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Energy","tier":3,"returns_yearly":{"2021":4.4,"2022":6.4,"2023":-8.7,"2024":12.3,"2025":13.9,"2026":4.1}},{"slug":"wec-energy-group","name":"WEC 에너지 그룹","name_en":"WEC Energy Group","tier":3,"returns_yearly":{"2021":8.7,"2022":-0.5,"2023":-7,"2024":16.1,"2025":16,"2026":3.1}},{"slug":"blackrock","name":"BlackRock","name_en":"BlackRock","tier":3,"returns_yearly":{"2021":29.4,"2022":-20.4,"2023":17.9,"2024":29.3,"2025":6.6,"2026":2.8}},{"slug":"talen-energy","name":"Talen Energy","name_en":"Talen Energy","tier":3,"returns_yearly":{"2024":214.8,"2025":86.1,"2026":1}},{"slug":"berkshire-hathaway","name":"Berkshire Hathaway","name_en":"Berkshire Hathaway","tier":3,"returns_yearly":{"2021":29,"2022":3.3,"2023":15.5,"2024":27.1,"2025":10.9,"2026":0.7}},{"slug":"est-e-lauder-companies","name":"에스티 로더","name_en":"The Estée Lauder Companies Inc.","tier":3,"returns_yearly":{"2021":40,"2022":-32.3,"2023":-40.1,"2024":-47.6,"2025":42.1,"2026":0.2}},{"slug":"amorepacific","name":"아모레퍼시픽","name_en":"Amorepacific","tier":3,"returns_yearly":{"2021":-30.1,"2022":-5.7,"2023":-18.4,"2024":9.9,"2025":8.2,"2026":-1.2}},{"slug":"exelon","name":"엑셀론","name_en":"Exelon","tier":3,"returns_yearly":{"2021":41.5,"2022":8.3,"2023":-14,"2024":9.2,"2025":20,"2026":-1.5}},{"slug":"vistra","name":"Vistra","name_en":"Vistra","tier":3,"returns_yearly":{"2021":19.6,"2022":5.1,"2023":70.7,"2024":261.5,"2025":17.7,"2026":-7.2}},{"slug":"brookfield","name":"Brookfield","name_en":"Brookfield Asset Management Ltd.","tier":3,"returns_yearly":{"2023":45.6,"2024":39.7,"2025":-0.2,"2026":-9.7}},{"slug":"fabrinet","name":"Fabrinet","name_en":"Fabrinet","tier":3,"returns_yearly":{"2021":52.7,"2022":8.2,"2023":48.4,"2024":15.5,"2025":107.1,"2026":-10.5}},{"slug":"ionq","name":"IonQ","name_en":"IonQ","tier":3,"returns_yearly":{"2022":-79.3,"2023":259.1,"2024":237.1,"2025":7.4,"2026":-11.9}},{"slug":"fox","name":"폭스","name_en":"Fox Corporation","tier":3,"returns_yearly":{"2021":28.2,"2022":-16.6,"2023":-0.8,"2024":66.3,"2025":51.8,"2026":-13.8}},{"slug":"constellation-energy","name":"Constellation Energy","name_en":"Constellation Energy","tier":3,"returns_yearly":{"2023":37.2,"2024":92.7,"2025":58.8,"2026":-15.3}},{"slug":"take-two-interactive","name":"테이크투 인터랙티브","name_en":"Take-Two Interactive Software, Inc.","tier":3,"returns_yearly":{"2021":-14.5,"2022":-41.4,"2023":54.6,"2024":14.4,"2025":39.1,"2026":-16.6}},{"slug":"abbott-laboratories","name":"애보트","name_en":"Abbott Laboratories","tier":3,"returns_yearly":{"2021":30.5,"2022":-20.7,"2023":2.3,"2024":4.8,"2025":12.9,"2026":-19}},{"slug":"comcast","name":"컴캐스트","name_en":"Comcast Corporation","tier":3,"returns_yearly":{"2021":-2.2,"2022":-28.7,"2023":29.1,"2024":-11.8,"2025":-17.3,"2026":-22.3}},{"slug":"qubt","name":"Quantum Computing Inc","name_en":"Quantum Computing Inc","tier":3,"returns_yearly":{"2021":-75.8,"2022":-55.7,"2023":-39.5,"2024":1712.7,"2025":-38,"2026":-27.5}},{"slug":"rigetti","name":"Rigetti Computing","name_en":"Rigetti Computing","tier":3,"returns_yearly":{"2022":-92.9,"2023":35.1,"2024":1449.2,"2025":45.2,"2026":-31.4}},{"slug":"ecopro-hn","name":"에코프로에이치엔","name_en":"Ecopro HN","tier":3,"returns_yearly":{"2022":4.6,"2023":17,"2024":-47.7,"2025":38,"2026":-38.7}},{"slug":"nike","name":"Nike","name_en":"Nike","tier":3,"returns_yearly":{"2021":18.7,"2022":-29,"2023":-6,"2024":-29.1,"2025":-13.8,"2026":-44.1}},{"slug":"ecopro-materials","name":"에코프로머티리얼즈","name_en":"EcoPro Materials","tier":3,"returns_yearly":{"2024":-52.5,"2025":-4.9,"2026":-44.2}},{"slug":"d-wave","name":"D-Wave Quantum","name_en":"D-Wave Quantum","tier":3,"returns_yearly":{"2022":-85.3,"2023":-38.9,"2024":854.5,"2025":211.3,"2026":-44.3}},{"slug":"ecopro","name":"에코프로","name_en":"Ecopro","tier":3,"returns_yearly":{"2021":-5.1,"2022":94.5,"2023":309.5,"2024":-39.2,"2025":172.1,"2026":-49.2}},{"slug":"anthropic","name":"Anthropic","name_en":"Anthropic","tier":3,"returns_yearly":null},{"slug":"openai","name":"OpenAI","name_en":"OpenAI","tier":3,"returns_yearly":null},{"slug":"cerebras","name":"Cerebras","name_en":"Cerebras Systems","tier":3,"returns_yearly":null},{"slug":"arianegroup","name":"아리안그룹","name_en":"ArianeGroup","tier":3,"returns_yearly":null}],"analysis":"글로벌 완성차·금융사 기업. 2026년 +15.3%다. 수요단(평균 +16.3%)·본주(+15.3%)·공급단(평균 +19.9%)이 비슷한 보폭이다. 전파가 한 바퀴 돈 동조 국면이라, 다음 구간은 사슬 방향보다 개별 실적이 가른다. 연결 노드 중 가장 앞선 곳은 CSX Corporation(+37.5%), 가장 처진 곳은 에코랩(+7%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Ford Motor Company operates across Global automaker and captive lender. It is +15.3% in 2026. Demand side (avg +16.3%), the stock (+15.3%) and supply side (avg +19.9%) are moving in step. Propagation has completed a lap, so the next leg depends on individual results more than chain direction. Among connected nodes the furthest ahead is CSX Corporation (+37.5%) and the furthest behind is Ecolab Inc. (+7%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It sources batteries and European commercial vehicles from external partners and has restructured its battery joint ventures as EV demand has changed.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"BlueOval SK","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-11","basis":"자본 반환을 차감한 포드의 BlueOval SK 누적 인식 출자액","value":3500000000,"period":"as_of_FY2025","basis_en":"Ford's recognized cumulative contributions to BlueOval SK, net of capital returns","qualifier":null},"note":"포드는 SK온과 미국 배터리 공장을 건설·운영하기 위해 BlueOval SK에 투자했으며 2025년 말까지 자본 반환을 차감한 누적 출자액은 35억달러였다. 2026년 5월 합작 종료가 완료돼 포드 지분은 상환됐고 포드는 켄터키 공장 두 곳을 넘겨받았다.","note_en":"Ford invested in BlueOval SK with SK On to build and operate U.S. battery plants, with net recognized contributions of $3.5 billion through year-end 2025. The venture ended in May 2026, Ford's membership interest was redeemed, and Ford took ownership of the two Kentucky plants.","sources":[{"stance":"confirms","publisher":"연합뉴스","publisher_en":"Yonhap News Agency","kind":"news","lang":"ko","published_at":"2026-07-30","url":"https://www.yna.co.kr/view/AKR20260730142801527","title":"SK이노 2분기 영업익 3조4천873억, 윤활유·배터리 호조로 흑전","title_en":"SK Innovation Swings to Profit with KRW 3.4873 Trillion in Second-Quarter Operating Income","excerpt":"SK온은 2분기에 포드와의 블루오벌SK 합작법인 종료 절차를 완료했다.","excerpt_en":"SK On completed the termination of its BlueOval SK joint venture with Ford in the second quarter."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-05-21","url":"https://www.sec.gov/Archives/edgar/data/37996/000003799626000093/f-20260520.htm","title":"FORD MOTOR CO 8-K (2026-05-21)","title_en":"FORD MOTOR CO 8-K (2026-05-21)","excerpt":"포드는 2026년 5월 20일 합작 종료가 완료돼 BlueOval SK 지분이 상환됐다고 공시했다.","excerpt_en":"Ford's membership interest in BOSK was redeemed"},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-11","url":"https://www.sec.gov/Archives/edgar/data/37996/000003799626000015/f-20251231.htm","title":"FORD MOTOR CO 10-K (2026-02-11)","title_en":"FORD MOTOR CO 10-K (2026-02-11)","excerpt":"포드는 2025년 말 BlueOval SK 누적 순출자액을 35억달러로 인식했다.","excerpt_en":"$3.5 billion of its agreed capital contribution"}]},{"direction":"cost","counterparty":"SK이노베이션(SK온)","counterparty_slug":"sk-innovation","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-06-18","basis":"SK온이 포드 차량에 공급하는 배터리의 조달액","value":null,"period":"relationship_observed_2026","basis_en":"Ford procurement value for batteries supplied by SK On","qualifier":"confirmed_no_disclosed_value"},"note":"SK온은 포드의 F-150 라이트닝과 E-Transit 계열에 배터리를 공급해 온 핵심 조달 상대다. 양사는 2026년 5월 BlueOval SK 합작을 종료했지만 SK온 테네시가 향후 포드 전동화 차량용 배터리 공급 관계를 이어갈 방침이다.","note_en":"SK On has been a key battery supplier for Ford's F-150 Lightning and E-Transit range. The companies ended the BlueOval SK joint venture in May 2026, while SK On Tennessee intends to continue the strategic supply relationship for future Ford electrified vehicles.","sources":[{"stance":"confirms","publisher":"삼성증권","publisher_en":"Samsung Securities","kind":"research","lang":"ko","published_at":"2026-06-18","url":"https://www.samsungpop.com/common.do?cmd=down&contentType=application/pdf&fileName=2020/2026061808015886K_02_09.pdf&inlineYn=Y&saveKey=research.pdf","title":"2차전지 2026 하반기 전망: 미국 ESS 수요와 탈중국망 기회","title_en":"Rechargeable Batteries 2H 2026 Outlook: U.S. ESS Demand and De-China Supply Chain Opportunities","excerpt":"주요 모델별 표는 F-150 라이트닝과 E-Transit 계열의 배터리 공급사를 SK온으로 제시한다.","excerpt_en":"The model-by-model table identifies SK On as battery supplier for the F-150 Lightning and E-Transit range."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-11","url":"https://www.sec.gov/Archives/edgar/data/37996/000003799626000015/f-20251231.htm","title":"FORD MOTOR CO 10-K (2026-02-11)","title_en":"FORD MOTOR CO 10-K (2026-02-11)","excerpt":"포드는 SK온과 세운 합작 배터리 공장이 포드와 계열사에 배터리를 공급하도록 설립됐다고 공시했다.","excerpt_en":"to supply batteries to Ford and Ford affiliates"}]},{"direction":"cost","counterparty":"Ford Otosan","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-11","basis":"유럽용 Transit 계열 및 Puma 완성차의 포드 조달액","value":null,"period":"relationship_observed_FY2025","basis_en":"Ford procurement value for European Transit-family vehicles and the Puma","qualifier":"confirmed_no_disclosed_value"},"note":"Ford Otosan은 유럽용 Transit, Transit Custom, Transit Courier와 Puma를 포드에 독점 공급한다. 포드는 이 합작사 지분 41%도 보유하지만 이 엣지는 완성차 조달 관계만 나타낸다.","note_en":"Ford Otosan is Ford's sole supplier of the Transit, Transit Custom, Transit Courier, and Puma for Europe. Ford also owns 41% of the joint venture, but this edge represents the vehicle procurement relationship only.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-11","url":"https://www.sec.gov/Archives/edgar/data/37996/000003799626000015/f-20251231.htm","title":"FORD MOTOR CO 10-K (2026-02-11)","title_en":"FORD MOTOR CO 10-K (2026-02-11)","excerpt":"포드는 Ford Otosan을 유럽용 Transit 계열과 Puma의 독점 공급사로 공시했다.","excerpt_en":"the sole supplier to us of the Transit"}]},{"direction":"cost","counterparty":"신타스","counterparty_slug":"cintas","confidence":"high","metric":{"type":"contract_value","unit":"USD","as_of":"2026-02-02","basis":"포드 딜러 정비사 전국 유니폼 프로그램의 신타스 서비스 매출","value":null,"period":"nationwide program launched in late 2025","basis_en":"Cintas service revenue from the nationwide Ford dealership technician uniform program","qualifier":"confirmed_no_disclosed_value"},"note":"포드는 미국 전역의 딜러 정비사를 위한 유니폼 프로그램을 신타스에서 제공받으며, 렌탈형 프로그램에는 수거, 세탁, 검사, 수선과 재배송이 포함된다.","note_en":"Ford uses a nationwide Cintas uniform program for its dealership technicians, with the rental option covering pickup, laundering, inspection, repair, and redelivery.","sources":[{"stance":"confirms","publisher":"Cintas","publisher_en":"Cintas","kind":"ir","lang":"en","published_at":"2026-02-02","url":"https://www.cintas.com/about/newsroom/details/news/2026/02/02/carhartt-ford-cintas-to-showcase-uniform-program-for-ford-dealer-technicians-during-national-automobile-dealers-association-show/","title":"카하트·포드·신타스, 포드 딜러 정비사 유니폼 프로그램 공개","title_en":"Carhartt, Ford & Cintas to Showcase Uniform Program for Ford Dealer Technicians","excerpt":"이 프로그램은 포드 딜러를 대상으로 렌탈 서비스와 직접 구매 방식을 제공하며, 신타스가 프로그램을 운영한다.","excerpt_en":"The program offers both rental service programs and direct purchase for Ford dealerships nationwide. Cintas will manage the program."},{"stance":"confirms","publisher":"Carhartt","publisher_en":"Carhartt","kind":"ir","lang":"en","published_at":"2026-01-13","url":"https://www.carhartt.com/press-release-ford-partnership","title":"디트로이트에서 맺어진 포드와 카하트의 파트너십","title_en":"Forged in Detroit: Carhartt and Ford Announce Partnership","excerpt":"관리형 프로그램에서 신타스는 유니폼을 세탁·검사하고 필요에 따라 수선하거나 교체한다.","excerpt_en":"Through the managed program with Cintas, uniforms are professionally cleaned, inspected, and repaired or replaced as needed."}]},{"direction":"revenue","counterparty":"유나이티드 렌탈스","counterparty_slug":"united-rentals","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2022-05-10","basis":"Ford Pro 전기차 구매계약 금액","value":null,"period":"2022","basis_en":"Value of the Ford Pro electric-vehicle purchase agreement","qualifier":"confirmed_no_disclosed_value"},"note":"포드는 북미 임대·사내 차량용 F-150 Lightning과 E-Transit을 유나이티드 렌탈스에 공급하는 계약을 맺었으며, 상대별 구매 금액은 공개되지 않았다.","note_en":"Ford agreed to supply Ford Pro F-150 Lightning trucks and E-Transit vans to United Rentals for its North American rental and company fleets, while the counterparty-specific purchase value was not disclosed.","sources":[{"stance":"confirms","publisher":"United Rentals","publisher_en":"United Rentals","kind":"ir","lang":"en","published_at":"2022-05-10","url":"https://www.unitedrentals.com/our-company/press-room/press-releases/detail/united-rentals-invests-ford-electric-trucks-north-american-fleet","title":"United Rentals Invests in Ford Electric Trucks for North American Fleet","title_en":"United Rentals Invests in Ford Electric Trucks for North American Fleet","excerpt":"회사는 Ford Pro 전기차를 북미 임대·사내 차량용으로 구매하는 계약을 발표했다.","excerpt_en":"United Rentals announced a new agreement with Ford Pro to purchase all-electric vehicles for its North American rental and company fleets."}]},{"direction":"revenue","counterparty":"DHL Group","counterparty_slug":null,"confidence":"mid","metric":{"type":"count","unit":"vehicles","as_of":"2025-07-24","basis":"2025년 말까지 DHL 독일 우편·소포 차량군에 공급하기로 한 신규 포드 프로 전기 밴","value":2400,"period":"by_FY2025","basis_en":"New Ford Pro electric vans scheduled for DHL's German post and parcel fleet by year-end 2025","qualifier":null},"note":"DHL은 독일 우편·소포 사업의 배송 차량으로 포드 프로의 E-Transit과 E-Transit Custom을 도입했다. 포드는 2025년 말까지 신규 전기 밴 2,400대를 공급하기로 했다.","note_en":"DHL deployed Ford Pro E-Transit and E-Transit Custom vans in its German post and parcel operations. Ford was to supply 2,400 new electric vans by the end of 2025.","sources":[{"stance":"confirms","publisher":"DHL 그룹","publisher_en":"DHL Group","kind":"ir","lang":"en","published_at":"2025-07-24","url":"https://group.dhl.com/en/media-relations/press-releases/2025/ford-pro-e-vans-strengthen-the-electric-delivery-fleet.html","title":"포드 프로 전기 밴 2,400대, 독일 우편·소포 전기 배송 차량군 강화","title_en":"Milestone: 2,400 Ford Pro e-vans strengthen the electric delivery fleet of Deutsche Post and DHL in Germany","excerpt":"2025년 말까지 포드 프로 전기 밴 2,400대가 독일 우편·소포 배송 차량군에 추가된다.","excerpt_en":"By the end of 2025, 2,400 new e-vans from Ford Pro will enhance the delivery fleet"}]},{"direction":"revenue","counterparty":"에코랩","counterparty_slug":"ecolab","confidence":"mid","metric":{"type":"count","unit":"vehicles","as_of":"2025-09-01","basis":"에코랩 캘리포니아 차량군에 추가하기로 한 포드 전기차 수","value":1000,"period":"by_2025","basis_en":"Ford electric vehicles to be added to Ecolab's California fleet","qualifier":null},"note":"에코랩은 북미 업무용 차량의 전동화를 위해 포드 프로의 F-150 라이트닝과 머스탱 마하-E를 캘리포니아 차량군에 도입했다. 2025년까지 추가하기로 한 차량은 1,000대다.","note_en":"Ecolab used Ford Pro F-150 Lightning trucks and Mustang Mach-E SUVs to electrify its North American work fleet. The plan called for 1,000 vehicles to be added to its California fleet by 2025.","sources":[{"stance":"confirms","publisher":"포드 모터 컴퍼니","publisher_en":"Ford Motor Company","kind":"ir","lang":"en","published_at":"2025-09-01","url":"https://www.fromtheroad.ford.com/us/en/articles/2025/the-proof-is-in-the-power--2025-commercial-electrification-trend","title":"효과로 입증하는 2025년 상용 전동화 동향","title_en":"The Proof Is in the Power: 2025 Commercial Electrification Trends","excerpt":"에코랩은 포드 프로와 협력해 2025년까지 캘리포니아 차량군에 전기차 1,000대를 추가했다.","excerpt_en":"worked with Ford Pro to add 1,000 F-150 Lightning trucks and Mustang Mach-E SUVs"}]},{"direction":"cost","counterparty":"CSX Corporation","counterparty_slug":"csx","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2023-04-21","basis":"포드가 CSX에 지급한 철도 운송 대가","value":null,"period":"2022 customer activity","basis_en":"Rail transportation consideration paid by Ford to CSX","qualifier":"confirmed_no_disclosed_value"},"note":"포드는 CSX 고객으로서 트럭에서 철도로 화물을 전환해 배출량을 줄였으며, 고객별 운임과 매출 기여액은 공개되지 않았다.","note_en":"Ford is identified as a CSX customer that reduced freight emissions through highway-to-rail conversions, while customer-specific freight rates and revenue contribution were not disclosed.","sources":[{"stance":"confirms","publisher":"CSX","publisher_en":"CSX","kind":"news","lang":"en","published_at":"2023-04-21","url":"https://www.csx.com/index.cfm/about-us/media/press-releases/csx-announces-customer-environmental-excellence-award-winners/?mobileFormat=false","title":"CSX, 고객 환경 우수상 수상 기업 발표","title_en":"CSX Announces Customer Environmental Excellence Award Winners","excerpt":"CSX는 포드를 2023년 도로 운송에서 철도로 전환한 고객 부문 수상 기업으로 명시했다.","excerpt_en":"Highway-to-rail Conversion Awards: Ford."}]},{"direction":"cost","counterparty":"일리노이 툴 웍스","counterparty_slug":"illinois-tool-works","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2025-09-18","basis":"포드에 공급하는 ITW 자동차 부품·체결 솔루션의 거래액","value":null,"period":"relationship_observed_2025","basis_en":"Value of ITW automotive components and fastening solutions supplied to Ford","qualifier":"confirmed_no_disclosed_value"},"note":"포드는 ITW로부터 자동차용 부품과 체결 솔루션을 공급받으며, ITW의 2025 CDP 응답은 포드에 공급하는 ITW 사업부가 10곳이라고 밝히지만 거래액은 공개하지 않는다.","note_en":"Ford receives automotive components and fastening solutions from ITW, whose 2025 CDP response identifies ten ITW businesses supplying Ford but does not disclose the transaction value.","sources":[{"stance":"mentions","publisher":"리서치 앤 마켓","publisher_en":"Research and Markets","kind":"research","lang":"en","published_at":"2026-05-14","url":"https://www.globenewswire.com/news-release/2026/05/14/3294629/28124/en/automotive-fastener-market-research-report-2026-2031-profiles-of-key-players-kamax-wurth-group-nifco-illinois-tool-works-araymond-gruppo-fontana.html","title":"자동차 체결부품 시장 조사 보고서 2026-2031","title_en":"Automotive Fastener Market Research Report 2026-2031","excerpt":"시장조사는 ITW가 경량 자동차 플랫폼에 맞춘 폭넓은 엔지니어드 패스너 제품군과 연결 기술을 보유한다고 평가했다.","excerpt_en":"Illinois Tool Works remains well-positioned through a broad engineered fastener portfolio and connection technologies aligned with lightweight vehicle platforms."},{"stance":"confirms","publisher":"일리노이 툴 웍스","publisher_en":"Illinois Tool Works","kind":"ir","lang":"en","published_at":"2025-09-18","url":"https://www.itw.com/media/zw4f4lnn/illinois-tool-works-inc-2025-cdp-climate-change-water-report.pdf","title":"일리노이 툴 웍스 2025 CDP 기업 설문 응답","title_en":"Illinois Tool Works Inc. 2025 CDP Corporate Questionnaire","excerpt":"포드에 공급하는 ITW 사업부 10곳의 자료다.","excerpt_en":"10 ITW businesses that supply to Ford"}]},{"direction":"cost","counterparty":"로크웰 오토메이션","counterparty_slug":"rockwell-automation","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2024-11-07","basis":"포드 루이빌 공장과 차세대 트럭 프로그램에 공급하는 자동화 제품 거래액","value":null,"period":"automation award disclosed 2024-11-07","basis_en":"Value of automation products supplied for Ford's Louisville facility and next-generation truck programs","qualifier":"confirmed_no_disclosed_value"},"note":"포드는 로크웰을 켄터키주 루이빌 공장의 자동화 파트너로 선정해 차체·최종 조립 공장에 Logix 제어기, 드라이브, HMI와 산업용 부품을 공급받고 차세대 트럭 프로그램에도 로크웰 제품을 공급받는다.","note_en":"Ford selected Rockwell as the automation partner for its Louisville, Kentucky facility and receives Logix controllers, drives, HMIs, and industrial components for body and final assembly, with additional Rockwell content for next-generation truck programs.","sources":[{"stance":"confirms","publisher":"로크웰 오토메이션","publisher_en":"Rockwell Automation","kind":"ir","lang":"en","published_at":"2024-11-07","url":"https://www.rockwellautomation.com/content/dam/rockwell-automation/documents/pdf/company/about-us/ir/2024/ROK-Prepared-Remarks-Q4-FY24.pdf","title":"로크웰 오토메이션 FY2024 4분기 실적발표 준비 발언","title_en":"Rockwell Automation Q4 FY2024 Prepared Remarks","excerpt":"로크웰은 포드의 루이빌 공장 자동화 파트너로 선정됐다고 밝혔다.","excerpt_en":"Rockwell was selected by Ford Motor Company as the automation partner for their Louisville, Kentucky facility."},{"stance":"confirms","publisher":"로크웰 오토메이션","publisher_en":"Rockwell Automation","kind":"ir","lang":"en","published_at":"2022-11-16","url":"https://www.rockwellautomation.com/en-us/company/news/press-releases/Ford-Motor-Company-Selects-Rockwell-Automation-to-Advance-Its-Electric-Vehicle-Program.html","title":"포드, 전기차 프로그램 추진을 위해 로크웰 오토메이션 선정","title_en":"Ford Motor Company Selects Rockwell Automation to Advance Its Electric Vehicle Program","excerpt":"로크웰 제품과 서비스는 포드의 오크빌, 블루오벌시티, 에이번레이크 생산단지에 사용된다.","excerpt_en":"Rockwell products and services will be utilized across Ford’s automotive production complexes."}]},{"direction":"cost","counterparty":"라이온델바젤","counterparty_slug":"lyondellbasell","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2022-11-02","basis":"포드 차량용 폴리머 소재 매출","value":null,"period":"2022 적용 사례","basis_en":"Revenue from polymer materials supplied for Ford vehicles","qualifier":"confirmed_no_disclosed_value"},"note":"포드는 차량용 내외장 부품에 라이온델바젤의 폴리프로필렌계 소재를 사용했으며, 공개된 사례에는 포드 브롱코의 탈착식 휠 플레어가 포함되지만 포드 관련 매출액은 공개되지 않았다.","note_en":"Ford Motor Company used LyondellBasell's polypropylene-based materials in vehicle interior and exterior parts, with public examples including removable wheel flares for the Ford Bronco, while Ford-related revenue is not disclosed.","sources":[{"stance":"confirms","publisher":"SPE 자동차 부문","publisher_en":"SPE Automotive Division","kind":"analysis","lang":"en","published_at":"2022-11-02","url":"https://speautomotive.com/wp-content/uploads/2022/11/IAGGuide22_Winners.pdf","title":"제51회 SPE 자동차 혁신상 프로그램 가이드와 수상작","title_en":"51st Annual SPE Automotive Innovation Awards Program Guide and Winners","excerpt":"포드 브롱코의 탈착식 휠 플레어에 라이온델바젤의 Hifax 소재가 사용됐다.","excerpt_en":"Material Suppliers: LyondellBasell Industries / Celanese Corp. Resin: Hifax TYC 1152P TPO."}]}]}