Ford Motor Company announced on Wednesday that it will cease importing the Lincoln Nautilus SUV from China, shifting production to the United States. The move aligns with U.S. President Donald Trump's push for automakers to increase domestic manufacturing and comes amid rising tariffs on imported vehicles and parts. Ford plans to expand production of the Lincoln in the U.S. starting in 2030.
Key Details
The Lincoln Nautilus has been imported from Hangzhou, China, since 2024, where it was produced through a joint venture with Changan Automobile. Ford had initially opted for imports due to limited production capacity in North America, as its Ontario plant was retooled for other models. In 2025, Ford sold approximately 34,000 Nautilus SUVs in the U.S., a modest figure compared to its F-Series pickups, which sold nearly 829,000 units, and other models like the Explorer and Bronco.
Background
This decision reflects the broader trend of automakers responding to government pressures to reshore production. Trump has consistently advocated for policies that encourage domestic manufacturing, including imposing tariffs on foreign-made vehicles. The shift in Ford's strategy may signal a significant change in how automakers approach their supply chains in light of these pressures.
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Ford's decision to stop importing the Nautilus could influence the automotive sector, particularly in the context of rising tariffs and reshoring initiatives. Investors may closely monitor how this impacts Ford's production costs and pricing strategies in the U.S. market. Watch for further announcements regarding Ford's production plans and any potential changes in tariffs affecting the automotive industry.
Based on reporting by: businesstimes.com.sg