USAFord cancelled all production shifts for the F-150 at its Dearborn Truck Plant in Michigan from 24 to 29 September, about a week of lost output, because of a parts supply problem. Reuters reported the stoppage from an internal memo and a source familiar with the matter.
What happened
Ford has not named the supplier. The company’s Kansas City Assembly Plant in Missouri also cancelled some shifts for the same reason, though the memo does not say how many. To cover part of the gap, Ford raised pickup output at its Kentucky Truck Plant near Louisville.
The cause is separate from the aluminum shortage that followed a fire at the supplier Novelis in late 2025, which had already cost Ford tens of thousands of vehicles. Ford has not said how many F-150s this stoppage removes or whether the lost days will be made up.
Why it lands now
The F-Series is Ford’s core line, and its US sales fell 11% year on year from January to August. Ford’s total US sales fell about 10% over the same eight months. A week without the Dearborn line widens a gap that was already there, though the memo gives no figure for the lost trucks.
