Updated
Updated · CNBC · Jun 10
Novelis Restarts Oswego Plant After 2 Fires, Easing Ford F-150 Aluminum Crunch
Updated
Updated · CNBC · Jun 10

Novelis Restarts Oswego Plant After 2 Fires, Easing Ford F-150 Aluminum Crunch

3 articles · Updated · CNBC · Jun 10

Summary

  • Months after two fires shut the site, Novelis restarted production at its Oswego, New York facility, a key aluminum source for Ford's F-150 pickup line.
  • Ford was hit hardest because its F-series trucks largely use aluminum bodies; the disruption helped force a 2025 profit-forecast cut and a warning of charges up to $2 billion.
  • Novelis said it is working with customers to ramp supply after relying on plants in South Korea and Europe to cover the outage.
  • Hindalco, Novelis' parent, said in May the Oswego disruption cost it about $437 million in the fourth quarter, underscoring the wider financial toll of the shutdown.

Insights

After a $1.7 billion fire, can one reopened plant save Novelis and the US auto industry from supply chain chaos?
A single fire nearly halted US car production. Is the auto industry's aluminum supply chain a ticking time bomb?