GM and Ford Extend Rivalry Into Defence and Energy Storage

General Motors and Ford are seeking new growth opportunities in the US defence and energy-storage sectors, adding fresh dimensions to a rivalry that has lasted roughly a century.

CNBC reported that both automakers are pursuing potential military contracts as they look beyond their traditional automotive operations. The available material does not identify specific contracts or confirm that either company has secured an award.

The companies are also reportedly entering or exploring energy-storage businesses. No products, partners, launch dates or established market activity were specified in the source material.

The moves reflect efforts by both manufacturers to find potential growth areas outside conventional vehicle production. Their financial impact remains unclear.

A separate report that the United States plans to raise tariffs on Canadian cars, trucks and parts to 50 per cent from 1 January 2027 is not directly linked to the defence or energy strategies described by CNBC.