WSJ: Ford Considers Scrapping Electric Version of F-150 Truck

[Traconesu]

Interesting article stating Ford is air freighting the rolls of aluminum. Drives the production cost astronomically high. Helps explain the Lightning production pause from a financial perspective.


https://www.axios.com/2025/11/19/ford-aluminum-f-150-tariffs

Ford needs to definitely get out of New York and rebuild in Texas.

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[Maxx]

Yeah. Reports are the Ford is on track to lose close to a billion dollars (and possibly a good bit more due to this new fire) simply because they can't produce enough F-150's to meet demand. I'm sure they're willing to sacrifice a lot just to keep that F-150 production line putting out as many vehicles as they can.

‘It is kinda double whammy. Aluminum companies have started to have U.S. only surcharge due to tariff volatility. Rio Tinto Group is charging us more. Alcoa has diverted around 100,000 tonnes of Canadian aluminum away from the U.S. to other markets after the tariff hikes which makes supplies tighter for us. U.S. customers pay more in London Metal Exchange (LME) because we are considered riskier now. I wonder if Ford is considering going back to steel or switching back has too many downsides to consider.