Ford says it converted Louisville plant for Fathom EV work within a year

General Motors will end Chevrolet retail sales in China after about 21 years, with Chevrolet volumes falling from over 767,000 units in 2014 to under 9,000 in 2025, according to Automobilwoche. Ford will stop producing Lincoln vehicles in China for US buyers starting in 2030, citing a 52.5% tariff and US connected-vehicle rules; Lincoln Nautilus US sales were down 5.7% YoY through July.

Ford CEO Jim Farley told the Detroit Free Press that Ford will move Lincoln Nautilus production from China to the U.S. by the end of the decade, starting with higher U.S. output in 2030. He cited all-new Lincoln vehicle design plans and tariff costs, saying Ford paid about $2B in total tariffs last year. Ford said 2Q Nautilus sales were 10,505, up 6.4%.

Detroit automakers say proposed changes to a revised U.S.-Mexico-Canada trade deal could raise costs by at least $2 billion annually per company, Reuters reported. The U.S. wants 50% U.S.-made content for lower tariffs and higher North American content. GM expects $2.5B to $3.5B gross tariff expenses this year; Ford estimates about $1B net. Ford will shift Lincoln production to U.S. from China.

Detroit automakers warned that proposed changes to the U.S.-Mexico-Canada trade deal could add billions in annual costs. A 50% U.S.-made content rule and higher North American content could raise expenses by at least $2B per automaker, on top of existing tariffs. GM expects $2.5B-$3.5B gross costs; Ford estimates about $1B net. Ford will shift Lincoln production from China to U.S. factories.

Reuters reports Detroit automakers plan to tell the Trump administration that proposed changes to a revised North American trade deal could add billions in annual costs. A U.S. proposal for at least 50% U.S.-made content and higher North American content could cost each automaker at least $2B/year, on top of existing tariffs. GM expects $2.5B-$3.5B tariff gross costs in 2025; Ford estimates about $1B net.

Ford plans to shift production of some Lincoln models from China to the US starting in 2030, according to CEO Jim Farley and Reuters. Tariffs on China-made vehicles, including a 52.5% duty on the Lincoln Nautilus, plus Connected Vehicle Rule limits, are cited. Ford sold about 34,000 Nautilus units in the US last year.