Lightning production plant being paused due to aluminum plant fire 😕

[Citizen0]

Just saw this. Doesn’t sound like good news.

https://electrek.co/2025/10/23/ford-halts-f-150-lightning-production-focus-on-gas-and-hybrids/

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[Gimme_my_MME]

The headline leaves out the main point, this is due to a fire at the aluminum supplier. Not that it is a good situation but it isn't being paused JUST to focus on other things, supplies are being rationed.

"Ford (F) has halted production of its electric pickup truck at the Rouge EV Center in Michigan following a fire at an aluminum supplier’s factory. The F-150 Lightning will remain on pause as Ford focuses on more profitable gas and hybrid F-Series trucks."

 

[Pioneer74]

A lot of aluminum in these trucks. Understandable they would focus what supply they have on better selling trucks. They'll get the plant back up asap I'm sure.

Won't be back up to full production until 1st quarter of next year.

 

[Poolboy1637]

I wonder if Ford will take advantage of the shutdown to make any changes that would otherwise disrupt production, NACS port etc.

 

[TaxmanHog]

I wonder if Ford will take advantage of the shutdown to make any changes that would otherwise disrupt production, NACS port etc.

Not likely, wait for T3 to see something of that kind of change.

 

[luebri]

Good to soften depreciation of existing owners trucks

silver lining

 

[MountainAlive]

 

[Ford Motor Company]

Here to proactively provide some information for y'all.

Ford can stand up F-150 Lightning production when they're ready. The focus right now is to increase F-150 and F-Series Super Duty production to meet demand and recover production losses due to the Novelis plant fire.

F-150 Lightning will continue to be supported with software updates and parts. No need to worry about that.

For those who have orders in - We are working through any potential impact now. If this is you, please reach out to your dealer.

I don’t know the specifics, but the earnings materials include all the details currently available.

 

[F150ROD]

Looks like the Lightning is headed own the Discontinued path........thats O.k. bring on T3....

I miss my Lightning....

 

[Ford Motor Company]

Looks like the Lightning is headed own the Discontinued path........thats O.k. bring on T3....

I miss my Lightning....

Okay that's not what I said at all.

 

[Lightning Rod]

A lot of aluminum in these trucks. Understandable they would focus what supply they have on better selling trucks. They'll get the plant back up asap I'm sure.

All F-150 trucks ev and ice are made of aluminum. Even the f series super duty trucks bodies and beds are made of aluminum.

 

[F150ROD]

Okay that's not what I said at all.

That's o.k....... I'm good at translating

I mean it wouldn't be bad news at all if that means T3 is right around the corner..... or are we finally getting that Shelby/Raptor Lightning

 

[Lightning Rod]

"Ford focuses on more profitable gas and hybrid F-Series trucks."

Which most are aluminum.

 

[Tradewind]

I read through all the clickbait articles and the Times articles. I'll sum it up here and add to what @Ford Motor Company said:

• The F-150 Lightning is a successful EV truck.
• The Novelis fire is the reason for the initial pause.
• The other F-150s and Super Duty trucks use less aluminum than the Lightning.
• The ICE and hybrid F-series trucks sell better than the Lightning (which we all know).
• Ford needs to recoup the losses from the EV line and the aluminum issues.
• The non-EV F-series trucks can pick up that slack until the Novelis plant is operational again.
• Novelis is sourcing aluminum from other places in the U.S. and abroad but not the same volume.
• Ford is helping Novelis rebuild the aluminum plant post-fire.

 

[pullinggs]

I vote that we all start drinking more beer and we send them the empties... yes?

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