The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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Lubershain: Ford is moving ahead with $3B Michigan CATL-licensed plant
“Ford has basically said, we're moving ahead with this three billion dollar battery plant in Michigan, where they're licensing lithium iron phosphate technology from CATL, the Chinese battery giant.”
Cantor: Big Three lack even a quarter of Tesla's EV scale competency
“None of them has really pulled into the same kind of space, or even half or a quarter of the space that Tesla occupies in terms of competency on their kind of scale up of EVs.”
US domestic battery manufacturing will reach 200 GWh by 2025
“And at that point, we're going to have the LG GM Ultium joint venture making over a hundred gigawatt hours of batteries throughout this country. LG Stellantis will be making 35 gigawatt hours. Stellantis Samsung STI will be making another 30. And then Ford wil…”
US battery manufacturing will reach roughly 200 gigawatt-hours by 2025
“And at that point, we're going to have the LG GM Ultium joint venture making over a hundred gigawatt hours of batteries throughout this country. LG Stellantis will be making 35 gigawatt hours. Stellantis Samsung STI will be making another 30. And then Ford wil…”
Ford commits to 10% near-zero carbon steel by 2030
“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.”
Ford's early procurement commitments will materially lower global clean steel costs
“In 2030, Ford is going to make clean steel cheaper for literally every country on Earth. They're materially going to move us down the cost curve.”
Powell: Sunrun is deploying Ford F-150 Lightning bidirectional charging across 50 states
“I think we are solidly in an amazing partnership with Ford on their F-一-fifty Lightning and bringing it to, again, you know, 50 states with this really amazing bi-directional charger that we worked with them on that will allow customers, again, back to, You kn…”
Letendre: Ford and GM unlocked V2G via software after V2H rollout
“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.”
Rountree: Early Cantos investment failed due to long Ford and Toyota sales cycles
“And one of my very first investments at Cantos in 2016 was a startup that had incredible machine learning and interoperability software that it was selling into the automotive industry, into industrial robots. Absolutely best in class, and we would hear this t…”