Dual pressure of high tariffs and technology restrictions: Ford Motor Company (F.US) will move part of its Lincoln production line back to the United States starting in 2030.

Ford Motor Company's (F.US) CEO announced on Wednesday that the company plans to shift some Lincoln models' production from China to the United States starting in 2030. He stated that while this decision is difficult, it is essential for strengthening the foundation of the U.S. automotive industry. Both gasoline and electric vehicles imported from China are subject to high tariffs. Ford confirmed that the U.S. tariff rate for the Lincoln Navigator, one of its main models imported from China, has reached 52.5%. Ford CEO Jim Farley, in a joint interview with U.S. Commerce Secretary Gina Raimondo, addressed the tariffs by saying, "Once the policies of the current administration were established, we made this decision." "We are very clear about the government's objectives and fully understand what this means for Ford." Farley noted that as part of a significant increase in production, Lincoln models made in the U.S. will be sold in the domestic market, although the company has not disclosed the specific production location. Raimondo added, "Ford has an advantage. Domestic manufacturing has its advantages." Its local competitor, General Motors Company (GM.US), had previously announced plans to move the production of its Envision from China to the United States starting in 2028. In addition to tariffs, automakers are also facing restrictions from the Connected Vehicle Rule, which prohibits the use of certain Chinese technologies and hardware in vehicles sold in the U.S. Farley stated that these two regulations jointly prompted Ford's decision, but he emphasized that the tariffs are the primary driving factor.