Duffy Warns Ford Over China Ties, Citing CATL Deal and Lincoln Reshoring Delay to 2030
Updated
Updated · Fox Business · Sep 8
Duffy Warns Ford Over China Ties, Citing CATL Deal and Lincoln Reshoring Delay to 2030
3 articles · Updated · Fox Business · Sep 8
Summary
A Tuesday letter from Transportation Secretary Sean Duffy told Ford CEO Jim Farley that the automaker’s expanding China ties pose national-security and manufacturing risks for the U.S.
Duffy pointed to Ford’s licensed CATL battery technology at BlueOval Battery Park in Michigan, its Geely joint venture in Spain, reported BYD component talks and delayed plans to reshore Lincoln Nautilus production until 2030.
The letter argues Chinese law could expose proprietary and customer data to Beijing and says deeper reliance on Chinese supply chains undermines American workers and Ford’s technological self-reliance.
The warning marks one of the Trump administration’s strongest public rebukes of a major U.S. automaker as Washington moves toward tighter limits on Chinese auto and connected-vehicle involvement.