Jim Farley Says Ford Can Deal With Trump Policy Shakeups

[akirby]

43 minutes ago, Trader 10 said:

So you don’t think losing millions of manufacturing jobs to other countries the past 40 years hasn’t hurt the poor and middle class?

Exactly.  You can argue about the methods but you can’t argue that bringing more manufacturing back to the U.S. isnt a good thing.

[OacRookie]

3 hours ago, jpd80 said:

Oakville has changed plans several times in the last few years, the poor guy is watching his future turn to shit right before his eyes…

Oakville was there long before this administration and I believe it will be there long after.

[jpd80]

6 hours ago, OacRookie said:

Oakville was there long before this administration and I believe it will be there long after.

Just a thought here but maybe Ford changes the plan to include

F150 production  along with SDs for Canada and Mexico markets.

 

[OacRookie]

2 hours ago, jpd80 said:

Just a thought here but maybe Ford changes the plan to include

F150 production  along with SDs for Canada and Mexico markets.

 

 

While I think that would be a great idea, I don't think FoMoCo is going to make any additional capex moves that haven't been planned yet for the foreseeable future.

If the North American supply chain becomes completely untangled I think it would make sense for Oakville to satisfy the Canadian market for F-Series demand.

However I think this still has a lot of time to play out before any big moves are made by the Blue Oval.

[Oac98]

21 hours ago, fuzzymoomoo said:

Please don’t, I actually want to hear what a real person thinks rather than what the media is spoonfeeding. 

This is why I stated I’m not saying much, your job is secure you don’t have anything to worry about.  I get it, let’s see how it plays out I have every right to be nervous with all the changes that have taken place at my facility. All this tariff crap doesn’t help.

Edited April 2 by Oac98

[rmc523]

17 hours ago, jpd80 said:

Oakville has changed plans several times in the last few years, the poor guy is watching his future turn to shit right before his eyes…

 

They need to take a page out of GM's book and pick a direction with that plant and stick with it.

[Rick73]

1 hour ago, rmc523 said:

 

They need to take a page out of GM's book and pick a direction with that plant and stick with it.

When you realize you’ve made a mistake and are going in wrong direction, why keep going?  Solution is not to get lost, or make better choices.  Granted, conditions can always change for reasons out of one’s control but in my opinion that’s no reason to make a bad situation even worse by plowing ahead. 

 

 

[rmc523]

1 hour ago, Rick73 said:

When you realize you’ve made a mistake and are going in wrong direction, why keep going?  Solution is not to get lost, or make better choices.  Granted, conditions can always change for reasons out of one’s control but in my opinion that’s no reason to make a bad situation even worse by plowing ahead. 

 

 

 

Should they change paths again, they'll be stuck with a plant not being used for some time, all while exiting segments.

[matt25]

https://fordauthority.com/2025/04/ford-louisville-assembly-plant-will-close-later-this-year-for-retooling-report/
 

edit; wrong thread, apologies.

Edited April 2 by matt25

[Rick73]

It’s frustrating as hell, but sometimes it comes down to least worst option.  I certainly didn’t like it when similar circumstances affected me directly, but understood it was for the greater good of the corporation long term, though that doesn’t make it any easier.

[jpd80]

3 hours ago, Rick73 said:

It’s frustrating as hell, but sometimes it comes down to least worst option.  I certainly didn’t like it when similar circumstances affected me directly, but understood it was for the greater good of the corporation long term, though that doesn’t make it any easier.

And if you’ve spent any time in and around corporations, you’d quickly pick up that Ford seems to have the uncanny knack that run contrary to to a change in company policy. It’s not always their fault but I really wonder if their threat assessments go deep enough.

 

Building F Series at Oakville is still a great plan for increasing production footprint and profits so hopefully Ford can work through this period and things get sorted out before production begins.

[akirby]

1 hour ago, jpd80 said:

And if you’ve spent any time in and around corporations, you’d quickly pick up that Ford seems to have the uncanny knack that run contrary to to a change in company policy. It’s not always their fault but I really wonder if their threat assessments go deep enough.

 

Building F Series at Oakville is still a great plan for increasing production footprint and profits so hopefully Ford can work through this period and things get sorted out before production begins.

I think some of their business cases are wildly optimistic and never pan out and they’re too willing to throw away solid doubles trying to hit home runs.

[Oac98]

20 hours ago, jpd80 said:

Just a thought here but maybe Ford changes the plan to include

F150 production  along with SDs for Canada and Mexico markets.

 

I doubt this will happen although an interesting thought. 

[jpd80]

On 4/3/2025 at 11:29 AM, Oac98 said:

I doubt this will happen although an interesting thought. 

I’m wondering because if Canada doesn’t tax F150 sub assemblies,

Oakville may be able to assemble semi knocked down kits…

 

Forgive me for being the eternal optimist but manufacturers used to 

have creative ways of getting around tariffs and other impediments…

Fingers crossed for you friend…

[OacRookie]

10 hours ago, jpd80 said:

I’m wondering because if Canada doesn’t tax F150 sub assemblies,

Oakville may be able to assemble semi knocked down kits…

 

Forgive me for being the eternal optimist but manufacturers used to 

have creative ways of getting around tariffs and other impediments…

Fingers crossed for you friend…

From what I have read, Canada will be copying the same tariff the US has on our vehicles, but for Canadian content (only if you comply with USMCA, otherwise blanket 25%)

On top of that, they will be implementing some sort of "remission framework" where if you keep assembly operations in Canada, there will be no tariff at all for your brand.

So for Ford I think if they assume these tariffs are to be permanent it will come down to a math problem: Tariffs on USA imports from OAC and Windsor vs tariffs on all USA exports to Canada.

I do wonder if Ford is making any decisions about reopening Romeo engine however.

[Oac98]

15 hours ago, jpd80 said:

I’m wondering because if Canada doesn’t tax F150 sub assemblies,

Oakville may be able to assemble semi knocked down kits…

 

Forgive me for being the eternal optimist but manufacturers used to 

have creative ways of getting around tariffs and other impediments…

Fingers crossed for you friend…

Thanks man, I’m hoping for the best and will just have to watch how this all unfolds. I drove by the plant the other day and they’re working away building the stamping plant and other work in the other buildings. They have thousands of Rangers, Broncos, F-150s packed up in the shipping yards. All I see is chaos going on, I hope Ford does have a creative plan to deal with this shit. 

[ehaase]

Trump's legal authority for these tariffs seems questionable.  I won't be surprised if the courts overturn them. Of course, U.S. can't continue running $2 trillion budget deficits with a $36 trillion national debt. The tax increases and spending cuts needed to get things under control will cause considerable pain, but hyperinflation would be worse. 

[ausrutherford]

Adding F-150 to Oakville as F-Series is Canada's best selling vehicle makes sense. 

 

Add Nautilus to Louisville.

[akirby]

2 hours ago, ehaase said:

Trump's legal authority for these tariffs seems questionable.  I won't be surprised if the courts overturn them. Of course, U.S. can't continue running $2 trillion budget deficits with a $36 trillion national debt. The tax increases and spending cuts needed to get things under control will cause considerable pain, but hyperinflation would be worse. 

I don’t see these lasting very long.  Get some concessions and move on.

[fuzzymoomoo]

24 minutes ago, akirby said:

I don’t see these lasting very long.  Get some concessions and move on.

Tell that to the idiots mass protesting today because they don’t understand what the long term goal is. They only see the stock market taking a (predictable btw) dive. 

[rmc523]

3 hours ago, ausrutherford said:

Adding F-150 to Oakville as F-Series is Canada's best selling vehicle makes sense. 

 

Add Nautilus to Louisville.

 

Louisville is reportedly going down for a retool later this year.

[jpd80]

2 hours ago, rmc523 said:

 

Louisville is reportedly going down for a retool later this year.

Correct, that’s retooling to produce the CE1 electric Pickup, Utility and hopefully van 

I wonder if it’s possible to produce C2s on the same site as complementary products.

 

[jpd80]

6 hours ago, ausrutherford said:

Adding F-150 to Oakville as F-Series is Canada's best selling vehicle makes sense. 

 

Add Nautilus to Louisville.

Maybe there’s a simpler way for Ford to negotiate this with the government

as equal or adjusted trade between Ford US and Ford Canada.

 

Example,

for every ten F150s that get sent to Canada, Canada can send eight Super Duty into USA.

Just thinking this could be sorted on a case by case situation and the spirit of USMCA?

Edited April 5 by jpd80

[DeluxeStang]

1 hour ago, jpd80 said:

Correct, that’s retooling to produce the CE1 electric Pickup, Utility and hopefully van 

I wonder if it’s possible to produce C2s on the same site as complementary products.

 

I know we're all tired of Ford changing their plans around, but with maverick and BS demand being off the charts, and the struggles with larger, more expensive EVs making the high production capacity of BOC seem far too optimistic, would Ford consider moving all of CE1 EV production to BOC, and focus Kentucky entirely around building more C2 products? 

 

It just seems like BOC is far too excessive for the types of consumer demand T3 is likely to experience, so moving high demand CE1 products there makes a lot of sense, and that clears up plant capacity for Kentucky. I know that's a lot of work, and might not be worth it with how quickly everything is changing, but it's just a thought. 

[DeluxeStang]

Maybe a fair compromise would be if manufacturers produce a fair percentage of completed vehicles in the U.S. there won't be additional tariffs on the parts that go into them. Like because the mustang is produced in Michigan, there won't be 25% tariffs on the 5.0 coming from Canada to the U.S. to go in the cars. 

 

That strikes a good balance of encouraging industry that supports the U.S. economy, without being overly unreasonable or harsh towards crucial industries. 

I'm far more concerned about this tariff on components than I am about a tariff on completed cars. What we have now isn't ideal, but won't destroy Ford seeing as most of their iconic vehicles are produced here.

 

But if tariffs on all foreign components go into effect, that's gonna destroy the industry. That will make literally every car more expensive, and I just can't get behind that.