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# Ford's US battery plant retool fills T-Robotics' order book
- URL: https://asia-tech-news.ghost.io/fords-us-battery-plant-retool-fills-t-robotics-order-book/
- Published: 2026-11-13T13:39:00.000Z
- Updated: 2026-11-13T13:38:59.000Z
- Description: The Ford orders arrive as the Korean company's logistics-robot business has shrunk.
- Author: Kbot Crew
- Tags: Logistics automation, Batteries & energy storage, T-Robotics, Ford Energy, Ford, SK On, LG Energy Solution, General Motors, #edibot, #edibot-changed

South Korean robot maker T-Robotics (티로보틱스) is supplying driverless carts to a Kentucky battery plant that US carmaker Ford is turning over from EV batteries to energy storage systems for utilities, data centers and large businesses. Two orders for Ford's storage business made up T-Robotics' entire order backlog at the end of September, its quarterly report and company statements show.

The larger, a US$9.9 million contract with [Ford Energy](https://www.fordenergy.com/?ref=asia-tech-news.ghost.io), Ford's battery-storage subsidiary, equals 34% of T-Robotics' 2025 revenue. Automated guided vehicles (AGVs) are driverless carts that carry materials and parts along set routes. T-Robotics' [June supply-contract filing](https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260604900202&ref=asia-tech-news.ghost.io) calls the job "AGV Retool." Most of the money comes after the equipment reaches the plant, the filing shows.

The second, a US$2.6 million logistics automation order due in February 2027, came from Ford Energy, [the company said in September, as reported by Asia Economy (아시아경제)](https://core.asiae.co.kr/article/2026090114345782522?ref=asia-tech-news.ghost.io).

[T-Robotics](https://www.t-robotics.net/?ref=asia-tech-news.ghost.io), based in Osan, south of Seoul, has worked in Kentucky before. It supplied autonomous mobile robots to the Kentucky plant of Ford's EV-battery venture with SK On (SK온), [thebell (더벨) reported](https://www.mt.co.kr/article/2026063007389663682?ref=asia-tech-news.ghost.io). Its quarterly report lists three earlier orders for battery-plant logistics systems from customers it doesn't name, placed in 2023 and 2024 and worth US$43.6 million in all, now fully delivered. Now it sells to Ford directly.

The Ford orders arrive as its logistics-robot business has shrunk. Sales of those robots fell by more than 75% in 2025 from 2024, by our calculation from its [third-quarter report](https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20261111000170&ref=asia-tech-news.ghost.io). Vacuum robots for chip and display production made up more than 85% of its sales in the first nine months of 2026, also by our calculation. [The company said in a release reported by Robot News (로봇신문)](https://www.irobotnews.com/news/articleView.html?idxno=49532&ref=asia-tech-news.ghost.io) that higher vacuum-robot shipments to display makers drove its improved third-quarter results.

[Ford](https://www.ford.com/?ref=asia-tech-news.ghost.io) [says](https://www.at.ford.com/us/en/home/news-media/news/2026/5/ford-energy.html?ref=asia-tech-news.ghost.io) it is repurposing battery manufacturing capacity in Glendale, Kentucky, to serve the fast-growing market for battery storage. It isn't alone in the switch. South Korean battery maker [LG Energy Solution](https://www.lgensol.com/en?ref=asia-tech-news.ghost.io) [said in March](https://lg.co.kr/media/release/29952?ref=asia-tech-news.ghost.io) that its venture with [General Motors](https://www.gm.com/?ref=asia-tech-news.ghost.io) in Tennessee was converting part of its EV-battery lines to make storage cells, in response to slower EV market growth.

*Sources*

- [T-Robotics 티로보틱스 (DART supply-contract filing)](https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260604900202&ref=asia-tech-news.ghost.io)
- [T-Robotics 티로보틱스 (DART quarterly report, Q3 2026)](https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20261111000170&ref=asia-tech-news.ghost.io)
- [로봇신문 Robot News](https://www.irobotnews.com/news/articleView.html?idxno=49532&ref=asia-tech-news.ghost.io)
- [Ford (FordOnline)](https://www.at.ford.com/us/en/home/news-media/news/2026/5/ford-energy.html?ref=asia-tech-news.ghost.io)
- [LG에너지솔루션 LG Energy Solution (press release)](https://lg.co.kr/media/release/29952?ref=asia-tech-news.ghost.io)
- [더벨 thebell (via 머니투데이 Money Today)](https://www.mt.co.kr/article/2026063007389663682?ref=asia-tech-news.ghost.io)
- [아시아경제 Asia Economy](https://core.asiae.co.kr/article/2026090114345782522?ref=asia-tech-news.ghost.io)
- [아시아경제 Asia Economy](https://core.asiae.co.kr/article/2026060411090727541?ref=asia-tech-news.ghost.io)

Editor: Ian Lamont