Who supplies the batteries for the Ford Mach E?
The Mustang Mach-E relies primarily on cells from SK On, with LG Energy Solution having supplied cells for earlier builds; Ford also backs a U.S. battery program with SK On to secure domestic supply. The exact supplier mix can vary by model year, trim, and market.
The main battery suppliers
Two major partners have powered the Mach-E’s battery supply chain. The arrangements are designed to secure capacity and diversify risk as Ford expands its electric-vehicle lineup.
- SK On: The primary supplier for most Mach-E production, connected to Ford’s broader BlueOval SK partnership that aims to secure U.S. battery cell capacity for Ford’s EV programs.
- LG Energy Solution: Historically provided cells for some Mach-E builds, particularly in earlier production runs; Ford has since broadened its supplier base to hedge against supply constraints.
Together, these partnerships help Ford maintain steady production while diversifying where its battery cells come from.
Evolution of the battery supply arrangement
As Ford scales the Mach-E and its other EVs, the battery-supply picture has evolved from an earlier single-supplier model toward a multi-supplier approach that includes a major domestic partnership.
- Early Mach-E models used cells from LG Energy Solution, reflecting initial supplier arrangements for the program.
- Ford expanded its battery strategy to include SK On through the BlueOval SK venture, aligning with plans to secure U.S. production and supply for current and future EVs.
- The company maintains a flexible mix of suppliers to respond to demand, capacity, and policy incentives, ensuring continued output of Mach-E variants.
The evolving supplier mix aims to reduce disruption risk and keep production on track as Ford grows its electric-vehicle lineup.
What this means for buyers and the market
For customers and the broader market, the supplier landscape translates into resilience and potential variations in delivery timelines or configuration options, depending on domestic capacity and regional sourcing.
- Diversified supply reduces the risk of production interruptions and helps stabilize pricing and availability for Mach-E configurations.
- Domestic battery-partnering efforts, like BlueOval SK, underscore Ford’s emphasis on local capacity and alignment with U.S. policy incentives for EV manufacturing.
- As with any multi-supplier program, individual Mach-E trims or production batches may reflect different cell sources, which can influence delivery timing and potentially future warranty or service considerations.
Ford has indicated that customer warranties and vehicle performance remain protected regardless of the specific supplier arrangement.
Summary
In short, SK On is the primary battery-cell supplier for the Ford Mach-E, with LG Energy Solution having supplied cells for earlier batches. Ford’s BlueOval SK partnership with SK On is a key element of securing domestic battery capacity, and the company continues to diversify its supplier mix to ensure steady production and resilience against supply-chain disruptions. The exact sourcing can vary by year, trim, and market, but the overall strategy centers on reliable capacity and localized production where possible.
