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4mo ago

Ford Suspends U.S.-Built Vehicle Exports to China as Tariffs Reach 150%

The automaker halts shipments of key models while continuing engine and transmission exports, reflecting the impact of escalating U.S.–China trade tensions.

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In light of recent tariffs, Ford has halted shipments to China of F-150 Raptors, Mustangs and Broncos
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Overview

  • Ford has stopped exporting high-end vehicles, including the F-150 Raptor, Mustang, Bronco SUVs, and Lincoln Navigator, to China due to retaliatory tariffs as high as 150%.
  • The company continues to ship U.S.-built engines and transmissions to China, maintaining a partial supply chain presence in the market.
  • Ford’s vehicle exports to China dropped to 5,500 units in 2024, a significant decline from the decade-long annual average of over 20,000 units.
  • Despite declining sales volumes, Ford’s China operations generated $900 million in operating profit in 2024, largely through joint ventures.
  • Financial analysts have downgraded Ford’s stock price targets, citing weaker demand, rising trade-related costs, and intensifying competition in the Chinese market.