Automotive Engineering - September 2022 - 17

TECHNOLOGY REPORT
FRANCE - UNITED KINGDOM - USA - FINLAND
MOROCCO - GERMANY - CHINA - JAPAN - KOREA
Ford confirms the F-150 Lightning will have the option of new lithiumiron-phosphate
batteries.
capacity in North America, although it will not be available
until 2026. The company also indicated that some LFP battery
capacity will be sourced in China.
The strategy to introduce LFP seems to indicate that Ford
and other manufacturers are grappling to manage the delicate
balance of EV cost versus American consumers' drivingrange
expectations. Underscoring the extreme cost sensitivity
of batteries in the current EV environment, Ford said in a release
that LFP, " at current costs, brings a 10 to 15% bill-ofmaterial
savings for Ford versus NCM batteries. " EV-only Tesla
already uses LFP batteries is some base versions of its Model
3 and electric pickup-truck startup Rivian confirmed that it
also plans to leverage the less-costly LFP chemistry.
600,000 EVs in 2023
Ford detailed the EV production rates intended to be in place
by 2023: 270,000 Mustang Mach-E; 150,000 F-150 Lightning;
150,000 Transit EVs for North America and Europe and 30,000
units of an unspecified SUV for Europe, totaling 600,000 units
globally on the way to 2 million-plus by the end of 2026.
To that end, the company said it now has secured 100% of
the 60 GWh cell-manufacturing capacity to support the production
target of 600,000 EVs in 2023 and 70% of the battery
capacity needed for 2026. Ford said its established relationship
with LG Energy Solution (LGES) for lithium-ion batteries
and a relationship with SK On are central to meeting
the required battery capacity for late 2023.
Meanwhile, against a backdrop of heightening attention to
raw-materials sourcing from politically and socially sensitive
regions, Ford said it is " working with major mining collaborators
and has sourced most of the nickel needed through 2026
and beyond. " That includes non-binding MOUs with Vale
Canada Ltd for wide-ranging opportunities; PT Vale Indonesia
and Huayou Cobalt for nickel processing project and the
rights to the equivalent of an annual 84 kilotons (ktpa) of
nickel; and BHP for nickel sourced from Australia.
Bill Visnic
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September 2022 17
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Automotive Engineering - September 2022

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