Ford Motor Company has paused shipments of several U.S.-made vehicles to China, citing rising trade tensions and steep tariffs. The decision affects well-known models such as the F-150 Raptor, Mustang, the Michigan-built Bronco, and the Kentucky-made Lincoln Navigator.
In a statement on Friday, Ford said it had “adjusted exports from the U.S. to China” due to tariffs that have climbed as high as 150% on some American vehicles, making it increasingly difficult for U.S. automakers to stay competitive in the Chinese market.
Despite the export halt, Ford will continue sending U.S.-made engines and transmissions to China. The Lincoln Nautilus, which is built locally in China, won’t be affected by the shipping pause, though it will still face high tariffs.
Industry experts warn that the ongoing trade tensions are hurting both car manufacturers and parts suppliers. According to the Centre for Automotive Research, current tariffs could drive up industry costs by around $108 billion by the end of 2025. These costs are likely to be passed down to consumers in the form of higher vehicle prices.
An internal memo obtained by Reuters suggests Ford is considering price increases on new vehicles to deal with the long-term effects of the tariffs. While most of Ford’s U.S. sales come from domestically produced vehicles, the financial pressure may still force the company to rethink its pricing strategy to stay profitable amid ongoing uncertainty.