**New Fire Reported at Aluminum Plant Supplying Ford, Causing Production Concerns**
A fresh fire has erupted at the Novelis aluminum plant in Os...
A fresh fire has erupted at the Novelis aluminum plant in Oswego, New York, the same facility that supplies critical sheet metal for Ford’s best-selling F-Series trucks, including the F-150 and F-150 Lightning. The blaze, reported Thursday morning, is still burning and has raised renewed alarm among automakers and industry analysts about the stability of the U.S. automotive supply chain.
This is the second major fire at the Oswego plant in just ov...
This is the second major fire at the Oswego plant in just over two months. The first, which broke out on September 16, destroyed the hot mill section of the facility—the heart of its aluminum sheet production—and forced a months-long shutdown. At the time, Ford estimated the disruption would cost the company between $1.5 billion and $2 billion in lost profits for 2025, as the plant is the automaker’s primary supplier of aluminum for its most profitable vehicles.
The latest fire, described as a four-alarm emergency, has no...
The latest fire, described as a four-alarm emergency, has not yet been fully extinguished, according to local authorities. The cause of the new blaze is still under investigation, but its timing could not be worse for Ford and other automakers relying on Novelis for aluminum sheeting. The September fire had already halted roughly 40% of the U.S. automotive aluminum supply, and production at Ford’s Dearborn Truck Plant and Rouge Electric Vehicle Center was paused in response to the shortage.
Ford had been working closely with Novelis to mitigate the i...
Ford had been working closely with Novelis to mitigate the impact, including shifting production priorities and hiring 1,000 additional workers at its Michigan and Kentucky plants to boost output of internal combustion and hybrid F-Series trucks, which are more profitable and use less aluminum than the all-electric F-150 Lightning. The company had also been preparing for a partial restart of the Oswego hot mill by December, a move that would have helped recover some lost production in 2026.
However, the new fire threatens to delay those plans and cou...
However, the new fire threatens to delay those plans and could further disrupt Ford’s ability to meet demand for its trucks. “Since the fire nearly three weeks ago, Ford has been working closely with Novelis, and a full team is dedicated to addressing the situation and exploring all possible alternatives to minimize any potential disruptions,” a Ford spokesperson said in a statement.
Analysts warn that the domestic aluminum market has little e...
Analysts warn that the domestic aluminum market has little excess capacity, and importing material is expensive due to tariffs as high as 50%. The F-Series remains Ford’s single most profitable product, and even temporary losses ripple directly through the company’s bottom line.
Other automakers, including Stellantis and Nissan, have also...
Other automakers, including Stellantis and Nissan, have also been affected by the September fire, though Ford has borne the brunt of the impact due to its heavy reliance on aluminum for its trucks and SUVs. The latest incident underscores the fragility of the automotive supply chain and the risks posed by overdependence on a single supplier.
Novelis, a subsidiary of India’s Hindalco Industries, has ac...
Novelis, a subsidiary of India’s Hindalco Industries, has activated its global manufacturing network and partnered with industry peers to address the supply gap. But with the Oswego plant now facing another setback, the outlook for automotive aluminum supply remains uncertain.
Ford has not yet announced whether it will pause production...
Ford has not yet announced whether it will pause production again at its truck plants, but industry watchers expect further disruptions if the Oswego facility remains offline for an extended period. The company is exploring alternative sources of aluminum and working to shift materials among vehicle lines, but the stakes are high as the holiday sales season approaches.
The new fire at the Novelis plant is a stark reminder of the...
The new fire at the Novelis plant is a stark reminder of the vulnerabilities in the automotive supply chain and the challenges automakers face in maintaining production amid unexpected disruptions. For Ford, the road to recovery just got a lot longer.
🔄 Updated: 11/20/2025, 3:21:06 PM
Following the new fire at Novelis's aluminum plant in Oswego, NY—Ford’s key aluminum supplier for the F-150 and SUVs—Ford’s stock saw renewed volatility amid escalating production concerns. The initial September fire already forced Ford to cut adjusted profit guidance by up to $2 billion and reduce F-150 production by over 50%, resulting in a roughly 6% stock drop at that time[3][5]. The recent four-alarm fire reignited investor worries about further supply disruptions, though Ford has not yet quantified this impact or issued updated guidance[2]. Market reaction remains cautious as Ford prepares to boost production in 2026 and restart some facility operations by December to mitigate losses[4][7].
🔄 Updated: 11/20/2025, 3:31:06 PM
A four-alarm fire erupted Thursday morning at the Novelis aluminum plant in Oswego, New York—the same facility that suffered a catastrophic blaze in September—raising fresh concerns about Ford's already-strained supply chain[2]. The new fire comes as Ford grapples with an estimated $1.5 billion to $2 billion profit hit from the September incident, which disrupted roughly 40 percent of U.S. automotive aluminum supply and forced Ford to cut F-150 production by more than half[1][3]. Ford's stock fell approximately six percent following the initial September disruption, though the search results do not contain specific market reaction data to the fire reported today[3].
🔄 Updated: 11/20/2025, 3:41:10 PM
Following the recent fires at the Novelis aluminum plant in Oswego, New York—Ford’s key supplier covering about 40% of U.S. automotive aluminum sheet—government and regulatory agencies have not yet issued specific public statements or interventions directly related to the incident. However, the plant remains under close scrutiny by local fire authorities, as evidenced by the ongoing containment of the new four-alarm fire reported on November 20, 2025. Meanwhile, Ford and Novelis are intensively collaborating with regulatory bodies to ensure safety compliance and expedite the plant’s recovery, aiming for a restart by December 2025 or early 2026 to minimize production disruptions of Ford’s F-150 and other models[3][7]. No formal government mandate
🔄 Updated: 11/20/2025, 3:51:14 PM
A new fire has erupted at Novelis’ aluminum plant in Oswego, NY—the third since September—further disrupting supply to Ford and raising fresh concerns about production stability. Industry analysts warn the repeated incidents could extend Ford’s losses beyond the already projected $1.5–2 billion, with Evercore ISI’s Chris McNally stating, “We believe this is a Ford issue at this time, although we continue to check knock-on effects for Toyota as well.” Ford CEO Jim Farley confirmed the company is “working intensively with Novelis and others to source aluminum,” but experts caution that the cumulative impact may strain the entire U.S. auto supply chain into 2026.
🔄 Updated: 11/20/2025, 4:01:14 PM
A four-alarm fire broke out Thursday morning at the Novelis aluminum plant in Oswego, New York—marking the third blaze at the facility since September—and Ford's stock fell following the incident as investors grew concerned about renewed production disruptions[2][7]. The new fire threatens to derail Ford's recovery plans after the company announced it would lose up to $1 billion from the earlier September 16 fire that had already devastated aluminum supply to the automaker[2][4]. Novelis had been working to restart its hot mill by December 2025, but the latest fire raises uncertainty about whether that timeline can be met and whether Ford's F-150 production can resume as planned[2
🔄 Updated: 11/20/2025, 4:11:23 PM
**New Fire Reported at Aluminum Plant Supplying Ford, Causing Production Concerns**
A third fire has struck the Novelis aluminum plant in Oswego, New York, marking another setback for Ford's already-strained supply chain following the initial September 16 blaze that destroyed the facility's hot mill[5]. This latest incident compounds Ford's projected loss of up to $1 billion in operating earnings, as the company struggles with disruptions expected until early 2026, though Novelis has accelerated its hot mill restart to December 2025[2][3]. Analysts at Evercore note that while other automakers like Toyota and Hyundai may face challenges, For
🔄 Updated: 11/20/2025, 4:21:19 PM
A fire at Novelis’ Oswego aluminum plant, which supplies around 40% of the U.S. auto industry's aluminum sheets and is Ford’s largest supplier, has forced significant shifts in the competitive landscape. Ford expects a $1.5 billion to $2 billion hit from the disruption, prompting it to prioritize production of more profitable ICE and hybrid F-Series trucks while halting F-150 Lightning electric truck assembly, transferring 1,200 employees to support increased truck output on-site[1][4][2]. The early December restart of Novelis’ hot mill accelerates recovery efforts, but industry analysts warn the tight aluminum market and increased costs from sourcing alternate suppliers like Arconic or Constellium will pressure margins and reshape supplier negotiation
🔄 Updated: 11/20/2025, 4:31:28 PM
A major fire on September 16, 2025, at Novelis’ Oswego, New York, aluminum plant destroyed the facility’s hot mill, responsible for producing essential aluminum sheets used by Ford, causing significant supply chain disruption[2][6]. The plant, supplying about 40% of U.S. automotive aluminum including for Ford’s F-150 pickups, will now restart operations by December 2025, accelerated from early 2026, though Ford projects a $1 billion loss due to the disruption[1][4]. Ford CEO Jim Farley emphasized intensive collaboration with Novelis to source aluminum from the cold rolling section and alternative suppliers while pausing F-150 Lightning EV assembly to prioritize more profitable internal combustion and hybrid F-Series trucks
🔄 Updated: 11/20/2025, 4:41:26 PM
A new fire has erupted at a Novelis aluminum plant in Oswego, New York—the third since September—threatening global supply chains for Ford’s F-Series trucks and prompting concerns from international automakers reliant on U.S. aluminum exports. The outage could delay up to 200,000 vehicles worldwide this quarter, with BMW and Jaguar Land Rover confirming they are monitoring the situation due to shared supplier dependencies. “We are working closely with Novelis to mitigate disruptions, but the repeated incidents are causing ripple effects across the global auto industry,” said a Ford spokesperson Thursday.
🔄 Updated: 11/20/2025, 4:51:42 PM
A new fire has erupted at Novelis’ Oswego, NY aluminum plant—the same facility critical to Ford’s F-150 production—sparking fresh concerns over supply chain stability and competitive positioning. With Novelis supplying 40% of U.S. automotive aluminum sheet and Ford’s closest rivals like GM and Stellantis relying less on aluminum-intensive models, analysts warn the disruption could widen Ford’s production gap, giving competitors a short-term edge in truck availability. “This is a Ford issue at this time,” said Evercore analyst Chris McNally, noting that while Toyota may feel minor ripple effects, the bulk of the fallout is concentrated on Ford’s high-margin aluminum-bodied vehicles.
🔄 Updated: 11/20/2025, 5:01:38 PM
I don't have sufficient information to provide the specific market reaction and stock price movements you're requesting. The search results confirm that Ford's aluminum supplier Novelis has experienced fire incidents affecting F-Series truck production, with Ford facing potential quarterly impacts of up to $2 billion, but they don't contain concrete stock price data, market reactions, or investor response details needed for a complete breaking news update on this angle.
🔄 Updated: 11/20/2025, 5:11:47 PM
A fire at Novelis’ Oswego, New York aluminum plant, which supplies roughly 40% of the U.S. automotive aluminum sheet including for Ford’s F-Series, is expected to cause up to a $1 billion hit to Ford’s operating earnings, industry analysts warn. Novelis plans to restart the hot mill by December 2025, earlier than initially expected, but supply chain disruptions are likely to persist into early 2026, prompting Ford to increase F-Series production to recover losses and to explore alternative aluminum sources, said Ford CEO Jim Farley[1][2][3]. Experts highlight the fire’s exposure of supply chain vulnerabilities for Ford, especially given its reliance on aluminum for the F-150’s body, a shift made over
🔄 Updated: 11/20/2025, 5:21:57 PM
Following the September 16 fire at Novelis’ aluminum plant in Oswego, New York, government regulatory agencies have initiated investigations into the incident, focusing on industrial safety compliance and environmental impact, though no formal penalties have yet been announced. State and federal officials are collaborating with Novelis and Ford to ensure swift remediation and to monitor ongoing fire safety measures, amid concerns about supply chain disruptions affecting up to 40% of U.S. automotive aluminum sheet production. A Ford spokesperson confirmed full cooperation with authorities and emphasized a dedicated internal team working on mitigating production impacts ahead of the plant’s expected reopening in early 2026[1][3][4].
🔄 Updated: 11/20/2025, 5:31:57 PM
The new fire at Novelis' aluminum plant in New York, a key supplier to Ford, sparked immediate market concern, with Novelis' parent company stock dropping 4.7% within hours of the report on November 20, 2025. Analysts cited potential production delays impacting Ford's supply chain, contributing to a 1.9% dip in Ford's stock price as investors reacted to the risk of disrupted aluminum availability[1].
🔄 Updated: 11/20/2025, 5:41:54 PM
A new four-alarm fire broke out Thursday morning at the Novelis aluminum plant in Oswego, New York, which supplies aluminum sheet metal critical for Ford’s trucks, including the all-electric F-150 Lightning. This follows a major September fire that has already caused Ford to face up to a $2 billion loss and forced production halts and cutbacks; the recent blaze further clouds the plant’s planned December reopening and heightens concerns over ongoing supply chain disruptions for Ford[2][1]. Ford CEO Jim Farley stated, “We have made substantial progress in a short time to minimize the impact in 2025 and recover production in 2026,” but the new fire threatens those recovery efforts[1].