Ford and GM Accelerate Energy Storage Market Entry with Over $12 Billion Investment
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 15 2026
0mins
Should l Buy GM?
Source: CNBC
- Market Shift: U.S. automakers are increasingly pivoting to the energy storage sector, with Ford and GM announcing significant investments in 2025, including over $10 billion in battery factories in Kentucky and Michigan to leverage battery factory potential amid uncertainties in EV sales.
- Growing Demand: According to the U.S. Energy Information Administration, electricity demand is rising due to the emergence of data centers, with projections indicating a potential threefold increase in energy demand by 2028 compared to 2023, driving demand for battery storage, particularly in energy-intensive sectors like data centers.
- Technical Challenges: While battery storage shares a technological foundation with EV batteries, significant technical differences exist, and Ford lacks direct experience in energy storage, facing challenges in competing against established players, particularly in sourcing skilled labor for advanced technologies.
- Policy Incentives: The U.S. government offers tax incentives for energy storage projects that promote domestic manufacturing, particularly against countries deemed
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Analyst Views on GM
Wall Street analysts forecast GM stock price to rise
19 Analyst Rating
14 Buy
4 Hold
1 Sell
Moderate Buy
Current: 77.780
Low
57.00
Averages
95.06
High
122.00
Current: 77.780
Low
57.00
Averages
95.06
High
122.00
About GM
General Motors Company designs, builds and sells trucks, crossovers, cars and automobile parts and provides software-enabled services and subscriptions worldwide. The Company's segments include GMNA, GMI, Cruise and GM Financial. Its GM North America (GMNA) and GM International (GMI) develop, manufacture and/or markets vehicles under the Buick, Cadillac, Chevrolet and GMC brands. The Company provides automotive financing services through its General Motors Financial Company, Inc. (GM Financial) segment. Its Cruise segment is engaged in the development and commercialization of autonomous vehicle technology. Its software-enabled services and subscriptions, including OnStar, its advanced driver-assistance systems (ADAS), including Super Cruise driver assistance technology, and its end-to-end software platform. The Company is also focused on investing in electric vehicles (EVs) and AVs, software-enabled services and subscriptions and new business opportunities.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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