Auto companies face shortages due to China's rare earth restrictions
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 05 2025
0mins
Should l Buy F?
Source: Reuters
Impact of Rare Earth Shortages: Automakers, including Ford and Suzuki, are facing production halts due to shortages of rare earth materials essential for electric vehicle components, resulting from China's export restrictions.
Industry Response: Various companies, such as Bosch and BMW, report disruptions in their supply chains, while others like Maruti Suzuki are actively engaging with the government to mitigate impacts.
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Analyst Views on F
Wall Street analysts forecast F stock price to rise
14 Analyst Rating
3 Buy
10 Hold
1 Sell
Hold
Current: 11.680
Low
11.00
Averages
13.65
High
16.00
Current: 11.680
Low
11.00
Averages
13.65
High
16.00
About F
Ford Motor Company is an automobile company. The Company develops and delivers Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles, along with connected services. 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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- Surge in Supply: By 2028, around 800,000 EVs are projected to hit the used market, leading to oversupply and further price depreciation, which may put additional financial strain on leasing companies.
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