US Transportation Secretary Urges Ford to Cut Ties with Chinese Supply Chain: National Security Review Targets CCP Industry Risks

US Transportation Secretary Sean Duffy has called on Ford to reduce its dependence on Chinese supply chains and prioritize the use of American-made components. The US Department of Transportation's public letter has elevated the risks associated with the automotive supply chain to the level of economic and national security.

According to a report by Ludepress on September 9, the US government is further requiring domestic manufacturers to reduce their dependence on supply chains related to the Chinese Communist Party.

A public document from the US Department of Transportation shows that Duffy has written to Ford CEO Jim Farley, urging the company to prioritize the use of American-made automotive components and warning that dependence on Chinese suppliers may expose the US automotive industry to economic and national security risks. It is necessary to distinguish between levels of fact: Ludepress reported and commented on the event, while the US Department of Transportation's public letter is a verifiable primary government document; regarding whether specific Chinese companies constitute a violation of the law or a national security threat, it is still necessary to rely on law enforcement, regulatory, or judicial documents.

This move shows that the competition between the US and China is extending from chips, artificial intelligence, and telecommunications equipment to the automotive industry chain. China has long expanded its export capacity for automobiles and parts through industrial policies, subsidies, and large-scale manufacturing, while the US government is increasingly viewing critical supply chain dependence as a strategic weakness. For Ford, the issue is no longer just procurement costs, but whether its supply chain can withstand the pressure test of trade restrictions, geopolitical conflicts, and regulatory upgrades.

"Focus on China" believes that what is truly worth continuing to ask is not whether companies simply "decouple," but whether the relationships between government subsidies, technology acquisition, data security, and the CCP's party-state system and enterprises in the Chinese supply chain are subject to transparent review. National security cannot become a political label without evidence, but it also cannot be avoided due to business interests, especially when supply chain risks have been explicitly mentioned in official documents.

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