Overview

• Production of the Ford Expedition and Lincoln Navigator at the Kentucky Truck Plant is paused this week, according to a UAW memo reported by The Wall Street Journal.
• A Sept. 16 fire at Novelis’s Scriba, New York, facility damaged the hot mill, curbing aluminum sheet supply that feeds multiple Ford lines.
• Novelis supplies roughly 40% of U.S. automotive aluminum sheet, and the company says the hot mill will not return to service until the first quarter of 2026.
• Ford adjusted operations at other sites, including running one shift at Louisville Assembly and temporarily idling the Dearborn F-150 Lightning line, while keeping Super Duty trucks in production.
• Ford says it is working with Novelis on alternatives, and analysts have warned the disruption could trim up to $1 billion from earnings if shortages persist.