As it turns out, Donald Trump was right about Ford Motor Co. Sort of.
Last year, Trump criticized Ford for announcing a new assembly plant in Mexico that would shift production away from the U.S. It hadn't -- and Ford CEO Mark Fields fired back.
"Facts are stubborn things, and at Ford, we're proud of the facts," Fields said. "We suspect the facts are getting lost in the politics."
But now, news has leaked that Ford is, in fact, planning to build a big assembly plant south of the border. It's also expected to expand an existing plant there.
Together, the projects would more than double Ford's production capacity in Mexico. Within a few years, Mexico could account for more than 30 percent of Ford's North American vehicle output, up from 14 percent last year.
So Trump's criticism of Ford was based on information that he made up but is now coming true. Someone who can predict the future would probably make a very good president. Of course, he also picked Carolina to win the Super Bowl, so maybe he just got lucky this time.
The UAW opened the door to this move during contract negotiations last fall. To get workers their first raises in a decade and eliminate the two-tier pay system that divided factory floors, it allowed the Detroit 3 automakers to go outside the U.S. for more of their production.
Take the Fusion, Ford's top-selling sedan. In 2011, the UAW got Ford to commit to building a portion of its Fusions in Michigan, in addition to Mexico. But the latest deal lets Ford consolidate Fusion production in Mexico again.
Ford agreed to invest $9 billion in the U.S. to create or retain 8,500 jobs over the next four years -- down from $16 billion and 12,000 jobs promised in the 2011 contract. (Ford exceeded both of the 2011 figures.)
Ford hasn't confirmed it's building a new plant in Mexico, but word is that an announcement should come by the end of March -- right in the heart of primary season. Announcing a big expansion in Mexico is sure to provoke a new round of attacks from Trump. And this time, he wouldn't even have to make up the facts.