Another fire breaks out at aluminum plant that supplies Ford

A second significant fire has erupted at the Novelis aluminum plant in Oswego, New York, which supplies sheet metal for Ford’s trucks, including the all-electric F-150 Lightning. This four-alarm fire began on the morning of November 20, 2025, and remains unextinguished. The plant previously experienced a major fire in September that halted operations and was estimated by Ford to potentially cost the company around $2 billion. Despite a smaller fire in October, Novelis had planned to resume production in December. The September fire had already forced Ford to scale back production across its F-150 lineup, prioritizing gas and hybrid models over the electric version. The impact of this latest fire on Ford’s production and supply chain remains unclear, as neither Ford, Novelis, nor the Oswego Fire Department have provided immediate comments. The disruption has also affected other automakers like Stellantis and Nissan, which rely on the same aluminum supplier. Ford had begun slowly ramping up truck production in