Ford Just Can't Catch a Break Right Now

Core Insights - Ford Motor Company is facing significant challenges in 2025, including tariff impacts, the removal of the $7,500 federal tax credit for electric vehicles, and a record number of vehicle recalls [1][8] - A fire at a New York aluminum plant is expected to cost Ford up to $1 billion in EBIT due to limited production of the F-150 truck [2][3] - The production of the F-150 Lightning electric pickup is also being paused due to the same fire, despite a strong sales performance in the third quarter [4][5] Production and Supply Chain Issues - The fire at the Novelis plant in Oswego, New York, which started on September 16, will affect the supply of aluminum for Ford's F-150 trucks throughout 2025 [5][6] - Ford is actively working with Novelis to address the situation and minimize disruptions [6] - The current challenges add to ongoing supply chain disruptions, including microchip shortages and elevated material prices, which have been exacerbated by previous events such as the 2023 union strike and the COVID-19 pandemic [7][8]