Ford Partners with Geely in Europe: Setting the Stage for Potential US Collaboration?

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Ford Partners with Geely in Europe: Setting the Stage for Potential US Collaboration?

Update

July 24, 2026 01:25 AM GMT

Morgan Stanley & Co. LLCMFord Motor Company | North America Andrew S Percoco

Equity Analyst

Ford Partners with Geely in Andrew.Percoco@morganstanley.comMorgan Stanley Asia Limited+ +1 212 296-4322

Tim Hsiao

Equity AnalystEurope: Setting the Stage for Tim.Hsiao@morganstanley.com +852 2848-1982

Morgan Stanley Europe S.E., Madrid Branch+Potential US Collaboration? Javier Martinez de Olcoz Cerdan

What Happened: Javier.Martinez.Olcoz@morganstanley.com +34 9141-81289

Morgan Stanley & Co. LLC

Ford and Geely Auto (covered by Tim Hsiao) announced a manufacturing JV at Ford's

Daniela M Haigian

Valencia plant in Spain to produce next-generation multi-energy and zero-emission Equity Analyst

vehicles for the European market. Ford will own 66% of the JV, with Geely Auto Daniela.Haigian@morganstanley.com +1 212 761-6071

Jahvonte G Bain

holding the remaining 34%, subject to regulatory approval. The JV is expected to

Research Associate

begin operations in 1H27, with production of new vehicles commencing in 2028. The Jahvonte.Bain@morganstanley.com +1 212 761-9231

Valencia facility has annual capacity of ~500k units. Katherine A Bennorth

The plant will continue producing the Ford Kuga PHEV, while new programs include Katie.A.Bennorth@morganstanley.com +1 212 761-3753

a next-generation Ford Bronco, a new multi-energy Ford family crossover, and two Ford Motor Company (F.N, F UN)

Geely-branded battery electric SUVs. The partnership supports Ford's plan to launch Autos & Shared Mobility | United States of America

five new passenger vehicles in Europe by 2029 while accelerating Geely's European Stock Rating Equal-weight

Industry View In-Line

manufacturing footprint.