Novelis aluminum plant in New York suspended production in September, impacting F-150 manufacturing

[Jimko]

Ford aluminum supplier Novelis suspends operations until 2026 after major fire | Fox Business

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[flatag]

A supplier of aluminum for the F150 caught fire and will be out of commission until 2026. Could delay those F150 orders.
https://www.foxbusiness.com/lifesty...hit-after-fire-supplier-facility-analyst-says

 

[oncechance]

Just read the article. Could be interesting on how much of an impact this will be to Ford's production. Time will tell.

 

[Porpoise Hork]

A supplier of aluminum for the F150 caught fire and will be out of commission until 2026. Could delay those F150 orders.

A single gnat will delay F150 orders for 4-6 weeks... This'll likely set them back at least 6-8 months.

 

[VRFlyer]

Sabotage......

 

[TarnishedCopper]

Maybe Ford will concentrate more ongetting recalls and comsumer complaints resolved if it doesn't have trucks to sell....

 

[Jimko]

A supplier of aluminum for the F150 caught fire and will be out of commission until 2026. Could delay those F150 orders.
https://www.foxbusiness.com/lifesty...hit-after-fire-supplier-facility-analyst-says

That is the same link I started this with.

 

[Lead Foot PowerBoost]

Wow, according to Car and Driver the F-150 "is seeing its production cut by over half." That's huge and very bad news for Ford. Though potentially good news for our resale values.

Stellantis being affected too with the Wagoneer line idled for at least a couple of weeks.

Kinda hard to believe they didn't have a backup supplier lined up for such an important material.

A Fire at an Aluminum Supplier Is Hurting Ford Big Time

 

[XLT22]

Wow, according to Car and Driver the F-150 "is seeing its production cut by over half." That's huge and very bad news for Ford. Though potentially good news for our resale values.

Stellantis being affected too with the Wagoneer line idled for at least a couple of weeks.

Kinda hard to believe they didn't have a backup supplier lined up for such an important material.

A Fire at an Aluminum Supplier Is Hurting Ford Big Time

Resale value is the most irrelevant metric in the automotive world so that doesn’t matter here.

Ford does have other suppliers so it’s not like they’re dead in the water but they’ll have to prioritize what to build. There are Canadian suppliers available but due to our current political leaderships’ extortion of that country it’s unlikely they’ll rush to help us. Funny enough the company my spouse worked for had nearly the exact same thing happen back in the summer. An unrelated industry but they were unable to get a tariff waiver after 1 of 2 US suppliers of a critical component had a fire/explosion and the outage is expected to go into late 2026. The other supplier only builds for the defense industry and has no spare capacity. That company shut for good on 9/30 leaving the market only for imported crap.

 

[Lead Foot PowerBoost]

Resale value is the most irrelevant metric in the automotive world so that doesn’t matter here.

Ha ha, really?

 

[Highway 11]

Resale value is the most irrelevant metric in the automotive world so that doesn’t matter here.

Ford does have other suppliers so it’s not like they’re dead in the water but they’ll have to prioritize what to build. There are Canadian suppliers available but due to our current political leaderships’ extortion of that country it’s unlikely they’ll rush to help us. Funny enough the company my spouse worked for had nearly the exact same thing happen back in the summer. An unrelated industry but they were unable to get a tariff waiver after 1 of 2 US suppliers of a critical component had a fire/explosion and the outage is expected to go into late 2026. The other supplier only builds for the defense industry and has no spare capacity. That company shut for good on 9/30 leaving the market only for imported crap.

I'm not sure if Ford is willing, or able, to pay the 50% tariff on Canadian aluminum. I dont know the exact math but my gut feeling says it'd be a worse deal than just suffering through production shortages.

 

[XLT22]

I'm not sure if Ford is willing, or able, to pay the 50% tariff on Canadian aluminum. I dont know the exact math but my gut feeling says it'd be a worse deal than just suffering through production shortages.

I'd wager it's more likely Ford would choose not to enter the "pay for play" scheme currently running in order to secure a tariff exemption.

 

[Matt Lewis]

I am a victim of the aluminum shortage. My 2025 was scheduled to go into production the week of October 20. It is now scheduled for the week of December 8. I am prepared that it might end up being a 2026.

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