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cover of episode Ford Motor CEO Jim Farley Talks Rare Earth Supply

Ford Motor CEO Jim Farley Talks Rare Earth Supply

2025/6/13
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Jim Farley
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Jim Farley: 作为福特汽车的CEO，我非常关注当前的地缘政治风险，特别是中东地区和土耳其的局势。这些地区对我们公司至关重要，我们在土耳其有大型业务，产品出口到欧洲和英国。虽然目前为止一切尚好，但我们对局势的发展保持警惕。此外，石油价格的上涨也是一个重要因素，它对我们的商业运营产生双重影响。一方面，如果油价过低，比如低于65-70美元/桶的范围，我们在德克萨斯州等地的商业客户会受到影响，因为他们主要依赖能源产业。另一方面，油价的剧烈波动也会对消费者的需求产生负面影响，导致卡车和全尺寸SUV的需求下降。因此，我们更倾向于稳定的油价，这样对消费者和整体经济都有利。

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Ford Motor CEO Jim Farley says the company continues to struggle to obtain rare earth magnet supplies that are essential to car production and have already forced a temporary shutdown of one of its factories. The supply of the critical components has been trickling out of China, which has instituted a new approval process for exports of rare earths that continues to slow supply lines, Farley saidin an interview with Bloomberg's Matt Miller.

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