Ford Faces Aluminum-Supply Hurdles as Novelis Recovery Delays
Ford stock slipped after Novelis, a key aluminum supplier, remained off full production due to fires, prompting Ford to seek alternative sources and caution that 2025 profits could be hit by reduced aluminum output (including a potential loss of about 100,000 F-Series pickups). A related F-150 class-action proceeds, while analysts keep a Hold view with modest upside. Ford plans to update investors with its Feb. 10 earnings report.