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Ford announces ‘Ion Park’ for electric vehicle battery production and research

Ford today announces Romulus, Mich., will be the home of its new global battery center of excellence – Ford Ion Park – which is accelerating the company’s research and development of battery and battery cell technology – including future battery manufacturing.

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Today, Ford Motor Company announced that it will establish Ford Ion Park, an electric vehicle battery cell production and research and development facility. The Michigan automaker will stay in its home state for this new project, launching the site in Romulus, MI, keeping with its 2010 announcement to make the state Ford’s center of excellence for EVs.

Ion Park will be held at a refurbished 270,000 square foot facility. Housing a maximum of 200 engineers, the facility will include “world-class pilot-scale equipment for electrode, cell, and array design and manufacturing engineering and innovation,” Ford said.

Following the successful launch of the Mustang Mach-E last year, Ford’s first attempt at electrification has gone much better than its other legacy competitors. The Mach-E maintained the fourth spot in Car and Drivers’ most recent EV rankings, finishing behind the Tesla Model Y and Model 3 and the Chevrolet Bolt EV, respectively.

Ford Mustang Mach-E wins Car and Driver’s 2021 “EV of the Year” award

“Ford already is delivering on our plan to lead the electric revolution with strong new vehicles including Mustang Mach-E, 2022 E-Transit available late 2021 and the 2022 F-150 Lightning available from spring next year,” said Anand Sankaran, who will be the Director of Ion Park. “The new lab will help Ford speed up the battery development process to deliver even more capable, affordable batteries and is part of Ford’s renewed commitment to making Michigan a centerpiece of its focus on EVs.”

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Much like industry leader Tesla, Ford is attempting to figure out the challenges behind battery cell constraints while exploring new technologies that could introduce increased range, performance, and lifespan for EV cells. After announcing a $185 million investment into EV battery cell development, including the development of cell arrays, testing, and manufacturing, Ion Park will make up a significant portion of that budget: $100 million of it, to be exact.

The $100 million Ford will spend on Ion Park is just a drop in the bucket for its planned EV expenditure. The company committed $30 billion into electrification by 2025, a relatively short-term plan that differs from the outlines that many other car companies have talked about for the coming years. Perhaps this is Ford’s biggest advantage. It could be why the company is arguably the most serious in terms of legacy car companies that have pledged toward a transition to sustainable powertrains.

Along with the Mach-E, Ford will roll out several new all-electric vehicles in the coming years. Earlier this year, it announced the F-150 Lightning, the all-electric take on America’s best-selling pickup truck. Additionally, Ford will venture into the commercial electric vehicle market with the 2022 E-Transit van, which could benefit from the advancements in cell technology that Ford plans to make at the new Ion Park facility.

Don’t hesitate to contact us with tips! Email us at tips@teslarati.com, or you can email me directly at joey@teslarati.com.

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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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Tesla Semi completes 5,000-mile winter trial with thyssenkrupp

The test covered nearly 5,000 miles in winter conditions.

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Credit: Tesla Semi/X

thyssenkrupp Supply Chain Services has completed a three-week pilot of the Tesla Semi at one of its California logistics hubs, marking a new step in the company’s sustainability push. The test covered nearly 5,000 miles in winter conditions and focused on evaluating the electric Class 8 truck’s efficiency, transparency, and operational performance.

Tesla Semi offers efficiency gains and real-time logistics visibility

During the pilot, the Tesla Semi was used for active freight delivery, including routes over the Altamont Pass. thyssenkrupp evaluated the vehicle’s ability to reduce downtime, enhance delivery speed, and offer greater real-time supply chain visibility, the company noted in a press release.

Live diagnostics and performance monitoring allowed the logistics provider to track metrics such as speed, routes, and overall efficiency—data that supports smarter and more transparent logistics operations.

“The Tesla Semi aligns with our ongoing commitment to sustainability and operational excellence,” said Bob Denehy, Chief Commercial Officer at thyssenkrupp Supply Chain Services. “Its efficiency and diagnostic features, and low environmental impact make it a natural fit for our evolving logistics strategy.”

Pilot builds on long-term partnership with Tesla and green energy goals

A logistics partner to Tesla since 2015, thyssenkrupp Supply Chain Services was one of the first companies selected to test the Tesla Semi in a real-world setting. The trial reinforces the company’s push into renewable energy logistics and reflects its long-term goal of integrating alternative-fuel technologies across its operations. 

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Plans are now underway to begin adding electric Semis to its fleet as part of a wider emissions-reduction effort. The pilot is thus the latest example of how logistics providers are embracing next-generation transport technologies to meet environmental goals and enhance supply chain performance.

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Tesla Semi shows strong results in ArcBest’s real-world freight trial

The truck handled varied terrain, including a 7,200-foot climb over Donner Pass.

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Credit: ArcBest/X

ArcBest has successfully wrapped up a three-week pilot program testing a Class 8 Tesla Semi in over-the-road applications. The trial was conducted through ArcBest’s ABF Freight division, and it covered routes between Reno and Sacramento and regional operations around the Bay Area.

Tesla Semi pilot sees strong performance and positive driver feedback

The Tesla Semi logged 4,494 miles during the pilot, averaging 321 miles per day with an energy efficiency of 1.55 kWh per mile. The Tesla Semi handled varied terrain, including a 7,200-foot climb over Donner Pass, and delivered performance comparable to diesel counterparts. 

Drivers who participated in the pilot also gave positive feedback to the Tesla Semi, citing the Class 8 all-electric truck’s comfort, safety, and visibility thanks to features like a center seating position and intuitive controls. Matt Godfrey, president of ABF Freight, shared his thoughts on the pilot in a press release

“We’re not looking for a truck that performs well ‘for an EV.’ It must meet or exceed the performance and total cost of ownership targets of our most efficient diesel units. This pilot gives us great insight into the potential of EV semis in our operations,” he said. 

ArcBest highlights need for more charging infrastructure

While the pilot met expectations, ArcBest noted that broader deployment of Class 8 all-electric trucks like the Tesla Semi will still depend on improvements in charging infrastructure. This way, longer-haul operations become more than feasible.

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The pilot marks another step in ArcBest’s investment in sustainable logistics technologies. In addition to testing the Tesla Semi, the company operates a small fleet of EVs, including nine electric yard tractors, two electric forklifts, and two Class 6 electric straight trucks. Dennis Anderson, ArcBest chief innovation officer, noted that vehicles like the Tesla Semi are notable developments in the transportation sector.

“Freight transportation is a vital part of the global economy, and we know it also plays a significant role in overall greenhouse gas emissions. While the path to decarbonization presents complex challenges — such as infrastructure needs and alternative fuel development — it also opens the door to innovation. Vehicles like the Tesla Semi highlight the progress being made and expand the boundaries of what’s possible as we work toward a more sustainable future for freight,” he stated.

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Investor's Corner

Tesla could save $2.5B by replacing 10% of staff with Optimus: Morgan Stanley

Jonas assigned each robot a net present value (NPV) of $200,000.

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Credit: Tesla Optimus/X

Tesla’s (NASDAQ:TSLA) near-term outlook may be clouded by political controversies and regulatory headwinds, but Morgan Stanley analyst Adam Jonas sees a glimmer of opportunity for the electric vehicle maker. 

In a new note, the Morgan Stanley analyst estimated that Tesla could save $2.5 billion by replacing just 10% of its workforce with its Optimus robots, assigning each robot a net present value (NPV) of $200,000.

Morgan Stanley highlights Optimus’ savings potential

Jonas highlighted the potential savings on Tesla’s workforce of 125,665 employees in his note, suggesting that the utilization of Optimus robots could significantly reduce labor costs. The analyst’s note arrived shortly after Tesla reported Q2 2025 deliveries of 384,122 vehicles, which came close to Morgan Stanley’s estimate and slightly under the consensus of 385,086.

“Tesla has 125,665 employees worldwide (year-end 2024). On our calculations, a 10% substitution to humanoid at approximately ($200k NPV/humanoid) could be worth approximately $2.5bn,” Jonas wrote, as noted by Street Insider.

Jonas also issued some caution on Tesla Energy, whose battery storage deployments were flat year over year at 9.6 GWh. Morgan Stanley had expected Tesla Energy to post battery storage deployments of 14 GWh in the second quarter.

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Musk’s political ambitions

The backdrop to Jonas’ note included Elon Musk’s involvement in U.S. politics. The Tesla CEO recently floated the idea of launching a new political party, following a poll on X that showed support for the idea. Though a widely circulated FEC filing was labeled false by Musk, the CEO does seem intent on establishing a third political party in the United States. 

Jonas cautioned that Musk’s political efforts could divert attention and resources from Tesla’s core operations, adding near-term pressure on TSLA stock. “We believe investors should be prepared for further devotion of resources (financial, time/attention) in the direction of Mr. Musk’s political priorities which may add further near-term pressure to TSLA shares,” Jonas stated.

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