Overview
- The Wall Street Journal, citing people familiar with the matter, reported that Ford is discussing buying BYD batteries for some hybrid models.
- Negotiations remain underway with no agreement in place, and any arrangement would focus on vehicles produced outside the United States.
- Sources said Ford could import BYD battery packs to overseas plants such as Germany, Spain, Thailand, or Turkey, though details are tentative.
- White House trade adviser Peter Navarro criticized the reported talks, warning of supply‑chain exposure and competitive risks tied to Chinese suppliers.
- The discussions follow Ford’s shift toward hybrids after roughly $19.5 billion in EV‑related charges, alongside a CATL‑licensed battery plant in Michigan and prior BYD sourcing in its China joint venture.