Ford CEO Jim Farley told Reuters the company will shift production of the Lincoln Nautilus from China to the US starting in 2030, citing the 52.5% tariff on Chinese-built gas and electric vehicles as the primary driver. Ford sold about 34,000 Nautilus vehicles domestically last year, and the decision follows General Motors' earlier move to shift its Buick Envision from China to the US by 2028.
Commerce Secretary Howard Lutnick joined Farley in the announcement, framing the shift as a competitive advantage, while Ford separately said talks with Commerce determined the Nautilus no longer needs special authorization under the Connected Vehicle Rule, which restricts Chinese tech in US-sold vehicles. A Senate Commerce Committee measure could go further, barring any automaker more than 15% Chinese-owned from selling in the US, a threshold that would affect Mercedes-Benz.
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