Ford has officially unveiled Ford Energy, a wholly owned subsidiary that will manufacture and sell U.S.-assembled battery energy storage systems (BESS) for utilities, data centers, and large industrial customers. The new unit plans to produce 20 GWh of energy storage annually from its Kentucky gigafactory.

The move formalizes what has been months in the making — Ford’s pivot from struggling EV battery overcapacity to the booming grid-scale energy storage market, where demand is surging thanks to AI data centers and renewable energy buildout.

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