Ford Lifts Super Duty Output Above 39,000, Hitting 20-Year High After Supplier Fires
Updated
Updated · CNBC · Sep 2
Ford Lifts Super Duty Output Above 39,000, Hitting 20-Year High After Supplier Fires
3 articles · Updated · CNBC · Sep 2
Summary
More than 39,000 Super Duty trucks rolled off Ford lines in August — the best month since March 2006 — while F-150 production reached its highest level since August 2024.
Fires at Novelis' Oswego, New York, plant in September and November last year had choked aluminum supply for Ford's large-body pickups, and Ford spent the past year helping restore the facility.
Dealers should see the production ramp-up over the next 30, 60 and 90 days, with pickup inventory now around 40 days' supply versus Ford's 50-to-60-day target.
The rebound comes as Ford posted its eighth straight month of U.S. sales declines in August, down 10.3% year over year, while F-Series sales were still off 10.9% through August.
Novelis-related disruptions are expected to cost Ford $1.5 billion this year, underscoring how supplier bottlenecks have weighed on profits even as retail market share held at 11.7%.