Keith Naughton

Stay informed with Keith Naughton’s coverage and analysis for Fortune.

James Farley, president and chief executive officer of Ford Motor Co., speaks during a launch event for the 2022 Ford F-150 Lightning all-electric truck at the Rouge Electric Vehicle Center in Dearborn, Michigan, U.S., on Tuesday, April 26, 2022. Ford has 200,000 reservations for the F-150 Lightning and is expanding the Rouge Electric Vehicle Center to ramp up production to a planned annual run rate of 150,000 in 2023. Photographer: Emily Elconin/Bloomberg via Getty Images

Ford CEO says rare earth supply is ‘day to day’ after plant halt

By Keith Naughton, Matthew Miller, and others

Happy salesman showing cars to a couple at the dealership

GM, Hyundai sales jump as Trump tariff fears spur car buying

By David Welch, Keith Naughton, and others

Aerial view of the stock of a large number of cars parked with order outside of an automobile company.

Car Prices Are Poised for $12,000 Surge on Trump’s New Tariffs

By Bloomberg and Keith Naughton

A Ford F-150 Lightning electric pickup truck is displayed for sale at a Ford dealership

Ford’s F-150 Lightning is falling behind Tesla’s Cybertruck in deepening EV crisis

By Bloomberg and Keith Naughton

Rivian car surrounded by people

Volkswagen throws struggling Rivian a lifeline with $5 billion investment

By Keith Naughton, Kara Carlson, and others

DEARBORN, MI – APRIL 26: Ford CEO Jim Farley poses for a photo with an all-electric F-150 Lightning pickup truck during the vehicle’s launch at the Ford Rouge Electric Vehicle Center on April 26, 2022 in Dearborn, Michigan. The F-150 Lightning is positioned to be the first full-size all-electric pickup truck to go on sale in the mainstream U.S. market. (Photo by Bill Pugliano/Getty Images)

Ford’s EV push slows again as F-150 Lightning shipments halted over quality issue

By Keith Naughton and Bloomberg

Ford CEO Jim Farley holding his hands together, as if he was praying for people to buy more Mach-E cars

Ford is slashing prices for electric cars after sales took a nosedive last month

By Keith Naughton and Bloomberg

Jim Farley

Ford sees ‘ultimate competition’ of Chinese EVs and affordable Tesla models as it projects $5.5 billion loss in battery-powered unit

By Keith Naughton and Bloomberg

ROMULUS, MI – FEBRUARY 13: Ford CEO Jim Farley pats a Ford F-150 Lightning truck before announcing at a press conference that Ford Motor Company will be partnering with the world’s largest battery company, a China-based company called Contemporary Amperex Technology, to create an electric-vehicle battery plant in Marshall, Michigan, on February 13, 2023 in Romulus, Michigan. Part of a multi-billion dollar investment, the battery plant will provide approximately 2,500 jobs. (Photo by Bill Pugliano/Getty Images)

Ford reduces workers on F-150 Lightning as demand for electric vehicles continues to weaken

By Keith Naughton and Bloomberg

Shawn Fain

The UAW scores another raise for non-union members as Nissan gives a 10% raise to 9,000 American factory workers

By Keith Naughton and Bloomberg

LOUISVILLE, KENTUCKY – OCTOBER 14: Factory workers and UAW union members form a picket line outside the Ford Motor Co. Kentucky Truck Plant in the early morning hours on October 14, 2023 in Louisville, Kentucky. UAW leadership announced that the Kentucky Truck Plant would be the latest automotive manufacturing facility to join the nationwide strike. (Photo by Michael Swensen/Getty Images)

Ford reaches tentative deal with striking autoworkers, marking a huge breakthrough in a work stoppage that’s cost the industry billions

By Keith Naughton, David Welch, and others

STERLING HEIGHTS, MICHIGAN – JULY 12: Breaking with the long-standing tradition of the “handshake ceremony” with the auto executives of the Big Three auto makers to open contract talks, United Auto Workers president Shawn Fain instead speaks with and does “members’ handshakes” with Stellantis workers at the Stellantis Sterling Heights Assembly Plant on July 12, 2023 in Sterling Heights, Michigan. The UAW opens auto contract negotiations with Stellantis today, Ford on July 14, and General Motors on July 18. (Photo by Bill Pugliano/Getty Images)

UAW will use tactics GM, Ford, Stellantis ‘have never seen before’ if deal not reached, says union leader

By David Welch, Keith Naughton, and others

A United Auto Workers (UAW) supporter holds a sign during a Labor Day parade in Detroit, Michigan, US, on Monday, Sept. 4, 2023. The UAW’s 150,000 members are threatening a strike on General Motors, Ford Motor Co. and Stellantis NV, maker of the Jeep and Chrysler brands, if a deal with Detroit’s big three legacy carmakers is not reached by a September 14 deadline. Photographer: Jeff Kowalsky/Bloomberg via Getty Images

With deadline looming, autoworkers union says it’s ready to strike ‘in a way they have never seen before’

By David Welch, Keith Naughton, and others

Semi TrailerTrucks on Parking with The Sunset Sky. Shipping Container Truck. Delivery Transit. Engine Diesel Truck Tractor. Industry Freight Trucks Logistics Cargo Transport.

SoftBank places big bet autonomous trucks will ‘fundamentally change’ supply chains

By Keith Naughton, David Welch, and others

ROMULUS, MI – FEBRUARY 13: Ford CEO Jim Farley pats a Ford F-150 Lightning truck before announcing at a press conference that Ford Motor Company will be partnering with the world’s largest battery company, a China-based company called Contemporary Amperex Technology, to create an electric-vehicle battery plant in Marshall, Michigan, on February 13, 2023 in Romulus, Michigan. Part of a multi-billion dollar investment, the battery plant will provide approximately 2,500 jobs. (Photo by Bill Pugliano/Getty Images)

Ford slashes prices on its electric F-150 pickup truck by $10,000 to better compete against Tesla and GM

By Keith Naughton and Bloomberg