Ford Faces Aluminum-Supply Hurdles as Novelis Recovery Delays

TL;DR
Ford stock slipped after Novelis, a key aluminum supplier, remained off full production due to fires, prompting Ford to seek alternative sources and caution that 2025 profits could be hit by reduced aluminum output (including a potential loss of about 100,000 F-Series pickups). A related F-150 class-action proceeds, while analysts keep a Hold view with modest upside. Ford plans to update investors with its Feb. 10 earnings report.
- Ford Stock (NYSE:F) Slips as Novelis is Not Fully Operational Yet TipRanks
- Feds Investigating Nearly 1.3 Million Ford F-150 Pickups with Serious Transmission Problems Autoblog
- NHTSA Investigating 1.3 Million Ford F-150s with Faulty Transmissions That May Lock the Rear Axle Car and Driver
- 1.3 Million Ford F-150s Are Under Federal Investigation Over Unexpected Downshifts Road & Track
- NHTSA expands probe into about 1.3 million Ford F-150 pickups over transmission issues Reuters
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