Updated
Updated · Bloomberg · Aug 13
Ford Ends China Imports of Lincoln Nautilus, Shifts 2030 Production to US
Updated
Updated · Bloomberg · Aug 13

Ford Ends China Imports of Lincoln Nautilus, Shifts 2030 Production to US

3 articles · Updated · Bloomberg · Aug 13

Summary

  • Ford said it will stop importing the Lincoln Nautilus from China, ending the only model it currently ships from China to the US.
  • 2030 is the target for expanding Lincoln production in the US, shifting output of the SUV back to Ford's home market.
  • The Nautilus has been imported from China since 2024, making the move a reversal of Ford's recent sourcing strategy for the model.
  • The shift follows Ford's broader plan to localize Lincoln production in the US as trade costs and policy uncertainty reshape automakers' supply chains.

Insights

With billions lost to tariffs, will Ford's move to ditch China-built Lincolns quietly force American buyers to foot the bill?
Is Ford's U.S. Lincoln expansion a strategic job creator, or a desperate escape from crushing tariffs and looming tech bans?