福特縮手電池

根據 LG Energy Solution 向監管機關提交的文件，福特汽車近期決定取消部分電動車電池供應合約，主因包括特定電動車車型開發計畫終止、政策環境變化，以及全球電動車需求放緩。福特本週亦宣布，由於銷售表現不振，將停止純電版 F-150 Lightning 的相關規劃。

According to regulatory filings by LG Energy Solution, Ford has decided to cancel part of its battery supply agreements, citing the discontinuation of certain electric vehicle models, changes in the policy environment, and weakening global EV demand. The automaker also announced this week that it would move away from plans for the fully electric F-150 Lightning due to sluggish sales performance.

LG Energy Solution 發言人金素菲（Sophia Kim）指出，客戶因調整電動化策略，已中止特定車型的開發，因此不再需要原先預期的電池產能。不過，她也強調，LG 仍將持續投入與福特的中長期合作關係。

LG Energy Solution spokesperson Sophia Kim said the customer discontinued the development of a specific vehicle model as part of a shift in its electrification strategy, resulting in lower-than-expected demand for battery production capacity. She added, however, that LG remains committed to its mid- to long-term partnership with Ford.

隨著電動車市場成長動能降溫，福特目前對電池產能的需求已低於先前預估。該公司在美國市場的主要獲利來源，仍高度仰賴燃油卡車與 SUV，而低銷量的純電車型至今尚未實現獲利。福特已表示，未來將以搭載汽油增程系統的版本，取代原本的純電 F-150 Lightning。

As EV market growth slows, Ford no longer requires the battery capacity it had previously anticipated. The company continues to rely heavily on gasoline-powered trucks and SUVs for the bulk of its U.S. profits and has yet to generate earnings from its low-volume EV lineup. Ford has indicated that the electric F-150 Lightning will be replaced by a gasoline range-extender version.

依雙方於 2024 年 10 月公布的初始協議，LG Energy Solution 原本預計自 2026 年起，於四至六年內為福特在歐洲的電動商用車供應約 109 GWh 的電池。然而，LG 於 12 月 18 日提交的另一份文件顯示，實際取消的合約規模為 75 GWh 的電池產能。

Under an initial agreement announced in October 2024, LG Energy Solution was expected to supply Ford with approximately 109 GWh of batteries for electric commercial vans in Europe beginning in 2026, under a contract spanning four to six years. However, a subsequent regulatory filing dated Dec. 18 showed that the canceled portion of the deal amounted to 75 GWh of battery cells.

《韓國經濟日報》指出，福特與 LG Energy Solution 原本有兩筆電池供應協議，分別為 2027 至 2032 年的 75 GWh，以及 2026 至 2030 年的 34 GWh。此次取消案，亦緊接著福特與 SK On 於上週宣布，雙方同意解散電動車電池合資企業 BlueOval SK。

According to The Korea Economic Daily, Ford had two battery supply agreements with LG Energy Solution: one covering 75 GWh from 2027 to 2032 and another for 34 GWh from 2026 to 2030. The cancellation follows a mutual decision announced last week by Ford and SK On to dissolve their EV battery joint venture, BlueOval SK.

BlueOval SK 成立於 2021 年 9 月，原規劃由福特與 SK On 投資 114 億美元，在美國建置三座大型電池製造廠，以支援未來福特電動車的電池需求。隨著市場環境改變，相關投資布局也同步調整。

Established in September 2021, BlueOval SK was part of a planned $11.4 billion investment to build three large-scale battery manufacturing plants in the U.S. to support Ford’s future EV production. Shifts in market conditions have since prompted a reassessment of these investments.

面對電動車市場波動，LG Energy Solution 自去年起積極分散業務結構，降低對電動車電池的依賴。福特則因電動化策略修正，宣布對相關投資提列 195 億美元的減損，並將重心轉向更平價的油電混合車，以及新一代低成本電動車。

In response to market volatility, LG Energy Solution has been working since last year to diversify its business away from a heavy reliance on EV batteries. Ford, meanwhile, has announced a $19.5 billion writedown related to revised EV investments, as it pivots toward more affordable hybrid vehicles and new low-cost EV models.

在此同時，LG Energy Solution 於 2024 年 10 月宣布，將加大能源儲存系統（ESS）電池的布局，以因應美國資料中心因 AI 發展而快速成長的用電需求。相關計畫亦包括發展能源儲存軟體與服務業務，並以 2030 年前營收倍增為目標。不過，LG 也強調，汽車電池仍是其核心創新領域，未來將持續為車用客戶開發先進電池技術。

In October 2024, LG Energy Solution said it would place greater emphasis on energy storage system batteries, which are seeing rising demand due to the rapid expansion of data centers driven by AI development in the U.S. The strategy also includes building a software and services business for energy storage systems, with a goal of doubling revenue by 2030. Despite this shift, LG has reiterated that automotive battery innovation remains a core focus, and it will continue developing advanced battery technologies for the auto industry.