Ford is moving workers from its EV unit to boost production of its F-150 pickup truck

Core Points - Ford is increasing production of its F-150 series by over 50,000 units in 2026 to meet strong customer demand and recover lost volume due to a fire at a major aluminum supplier's plant [1][2] - The company plans to add up to 1,000 new jobs to support this increased production [2] - The fire at Novelis' Oswego plant could result in a loss of up to $2 billion in adjusted profits for Ford in Q4 2025 [3] - Ford is prioritizing gas and hybrid F-150 trucks, leading to a pause in the production of the electric F-150 Lightning [4][3] - All hourly employees from the Rouge Electric Vehicle Center will be reassigned to the Dearborn Truck Plant to boost F-150 output [9] - Ford reported third-quarter revenue of $50.5 billion, a 9% increase year-over-year, and its stock price has risen approximately 11.6% in the past year [10]