1. Tariffs impacting parts cost and sourcing

U.S. tariffs on auto parts (e.g., 25%) pose a major threat to Ford’s supply chain. Though Ford assembles most vehicles domestically, it still relies heavily on imported parts like fasteners and wiring harnesses. CEO Jim Farley pointed out, “We have to import certain parts… we can’t even buy those parts here” theferrarigroup.com+12m.economictimes.com+12media.ford.com+12. The resulting cost increase—nearly $5,000 per vehicle—threatens to raise consumer prices and disrupt production barrons.com+16sigma.us+1.

Ford engine parts can be broadly categorized into several key areas, including complete engines, cylinder heads, engine blocks, and various components like pistons, rings, rods, crankshafts, and camshafts. Other crucial categories include cooling systems, fuel delivery systems, exhaust systems, and ignition components. Ford also offers specific parts like engine sensors, seals, gaskets, and timing components. 

Here's a more detailed breakdown:

Engine Assemblies & Major Components:
Complete Engines: Includes fully assembled engines ready for installation.
Short Blocks: Engine blocks with the crankshaft and pistons installed.
Cylinder Heads: The top part of the engine block containing valves and camshafts.

Engine Blocks: The foundation of the engine, housing cylinders and other components.
Crankshafts: Converts piston motion into rotational power.
Camshafts: Controls valve timing.
Pistons, Rings, and Rods: Essential for the combustion process. 

Engine Systems & Related Parts:
Cooling System: Includes water pumps, thermostats, radiators, and hoses to regulate engine temperature. 
Fuel Delivery System: Fuel pumps, injectors, lines, and fuel filters. 
Exhaust System: Manifolds, catalytic converters, mufflers, and pipes. 
Ignition System: Spark plugs, coils, wires, and distributors (for older systems). 
Engine Sensors: Various sensors (e.g., temperature, pressure, position) for engine management. 
Gaskets and Seals: Prevent leaks and ensure proper sealing between engine components. 
Timing Components: Belts, chains, tensioners, and gears for valve timing. 
Engine Mounts: Secure the engine to the vehicle chassis. 

Other Important Parts:
Oil Pumps and Pans: Circulate engine oil.
Valve Covers: Protect the valve train.
Intake Manifolds: Distribute air to the cylinders.
Filters: Oil, fuel, and air filters.
Electrical Components: Wiring harnesses, sensors, and other electrical parts related to the engine.