LANSING, Mich. (Michigan News Source) — Ford Motor Co. is staring down an aluminum shortage after a September fire crippled one of its biggest suppliers—trouble that could stretch well into next year.
The fire shut down part of Novelis’ Oswego, New York facility—a plant that produces nearly half of all aluminum sheet used by U.S. automakers, the Wall Street Journal first reported. Novelis confirmed that a crucial section of its “hot mill” line, where raw aluminum is rolled into vehicle-ready sheets, will stay offline until early 2026.
Ford, the company’s biggest customer, depends on that aluminum for its F-Series pickups—the automaker’s best-selling and most profitable vehicles. The lightweight material helps boost towing power and fuel efficiency while guarding against rust.
“Since the fire, Ford has been working closely with Novelis,” company spokesman Ian Thibodeau told the Detroit Free Press. “A full team is dedicated to minimizing any potential disruptions.”
Novelis, owned by India’s Hindalco Industries, said it’s relying on its global network and partner mills to keep customers supplied while repairs are underway. The company said it’s “working around the clock” to restart the damaged equipment.
General Motors and Stellantis, which also buy aluminum from Novelis, said they’re monitoring the situation but don’t expect significant fallout. Toyota and Rivian issued similar statements.