Ford's Lisa Drake on Lithium Supply Deals, Battery Production, CATL

The transcript discusses Ford's strategy to secure lithium for electric vehicle production, highlighting partnerships with global suppliers and efforts to diversify away from China. It covers domestic production, political considerations, and the importance of collaboration. The evolution of battery technology, including LFP chemistry, is explored, along with financial aspects like margins and software services. Ford aims to create American jobs and maintain high ESG standards while leveraging global partnerships.

What is the significance of the LFP plant mentioned in the text?

How does Ford's approach to battery technology reflect on its partnerships and production strategy?

What is the expected margin for Ford's electric vehicles in 2026, and what factors could influence this?