Reuters Context
Automotive Supply Chain Reshoring Impact Explorer
Ford shifting Lincoln SUV assembly from China to US domestic facilities
Reuters Exclusive: China to US Lincoln
High Tariff Friction
Pure Domestic Sourcing
China Baseline Freight Lane (~38 Days)
US Domestic Supply Rail/Truck Lane (~5 Days)
Model Parameters
Lincoln Luxury SUV
Annual Assembly Volume
45,000 units
Import Tariff Rate (China → US)
27.5%
Container Freight Rate (per Unit)
$3,200
US Hourly Wage Rate (Union Labor)
$62/hr
China Hourly Wage Rate
$14/hr
US Retooling CAPEX ($M)
$180M
Landed Cost Comparison
China Baseline Landed Cost:
$48,350
US Reshored Landed Cost:
$46,120
Reshoring Analysis Complete
Landed Cost Savings:
$2,230
per unit.
CAPEX Payback:
1.79
years.
China Landed / Unit
$48,350
Base assembly + Duty + Ocean
US Reshored / Unit
$46,120
US Assembly + Regional Supply
Net Annual Savings
$100.35M
45,000 unit volume
CAPEX Payback
1.79 Yrs
$180M Retooling Investment
Lead Time Saved
33 Days
38d Ocean → 5d Domestic
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