Novelis Restarts Oswego Mill After Two Fires, Supports 50,000-Truck Recovery
F•Novelis restarted its hot mill in Oswego on June 8 after being idled since September and November 2025 fires, resuming aluminum sheet production vital for Ford’s F-Series. The restart helps recoup roughly 50,000 lost truck units and address the 50-day inventory shortfall.
1. Mill Restart Details
Novelis brought its Oswego hot mill back online on June 8, ending an outage triggered by separate fires on September 16 and November 20, 2025 that had halted aluminum sheet rolling operations.
2. Impact on F-Series Production
The shutdown had cost Ford billions in lost production of its high-margin F-Series pickups; the restored mill capacity positions Ford to add about 50,000 extra trucks to its inventory this year.
3. Inventory Levels and Resilience Plans
Dealer inventory of F-Series sits at a 50-day supply versus the industry-healthy 60 days, prompting Ford to deepen supplier collaboration and invest in long-term supply chain resilience measures.
