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Ford Motor Company expects to quickly a The third quarter reached 2 billion dollars Because its main supplier of aluminum will return to production earlier than expected.
The automaker is on announced on Wednesday It will create up to 1,000 jobs — about 900 in Michigan and 100 in Kentucky — to increase production of 50,000 units of the best-selling F-150 and F-Series Super Duty trucks by early 2026.
The rapid increase comes after Novelis, one of the auto industry’s top aluminum sheet suppliers, confirmed that its Oswego, N.Y., hot mill will resume operations by the end of December, a company spokesperson said in an email to WardsAuto. Novelis previously said that part of the plant It was damaged in the October fire It will be offline until early 2026.
“This is an acceleration from the previously anticipated Q1CY26 timing,” the spokesperson said. The spokesperson added that Novelis has been working 24/7 to restore and repair the facility, which allowed the company to accelerate its schedule.
Ford executives said during their quarterly call with analysts on Wednesday that the decision to ramp up truck production was influenced by Novelis’ confidence that the company’s hot Oswego plant will reopen sooner than expected. The company has estimated that the impact of the Novelis fire could cost it between $1.5 billion and $2 billion.
“This is in line with our relationship with Novelis,” said Kumar Galhotra, Chief Executive Officer of the call. He said Ford was told the Garm plant would be up and running by late November or early December.
But Galverta said the disruption in aluminum supply will reduce F-Series truck production by between 90,000 and 100,000 units in the fourth quarter. Although its gross truck inventory is down 11 percent, its retail inventory levels are expected to end with a 55- to 59-day supply, Ford Blue President Andrew Frick said.
However, the shortage of Ford trucks may not last. Galhotra expects the automaker to be able to make “roughly 50,000 of those 100,000 units in 2026” as additional workers join production lines and its aluminum resources are rebuilt.
Pickup truck sales are important for Ford, as its F-Series accounts for 207,720 of 545,522. The cars he sold in the third quarter.
Chairman and CEO Jim Farley credits quick action by company leaders in responding to the Novelis aluminum supply disruption for helping the automaker record third-quarter revenue of $50.5 billion, a 9 percent improvement from a year ago.
“We have made significant progress in a very short period of time, both in mitigating the impacts of 2025 and in implementing an exciting recovery plan for next year,” Farley said.
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