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Ford signs joint venture with SK Innovation, backtracking its ‘no advantage’ battery stance

Ford's dedicated Battery Team at Ion Park. (Credit: Ford)

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Ford has announced that it has signed a joint venture deal with South Korea’s SK Innovation in a monumental partnership that will manufacture EV battery cells in the United States. The announcement shows Ford has backtracked on its previous stance of manufacturing batteries in-house, after the company’s previous CEO Jim Hackett said there is “no advantage” to automakers building cells themselves.

Last night, Ford unveiled its F-150 Lightning pickup truck, an all-electric version of its highly-popular F-150 pickup that has dominated the U.S. truck market for years. Ford recently entered the electric vehicle sector with its Mustang Mach-E, a crossover that holds the legendary name of the muscle car that is synonymous with performance and aesthetics. Along with the Mustang Mach-E, Ford has unveiled the e-Transit van, an all-electric take on its chassis cab cargo van, and of course, the F-150 Lightning, which had its very public unveiling last night.

Now, Ford is making moves to increase battery cell supplies for its transition to electrification by entering a joint venture with SK Innovation. The venture will be called BlueOvalSK, and it was first reported by Reuters.

On the heels of a speech from President Joe Biden on Tuesday that outlined the importance of transitioning to electrification to not only fuel carbon neutralization efforts but also for secure American, unionized jobs, Ford is now taking extra steps to secure extra manufacturing jobs in its home country while aiming to avoid battery cell shortages.

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Ford CEO Jim Farley told reporters on Wednesday night that “As the industry changes, we have to insource now.” Cells are the most important and most expensive portion of an electric car. A key way to reduce costs and remain more competitive in the EV sector is to produce cells through a partnership with suppliers or with a wholly-owned facility. Tesla does both, as the company purchases cells from LG Chem and CATL, and through a partnership with Panasonic at its Gigafactory Nevada site. Additionally, Tesla produces its own 4680 cells at the Kato Road facility in Northern California. These cells have yet to be installed into vehicles, but will be in the future and will decrease battery costs while increasing power, range, and efficiency.

Farley believes that the partnership will help avoid battery constraints for its vehicles, an issue that has plagued the automotive sector this year, except with semiconductors.

Interestingly, it is a major backtrack from what Ford’s former stance on battery production was. Last year, then-Ford CEO Jim Hackett commented on Tesla’s strategy to produce its own cells, stating it had “no advantage.

Hackett said:

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“I’ve met with a number of the people that you know that are in the supply side of this. And it was our estimation, in fact, our whole team went through a really deep dive on this six months ago, that the supply chain has ramped up since Elon built his Gigafactory. And so there’s plenty there that does not warrant us to migrate our capital into owning our own factory. There’s no advantage in the ownership in terms of cost or sourcing as what Ford can draw on.”

After Farley took the helm at Ford on October 1, 2020, he seemed to indicate that things were heading in a different direction than Hackett indicated. “Absolutely, we’re discussing it as a team,” when asked about Ford’s potential to produce its own cells.

Ford’s F-150 Lightning will start from $39,974 to $90,474 and will offer up to 300 miles of range with its extended range battery.

Ford F-150 Lightning unveiled: Price, Release date, Range, Features and more

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What do you think? Let us know in the comments below, or you can email me at joey@teslarati.com or Tweet me @KlenderJoey.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Elon Musk

Tesla Full Self-Driving’s newest behavior is the perfect answer to aggressive cars

According to a recent video, it now appears the suite will automatically pull over if there is a tailgater on your bumper, the most ideal solution for when a driver is riding your bumper.

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Credit: Tesla

Tesla Full Self-Driving appears to have a new behavior that is the perfect answer to aggressive drivers.

According to a recent video, it now appears the suite will automatically pull over if there is a tailgater on your bumper, the most ideal solution for when a driver is riding your bumper.

With FSD’s constantly-changing Speed Profiles, it seems as if this solution could help eliminate the need to tinker with driving modes from the person in the driver’s seat. This tends to be one of my biggest complaints from FSD at times.

A video posted on X shows a Tesla on Full Self-Driving pulling over to the shoulder on windy, wet roads after another car seemed to be following it quite aggressively. The car looks to have automatically sensed that the vehicle behind it was in a bit of a hurry, so FSD determined that pulling over and letting it by was the best idea:

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We can see from the clip that there was no human intervention to pull over to the side, as the driver’s hands are stationary and never interfere with the turn signal stalk.

This can be used to override some of the decisions FSD makes, and is a great way to get things back on track if the semi-autonomous functionality tries to do something that is either unneeded or not included in the routing on the in-car Nav.

FSD tends to move over for faster traffic on the interstate when there are multiple lanes. On two-lane highways, it will pass slower cars using the left lane. When faster traffic is behind a Tesla on FSD, the vehicle will move back over to the right lane, the correct behavior in a scenario like this.

Perhaps one of my biggest complaints at times with Full Self-Driving, especially from version to version, is how much tinkering Tesla does with Speed Profiles. One minute, they’re suitable for driving on local roads, the next, they’re either too fast or too slow.

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When they are too slow, most of us just shift up into a faster setting, but at times, even that’s not enough, see below:

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There are times when it feels like it would be suitable for the car to just pull over and let the vehicle that is traveling behind pass. This, at least up until this point, it appears, was something that required human intervention.

Now, it looks like Tesla is trying to get FSD to a point where it just knows that it should probably get out of the way.

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Elon Musk

Tesla Megapack powers $1.1B AI data center project in Brazil

By integrating Tesla’s Megapack systems, the facility will function not only as a major power consumer but also as a grid-supporting asset.

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Credit: Tesla

Tesla’s Megapack battery systems will be deployed as part of a 400MW AI data center campus in Uberlândia, Brazil. The initiative is described as one of Latin America’s largest AI infrastructure projects.

The project is being led by RT-One, which confirmed that the facility will integrate Tesla Megapack battery energy storage systems (BESS) as part of a broader industrial alliance that includes Hitachi Energy, Siemens, ABB, HIMOINSA, and Schneider Electric. The project is backed by more than R$6 billion (approximately $1.1 billion) in private capital.

According to RT-One, the data center is designed to operate on 100% renewable energy while also reinforcing regional grid stability.

“Brazil generates abundant energy, particularly from renewable sources such as solar and wind. However, high renewable penetration can create grid stability challenges,” RT-One President Fernando Palamone noted in a post on LinkedIn. “Managing this imbalance is one of the country’s growing infrastructure priorities.”

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By integrating Tesla’s Megapack systems, the facility will function not only as a major power consumer but also as a grid-supporting asset.

“The facility will be capable of absorbing excess electricity when supply is high and providing stabilization services when the grid requires additional support. This approach enhances resilience, improves reliability, and contributes to a more efficient use of renewable generation,” Palamone added.

The model mirrors approaches used in energy-intensive regions such as California and Texas, where large battery systems help manage fluctuations tied to renewable energy generation.

The RT-One President recently visited Tesla’s Megafactory in Lathrop, California, where Megapacks are produced, as part of establishing the partnership. He thanked the Tesla team, including Marcel Dall Pai, Nicholas Reale, and Sean Jones, for supporting the collaboration in his LinkedIn post.

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Elon Musk

Starlink powers Europe’s first satellite-to-phone service with O2 partnership

The service initially supports text messaging along with apps such as WhatsApp, Facebook Messenger, Google Maps and weather tools.

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Credit: SpaceX

Starlink is now powering Europe’s first commercial satellite-to-smartphone service, as Virgin Media O2 launches a space-based mobile data offering across the UK.

The new O2 Satellite service uses Starlink’s low-Earth orbit network to connect regular smartphones in areas without terrestrial coverage, expanding O2’s reach from 89% to 95% of Britain’s landmass.

Under the rollout, compatible Samsung devices automatically connect to Starlink satellites when users move beyond traditional mobile coverage, according to Reuters.

The service initially supports text messaging along with apps such as WhatsApp, Facebook Messenger, Google Maps and weather tools. O2 is pricing the add-on at £3 per month.

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By leveraging Starlink’s satellite infrastructure, O2 can deliver connectivity in remote and rural regions without building additional ground towers. The move represents another step in Starlink’s push beyond fixed broadband and into direct-to-device mobile services.

Virgin Media O2 chief executive Lutz Schuler shared his thoughts about the Starlink partnership. “By launching O2 Satellite, we’ve become the first operator in Europe to launch a space-based mobile data service that, overnight, has brought new mobile coverage to an area around two-thirds the size of Wales for the first time,” he said.

Satellite-based mobile connectivity is gaining traction globally. In the U.S., T-Mobile has launched a similar satellite-to-cell offering. Meanwhile, Vodafone has conducted satellite video call tests through its partnership with AST SpaceMobile last year.

For Starlink, the O2 agreement highlights how its network is increasingly being integrated into national telecom systems, enabling standard smartphones to connect directly to satellites without specialized hardware.

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