Aluminum is one of the most energy-intensive metals to make, and the surge in power prices already knocked about 900,000 tons of smelting capacity offline in Europe and North America.
Ford said it has now sourced about 70% of the battery cell capacity it needs to achieve its annual production rate of more than 2 million by late 2026.
The partnership will support the transition toward a net-zero future by supplying Ford with materials including lithium, low-carbon aluminum and copper.