- Transportation Secretary Sean Duffy demanded Ford sever ties with CATL, Geely, and BYD over national security concerns.
- Ford's BlueOval Battery Park Michigan builds lithium-iron phosphate batteries under a licensing deal with CATL.
- Ford and Geely plan a Valencia, Spain plant to build low- and zero-emission vehicles beginning in 2027.
Ford Motor Company is now caught between two branches of the same administration. US Transportation Secretary Sean Duffy sent CEO Jim Farley a letter demanding the automaker cut ties with Chinese battery maker CATL, along with automakers Geely and BYD, citing national security concerns.