rapid growth across regions. The BlueOval SK collaboration is central to strengthening U.S. and European cell production, helping Ford scale its EV lineup in the coming years.
Key suppliers today
The following section outlines the principal battery-cell suppliers Ford relies on for its current and upcoming electric vehicles.
- LG Energy Solution (LGES) — Ford's long-standing external cell supplier for several EVs, providing battery cells and packs under multi-year contracts used in Ford's electric models.
- SK On — Through the BlueOval SK joint venture with Ford, SK On is a core partner in building large-scale cell production in North America and Europe to support Ford's expanding EV lineup.
- CATL — Supplies batteries for Ford models sold in China as part of Ford's regional supply network in Asia.
Ford's multi-supplier approach helps mitigate risk, optimize cost, and ensure a growing cadence of EV launches across regions, while the BlueOval SK collaboration aims to secure domestic cell supply for the next wave of Ford EVs.
BlueOval SK and future capacity
Beyond current suppliers, Ford's battery strategy centers on its joint venture with SK On to scale production and secure volumes for upcoming models. The arrangement includes plans for substantial manufacturing capacity in the United States and Europe to support Ford's ramp in electric-vehicle production.
- Long-term cell supply arrangements with BlueOval SK to underpin Ford's current and future electric-vehicle programs.
- Development of large-scale battery plants in the United States and Europe to increase regional cell production and reduce dependence on imported cells.
- Joint governance and technology collaboration with SK On to drive improvements in chemistry, energy density, and cost efficiency.
This coordinated strategy positions Ford to meet rising EV demand, maintain competitive pricing, and accelerate its transition to an all-electric lineup in the coming years.
Regional variations and notes
Ford's approach varies by market. In China, CATL has been a key regional supplier for Ford's locally sold vehicles, reflecting the market's distinct supply chains and regulatory environment. In Europe and North America, LGES and SK On (via BlueOval SK) are the dominant players, with Ford continuing to diversify its supplier base as it expands its EV portfolio.
Summary
Ford currently relies on a multi-source battery strategy, led by LG Energy Solution and SK On (through BlueOval SK), with CATL serving the Chinese market. The BlueOval SK venture is central to Ford's plan to scale U.S. and European battery production, ensuring supply for its growing range of electric vehicles while managing costs and risk.
