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Ford to Boost Truck Production After Supplier Fire, Adding Jobs in Louisville
Ford halted F-150 Lightning production after a fire at its aluminum supplier, shifting focus to more profitable gas and hybrid trucks, selling over 23,000 electric pickups in 2025.
- On September 16, a fire at Novelis's Oswego, New York plant prompted Ford Motor to halt F-150 Lightning assembly at the Rouge Electric Vehicle Center in Michigan.
- Prioritizing gas and hybrid F-Series trucks, Ford is keeping F-150 Lightning production paused as inventories remain adequate and no restart date at REVC is set.
- Model e, Ford's electric vehicle business, posted a $1.4 billion loss in Q3 while Ford's EV business lost $3.6 billion through September, despite selling 10,005 F-150 Lightning in Q3 and 23,034 total Lightning sales through first nine months of 2025.
- Ford warned the hit could be as much as $2 billion, and the company said losses could cut pretax profits by up to $1 billion more while adding up to 1,000 new jobs and moving hourly REVC staff to the Dearborn Truck Plant.
- To recover lost volume, Ford plans to boost F-Series production by more than 50,000 trucks in 2026 with a third shift, while Novelis expects its hot mill restart by December 2025.
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Ford is moving workers from its EV unit to boost production of its F-150 pickup truck
President Trump's tariffs on imported cars and trucks are likely to increase prices for US consumers by thousands of dollars, trade groups and experts warned.Brandon Bell/Getty ImagesFord is doubling down on its F-150 pickup trucks and planning to increase production by 50,000 units in 2026.It's adding 1,000 new jobs and moving over some EV workers to achieve this target.This comes after one of its major aluminum-producing plants saw a massive f…
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Coverage Details
Total News Sources18
Leaning Left6Leaning Right0Center3Last UpdatedBias Distribution67% Left
Bias Distribution
- 67% of the sources lean Left
67% Left
L 67%
C 33%
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