Ford and GM Clash Over U.S. Domestic Industry Support Policies

Recently, Ford and General Motors (GM) have engaged in an intense battle over access to U.S. domestic industrial support policies. Ford, which produces more than 80% of the vehicles it sells in the U.S. domestically, is lobbying the government to raise tariffs on automobiles imported from South Korea—a move that would impact GM’s annual exports of approximately 400,000 vehicles from South Korea to the U.S. In response, GM is pushing to tighten supply chain eligibility rules in an effort to restrict Chinese technology from entering the U.S. automotive industry and to block Ford’s battery projects from receiving federal subsidies. Ford focuses on traditional models such as pickups and SUVs and operates numerous domestic plants employing a large workforce, while GM is prioritizing its expansion in the electric vehicle sector. With the upcoming renegotiation of the USMCA (United States-Mexico-Canada Agreement) approaching, competition between the two automakers for policy-driven resources is expected to intensify further.