On the Dash: Federal scrutiny of Ford’s Chinese partnerships could create new compliance and supply chain risks for dealers. Ford’s Michigan battery plant remains a focal point because it uses licensed CATL technology. Potential restrictions on Chinese automakers and technology could reshape product sourcing and competitive dynamics in the U.S. market. Transportation Secretary Sean Duffy sent a letter to Ford CEO Jim Farley on Tuesday, criticizing the automaker’s business relationships with China. Duffy identified Ford’s partnerships with CATL, Geely and BYD as potential national security concerns and urged Ford to reduce its reliance on Chinese companies. Duffy raised particular concern about Ford’s use of licensed CATL technology at its BlueOval…
