F-150 Production Canceled
Ford has ceased all F-150 production at its Dearborn Truck Plant in Michigan and scaled back production at its Kansas City factory as well. According to a memo, F-150 production is currently halted, canceling all production from September 24 to 29, 2026.
Aside from the F-150, Ford’s Kansas City Assembly Plant also canceled some shifts this week, with the memo citing the same issues as the one in Dearborn. What’s weird is that the Kentucky Truck Plant near Louisville has picked up the slack after these production cancellations and is making up for lost production.
The story comes from Reuters, and an insider source noted a shortage from an undisclosed supplier is causing the production halt. Initial speculation pointed to an aluminum shortage, but that apparently isn’t the case this time.

Aluminum Shortage?
It was also reported that a previous fire at an aluminum supplier’s factory cost Ford tens of thousands of production units in the latter half of last year. This, among other factors, cost Ford an 11% drop in sales for the F-series of trucks.
However, according to Reuters, via Auto News, the aluminum supplier’s situation isn’t to blame for this production conundrum; in fact, the insider that Reuters contacted only confirmed that Ford’s aluminum supplier was unrelated to this issue. Since then, the main issue remains unknown.
Another source claimed that it was the aluminum shortage from Ford’s supplier, Novelis, that was causing the halt. Whatever the case is, Ford is in big trouble if it cannot get its factories up and running again. A few days’ delay could snowball into something much worse.

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A Best-Seller With No Stock
The Ford F-150 moves quickly across the country and around the world. It’s one of the Blue Oval’s cornerstones, and production issues will hurt the company’s bottom line.
Just as Toyota is losing ground to other brands because it can’t make enough RAV4s to satisfy market demand, Ford will lose out on a lot because the F-150 is Ford’s cash cow, and not being able to sell to buyers who are ready and willing to take one home is a missed opportunity.
Ford’s not in a stellar place right now. In fact, we reported this year that the brand is experiencing a sales slump in 2026, but it is still able to sell its mid-sized pickup truck, the Ford Ranger. It could be said that, due to the not-so-great economy and the general state of the world, people are still looking for pickup trucks, just not something that costs an arm and a leg, but I digress.

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