---
title: "Ford CEO Says China Can ‘Put Us All Out of Business:’ TDS"
date: "2025-11-03"
modified: "2025-11-03"
authors:
  - name: "Joel Feder"
    job_title: "Director of Content and Product"
    link: "https://www.thedrive.com/authors/joel-feder"
url: "https://www.thedrive.com/news/ford-ceo-says-china-can-put-us-all-out-of-business-tds"
categories:
  - "News"
  - "The Downshift"
---

# Ford CEO Says China Can ‘Put Us All Out of Business:’ TDS

![BYD Yuan on the production line](<https://www.thedrive.com/wp-content/uploads/2024/02/15/379618290_634404302166235_2393036665056442962_n-1.jpg>)
*\<em\>BYD\</em\>*

Good morning and welcome to *The Downshift*, or *TDS* for short.

Tight, light, and right, *TDS* gathers the latest automotive news bubbling around the globe and puts it all in one spot. Stories are summarized in a single, sometimes rather long, sentence accompanied by a link for those seeking more information.

I'm back in the U.S. and barely have any idea what day or time it is, the first cup of coffee is gone and am pretty sure another five are required, so let's get into it.

🚘 What I’m driving: Nothing at the moment, but an EV will be dropped off this morning for testing this week.

🇨🇳 Ford CEO Jim Farley compared China's auto industry today to that of Japan in the 1980s during a [CBS Sunday Morning interview](<https://www.youtube.com/watch?v=C1A14Y4YpLk>) noting, "They have enough \[production\] capacity in China with existing factories to serve the entire North American market, put us all out of business. Japan never had that, so this is a completely different level of risk for our industry."

🛻 Stellantis CEO Antonio Filosa said during the automaker's Q3 shipments and revenue report that Ram will [introduce](<https://www.motor1.com/news/777635/ram-new-srt-models-launch-soon/>)[ two SRT-badged products ](<https://www.motor1.com/news/777635/ram-new-srt-models-launch-soon/>)in the next three months.

🇯🇵 Mazda quietly [introduced a new corporate logo](<https://www.motor1.com/news/777527/how-mazda-will-use-new-logo/>) at the 2025 Japan Mobility Show.

🪫 Jaguar's EV Grand Tourer reveal has [been delayed until 2026](<https://www.caranddriver.com/news/a69221123/jaguar-ev-grand-tourer-delayed-to-2026/>) and the luxury car will start at $130,000.

🚀 Tesla CEO Elon Musk claimed on the Joe Rogan Podcast that [the new Roadster will debut this year](<https://electrek.co/2025/10/31/elon-musk-tesla-roadster-flying-demo/>) and implied it will fly.

💸 Audi [cut its profitability guidance, again](<https://www.wsj.com/business/earnings/audi-cuts-profitability-guidance-again-ae00c602?mod=autos_news_article_pos4>), citing economic challenges and competition.

🔌 Toyota [revealed the bZ Time Attack concept](<https://www.newspressusa.com/releases/public-view/single-release/84331>) that will be on display this week at the 2025 SEMA Show.

‼️ Ford [recalled about 79,800 vehicles](<https://www.reuters.com/business/autos-transportation/ford-recall-about-79800-vehicles-us-door-panel-lightbar-defects-nhtsa-says-2025-10-31/>) for door panel and lightbar issues.

🏁 Weekend Race Results:

- NASCAR Cup Series - Ryan Blaney won for Team Penske
- NASCAR Xfinity Series - Jesse Love won for Richard Childress Racing

*Have feedback on the formatting of TDS? Send us a note: tips@thedrive.com*

## Author
Overseeing what you see, read, touch, hear, and interact with from the vast lakes of Minnesota, Joel Feder shapes how The Drive looks and operates as the head of content and product initiatives. On a daily basis, Joel leads the newsroom and editorial staff playing point on both short-term coverage and long-term strategic plans. His mission is to help ensure The Drive shapes the future of automotive media by helping the team execute original reporting, breaking news, and exclusive opportunities. Regarded as an industry insider and recognized by colleagues, fellow journalists, and manufacturers as a point-person and leader in the industry, Joel owns and runs the largest automotive professionals group on Facebook in an effort to serve and help others. Joel serves as a juror for the World Car Awards. In addition, he is the board chair and chair of the governance and nominating committee for Move Forward MN, a local non-profit that helps at-risk youth with barrier-free mental health and housing services. While you’re reading this he’s either on his computer or iPhone chasing the latest news or drafting a story.

### Author social links  
[Instagram](<https://www.instagram.com/joelfeder/>)  
[LinkedIn](<https://www.linkedin.com/in/joelfeder/>)  
[Bluesky](<https://bsky.app/profile/joelfeder.bsky.social>)  
[Email](<mailto:joel@thedrive.com>)