Ford has announced that it will build a $3.5 billion battery production facility in the Marshall Township of Western Michigan. The plant comes with an agreement Ford recently confirmed with Contemporary Amperex Technology Co., Limited (CATL).
Ford has the ambitious goal of producing 2 million EVs annually by 2026, and a key element to that plan is a rapid expansion of production. Ford started with “Blue Oval City,” a massive new production and office facility in Tennesee, and has since then begun construction of its first battery production location and enormous expansions of existing factories throughout the U.S.
Now, the company has doubled down, constructing yet another battery production facility, this one in Marshall, Michigan, with the help of CATL.
The $3.5 billion 2,000 acre megasite, while not Ford’s first battery plant, is the company’s first try with LFP, or lithium iron phosphate, batteries. Ford CEO Jim Farley states that these batteries are designed to be cheaper, charge faster, and last longer. LFP battery packs have been used by other automakers, including Tesla, to combat supply shortages.
Ford’s LFP battery design comes from a collaboration with CATL, who will also be helping the company start the Marshall plant as it comes online in 2026.
- Charles Poon, Director, Electrified Systems Engineering, Ford Motor Company, holds a lithium iron phosphate (LFP) battery, while Anand Sankaran, Director, Ford Ion Park, Ford Motor Company, holds a nickel cobalt manganese (NCM) battery. Ford currently uses NCM in its electric vehicles, and will add LFP to its lineup beginning later this year to help it produce more EVs and make them more accessible and affordable for customers.
- Ted Miller, Manager, Ford Battery Cell Research and Advanced Engineering, Ford Motor Company, speaks at Ford Ion Park in Romulus, Mich., on Monday, Feb. 13, 2023, ahead of an announcement where Ford detailed plans to be the first automaker to commit to build both nickel cobalt manganese (NCM) and lithium iron phosphate (LFP) batteries in the U.S.
- Ted Miller, Manager, Ford Battery Cell Research and Advanced Engineering, Ford Motor Company, holds a lithium iron phosphate (LFP) battery during a presentation on Monday, Feb. 13, 2023 at Ford Ion Park in Romulus, Mich. Ford is investing $3.5 billion in the countryÕs first automaker-backed LFP battery plant, offering customers a second battery technology within FordÕs electric vehicle lineup.
Thus far, no Ford EVs currently employ LFP batteries, instead opting for more energy-dense and expensive chemistries. However, that will be changing. This spring, the Ford Mustang Mach-E will be the first Ford EV with the option of LFP battery cells, with more vehicles receiving the same treatment shortly. Ford did not announce how this change will affect the pricing of the Mach-E.
To help fund the plant, the Michigan Strategic Fund announced that it would contribute $210 million on top of funds made available through the Inflation Reduction Act. With the massive stockpile of IRA funds, the Feds are poised to pay anywhere in the range of between $20 and $50 per kWh produced domestically to help with initial production costs. However, that number is highly dependent on material sourcing, operation size, and other factors.
While the project is undoubtedly a great aid to Ford in its mission to electrify its product lineup, it is even better news for Mashall, Michigan, which over the past decade has lost just over 2,000 jobs, according to the “Choose Marshall” organization. With Ford’s infusion of 2,500 new jobs, the entire region is poised to rebound and will likely result in higher standards of living across the board.
Along with nine other new production facilities, Ford is headed toward hitting its 2 million EV run rate and is poised to maintain its position as the second-largest EV brand in the United States. Though, with an equally massive investment being made by General Motors, Stellantis, and others, there is no lack of competition for EV supremacy in the country. Hopefully, more automakers will choose, as Ford has, to invest in the U.S. and work towards growing the number of EVs available for everyone who lives here.
What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com!
Elon Musk
Elon Musk’s next Uranium in Uranus merch is Boring Company’s weirdest tease yet
Elon Musk teased a glowing new Boring Company merch idea, complete with a Geiger counter.
Elon Musk teased the next piece of Boring Company merchandise on X Saturday, and it is exactly as unserious as fans of the company’s product history have come to expect. “The next @boringcompany merch will put Uranium in Uranus,” Musk wrote in a thread posted early Saturday morning. He followed up by explaining that the item would glow in the dark, “because otherwise how could you find it,” and that a Geiger counter would be sold separately as “an optional strap-on.”
Musk closed the thread with a line that doubles as a mission statement for the tunneling company’s merchandise arm: “It’s not easy coming up with something that is both outrageously unsellable and yet extremely popular.”
The Boring Company has built a small but consistent side business out of novelty items that start as jokes and end up selling out. The company’s Not-a-Flamethrower raised roughly $10 million in a few days back in 2018, moving all 20,000 units it produced. Its Burnt Hair perfume, priced around $100 a bottle, sold out fast enough that scalpers were flipping units on eBay for ten times the retail price. Boring Bricks, made from tunneling spoil, followed the same playbook of teasing a product on X months before it became real.
Musk has not said what the actual item will be, only that it involves uranium and glows in the dark. Given the pattern, that vagueness is probably intentional. Past merch announcements have started as one-line jokes and taken weeks or months to turn into an actual product listing on the company’s site, and there is no guarantee this one follows through at all.
The timing lines up with a period of real momentum for the Boring Company outside of the joke merchandise. The company said last week it plans to double the number of operational stations on its Vegas Loop by the end of the year, a target tied to a hiring push for drivers and operations managers. Prufrock-5, one of the company’s tunnel boring machines, also just wrapped a test tunnel in Bastrop, Texas, and is expected to relaunch on its next assignment in November.
Whether the uranium joke turns into an actual product remains to be seen. Musk’s post did not include a price, a shipping date, or even a name for the item, which has historically meant a Boring Company website page goes up quietly, password protected, sometime before an announcement.
News
NASA taps SpaceX for more astronaut missions as Boeing Starliner remains grounded
NASA just gave SpaceX a $946 million contract for three more astronaut missions through 2030.
NASA has awarded SpaceX a $946 million contract modification covering three more astronaut missions to the International Space Station, according to an announcement the agency published Friday. The award adds Crew-15, Crew-16, and Crew-17 to SpaceX’s existing Commercial Crew Transportation Capability contract, bringing the agreement’s total value to $5.92 billion across 17 flights.
SpaceX confirmed the award on X, writing that it was excited for Falcon 9 and Dragon to launch NASA’s Crew-15, 16, and 17 missions to the Space Station from Florida. The new missions cover ground, launch, in orbit, and return operations, along with cargo transport and a lifeboat capability while docked at the station, and the period of performance runs through 2030.
We’re excited for Falcon 9 and Dragon to launch @NASA’s Crew-15, 16, and 17 missions to the @Space_Station from Florida https://t.co/Qm16vVK9F3 pic.twitter.com/drg3s7GtuM
— SpaceX (@SpaceX) September 18, 2026
The award follows a notice of intent NASA issued in May, when the agency first signaled it would purchase up to six additional post certification missions from SpaceX. Teslarati covered that filing at the time, noting NASA cited technical issues and schedule delays encountered by Boeing as a driving factor. Friday’s contract modification locks in three of those six missions, with the remaining three left open for NASA to award later, potentially to Boeing if Starliner clears certification.
Boeing’s CST-100 Starliner has still not flown an operational crew rotation mission for NASA. The spacecraft’s most recent crewed test flight in 2024 ended without the astronauts returning aboard Starliner, and the company has spent the time since working through thruster problems. SpaceX President Gwynne Shotwell said this week that SpaceX is not retiring Crew Dragon today, for sure, while stopping short of committing to fly it past 2030.
Crew-12 is currently docked at the space station, and NASA has said Crew-13 is targeting a launch in the coming weeks. The newly awarded Crew-15 through Crew-17 missions extend SpaceX’s role as NASA’s primary way of getting astronauts to and from orbit well into the back half of the decade, regardless of what happens with Starliner or Starship in the meantime.
Investor's Corner
New drone video shows Tesla’s Optimus Factory reaching a turning point
New drone footage shows Tesla’s dedicated Optimus factory steel frame nearing completion at Giga Texas.
Tesla’s dedicated Optimus factory at Gigafactory Texas is closing in on a finished steel frame, according to drone footage posted Thursday afternoon by longtime site observer Joe Tegtmeyer. In the video, Tegtmeyer said structural steel assembly is now about five column grids away from reaching the building’s north perimeter beam, putting the primary skeleton in its final stretch roughly six months after Tesla broke ground on the North Campus site in late March.
The Giga Texas Optimus Factory latest update … construction keeps moving fast!
Steel assembly is now only about 5 column grids from the north perimeter beam. Concrete is going in on the three upper floors, rebar is still being laid for more pours, and footing / grade-beam work… pic.twitter.com/qvFPvwnYzW
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) September 17, 2026
Tegtmeyer’s footage shows concrete already going in on three upper floors while crews continue laying rebar and pouring grade beam footings at ground level. That kind of parallel work, steel rising at one end of the site while concrete sets at the other, is a scheduling approach Tesla used at the original Giga Texas building and appears to be repeating here to save time before the plant’s targeted 2027 production start.
Teslarati has tracked the building’s progress since Tesla confirmed construction was officially underway in May, when the first steel structure went up on what was then bare, reclaimed land. The facility is part of a more than 5.2 million square foot expansion of Giga Texas’s North Campus that Tesla has said will eventually run nearly the length of the existing vehicle factory, over 4,000 feet, while sitting somewhat narrower. Musk has pegged the long term output target at 10 million Optimus units a year once the line is running at full capacity, a volume that would dwarf the one million unit pilot line Tesla is standing up separately at its Fremont, California factory.
Tesla Giga Texas to feature massive Optimus V4 production line
The Texas facility sits alongside another major buildout on the same campus. Terafab, the joint Tesla and SpaceX chip fabrication plant that will eventually supply the silicon running Optimus units in the field. Housing robot assembly and chip production on the same grounds is a deliberate supply chain decision, cutting down on the shipping and lead time that would otherwise sit between the two.
Tesla has not given an updated timeline beyond its previously stated goal of bringing high volume Optimus production online at the site in the summer of 2027. Fremont’s smaller pilot line began mass producing the current Gen 3 robot in January, with that plant expected to build tens of thousands of units this year primarily to generate the real world data Tesla needs to refine the robot’s software before Giga Texas ramps up. Six months of visible construction progress, tracked almost entirely through Tegtmeyer’s recurring drone flights, gives the clearest outside look yet at how seriously Tesla is treating that 2027 deadline.


