Ford and Chinese automaker Geely have held discussions about a potential joint venture in the United States, according to reports. The talks come as Ford's CEO issued a stark warning that the company may not survive without the right strategic moves amid mounting competitive pressure in the auto industry.
A Ford-Geely joint venture could give Ford access to Geely's EV technology and cost efficiencies — areas where Ford has been losing ground to Tesla and Chinese competitors. The survival warning from the CEO signals that Ford's turnaround is not on track, which puts pressure on the stock and raises the risk profile for Ford bondholders and equity investors alike.
Ford Q2 2025 earnings call (date TBD, typically late July): listen for any update on the Geely talks or strategic partnership announcements. Also watch for any official filing or press release from Ford or Geely confirming or denying the joint venture discussions.
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