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Ford Motor Company (F) is one of the world's largest automakers, selling approximately 2.1 million vehicles in 2024 across three business units: Ford Blue (ICE and hybrid vehicles including the F-150, Explorer, and Bronco), Ford Model e (battery electric vehicles including the Mustang Mach-E and F-150 Lightning), and Ford Pro (commercial vehicles, principally the Transit van and E-Transit).
Group exposure score is 79 including 3 tracked subsidiary — standalone is 81.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 2 suppliers. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Three-way JV (Ford, PT Vale Indonesia, Huayou) for the Pomalaa HPAL project, Indonesia; Huayou also refines DRC-origin cobalt ore for Ford's NCM cathode supply chain. Total project capacity up to 120 kt/yr contained nickel as MHP; Ford's specific offtake share not stated in the public 2023 agreement announcement. Pomalaa HPAL was not yet in production per the 2023 announcement, so no purchase is evidenced and no destination is stated.
SQM and Ford announced a long-term strategic agreement (2023-05-22) for SQM to supply 'battery-grade lithium products sustainably produced in Chile' for Ford's EV batteries; source states 'the origin of SQM's lithium should help Ford vehicles to qualify for the Inflation Reduction Act (IRA) consumer tax credit', tying the Chilean-origin material to US-market EV production. No volume disclosed. No 2024+ source pins a destination: SQM FY2025 20-F (sec.gov sqm-20251231.htm) does not name Ford and puts only 3% of lithium revenue in North America (95% Asia and Others), and Ford tolls lithium through cell makers whose plants the 2023 release does not name -- destination unstated.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
9 other tracked dossiers name this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 985 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
SQM and Ford announced a long-term strategic agreement (2023-05-22) for SQM to supply 'battery-grade lithium products sustainably produced in Chile' for Ford's EV batteries; source states 'the origin of SQM's lithium should help Ford vehicles to qualify for the Inflation Reduction Act (IRA) consumer tax credit', tying the Chilean-origin material to US-market EV production. No volume disclosed. No 2024+ source pins a destination: SQM FY2025 20-F (sec.gov sqm-20251231.htm) does not name Ford and puts only 3% of lithium revenue in North America (95% Asia and Others), and Ford tolls lithium through cell makers whose plants the 2023 release does not name -- destination unstated.
Largest customer by disclosed revenue share; $2,395M (32%) in 2025, $2,399M (31%) in 2024, $2,127M (28%) in 2023 (10-K customer-concentration table) -- a rising, already-concentrated dependency.
Same sentence as GM above; named as one of Aptiv's largest customers in the FY2025 10-K risk factors.
BorgWarner's FY2024 10-K named Ford as ~13% of consolidated net sales (its largest customer); Volkswagen was ~10%. Top ten customers combined were 67% of FY2024 sales. Both remain named material customers in the FY2025 10-K (filed Feb 2026); FY2025-specific percentages not re-extracted this pass.
Electric drive unit for the Puma Gen-E is built by Ford at Halewood, UK, then shipped to Craiova for vehicle integration -- an intra-Ford (related-party) supply link, not a third-party.
Named among automakers (with Audi, BMW, Fiat, Porsche, Volkswagen) supplied by the Biskupice Podgórne plant; no share/volume disclosed.
Nemak's About Us page names Ford among its OEM customers (with BMW, GM, Stellantis, Hyundai-Kia, Volkswagen Group); no per-customer revenue share disclosed.
Palmela plant profile: Ford and Jaguar Land Rover receive the largest consignments of instrument clusters/displays from Visteon Portuguesa; Porsche and Daimler also named as customers.
Albemarle's own press release (announced 2023-05-22): 5-year supply agreement, 2026-2030, for more than 100,000 metric tons of battery-grade lithium hydroxide, enough for roughly 3 million Ford EV batteries, sourced from US-produced or US-FTA-country lithium. No revenue percentage or dollar value is disclosed.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
Dossier discloses a dysprosium, terbium or samarium material exposure directly — A61 §1(2) names Dy/Tb-containing NdFeB and SmCo magnets by element.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇮🇩 ID accounts for 100% of severity-weighted pressure.