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SECURITY THREAT: Duffy WARNS Ford over Chinese tech

13 SEP 2026 · 08:00 ET·4:54·33.1K VIEWS·8.7× USUAL PACE

U.S. Transportation Secretary Sean Duffy has warned Ford Motor Company about its partnerships with Chinese technology and manufacturing firms, citing national security concerns over deepening reliance on Chinese supply chains. Duffy's letter specifically highlighted concerns about Ford's ties to CATL, a major Chinese battery technology company. Ford pushed back, asserting its control over its supply chain and its identity as "the most American auto maker."

WHY IT MATTERS

The warning raises questions about U.S. policy toward China and the extent to which American companies can engage with Chinese suppliers, particularly in strategic industries like automotive manufacturing and critical technologies.

ALSO DISCUSSED

The discussion touches on the broader U.S. policy towards China, comparing Ford's situation to that of Apple and Nvidia, and raises concerns about trans-shipping of Chinese goods through Canada.

SEAN DUFFY FORD MOTOR COMPANY CATL CHINA SUPPLY CHAIN

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