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Ford, GM turn underused EV battery capacity into new revenue stream
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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.
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1 source · 9 Sep 2026
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