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Trump administration blasts Ford's business deals with Chinese firms

Duffy said Ford’s Chinese partnerships raise supply-chain and national security risks, citing CATL licensing in Michigan and a Geely venture in Spain.

  • 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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A conflict is brewing between the two sides as the U.S. government puts the brakes on Ford’s strategy to cooperate with Chinese companies, prompting Ford to directly refute the claims. The U.S. Secretary of Transportation raised concerns about dependence on China, but Ford argues that the criticism is unfair, emphasizing its contributions to domestic employment and production.

(Washington = Yonhap News) Correspondent Hong Jeong-gyu = U.S. Transportation Secretary Sean Duffy sent a 'warning letter' to U.S. automaker Ford, which is strengthening its partnership with Chinese companies.

·Seoul, Korea (the Republic of)
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Reuters broke the news in London, United Kingdom on Tuesday, September 8, 2026.
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