Automotive Industry: Weekly automotive pit stop: Ford likely to emerge as a strong competitor in BESS

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Automotive Industry: Weekly automotive pit stop: Ford likely to emerge as a strong competitor in BESS

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Automotive Industry

Weekly automotive pit stop: Ford likely to

emerge as a strong competitor in BESS

Estimate Change

Ford likely to emerge as a strong competitor in BESS 22 May 2026

We hosted an expert call with Todd Hillman, SVP and Chief Customer Officer at MISO, Equity

the electric grid operator for the central United States to assess Ford’s opportunity in Global

the battery energy storage systems market. Ford is likely to emerge as a strong Autos/Car Manufacturers

competitor in the battery energy storage systems market, where TSLA is the benchmark Alexander Perry

competitor with their Megapack product. The market is relatively mature with many Research Analyst

providers including Tesla, LG, Fluence, and FlexGen offering products with limited BofAS+1 646 855 1365

hardware differentiation, but demand remains plentiful across utilities and large aperry3@bofa.com

commercial & industrial customers including data centers. Ford should benefit from

strong brand recognition and its broader commercial footprint as it targets utilities, data

centers, and large C&I customers. Ford Energy says its manufacturing and supply chain

strategy is designed to align with Investment Tax Credit (ITC) requirements and Stock symbol key

applicable material-assistance/domestic-content standards. For eligible projects, the ITC Adient Plc ADNT

Aptiv PLC APTV

can reduce effective project cost by ~30%-40% according to the expert. On price, he Asbury Auto ABG

said costs have fallen some since 2020, with estimated cost of storage ($/MWh) AutoNation, Inc. AN

between $83-$192 today versus $132-$245 in 2020. BorgWarner BWA

CarMax KMX