Ford Down 1.5% Pre-Market As Fireplace At Key F-150 Provider May Disrupt Operations For Months: Toyota, Jeep-Maker Stellantis Additionally Affected – Ford Motor (NYSE:F)

A fireplace, which occurred on September 16, at a key Ford Motor Co. (NYSE:F) provider, may disrupt the corporate’s manufacturing operations for months.

Take a look at the present value of F right here.

40% Of The Plant Was Rendered Offline

An in a single day fireplace incident at an Aluminium plant in New York State operated by Atlanta-based firm Novelis has rendered about 40% of the plant offline till early subsequent 12 months, The Wall Avenue Journal reported on Monday.

Novelis provides about 40% of the full aluminium sheets utilized by the auto trade within the U.S., with Ford being the corporate’s greatest buyer, whereas the F-150 pickup truck stays one of many largest customers of aluminium, the report suggests. Following the information, on the time of writing this text, F inventory was down 1.57% in Pre-market buying and selling, in response to Benzinga Professional information.

Ford, Toyota Motor Corp (NYSE:TM) and Jeep guardian firm Stellantis NV (NYSE:STLA), all clients of Novelis, mentioned they have been engaged on alternate provide chains to attenuate disruption to manufacturing actions. Different clients embrace Volkswagen AG (OTC:VWAGY) and Hyundai Motor Co. (OTC:HYMLF).

Novelis, part of India’s Hindalco Industries, mentioned it will use a few of its abroad crops to serve U.S. clients. “We’re urgently taking steps to attenuate the influence of the current fireplace at our Oswego facility on our clients,” the corporate mentioned in a press release cited within the report.

Ford’s Technician Shortages, Recall Woes

The information comes as Ford CEO Jim Farley not too long ago lamented an absence of expert technicians within the U.S. to work on the firm’s dealerships, sharing that the typical wait time for a restore was about 2 weeks within the U.S. He additionally shared that the corporate had over 6,000 empty bays throughout the nation as a consequence of an absence of technicians.

In the meantime, the corporate has additionally been grappling with recall woes because the Michigan-based automaker recalled a number of autos in its lineup all through 2025 over quite a lot of points, with the most recent recall comprising 115,000 F-250, 350 and 450 pickup vehicles as a consequence of defects with the steering column.

Ford’s EV Incentive Extension

The corporate has additionally reportedly prolonged advantages on electrical autos within the U.S. by paying a small down fee to sellers by way of its financing arm on or earlier than September 30, which certified the autos for the Federal EV credit score. Ford has joined the record of a number of automakers at present providing advantages on EVs.

Ford scores nicely on the Momentum and Worth metrics, whereas providing passable Development and High quality. Ford additionally provides a good value development within the Quick, Medium and Long run. For extra such insights, join Benzinga Edge Inventory Rankings at the moment!

Take a look at extra of Benzinga’s Future Of Mobility protection by following this hyperlink.

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