InsideEVs • 9/9/2026

The Trump administration has expressed significant concern regarding Ford Motor Company's partnerships with Chinese firms, particularly in light of national security risks. On Tuesday, U.S. Transportation Secretary Sean Duffy sent a letter to Ford CEO Jim Farley, urging the company to cease its collaborations with Chinese entities, specifically naming battery manufacturer CATL and automakers Geely and BYD. Duffy characterized the situation as one that raised "profound concern" and indicated that the Department of Transportation (USDOT) was "deeply alarmed" by Ford's reliance on licensed technology from these companies. The criticism from U.S. officials highlights the broader tensions between the United States and China, especially in the context of technology and manufacturing. The partnerships with CATL, Geely, and BYD have been scrutinized for potential security implications, as the U.S. government seeks to mitigate risks associated with foreign influence in critical industries. The administration's stance reflects an ongoing effort to safeguard national interests amid increasing competition and geopolitical challenges. In summary, the Trump administration's response to Ford's dealings with Chinese firms underscores a growing apprehension about the implications of such partnerships. The letter from Secretary Duffy serves as a formal warning to Ford, emphasizing the need for the company to reconsider its business strategies in light of these concerns.
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