Trump administration blasts Ford's business deals with Chinese firms
Duffy said Ford’s ties to CATL, Geely and BYD create supply-chain exposure and threaten 1,700 jobs at its Michigan battery plant.
- 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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Top US Official Accuses Ford of Deepening Its Dependence on China
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In a letter addressed to the president of the company, Jim Farley, and published on the department's website, Duffy considered that the "recent strategic decisions of the company offer a disturbing picture for a flagship US brand that actively links its future to state-backed Chinese companies." The department is "armed" by Ford's use of Chinese battery manufacturer CATL technologies at its Marshall plant in Michigan, Duffy added. He pointed out…
Ford CEO Jim Farley has received a letter from the US government demanding answers to a number of questions
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