Overview
- Ford halted F-150 Lightning production in Dearborn on Oct. 13 and curtailed Expedition and Lincoln Navigator output in Kentucky, with downtime that could extend into the coming weeks, according to union and local reports.
- Stellantis paused Warren Truck Assembly the week of Oct. 13 for three weeks because of an aluminum shortage, affecting Jeep Wagoneer and Grand Wagoneer, with production expected to resume Nov. 3.
- Novelis said its Oswego, New York hot mill remains offline until the first quarter of fiscal 2026 following the Sept. 16 fire, sidelining a significant share of U.S. automotive aluminum sheet capacity.
- Ford and Novelis say dedicated teams are working to reallocate material and explore alternatives, though analysts warn tariffs and limited overseas capacity make replacement supply expensive and slow to secure.
- Industry estimates suggest Ford’s profit hit could approach $1 billion if interruptions widen or persist, and union sources report temporary layoffs linked to the pauses.