Fact Check: "Ford Chief Financial Officer Sherry House mentioned at a June 2025 conference that new restrictions on rare earth minerals from China have caused disruptions in the supply chain."
What We Know
At a conference on June 4, 2025, Ford's Chief Financial Officer, Sherry House, discussed the impact of new export controls on rare earth minerals from China, stating that these restrictions have indeed caused disruptions in Ford's supply chain. House noted that many components in vehicles rely on rare earth minerals, and the new administrative processes required for exporting these materials from China have led to delays and potential production impacts for Ford (source-3). She emphasized that while Ford has managed these disruptions so far, there is uncertainty about whether they will escalate into larger issues (source-6).
Additionally, Ford's CEO, Jim Farley, corroborated these concerns by stating that a shortage of rare earth minerals has already forced the company to temporarily shut down one of its factories (source-5).
Analysis
The statements made by Sherry House at the conference are supported by multiple credible sources. The Reuters report confirms that House specifically mentioned the challenges posed by the new export controls on rare earth minerals, which are critical for various automotive components. This aligns with the broader context of the automotive industry facing supply chain disruptions due to China's control over rare earth exports, which account for approximately 90% of U.S. supply (source-2).
The reliability of these sources is high, as they include major news outlets and industry-specific reports that have a track record of accurate reporting. The information is corroborated by multiple reports, including direct quotes from House and Farley, which adds to the credibility of the claims made.
Conclusion
The claim that Ford Chief Financial Officer Sherry House mentioned at a June 2025 conference that new restrictions on rare earth minerals from China have caused disruptions in the supply chain is True. The evidence from multiple reputable sources confirms that House addressed the challenges posed by these restrictions and their potential impact on Ford's production capabilities.
Sources
- From sourcing rare earth minerals to internal changes, 5 takeaways from ...
- Ford CEO says rare earths shortage forced it to shut factory
- Ford struggles with supply of rare earth magnets, CEO tells ...
- China's rare earth export curbs hit the auto industry ...
- Ford CEO says rare earths shortage forced it to halt production
- Ford CFO Warns Rare Earth Supply Chain Issues Threaten EV Production
