White House Always Answers the Phone, Ford CEO Says
Speakers
Jim Farley
— CEO, Ford Motor Co.
Summary
Ford CEO Jim Farley discusses the company's engagement with the Trump administration on tariffs, EPA rules, and the upcoming USMCA negotiation. He says Ford has made progress mitigating some tariffs and welcomes EPA changes that are helping it build more profitable vehicles. He also warns about subsidized Chinese EV competition in Europe and raises national-security concerns about Chinese self-driving technology.
- Jim Farley says Ford is the most American automaker and the administration has been responsive.
- Ford has made progress mitigating some tariffs but still faces issues including aluminum exposure.
- Farley welcomes EPA changes and says they support more profitable vehicles and U.S. jobs.
- Farley cites rising valuations as evidence of improved Ford profitability.
- The upcoming USMCA renegotiation is described as critical for Ford and the auto industry.
- Chinese EVs are approaching 10% of the UK/European market and benefit from subsidies.
- Farley raises national-security concerns about Chinese self-driving vehicle technology.
- Farley says the U.S. still needs to decide how to handle Chinese cars.
Ideas
Ford benefits from EPA, tariff progress.
Farley says Ford is encouraged by its engagement with the administration and has made progress mitigating some tariffs, though more work remains on issues such as aluminum exposure and USMCA. He welcomes the EPA changes, which he says are already helping Ford build more profitable vehicles and add U.S. jobs, and he points to rising valuations as evidence that investors recognize the improved profitability.
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Speakers: Jim Farley · Tickers: F