Ford Motor Company to suspend vehicle shipments for several of its flagship models to China, citing escalating challenges stemming from the ongoing United States-China trade dispute and heightened retaliatory tariffs on American-made automobiles.
In a statement released on Friday, Ford confirmed that the current trade environment has significantly disrupted its export strategy. “We have adjusted exports from the U.S. to China in light of the current tariffs,” the company said.
The suspension will temporarily halt shipments of some of Ford’s most popular models, including the F-150 Raptor pickup, the Mustang sports car, the Michigan-assembled Bronco SUV, and the Kentucky-built Lincoln Navigator.
However, Ford stated that shipments of U.S.-manufactured engines and transmissions to China will continue for now. The Lincoln Nautilus, which is produced domestically in China, remains unaffected, although it still faces the financial pressures of elevated tariffs.
Industry analysts have highlighted that U.S.-manufactured vehicles shipped to China are now subject to tariff rates as high as 150%, significantly increasing costs and placing American automakers at a disadvantage in the world’s largest automotive market.
The broader impact of these tariffs has been felt across the global automotive supply chain. According to a report from the Centre for Automotive Research, the 25% tariff on U.S. automotive imports could add up to $108 billion in costs for carmakers by the end of 2025.
An internal Ford memo also indicated that the company is considering price adjustments for new vehicles sold in the U.S. market if trade tensions continue. While Ford’s strong domestic manufacturing footprint — with nearly 80% of its U.S.-sold vehicles produced locally — provides some buffer, the automaker acknowledged that prolonged tariff pressures could eventually impact profitability.
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