---
title: "Ford Slapped With $900 Million Tariff Bill: TDS"
date: "2026-02-11"
modified: "2026-02-11"
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-slapped-with-900-million-tariff-bill-tds"
categories:
  - "News"
  - "The Downshift"
---

# Ford Slapped With $900 Million Tariff Bill: TDS

![2025 Ford F-350 Super Duty Platinum Plus FX4](<https://www.thedrive.com/wp-content/uploads/2025/05/20250430_162523.jpg>)
*Byron Hurd*

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

Quick, dense, and lacking fluff, *TDS* gathers the latest automotive headlines from around the globe and puts them in one spot. Stories are summarized in a single sentence accompanied by a link for those seeking more information.

🚨 Episode 3 of [*The Drivecast*, *The Drive*'s new podcast](<https://www.thedrive.com/category/podcast>), will arrive later today.

The first cup of coffee is underway so let's get into it.

🚘 What I’m driving: Spending the week with the 2026 Lexus NX 350h AWD and appreciate that the wireless smartphone charger can slide away to be hidden and reveal a storage cubby and some USB-C charge ports. That hidden cubby in the center console is kind of nice, though it's not large.

💰 [Ford got caught off guard](<https://www.bloomberg.com/news/articles/2026-02-10/ford-sees-profit-rebounding-after-surprise-year-end-tariff-bill?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc3MDgxMjE2MCwiZXhwIjoxNzcxNDE2OTYwLCJhcnRpY2xlSWQiOiJUQTdKVkVUOU5KTFMwMCIsImJjb25uZWN0SWQiOiIyMUExODI4ODMwMDg0OTcwOUFBM0U3NTEyOEUzQUFCMyJ9.YcjZ4UptHpZYEOoo5zYzpXjjAs2PryFy4_IxnoL1_80>) when the Trump administration informed the automaker on December 23 that the company could only apply a measure to trim tariffs paid on imported auto parts dating back to November rather than May, which effectively double the bill and cost the Blue Oval an extra $900 million.

🐎 Ferrari plans to [introduce five new models in 2026](<https://www.autonews.com/stellantis/ferrari/ane-ferrari-new-models-ev-forecast-lift-0211/?utm_id=gfta-ur-260211&share-code=2GHCYC7SVBAWJFNBPQ27GPXWBI&user_id=4532198&customer_secondary_source=aac_articleGifting>) including its EV.

🔌 The 2026 Nissan Rogue Plug-In Hybrid, which is a rebadged Mitsubishi Outlander Plug-In Hybrid, [will cost $47,485](<https://www.caranddriver.com/news/a70300002/2026-nissan-rogue-hybrid-pricing/>).

🚪 A safety bill that targets the use of electronic door releases on vehicles [will advance to the U.S. house](<https://www.bloomberg.com/news/articles/2026-02-10/auto-safety-bill-targeting-electric-doors-advances-in-us-house?srnd=phx-industries-transportation>).

🖤 Outgoing Mercedes-Benz AMG CEO Michael Schiebe said the automaker's famed [Black Series will return](<https://www.caranddriver.com/news/a70300359/mercedes-amg-black-series-cars-future/>) as "it's an obligation."

🪦 The gas-powered [Audi S6 is de](<https://www.edmunds.com/car-news/audi-s6-discontinued.html>)[a](<https://www.edmunds.com/car-news/audi-s6-discontinued.html>)[d](<https://www.edmunds.com/car-news/audi-s6-discontinued.html>).

🪫 Stellantis is reportedly [looking to exit the battery venture](<https://www.bloomberg.com/news/articles/2026-02-10/stellantis-seeks-to-exit-battery-venture-with-samsung-as-ev-losses-mount?srnd=phx-industries-transportation>) it has with Samsung as the automaker's EV losses pile up.

🔌 The Trump administration is [proposing a requirement](<https://www.reuters.com/business/autos-transportation/us-proposes-boosting-buy-america-requirements-government-funded-ev-charging-2026-02-10/>) to boost American content in federally funded EV charging stations from 55% to 100% along with requiring production to take place in the United States.

*Got a news tip or feedback? Drop us a line at 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>)