Company Overview
American automaker with a major push into electric vehicles through its Ford Model e division, while maintaining strong positions in trucks (F-150) and commercial vehicles.
Commodity Exposures
Price Sensitivity
Ford consumes massive quantities of steel and aluminum for vehicle production, with the F-150 Lightning requiring approximately 130 lbs of copper (4x a traditional F-150). The company's EV transition is dramatically increasing exposure to lithium, cobalt, and nickel for battery packs. Ford has signed direct supply agreements with mining companies to secure battery metals, reflecting the strategic importance of commodity access.
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