Both of these articles were published today on the Detroit News web site. I guess the way they're looking at it is they've got a 50% chance of being right. Although you've really got to wonder how someone allows an interview with any employee from a US automaker continue beyond what we can only imagine was the statement: "I use techniques to deal with suppliers I learned while at the Central Intelligence Agency."
Ford heads off supplier problems [Detroit News]
Stroke It, FoMoCo! Navistar Stops Shipping Power Stroke Diesel Engines To Ford [internal]