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Ford, GM turn underused EV battery capacity into new revenue stream

Published

9 September 2026

Topic

opportunities

Sectors

Clean Energy

Geography

United States

Source

Read at news.dealershipguy.com

Verified

Fusion42 · 9 September 2026 · Fusion42 review

Ford and GM are repurposing underused EV battery capacity into battery energy storage systems for utilities, data centers, and grid infrastructure, creating a new revenue stream amid rising demand for energy storage. Ford plans to invest $2 billion over two years to scale this business, while GM is developing sodium-ion grid-scale storage solutions.

This Wire brief sits within Fusion42's coverage of Clean Energy.

◆ The Wire takeaway

Ford and GM have opened a new market for EV battery capacity beyond vehicles. If you build battery storage solutions or grid tech, this shift creates fresh demand and partnership chances.

Coverage

1 source · 9 Sep 2026

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Topics

Clean Energyev-batteryenergy-storagefordgmgrid-infrastructurerevenue-stream