Ford Energy signs five-year deal for up to 20 GWh battery storage supply
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RBC: 'We still do not know if Ford will insource components like Tesla or outsource'
May 18, 2026 12:13 PM EDTRBC Capital analyst Tom Narayan reiterated a Sector Perform rating and $13.00 price target on Ford (NYSE: F).
The analyst comments "What happened? Ford Energy announced this morning that it signed a 5-year framework agreement with EDF Power Solutions North America, where Ford provides 4GWh of BESS annually (deliveries could begin in 2028). EDF Power Solutions is a subsidiary of French state-owned utility EDF and one of the largest... More
Morgan Stanley: 'EDF Framework Agreement Marks First Big Win for Ford Energy'
May 18, 2026 10:03 AM EDTMorgan Stanley analyst Adam Jonas reiterated an Equalweight rating and $14.00 price target on Ford (NYSE: F).
The analyst comments "What happened? Today Ford Energy announced an agreement with EDF to deliver up to 4 GWh per year to support grid-scale renewable integration and grid resilience across North America. The 5-year framework agreement positions Ford Energy as a key BESS supplier for EDF power, with deliveries expected to begin in... More
