Fully onshoring would be a long, difficult process because factories would have to be built or expanded, and a workforce would have to be hired and trained. Parts suppliers are often at capacity or do not keep stock on hand to meet sudden shifts in demand, Drury noted.
If Ford suddenly asked a US supplier for millions of a hypothetical part for the F-150, there would be a “snowballing effect” as the automaker waited for it to be produced, he added.
“We don’t have interchangeable cogs, and these aren’t widgets for which you can swap out one for the next – these are highly specialized components,” Drury said. “Things always sound good on paper at first but the reality of the situation is no factories can be made overnight; a lot of suppliers are stretched thin.”