The shipment halt is a logical conclusion to something no one would buy.
Retaliatory Tariffs Made Ford Trucks Unaffordable
The Wall Street Journal reports Ford Halts Shipments of F-150s and Other Models to China
The company halted shipments this week of F-150 Raptors, Mustang muscle cars and Bronco SUVs built in Michigan, as well as Lincoln Navigators made in Kentucky, according to people familiar with the matter.
China’s recent countermeasures in response to U.S. import taxes have pushed tariffs on those vehicles as high as 150%, the people said. The F-150 Raptor sells for nearly $100,000 in China.
“We have adjusted exports from the U.S. to China in light of the current tariffs,” a Ford spokeswoman said, without specifying models or timing.
The China export business represents a small but profitable operation for Ford. The automaker began shipping some of its most-recognizable nameplates to the country about a decade ago, in part to burnish its brand image among Chinese car buyers.
Last year, Ford shipped about 5,500 Broncos, F-150s, Mustangs and Navigators to China. That is below the annual average of more than 20,000 vehicle exports to China over the past decade.
Adjusted to Zero
The trend of US exports to China was headed to zero anyway as a result of four things.
Trump tariffs, Biden tariffs, Trump tariffs, and BYD.
The latter is the most important, with China. But the real issue with Ford is all or the tariffs Trump put on every nation plus the subsequent retaliations.
Tariffs on parts from Mexico and Canada will further drive up the price of trucks and thus exports.
We call this winning.
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