Ford Motor Company, every mention
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tap a year for its mentions
every year anyone Shayle Kann 16Varun Sivaram 9Dr. Melissa Lott 7Sam Jaffe 6Corey Cantor 6Steve Letendre 4James Frith 3Nick Chaset 2Mary Powell 2Andy Lubershane 2
Verbatim, from the transcripts: the passages where Ford Motor Company comes up
The multi-billion dollar promise of vehicle-to-grid integration
- ▶ 6:46 Steve Letendre So there's an onboard, uh, inverter capabilities and the Ford F- one-fifty and the, um, GM, uh, suite of EVs that have V to H and, uh, increasingly V to G are based on that offboard, uh, V to G 2 times in the scene
- ▶ 19:11 Steve Letendre And so what we've seen is, uh, both the Ford system and the GM system was originally marketed and sold for V to H, and then through a software upgrade, they were able to unlock the full V to G capability.
- ▶ 23:17 Steve Letendre Um, that hasn't, there hasn't been much, uh, beyond that other than, uh, Ford, I believe in their warranty, um,
How China is reshaping the global auto market
- ▶ 13:43 Michael Dunne Kind of, if we put it in American terms, you have Ford, GM, and Chrysler on the one hand, and you have Tesla, Rivian, Lucid on the other.
The VC case for 'full stack deeptech'
- ▶ 9:04 Ian Rountree Absolutely best in class, and we would hear this time and time again from their reps at big automakers, and the company died despite having some flashy investors and incredible talent behind it because Ford and Toyota's sales cycles were…
Five big questions emerging from the OBBB
- ▶ 15:15 Andy Lubershane About Ford, it was in the New York Times, that Ford has basically said, we're moving ahead with this three billion dollar battery plant in Michigan, where they're licensing, uh, lithium iron phosphate technology from CATL, the Chinese… 2 times in the scene
Fresh intel from state utility regulatory filings
- ▶ 16:26 unnamed speaker In fact, there's another one in the region, which is the Blue Oval plant, uh, being built by Ford and SK On to do batteries.
Catalyst Live at SF Climate Week
- ▶ 41:18 Nick Chaset I think electric vehicles, uh, Ford is making, uh, you know, Mach-E's that are just better to drive than the alternative, uh, 2 times in the scene
Making DERs work for load growth
- ▶ 26:37 Pierre Lafarge You know, General Electric, Ford, they delivered the post-war economy, and it was unlocked by a historic upfront investment in the US electric grid.
Unpacking China’s cheap battery costs
- ▶ 27:48 James Frith Um, in contrast, kind of, the Ford plant that it's building using CATL's technology for, for manufacturing LFP, so it's a licensing agreement rather than a joint venture.
- ▶ 44:32 James Frith You know, my outlook, um, hopefully it's not too naive, and this is something that we see kind of, you know, happening in the next couple of years, but, but certainly we're seeing the kind of, the beginnings of that kind of stirring in… 2 times in the scene
The Big Switch: Are Batteries the New Oil?
- ▶ 3:48 Dr. Melissa Lott Hundreds of thousands of production jobs were lost, and the government ended up stepping in to help them out, pouring nearly eighty billion dollars into GM, Chrysler, and Ford. 7 times in the scene
The world of battery recycling
- ▶ 24:37 Dan Steingart When GM and Ford and Stellantis, when it becomes more of their output, they're going to want to control this as well, and so what entitlements recyclers have to controlling that upstream feedstock is going to be a bit brutal, and at the…
What’s really happening in the U.S. EV market?
- ▶ 10:26 Corey Cantor General Motors, Ford, and Stellantis. 6 times in the scene
- ▶ 14:04 Shayle Kann Problem that is sort of idiosyncratic and specific to what's going on with Ford and GM and Stellantis at the moment. 2 times in the scene
- ▶ 19:49 Shayle Kann You can point to the production, expected production slowdowns from Ford and GM and Stellantis and look at what's happening with those individual companies. 2 times in the scene
Update: What the new Treasury rules mean for EV supply chains
Can the V2X dream become reality?
- ▶ 8:25 Ty Yeagerson It's, it's a wonder that they don't put that in more TV advertisements, advertising that Ford
What the new Treasury rules mean for EV supply chains
Advance market commitments to decarbonize heavy industry
- ▶ 16:35 Varun Sivaram Um, but you're right, Shail, for all of our other sectors, um, for steel or trucking, the commitment is, like Ford Motor Company says, in twenty-thirty, I will buy 10% of my steel using near zero carbon steel.
- ▶ 20:24 Varun Sivaram Well, I do want to make the point that, like, remember, each of these commitments, like Ford Motor, is saying 10% of my supply chain, not a hundred percent, but 10% of my supply chain is going to be near zero carbon steel by 2030. 4 times in the scene
- ▶ 25:19 Varun Sivaram They include major automakers, um, I think I mentioned Ford, um, Volvo, Scania. 4 times in the scene
What the Inflation Reduction Act of 2022 would mean for climatetech
- ▶ 33:12 Jesse Jenkins Ford has as well.
Seeking the holy grail of batteries
- ▶ 46:24 Shayle Kann There's also, like, vehicle-to-home, which is sort of what Ford is, is doing with the F- One-Fifty Lightning, where you can use your vehicle as whole-home backup
Which tech is overhyped, underhyped and just right?
- ▶ 34:37 Shayle Kann I think what the Ford is doing with the F one 50, um, and you being able to use that as, as backup power for your home, super clever.
What the grid can learn from the internet
- ▶ 3:10 Lara Pierpoint Now, not every area in the U.S. is going to see growth like that, but demand for grid edge resources like Ford's electric F-i-fifty and Rheem's smart water heaters are booming in states not named California.
The future of the home solar market
- ▶ 0:17 Mary Powell So while we are already moving towards, you know, radically expanding what we provide for customers with our Ford partnership, with work we're doing around this really innovative new panel called SPAN, you know, we still fundamentally see…
- ▶ 4:00 Shayle Kann Sunrun has also become a major player in residential batteries, and most recently has started to push its way into the residential EV charging game via a fascinating partnership with Ford,
- ▶ 8:47 Mary Powell So, so while we are already moving towards, you know, radically expanding what we provide for customers with our Ford partnership,
- ▶ 18:59 Shayle Kann You talked about batteries, and we'll get later to the, the partnership with Ford and things like that.
- ▶ 34:56 Shayle Kann Um, I guess let's start with walk, walk through the partnership that you guys have announced with Ford, because I think it's pretty intriguing and it leads to a bunch of questions about what happens with electric vehicles and what role a… 6 times in the scene