Ford Seeks Waiver to Continue Importing China-Made Lincoln Nautilus
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Source: Yahoo Finance
- Software Restrictions Impact: Ford has applied for a waiver from the US Commerce Department to continue importing the China-built Lincoln Nautilus SUV under new software restrictions, as its software is developed in the US but installed in China, placing it under the new regulations and potentially affecting future import plans.
- Regulatory Background: The rules, effective January 2025, prohibit the use of software developed or maintained by Chinese entities in connected vehicles, impacting several automakers including Ford, reflecting the US's heightened focus on national security.
- Industry Implications: Ford expects to begin importing the 2027 model year Nautilus in January, leaving several months to secure approval, while other automakers like Polestar and General Motors face similar compliance challenges that could affect their sales of China-made models in the US.
- Supply Chain Challenges: The forthcoming hardware ban is seen as a more significant challenge, requiring automakers to significantly reduce their reliance on Chinese supply chains, with GM already setting a 2027 deadline for certain suppliers to eliminate Chinese-sourced components, highlighting the urgency and compliance pressure within the industry.
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Analyst Views on F
Wall Street analysts forecast F stock price to fall
14 Analyst Rating
3 Buy
10 Hold
1 Sell
Hold
Current: 13.960
Low
11.00
Averages
13.65
High
16.00
Current: 13.960
Low
11.00
Averages
13.65
High
16.00
About F
Ford Motor Company develops and delivers Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles, along with connected services, including BlueCruise (ADAS) and security. The Company's segments include Ford Blue, Ford Model e, Ford Pro, and Ford Credit. The Ford Blue segment primarily includes the sale of Ford and Lincoln internal combustion engine (ICE) and hybrid vehicles, service parts, accessories, and digital services for retail customers. The Ford Model e segment primarily includes the sale of its electric vehicles, service parts, accessories, and digital services for retail customers. The Ford Pro segment primarily includes the sale of Ford and Lincoln vehicles, service parts, accessories, and services for commercial, government, and rental customers. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. Its vehicle brands are Ford and Lincoln.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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