---
title: "Ford Just Can't Catch a Break Right Now"
description: "Ford Motor Company is facing significant challenges in 2025, including tariff impacts, the loss of a federal tax credit for electric vehicles, and record vehicle recalls. A recent fire at a New York a"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/261075561.md"
published_at: "2025-10-14T13:01:03.000Z"
---

# Ford Just Can't Catch a Break Right Now

> Ford Motor Company is facing significant challenges in 2025, including tariff impacts, the loss of a federal tax credit for electric vehicles, and record vehicle recalls. A recent fire at a New York aluminum plant is expected to cost Ford $1 billion in EBIT and disrupt production of its F-150 trucks and F-150 Lightning electric pickup. This incident adds to ongoing supply chain issues, including microchip shortages and rising material costs, potentially leading to a slowdown in EV sales and earnings in the fourth quarter.

**Ford Motor Company** (F 1.23%) has faced its fair share of issues in 2025. Not only is it currently navigating its way around a whipsaw of tariff impacts and removal of the $7,500 federal tax credit for electric vehicle (EV) purchases, but the Detroit icon is also currently setting a full-year record for vehicle recalls.

Now, even as the automaker is busy sorting issues that are under its control, a new issue has popped up -- and it could cost the automaker a cool $1 billion in EBIT (earnings before interest and taxes).

## What's going on?

Surprise, Ford investors! If you woke up at any point this week hoping for better headlines, you're unfortunately out of luck -- and the financial impact is about to be very serious. A fire at a New York aluminum plant is expected to limit production of Ford's highly profitable F-150 full-size truck for months, according to analysts at **Evercore** ISI.

Ford is also hitting the pause button on production of its F-150 Lightning electric pickup in Dearborn, Michigan, because of the same aluminum-plant fire. It's an unfortunate development after a third quarter in which the F-150 Lightning delivered a sales gain of nearly 40% and was America's best-selling electric pickup.

A memo shared with workers at the plant, which was viewed and reported on by **Reuters**, noted that the Rouge Electric Vehicle Center will be off as soon as next week. The unfortunate event began with a Sept. 16 fire at the Novelis plant in Oswego, New York, and will affect the supply of aluminum for Ford's best-selling F-150 trucks through the remainder of 2025.

Ford F-150 Lightning. Image source: Ford Motor Company.

"Novelis is one of several aluminum suppliers to Ford. 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 spokesperson for Ford said in a statement, according to *Automotive News*.

## Now what?

This not only adds to the list of issues Ford is currently facing, but also continues a series of supply chain disruptions. They have included microchip shortages, elevated steel and aluminum prices, a rapidly evolving trade and tariff environment, and a battered supplier base that has been dealing with hit after hit dating back to the 2023 union strike and the first years of the COVID-19 pandemic.

The fire and supplier disruption will add to the coming EV slowdown during the fourth quarter, and ding earnings to a notable degree. While this isn't limited to Ford and will impact **Stellantis** and **Toyota Motor** as well, the folks at the Blue Oval are expected to see the largest fallout, according to analysts at Evercore.

The timing is also a bit unfortunate, as Ford just posted a solid 8.5% light-vehicle sales gain in the U.S. market during the third quarter. That included a substantial 30% gain in EV sales during the period, up to 30,612 vehicles, enough to mark a third-quarter record for the automaker.

Momentum was already expected to come to a screeching halt when the evaporating federal EV tax credit ended with the month of September, leading to a very likely lull in fourth-quarter demand for EVs. But now with a disruption to F-150 Lightning sales, the fourth quarter will likely be even worse for the company's EV momentum.

Ford can't catch a break right now. Long-term investors would be wise to focus more on what the automaker can specifically control, such as improving quality and lowering warranty costs associated with excessive recalls.

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.