The CEO of Ford stated that without access to specific rare earth magnets that China controls, Ford cannot manufacture EV engines and will have to shut down production, illustrating how US corporations have become dependent on Chinese supply chains despite clear strategic threat signals since 2017

factualpending

Speaker

Kyle Bass

Evidence Quote

the CEO of Ford says if they don't release these... rare earth magnets, then we can't uh put our EV engines in our cars. We're just going to have to shut down

Source

Global Macro Investing And Geoeconomics With Hedge Fund Investor Kyle Bass | Hoover InstitutionHoover Institution
Created: 8/11/2026, 7:32:16 AM

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