U.S. Transportation Secretary urges Ford to cut off key supply chain dependence on China: National security review directly points to Chinese industry risks

U.S. Transportation Secretary Sean Daffy has called on Ford to re-examine its ties to China’s supply chain to link car parts and key technologies directly to national security risks.According to Luther's report on September 9.The U.S. government is further demanding that local manufacturers reduce their reliance on China’s relevant supply chains.

U.S. Department of Transportation Public DocumentDaffy has written to Ford CEO Jim Farley, asking the company to prioritize U.S.-made auto parts, and warned that relying on Chinese suppliers could expose the U.S. automotive industry to economic and national security risks.There is a need to distinguish between facts: Luther has and commented on the incident, while the U.S. Department of Transportation’s open letter is a one-hand government document that can be directly verified; and whether specific Chinese companies constitute a breach of law or a national security threat is still subject to enforcement, regulatory or judicial documents.

The move shows that U.S.-China competition is stepping further into the automotive industry chain from chips, artificial intelligence and telecommunications equipment. China has long expanded its export capacity for automobiles and parts through industrial policies, subsidies and scaled manufacturing, while the U.S. government is increasingly viewing key supply chain reliance as a strategic vulnerability. For Ford, the issue is no longer just the cost of procurement, but whether its supply chain can withstand trade restrictions, geopolitical conflicts and regulatory upgrades.

Focus on China believes that what is truly worth continuing to ask is not whether enterprises are simply "disconnected", but whether government subsidies, technology acquisition, data security and the relationship between the CCP system and enterprises in China's supply chain are transparently reviewed.