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Trump administration blasts Ford's business deals with Chinese firms

Duffy said Ford’s Chinese partnerships expose U.S. supply chains and threaten 1,700 jobs at a Michigan battery plant, while Ford called the claims wrongheaded.

  • On Tuesday, U.S. Transportation Secretary Sean Duffy sent a letter to Ford CEO Jim Farley expressing "profound concern" about the automaker's partnerships with Chinese firms CATL, Geely, and BYD.
  • The administration's scrutiny follows Ford's reliance on licensed technology from CATL at its $3.5 billion BlueOval Battery Park in Marshall, Michigan, which Duffy labeled "not a sustainable strategy" for national security.
  • Ford's Geely joint venture in Spain and delayed reshoring of Lincoln Nautilus production until 2030 drew additional criticism, with Duffy calling the moves an "unacceptable, multi-year window of reliance on Chinese manufacturing."
  • Defending its strategy, Ford dismissed the letter as a "wrongheaded attempt to capture headlines," asserting it owns the plant, controls operations, and employs the workforce while investing domestically in batteries.
  • Bipartisan congressional proposals seek to ban imports of internet-connected hardware linked to China, signaling that Ford's partnerships face a tightening regulatory environment extending well beyond this administrative letter.
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Ford’s alliances with Chinese firms generate criticism in Washington, while the automotive company defends its industrial strategy

·Los Angeles, United States
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Ford rejected Trump's criticism and went out in defense of the alliance with China's Geely at its Spanish plant in Almussafes (Valencia).

·Madrid, Spain
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Reuters broke the news in London, United Kingdom on Tuesday, September 8, 2026.
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