Ford and Geely will build EVs together at Ford’s plant in Spain. Ford owns 66%, Geely 34%.
THE SO WHAT
Ford handing 34% of a Valencia EV JV to Geely is a reminder that EV economics are pushing even incumbents into shared manufacturing and platform deals. Suppliers and software vendors should treat this as one customer with two decision centers — procurement and integration choices will be negotiated across Detroit, Gothenburg, and Hangzhou.
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