[REVISION HISTORY]

Ford-Geely Valencia plant joint venture

Updated 17 times since CLSTR started tracking revisions of this situation.

What changed

2026-09-03 04:33 UTC → 2026-09-09 14:34 UTC · added ~~removed~~

Following the formalization of the 66%/34% joint venture in late July 2026, further details have emerged regarding the vehicle lineup for the Almussafes plant near Valencia. While the initial plan included three Ford models and two Geely electric SUVs, recent reports indicate that the Geely EX2 electric SUV is expected to be the first model produced at the site. Ford is preparing to develop a new small crossover SUV, specifically a C-segment model, using Geely’s Global Intelligent Electric Architecture (GEA). This multi-energy platform is designed to support hybrid, internal combustion, or fully electric powertrains to cater to consumer preferences through 2035. By utilizing Geely’s GEA platform and mechanical components, Ford aims to develop the new SUV with “minimal capital investment,” a strategy similar to its previous collaboration with Volkswagen regarding the MEB platform. To preserve its brand identity, Ford intends for the new model to feature a rally-inspired design, distinguishing it from Geely products like the EX5 that share technical components. The partnership aims to revitalize the Valencia facility, which has historically operated at less than 25% capacity, by utilizing Geely’s technology to meet European demand and potentially help navigate European tariffs on Chinese-made electric vehicles. As of ~~late August~~ September 2026, the ~~Almussafes plant~~ partnership has ~~resumed production following the summer break, currently focusing on~~ drawn scrutiny from the ~~Kuga model with a target of 750 units per day. The workforce of 4,142 employees~~ United States. Ford has ~~returned following temporary layoffs (ERTE), with workers expressing “increased certainty” due to~~ defended the ~~Geely alliance. While annual production is projected to fall below 90,000 units this year, negotiations~~ collaboration against criticism from U.S. Transportation Secretary Sean Duffy, who expressed “deep concern” regarding ~~the 2030 Electrification Agreement resumed~~ Ford’s reliance on ~~September 1 to address labor~~ Chinese technology. Ford rejected Duffy’s claims, describing his letter as “wrong” and ~~wage conditions.~~ containing “factual errors.” Simultaneously, Geely Auto Group is expanding its commercial footprint in Spain. The group is increasing its presence in the Valencian Community and the Ebre region through new dealerships, leveraging technology from brands like Volvo and Polestar. To support European operations, Geely utilizes a spare parts distribution center in Guadalajara, aiming for 99% part availability within 24 hours. In the Valencian Community, Geely has seen gradual growth, registering 205 units in the first eight months of 2026.

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