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Ford CEO Jim Farley Says U.S. Should Ban Chinese EVs

TaxmanHog

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Ford CEO Jim Farley Says U.S. Should Ban Chinese EVs

By Brett Foote
April 14, 2026 9:38 am


Chinese EVs have been a hot topic across the globe in recent years, and for good reason - they're years ahead of the competition in terms of technology, and priced far cheaper than rivals, to boot. On top of that, the U.S. implemented a de facto ban on Chinese connected vehicles under the Biden administration, while also imposing steep tariffs on those models over concerns that they might collect data and send it back to that country's government. Now, Ford CEO Jim Farley is calling for a total ban of Chinese EVs in the U.S., too.

"We should not let them into our country, because the economic impact...manufacturing is the heart and soul of our country. And for us to lose that...to those exports, would be devastating for our country. That doesn't even include the cyber and privacy risk of a Chinese vehicle. All the vehicles have 10 cameras, they can collect a lot of data. There is no way this is a fair fight," Farley said during a recent appearance on Fox News.

These comments are notable for a number of reasons - starting with the fact that Ford has reportedly been in talks with a trio of Chinese automotive manufacturers over potential partnerships, including prospective joint-venture production efforts in the U.S. Farley also reportedly spoken about these possible joint-ventures with the Trump administration, which has thus far been somewhat open to letting Chinese EVs into the states - though a number of lawmakers oppose such a move.

Ford has more than one joint-venture in China, and also builds the Lincoln Nautilus there for export to the U.S. Additionally, it uses EV battery technology from Chinese companies like CATL in some of its vehicles - including the standard range Ford Mustang Mach-E, as well as the forthcoming mid-size EV pickup, the first to ride on its Universal Electric Vehicle (UEV) platform.
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Mach Turtle

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Interesting, especially given that Ford has a history of overseas partnerships, for example the collaboration with Mazda a couple decades ago which produced some pretty good vehicles IMHO (I owned two Fordzdas, both of which did a good job for me; Ranger/Bxx00 trucks are still all over the place).

With some well designed regulation such as
  • requirements for a percentage of domestically produced content
  • fair and decent (according to US standards) treatment of workers
  • our usual requirements around competition, such as no dumping
  • strict oversight of software which should apply to all automakers
allowing Chinese automakers to participate in the US market would be a win for us. It has worked with European automakers; VW isn't putting Ford out of business anytime soon. However, the current political climate does not lend itself to the design and enforcement of well designed regulations, does it?
 

RickLightning

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Ford is running scared. They have backtracked on nearly all their new vehicle initiatives, let go all their EV experts, and leads the automotive industry in recalls, despite repeatedly saying they will reduce them.

Farley has lost all credibility at this point.
 

StrikesTwice

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Ahhhh the free market….a place with less choices where the inferior product wins at a higher price.
 

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Mr. Farley... Just turn the lights off and lock up when you leave. You lost.

You were the beneficiary of billions to get this EV industry going and compete, but you failed.
 
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ClevelandBeemer

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Jim isn’t wrong. You have to ask yourself why China can produce such low cost vehicles. For Ford to compete, 1. They’d have to automate 90% of the manufacturing and assembly processes. That means thousands of auto workers will be let go. 2. The US government would need to subsidize Ford’s operations.

A large part of why China is dominating in this area is because massive government investment, low wages (unfairly low in many cases), and having a 10 year head start.
 

Stubedo

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Ya, WERE getting out of the EV market, so don't let any other makers In . . .
 

chl

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What an idiot you apparently are, Mr. Farley, alas...
 

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chl

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Gee, maybe CEO's and other executives are getting paid too much in America?
----

Based on Ford's 2026 proxy filing, the ratio between Ford CEO Jim Farley’s total compensation and the median Ford employee's pay for 2025 was 295-to-1.

CEO Pay (2025): Approximately $27.5 million, an 11% increase from 2024, driven by performance-related incentives, including $18.8 million in stock awards, $5.7 million in bonuses, and a $1.7 million base salary.

Median Worker Pay (2025): $93,397, up from $84,829 in 2024.

Context: This ratio indicates a widening pay gap compared to the 2024 ratio of 253-to-1. The 2025 pay package was awarded despite a $8.2 billion net loss and high numbers of vehicle recalls.

-----

As of 2024–2025 data, top U.S. CEOs at S&P 500 firms earn roughly 285 to 299 times the pay of their average median workers. Among the top 100 lowest-paying large firms, this gap surges to 632-to-1. CEO pay has grown over 1,300% since 1978, far outpacing typical worker wage growth.
 

The Weatherman

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Sounds like ‘Protectionism’ pure and simple. 👎🏻
 
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SpaceEVDriver

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Yet another reason to regret buying a Ford. Certainly won’t make that mistake again.
 

mr.Magoo

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1. They’d have to automate 90% of the manufacturing and assembly processes. That means thousands of auto workers will be let go. 2. The US government would need to subsidize Ford’s operations.
So, instead we should apply protectionism and tarrifs, and then kick out the cheap labor that was here (not getting into the right and wrong or the legal aspect here, just saying that you won't find many people willing to do s-t jobs for s-t pay). So now labor cost goes up, prices go up and as a result salaries have to go up so people can afford to buy what they build/harvest in the first place.

It all works if we make the whole country an Amish collective, and companies are not expected to turn a massive profit so that people can retire with a fat trust and their mcMansions, boats and what not...

So I'm sorry bud, you can't have the cookie and eat it.

Also worth keeping in mind for all the "haters" out there is that you/we did this to ourselves.
30-40 years ago or whenever the big change started, companies didn't necessarily invest in China to get access to the domestic market (because there wasn't one), they did it to cut costs. (i.e. increase profits/investor returns)

But the Chinese government was smart at the time and required everyone to do joint ventures, and thus the technology transfer started and soon they had the technology, they had the knowledge and education caught up and passed the rest of the world and meanwhile people sit around like they're doing 20mph and just got passed by a car doing 150, wondering what the hell happened.

Evolution happened, adopt or die.
Protectionism isn't the solution, it is simply delaying the inevitable.
 

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Evolution happened, adopt or die.
Protectionism isn't the solution, it is simply delaying the inevitable.
I think you’ve misread my comment. I’m simply stating what legacy automakers would need to do to compete with China. My point was they WONT do what is needed. The Auto lobby, UAW, dealers, and UAW will not allow it, ultimately to their doom.
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