Ford struggles globally but relies on US market and China EV tariffs for survival

Ford faces declining sales in key global markets like the EU and China, with EU registrations dropping 21.5% in early 2025 and weakened sales in China. Despite this, Ford's US sales rose 6%, driven by strong demand for its full-size F-Series pickups. The company's future heavily depends on the US government's 100% tariffs on Chinese electric vehicles, which protect Ford from Chinese competition but may remain indefinitely. Ford has yet to prove it can expand effectively outside the US, but these tariffs give it some breathing room.