Overview
- Ford confirmed Wednesday that it will move production of some Lincoln models out of China and begin U.S. assembly in 2030, and said it will phase out China imports for the U.S. market.
- The company cited a 52.5% U.S. duty on the China‑built Lincoln Nautilus as the main economic driver for the shift.
- Ford told Reuters that the Connected Vehicle Rule also influenced the choice but that after talks with the Commerce Department the Nautilus no longer needs special authorization to sell in the U.S.
- The automaker said the reshoring is expected to create thousands of direct and indirect U.S. jobs but has not named which plants will get the new work or how much it will invest.
- Industry context: General Motors has already moved a China‑built model to the U.S., and pending congressional limits on China‑linked technology and ownership raise the odds of more reshoring because tariffs and tech rules can erase the cost advantage of building in China.