Begin manufacturing battery cells at the Kentucky 1 plant
Not delivered by the deadline
AI-assessed · human review in progress Found and assessed by AI from the cited sources. Shown with its evidence; it is not counted in any Kept Score until confirmed.
- Announced
- 21 Aug 2024
- Due
- 30 Jun 2025
- Checked
- 17 Oct 2026
- Deadline
- Met
- Late
- Not met
- Today
What the company said
“The BlueOval SK joint venture’s Kentucky 1 plant will manufacture cells for the current E-Transit with enhanced range and F-150 Lightning beginning mid-2025”
What we found
Evidence strength A What the grades mean
The company did not begin manufacturing battery cells at the Kentucky 1 plant by mid-2025; instead, it later dissolved the joint venture and acquired the plants in 2026.
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A Ford Motor Company 10-Q filed 2025-07-31
“In July 2022, Ford, SK On Co., Ltd., and SK Battery America, Inc. (a wholly owned subsidiary of SK On) completed the creation of BlueOval SK, LLC (“BOSK”), a 50/50 joint venture that is building and will operate electric vehicle battery plants in Tennessee and Kentucky” ✓ confirmed on the page
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A Ford Motor Company 10-K filed 2026-02-11
“On December 9, 2025, Ford, SK On, SKBA and BOSK entered into a Joint Venture Disposition Agreement, pursuant to which Ford’s membership interest in BOSK will be redeemed and a Ford subsidiary will receive the two BOSK plants” ✓ confirmed on the page
Market reaction: the shares moved +6.7% against the S&P 500 over the three sessions around the disclosure (10 Feb 2026 to 13 Feb 2026). What this measures
Checked 17 Oct 2026.
Commitment DNA
The structured record of this commitment. Fields the company did not state are left blank rather than guessed.
- Event type
- Facility other
- Indicative materiality
- Medium rules
- Action
- Begin
- Deliverable
- Battery cells
- Where
- Kentucky
- Language
- Firm (“will”, “on track to”)
- In the company’s control
- Medium
- Specificity
- High
- Depends on
- Partner
How this entry was checked
- Commitment recordedThe company's words were matched word for word against the filing.
- First checkAn AI model, Gemini (Google), read the company's later filings and recorded the outcome with a quoted passage.
- Second check: agreesA different AI model, Claude (Anthropic), re-read the evidence without being told the outcome and reached the same answer.
- Third check on a negative finding: disagreesBecause a negative finding could harm a company if wrong, a stronger model re-read the evidence fully blind and read it as “no_evidence”, so a person decides.
Not yet confirmed. Shown on the record, but it will not count in any score until it is confirmed. How verification works
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Report an error in this entry Reference: KI-C-2024-F-012831 · Corrections policy