7Mary3 Posted October 8, 2025 Share Posted October 8, 2025 https://logisticsviewpoints.com/2025/10/07/major-fire-at-key-aluminum-plant-hits-fords-f-150-production/ Quote Link to comment Share on other sites More sharing options...
Joe771476 Posted October 8, 2025 Share Posted October 8, 2025 (edited) Many of my Ford enthusiast buddies at the local bar think it's sabotage by competitors. Conspiracy theory? Maybe. Edited October 8, 2025 by Joe771476 Quote Link to comment Share on other sites More sharing options...
7Mary3 Posted October 9, 2025 Author Share Posted October 9, 2025 Word to the wise- I think I would stay out of that bar. Many of Ford's competitors were also sourcing aluminum sheet out of that plant. 1 1 Quote Link to comment Share on other sites More sharing options...
twintornados Posted October 9, 2025 Share Posted October 9, 2025 I know it is effecting the stock price... ouch!! Quote Link to comment Share on other sites More sharing options...
7Mary3 Posted October 9, 2025 Author Share Posted October 9, 2025 1 hour ago, twintornados said: I know it is effecting the stock price... ouch!! Unfortunately it's bound to have an effect on F series production. 1 Quote Link to comment Share on other sites More sharing options...
Bob Rosadini Posted October 9, 2025 Share Posted October 9, 2025 14 hours ago, 7Mary3 said: Unfortunately it's bound to have an effect on F series production. For sure. And I imagine the tariff issue will be a factor but I would have to believe Trump will have to respond to that. Quote Link to comment Share on other sites More sharing options...
Joe771476 Posted October 9, 2025 Share Posted October 9, 2025 22 hours ago, 7Mary3 said: Word to the wise- I think I would stay out of that bar. Many of Ford's competitors were also sourcing aluminum sheet out of that plant. We were sober. Quote Link to comment Share on other sites More sharing options...
rmc523 Posted October 10, 2025 Share Posted October 10, 2025 Ford F-150 Lightning Production Paused After Aluminum Plant Fire Quote Link to comment Share on other sites More sharing options...
Sherminator98 Posted October 10, 2025 Share Posted October 10, 2025 2 hours ago, rmc523 said: Ford F-150 Lightning Production Paused After Aluminum Plant Fire I'm guessing that is happening to keep ICE F-150 production from being stopped. Quote Link to comment Share on other sites More sharing options...
7Mary3 Posted October 10, 2025 Author Share Posted October 10, 2025 18 hours ago, Joe771476 said: We were sober. All the more reason! Quote Link to comment Share on other sites More sharing options...
jpd80 Posted October 10, 2025 Share Posted October 10, 2025 3 hours ago, Sherminator98 said: I'm guessing that is happening to keep ICE F-150 production from being stopped. Ford may have to swallow hard and just buy in some aluminium sheet from other suppliers and pay the tariff Quote Link to comment Share on other sites More sharing options...
fuzzymoomoo Posted October 10, 2025 Share Posted October 10, 2025 It’s probably going to hit Bronco (Doors, Hood, Swing gate, Fenders) and Ranger (Hood) at some point too I would imagine. Quote Link to comment Share on other sites More sharing options...
jpd80 Posted October 11, 2025 Share Posted October 11, 2025 There is no option for Ford but to have their supplier import aluminum sheet until the US plant is back online. Not doing so means that Ford looses too much profit, they cannot go six months without F Series production. 1 Quote Link to comment Share on other sites More sharing options...
Bob Rosadini Posted October 13, 2025 Share Posted October 13, 2025 On 10/10/2025 at 8:05 PM, jpd80 said: There is no option for Ford but to have their supplier import aluminum sheet until the US plant is back online. Not doing so means that Ford looses too much profit, they cannot go six months without F Series production. And again, political pressure on the Donald will be great. I'm surprised the lady in the Statehouse hasn't been making a lot of noise😎 Quote Link to comment Share on other sites More sharing options...
rmc523 Posted October 14, 2025 Share Posted October 14, 2025 https://fordauthority.com/2025/10/ford-expedition-lincoln-navigator-production-paused-amid-plant-fire-fallout/ According to the Wall Street Journal, The Blue Oval informed workers at the Kentucky Truck Plant that it will be pausing production of the Ford Expedition and Lincoln Navigator this week, due to issues with its aluminum supply chain. This pause is currently slated to last one week, according to that memo, but the automaker is also pulling forward scheduled downtime from later in the year to compensate. Quote Link to comment Share on other sites More sharing options...
rmc523 Posted October 20, 2025 Share Posted October 20, 2025 Ford F-150 Production Cut In Half At Dearborn Assembly Plant According to Automotive News, production of the Ford F-150 at the Dearborn Truck plant has been cut by more than half as a result of this aluminum shortage, in fact. The Blue Oval reportedly told its suppliers that it plans to build around 530 Ford F-150 pickups daily at the plant until October 27th, which is around 55 percent lower than its typical levels. Ford has already paused production of several other models as a result of this fire, but now, it’s impacting the automaker’s most important vehicle. Quote Link to comment Share on other sites More sharing options...
Sherminator98 Posted October 20, 2025 Share Posted October 20, 2025 I wonder if this going to impact the best selling nameplate record that the F-series has. Quote Link to comment Share on other sites More sharing options...
rmc523 Posted October 20, 2025 Share Posted October 20, 2025 1 hour ago, Sherminator98 said: I wonder if this going to impact the best selling nameplate record that the F-series has. Well, luckily as of Q3, they have a 66,101 unit lead over Silverado. But yeah, this could potentially impact that if it lasts too long. The article said half capacity until Oct. 27.....I don't know if that means after that they might be back to normal? Or hopefully it doesn't mean that they'll have to cut further at that point..... Quote Link to comment Share on other sites More sharing options...
rmc523 Posted October 20, 2025 Share Posted October 20, 2025 I'd imagine they'd cut anything else using aluminum and funnel it to F-series to prioritize holding that record before losing it, though. 1 Quote Link to comment Share on other sites More sharing options...
blazerdude20 Posted October 20, 2025 Share Posted October 20, 2025 24 minutes ago, rmc523 said: I'd imagine they'd cut anything else using aluminum and funnel it to F-series to prioritize holding that record before losing it, though. Hopefully Ford will be able to source aluminum from another supplier. Even if it does require paying tariffs. That’s an incredible sales streak to risk for a short term production and profit issue. Quote Link to comment Share on other sites More sharing options...
fordmantpw Posted October 20, 2025 Share Posted October 20, 2025 There's also the KC (F150) plant and KTP (Super Duty) that it doesn't mention as decreasing production. I think Expedition/Navigator were cut to keep the SD going. Quote Link to comment Share on other sites More sharing options...
mackinaw Posted October 20, 2025 Share Posted October 20, 2025 The plant where the fire happened may be closed down until early next year. The F-150 sales crown is probably safe this year. Next year too, unless something else happens. Quote Link to comment Share on other sites More sharing options...
rmc523 Posted October 20, 2025 Share Posted October 20, 2025 27 minutes ago, blazerdude20 said: Hopefully Ford will be able to source aluminum from another supplier. Even if it does require paying tariffs. That’s an incredible sales streak to risk for a short term production and profit issue. Yeah, they have to be looking at contingencies... Quote Link to comment Share on other sites More sharing options...
SoonerLS Posted October 21, 2025 Share Posted October 21, 2025 5 hours ago, rmc523 said: Yeah, they have to be looking at contingencies... They must’ve had contingency plans for something like this, they just take time to implement. There’s no way they could tolerate that level of risk without some kind of backup plan. Quote Link to comment Share on other sites More sharing options...
Sherminator98 Posted October 21, 2025 Share Posted October 21, 2025 9 hours ago, SoonerLS said: They must’ve had contingency plans for something like this, they just take time to implement. There’s no way they could tolerate that level of risk without some kind of backup plan. You would be shocked at how many companies don't, because it costs more money to do so. But hopefully this isn't the case with Ford. Quote Link to comment Share on other sites More sharing options...
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