Catenaa, Thursday, April 24, 2025-Ford Motor Co. has halted shipments of several major vehicle models to China in response to escalating tariffs, the automaker confirmed Friday.
The move affects exports of US-built F-150 Raptors, Mustangs, Bronco SUVs and Lincoln Navigators, which now face tariffs as high as 150%.
The pause, first reported by The Wall Street Journal, follows growing pressure on US automakers amid President Donald Trump’s shifting trade policies. In a statement, Ford said it had “adjusted exports from the U.S. to China in light of the current tariffs.”
Despite the stoppage, the company will continue exporting engines and transmissions to China. Shipments of the Lincoln Nautilus, built in China, will also proceed as planned.
An internal Ford memo reviewed by Reuters warned that prolonged tariffs could force the company to raise prices on new vehicles. The memo, sent to dealers, underscores growing concern in the industry as automakers face rising production and export costs.
Ford builds about 80% of the vehicles it sells in the U.S. domestically, potentially cushioning the blow compared to rivals. Still, an analysis by the Center for Automotive Research estimates Trump’s 25% auto-related tariffs could cost the industry $108 billion in 2025 alone.
Trump hinted this week that modifications to the tariff structure could be forthcoming, including possible exemptions. However, no timeline or specific policy has been announced.
