Ford is going to take on the tariff storm: no retreat for three years! Electric strategy is cooling down and hidden dangers are hidden

Ford CEO Jim Farley made a strong statement: Trump's tariff policy will continue for at least three years. Although costs have soared by billions, Ford is still as stable as a rock.

Survival rules under tariff impact

Ford's domestic production in the United States has become the biggest line of defense: 80% of its models are made in the United States, and the impact of tariffs has been greatly weakened. In contrast, only 53% of GM comes from the local market, and its competitiveness is obviously inferior. Even so, Ford still expects to spend an extra $2.5 billion a year, especially on parts imports from Mexico and China. But Ford cleverly used logistics strategies to cut costs by $1 billion through transshipment in Canada, which can be called a magical operation.

The Sino-US Cold War continues, and Ford suspends exports to China

Ford suspends exports to China, but continues to import Lincoln models from China. Despite the pressure of tariffs, Ford still won $40.7 billion in revenue in adversity, exceeding market expectations.

Electrification dream shattered? Hidden worries under a huge loss of 5.5 billion

Fuel vehicles support half of Ford's sky, with a single-quarter revenue of 21 billion. However, the electric vehicle division has become a money-eating behemoth, with an estimated full-year loss of up to $5.5 billion. The FNV4 electric platform was forced to stop, and capital efficiency was forced to reorganize.

Under the dual pressure of tariffs and electrification being blocked, can Ford continue to break through and move forward?