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[BUSINESS] · United States, China · 12 sources

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Ford to shift Lincoln production from China to U.S. by 2030

Ford Motor Co. has announced plans to shift the production of several Lincoln luxury vehicle models from China to the United States beginning in 2030. This strategic move aims to strengthen the domestic manufacturing base and mitigate the impact of high import duties and regulatory pressures.

Specifically, the Lincoln Nautilus, which is currently manufactured in China, faces a 52.5% tariff in the U.S. market. Ford CEO Jim Farley noted that the decision was driven by both these tariffs and the U.S. Connected Vehicle Rule, which restricts the use of certain Chinese hardware and technology in domestic models. The company expects the expansion of U.S. production to generate thousands of direct and indirect jobs.

In a separate but related industrial effort, Ford is investing $2 billion to overhaul its Louisville Assembly Plant in Kentucky. This facility is being transformed to support a new generation of electric vehicles, including the Fathom, an all-electric midsize truck. Prototype builds for the Fathom are expected to begin in the first quarter of 2027 using an innovative “universal production system.”

This shift follows a similar trend in the industry, as General Motors has also announced plans to move Buick Envision production from China to the U.S. by 2028.

Entities

China · Ford Motor Co. · Ford Motor Company · Howard Lutnick · Jim Farley · Lincoln · United States

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