Transportation

Ford Delays Lithium Supply Deal With Liontown Amid EV Struggle

Ford has forecast it could lose as much as $5.5 billion on EVs this year. — Ford has forecast it could lose as much as $5.5 billion on EVs this year.
Photographer: Alex Kraus/Bloomberg

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By Annie Lee

October 9, 2025 at 10:00 AM UTC

Ford Motor Co. will buy less lithium and delay taking shipments from Australian producer Liontown Resources Ltd., the latest sign of strain in the electric-vehicle supply chain.

The US carmaker will not take any lithium from the Kathleen Valley project in 2027 and 2028, Liontown said in an exchange filing on Thursday. The volume to be delivered to Ford from the Western Australia site will also be halved to a total of 256,250 tons, it said.