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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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Trump administration slams Ford, alleges ties to China

The Trump administration on Tuesday expressed "profound concern" to carmaker Ford about its alleged ties to Chinese technology and manufacturing.

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