Overview
- People familiar with the matter said the discussions could involve importing BYD batteries to Ford factories outside the United States.
- Negotiations are ongoing with no agreement in place, and Ford said it routinely speaks with many companies.
- White House trade adviser Peter Navarro criticized the reported talks on X, warning the arrangement could deepen supply chain exposure to a Chinese competitor.
- Ford has shifted focus to hybrids after announcing about $19.5 billion in EV-related charges, with Q4 2025 hybrid sales up 18% to roughly 55,000 units.
- Chinese automakers face steep U.S. tariffs and looming software restrictions, while Ford continues domestic battery efforts using CATL technology and has sourced BYD cells in China since 2020 via its Changan venture.