Ford Motor has put its fuel and hybrid F-150 and F-Sequence Tremendous Responsibility vehicles on the prime of the manufacturing precedence line because it makes an attempt to get well from losses related to a hearth at a important aluminum provider’s manufacturing unit.

The automaker’s all-electric F-150 Lightning didn’t make the record.

Ford stated Thursday that meeting of the F-150 Lightning truck on the Rouge Electrical Automobile Middle in Dearborn, Michigan will stay paused. The explanation, in response to Ford: the fuel and hybrid F-Sequence vehicles are extra worthwhile for Ford and use much less aluminum.

Whereas Ford has highlighted gross sales progress of its all-electric F-150 Lightning truck, these numbers are nonetheless dwarfed by its gas-powered F-Sequence vehicles.

Ford bought 10,005 F-150 Lightning pickups within the third quarter, a 39.7% enhance year-over-year. To place that into context, Ford delivered 545,522 automobiles within the third quarter, 207,732 of which have been F-Sequence. To this point, Ford has bought 23,034 F-150 Lightning vehicles in 2025, about 1% greater than the primary 9 months of 2024, in response to current gross sales information.

A Ford spokesperson famous that whereas F-150 is the best-selling electrical pickup within the U.S., the corporate is concentrated on producing the fuel and hybrid vehicles because it recovers from the September 16 hearth at aluminum provider Novelis’ plant in Oswego, New York that severely broken its sizzling mill. Novelis stated it expects to restart its sizzling mill by December 2025. 

“Now we have good inventories of the F-150 Lightning and can deliver Rouge Electrical Automobile Middle (REVC) again up on the proper time, however don’t have a precise date presently,” stated spokesperson Ian Thibodeau.

The Novelis plant hearth has been expensive for Ford and disrupted manufacturing of a few of its hottest and worthwhile automobiles. The fireplace will value Ford as much as $2 billion in earnings within the fourth quarter, the automaker reported Thursday in its third-quarter earnings. That value, coupled with as much as a $1 billion headwind from tariffs, led Ford to decrease its full-year revenue steering for 2025 to $6 billion from $6.5 billion.

Ford’s answer to get well fire-related losses is to extend F-Sequence manufacturing quantity by greater than 50,000 vehicles in 2026 by including a 3rd shift. The plan is anticipated to create as much as 1,000 new jobs and all hourly workers on the Rouge Electrical Automobile Middle will probably be transferred subsequent door to work the third shift on the Dearborn Truck Plant.