Could also be Ford.

Ford CEO Jim Farley on Friday said that the company is considering making its own electric vehicle batteries. 

“We are discussing (battery) cell manufacturing,” Farley said, according to Reuters, at a Reuters Automotive Summit virtual event. “I think that’s natural as (EV) volume grows.”

That’s a very different response than those given by other Ford executives just earlier in the year—including by former CEO Jim Hackett in July and product development and purchasing chief Hau Thai-Tang in August. Thai-Tang had said then that there was “insufficient scale” for its own battery factory to make financial sense. 

In an interview with Green Car Reports prior to the E-Transit electric van reveal last week, Mark Kaufman, Ford’s global director of electrification, said that E-Transit is the start of a new supply system within the company that takes advantage of its vertical-integration strengths and pivots them into electric vehicles. 

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