Fire at an aluminum plant expected to hit Ford's pickup production

A fire in a key part of Novelis aluminum plant in New York last month will impact U.S. vehicle production.

Ford is the biggest user of aluminum from the plant for its F-Series.

GM and Stellantis are monitoring the situation.

A late-night fire last month that destroyed part of the Novelis aluminum plant in New York will have serious consequences for Ford Motor Co., and possibly other automakers, into early next year.

Novelis supplies close to half of the aluminum sheet used by U.S. carmakers, according to the Wall Street Journal, which cited industry analysts and was first to report the news.

Ford is the biggest user of the plant's aluminum. It uses it in the body of its F-Series pickup to reduce vehicle weight, increase towing capacity, and cut down on corrosion compared with traditio