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China's Geely to make EVs at Ford plant in Spain under new joint venture

M&A & RestructuringCompany FundamentalsAutomotive & EVInfrastructure & Defense

Ford and Geely’s planned joint venture is set to start operations in H1 2027, with first vehicles expected in 2028. The timeline suggests a medium-term product launch catalyst rather than an immediate earnings impact.

Analysis

Ford and Geely’s planned joint venture is set to start operations in H1 2027, with first vehicles expected in 2028. The timeline suggests a medium-term product launch catalyst rather than an immediate earnings impact.

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