Core Viewpoint - A fire at Novelis, a subsidiary of Hindalco Industries, has severely damaged hot rolling mills, potentially disrupting aluminum supply for U.S. automakers, including Ford, for several months [1] Group 1: Impact on Ford - The fire at the Oswego aluminum plant may lead to production interruptions for Ford and other automakers for months [1] - Ford is the largest customer of Novelis, which supplies approximately 40% of the aluminum sheets used in the U.S. automotive industry [1] - Ford is working closely with Novelis to explore alternative solutions to mitigate potential disruptions and may address the financial or production impacts in its upcoming earnings report [1] Group 2: Responses from Other Automakers - Toyota has initiated collaboration with other aluminum suppliers, stating that while the situation is not fully resolved, it is manageable [1] - Stellantis is actively taking measures to alleviate the impact of the supply disruption [1] - Hyundai has confirmed that its production has not been directly affected by the fire [1] Group 3: Novelis' Response - Novelis has turned to overseas plants and is collaborating with industry peers to source raw materials in response to the supply gap [1] - The 50% tariff on certain imported aluminum materials in the U.S. may complicate supply chain adjustments for Novelis [1]