Ford Motor (F) and BYD (BYDDY) are in discussions on a partnership in which Ford would buy batteries from BYD for some of Ford’s hybrid-vehicle models, WSJ reports citing sources; The two Cos. are still discussing how the arrangement would work
Newsquawk Staff ·
- One idea is that Ford would import batteries from BYD to Ford’s factories outside the US.
- Talks remain ongoing and it is possible a deal won’t materialise.
What it means
Ford's potential partnership with BYD to source batteries for hybrid vehicles suggests a strategic move to enhance its supply chain amidst an evolving EV landscape. However, the ongoing discussions highlight uncertainty in finalizing the terms, which could impact Ford's production capabilities and competitive positioning in the market if a deal is reached or not.
Sources
- Mosaic Company (MOS) Q3 (USD) Adj. EPS -0.19 (exp. -0.01), Revenue 3.10bln (exp. 3.05bln)
- The Mosaic Company (MOS) Q3 2026 (USD): Adj. EPS -0.19 (exp. -0.01), Revenue 3.1bln (exp. 3.05bln)
- Advanced Micro Devices Inc. (AMD) Q3 2026 (USD): Adj. EPS 2.09 (exp. 1.95), Revenue 13.4bln (exp. 13.1bln)
- Ferrari (RACE IM) CEO says they are very satisfied with Luce EV, with no critical issues on the production or demand side; Co. is working on next EV models
- China's Auto Industry Body CPCA says Tesla (TSLA) sold 67,829 China-made vehicles in Oct (prev. 95,366 M/M)
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