Ford Halts Vehicle Shipments to China Amidst Trade Tensions.

Ford Motor Company has announced a pause in the shipment of select vehicle models, including the F-150 Raptor, Mustang, Bronco SUV, and Lincoln Navigator, from the United States to China. This decision stems from escalating trade tensions and retaliatory tariffs imposed on US-manufactured vehicles, reportedly reaching rates as high as 150%.

The company acknowledged the detrimental impact of the current trade environment in a recent statement. Despite the suspension of vehicle exports, Ford will continue supplying US-built engines and transmissions to the Chinese market. The Lincoln Nautilus, produced within China, remains unaffected by the halt, although it is still subject to existing tariffs.

The “on-again, off-again” trade policies are placing considerable strain on automotive manufacturers and suppliers. Industry analysts predict significant cost increases for automakers due to the tariffs, potentially totaling $108 billion by the end of 2025. Ford is reportedly contemplating price increases on new vehicles to offset the financial burden imposed by these ongoing trade challenges. While largely producing its vehicles domestically, the company may still need to adjust pricing to preserve profitability in the face of escalating tariff costs.