American-Made Trucks Face Hidden Tariff Threat Amid Global Supply Chains

Despite being assembled in the U.S., the Ford F-150 and other American-made trucks remain vulnerable to tariffs due to their reliance on global supply chains. While Ford manufactures the F-150 exclusively in Michigan and Missouri, critical components like engines, transmissions, and electronics are sourced from Mexico, Canada, South Korea, and other countries. This international parts network means tariffs on foreign-made components directly inflate production costs, even if final assembly occurs domestically.

by raising prices for consumers and disrupting tightly integrated manufacturing systems. For example, a tariff on Mexican steel or South Korean semiconductors would increase the cost of building an F-150, which uses parts from over a dozen countries. The F-150’s aluminum body — pioneered in 2015 to improve efficiency — also relies on imported materials, further exposing it to trade disputes.

President Trump’s claim of “no tariffs” for U.S.-built vehicles ignores this complexity, as no modern vehicle — including the F-150 — uses 100% domestic parts. The result is a policy that risks harming American workers and buyers while failing to protect industries already dependent on global trade.

Written by Keith Jacobs

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