Ford F-150 Shortage Leaves Dealers With Almost No Trucks
Novelis Fire Incidents
The Ford F-150's unique selling point is, ironically, the reason why it's in a spot of trouble at the moment. Granted, it's still selling well, but the pickup's body is mostly aluminum, and there's been a bit of a shortage lately.
That's mainly due to the successive fires from Ford's supplier, Novelis. Three fires broke out over two months last year, and the affected facilities are still not at 100%. Production disruptions have been the theme of the F-150, and sales have taken a hit.
The Pinch
Automotive News recently ran a piece about the F-150 supply issue. One dealer, the publication spoke, said that its 'Truck Month' inventory went from about 700 units, down to just nine. "It's a heap of a mess. Outside of COVID, I've never seen an F-150 shortage like this," said Nick Anderson, general manager of Chuck Anderson Ford in Kansas.
Chuck Anderson Ford isn't that far away from the Kansas Truck Plant that builds these pickups. If a closed dealer is having trouble, imagine what the rest of the dealers are going through right now. Per the publication, stocks and inventory are down by a whopping 43%.
Costing More Than Sales
It's not that Ford has stopped production of its best-selling product in the world (no exaggeration) because of the domestic aluminum supply shortage. It's still ongoing, although it's not at the pace the company would like. But because of the pickup's construction, Ford has been forced to source aluminum from abroad.
The trouble is, imported aluminum is subject to a 50% tariff, so Ford is facing a massive bill for it as well. If Ford builds more, it will need more of that imported aluminum, and that bill will keep getting higher. On the flip side, building less would entail massive opportunity costs, effectively handing sales to GM and Stellantis. The company had asked for relief from those tariffs, but has been rebuffed by the White House.
Supply Will Normalize, But When?
It's been over half a year since the fires, but supply is still not back to normal levels. Speaking to the publication, Rick Wainschel, vice president of analytics at CatalystIQ, said, "The longer-term repercussions of this are pretty profound. There's been a lot of churn in the segment. F-150's supply advantage is gone."
That said, Ford aims to get things back in order by the second half of the year. By then, the company hopes that the Novelis facility it sources aluminum from will be fully operational. To make up for lost time, the automaker will continue churning out F-Series models throughout the summer.
Ford's lead in the full-size pickup sales race is still there, and we wouldn't be too surprised if it still manages to retain its crown by the end of the year. However, the gap between it and its rivals could narrow as long as the aluminum supply issue isn't resolved. With the next-generation F-150 coming in 2029, there may be lessons to be learned from this crisis.
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This story was originally published April 22, 2026 at 3:45 AM.