September fire at New York plant could impact Ford F-150 production and part supply. Plant produced 40% of aluminum sheet used by auto industry.
A fire at a Novelis aluminum plant in Oswego, N.Y. is expected to impact production of the Ford F-150 through the end of the year. According to a report by Reuters today, a note by Evercore ISI analysts said the fire could affect Ford ‘s F-150 truck for months and have a $1 billion on the vehicle manufacturer’s earnings.
Production at the aluminum plant could be impacted through the first quarter of 2026.
“Novelis is
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