[REDHORSECA]

SK Innovation Co Ltd is only going to be able to sell F-150 Lightning battery packs to Ford for the next 4 years (MY22 - MY25 Lightnings) in the US.

Then SK Innovation are then banned from selling any more batteries in the US for 6 more years (2032).

Because they lost a US Trade case against LG Chem Ltd for stealing their trade secrets.

https://www.usnews.com/news/technology/articles/2021-02-10/us-itc-rules-against-south-korea-but-allows-temporary-vw-ford-battery-use

Ford is going to need to find another battery supplier and/or start making their own batteries for the MY26+ F-150 Lightning.