Ford, F1, and Trump’s Trade Fight

Watch on YouTube ↗  |  January 18, 2026 at 14:15  |  11:28  |  Bloomberg Markets
Speakers
Jim Farley — CEO, Ford Motor Co.
Laurent Mekies — CEO, Red Bull Racing

Summary

Bloomberg's Matt Miller interviews Ford CEO Jim Farley and Red Bull Racing CEO Laurent Mekies in Detroit about their Formula One partnership. They discuss how F1 technology transfer, advanced manufacturing, software, and hybrid systems can benefit Ford's road vehicles and Red Bull's power-unit program. Farley also addresses Trump-era tariffs, EPA changes, USMCA, and competition from Chinese EVs, saying Ford's profitability and valuation are improving.

  • Ford and Red Bull Racing are partnering on Formula One power units.
  • Ford sees tech transfer in aerodynamics, software, batteries, and hybrids.
  • Racing supports Ford's off-road and performance credibility.
  • Farley says tariff mitigation is progressing but more work remains.
  • EPA changes are helping Ford build more profitable vehicles.
  • Chinese EV subsidies and market share are a policy concern.
  • Laurent Mekies says F1's global logistics and travel remain manageable.
Ideas
Jim Farley CEO, Ford Motor Co. 1:09
Ford gains from F1 tech transfer.
Farley says Ford's Formula One partnership with Red Bull is a core capability-building investment: it provides technology transfer in aerodynamics, predictive failure software, hybrid control systems, and high-discharge batteries that Ford can use in road vehicles such as the Transit van and performance hybrids. Racing also strengthens Ford's credibility with off-road and performance customers and helps grow its off-road brand.
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This Bloomberg Markets video, published January 18, 2026, features Jim Farley discussing F. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Jim Farley  · Tickers: F