Ford Motor has put its gasoline and hybrid F-150 and F-Collection Tremendous Obligation vehicles on the prime of the manufacturing precedence line because it makes an attempt to recuperate from losses linked to a hearth at a important aluminum provider’s manufacturing unit.
The automaker’s all-electric F-150 Lightning didn’t make the record.
Ford mentioned Thursday that meeting of the F-150 Lightning truck on the Rouge Electrical Car Heart in Dearborn, Michigan will stay paused. The rationale, based on Ford: the gasoline and hybrid F-Collection vehicles are extra worthwhile for Ford and use much less aluminum.
Whereas Ford has highlighted gross sales development of its all-electric F-150 Lightning truck, these numbers are nonetheless dwarfed by its gas-powered F-Collection vehicles.
Ford bought 10,005 F-150 Lightning pickups within the third quarter, a 39.7% enhance year-over-year. To place that into context, Ford delivered 545,522 autos within the third quarter, 207,732 of which had been F-Collection. Thus far, Ford has bought 23,034 F-150 Lightning vehicles in 2025, about 1% greater than the primary 9 months of 2024, based on latest gross sales knowledge.
A Ford spokesperson famous that whereas F-150 is the best-selling electrical pickup within the U.S., the corporate is concentrated on producing the gasoline and hybrid vehicles because it recovers from the September 16 fireplace at aluminum provider Novelis’ plant in Oswego, New York that severely broken its scorching mill. Novelis mentioned it expects to restart its scorching mill by December 2025.
“We’ve got good inventories of the F-150 Lightning and can deliver Rouge Electrical Car Heart (REVC) again up on the proper time, however don’t have a precise date right now,” mentioned spokesperson Ian Thibodeau.
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The Novelis plant fireplace has been pricey for Ford and disrupted manufacturing of a few of its hottest and worthwhile autos. The fireplace will price Ford as much as $2 billion in earnings within the fourth quarter, the automaker reported Thursday in its third-quarter earnings. That price, coupled with as much as a $1 billion headwind from tariffs, led Ford to decrease its full-year revenue steerage for 2025 to $6 billion from $6.5 billion.
Ford’s answer to recuperate fire-related losses is to extend F-Collection manufacturing quantity by greater than 50,000 vehicles in 2026 by including a 3rd shift. The plan is predicted to create as much as 1,000 new jobs and all hourly staff on the Rouge Electrical Car Heart shall be transferred subsequent door to work the third shift on the Dearborn Truck Plant.
