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[BUSINESS] · United States, Spain, China · 25 sources

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Ford defends Chinese business ties against US government criticism

Ford Motor Company is facing intense scrutiny from the US government regarding its business relationships with Chinese firms. US Transportation Secretary Sean Duffy issued a letter to Ford CEO Jim Farley expressing “profound concern” over the company’s reliance on Chinese technology and capital, specifically citing a licensing agreement with CATL for lithium iron phosphate (LFP) batteries at Ford’s BlueOval Battery Park Michigan facility. Duffy warned that such arrangements could pose risks to national security and US manufacturing independence.

Ford has vigorously defended its position, labeling the accusations as “wrongheaded” and asserting that it remains the “most American automaker.” The company clarified that its partnership with CATL is strictly a technology licensing agreement, not a joint venture, and that Ford maintains full ownership and operational control of its Michigan plant.

Additionally, the US government raised concerns regarding Ford’s joint venture with Geely Auto in Spain to produce vehicles at the Almussafes plant. While the US administration views this as increasing dependency on a strategic competitor, Ford maintains the alliance is focused on the European market. In response to local labor needs in Spain, Ford has proposed a four-year collective bargaining agreement for the Almussafes workforce, including wage increases and improved benefits to ensure production stability through 2030.

Entities

Almussafes plant · CATL · Ford Motor Company · Geely · Geely Auto · Jim Farley · Sean Duffy

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