[REVISION HISTORY]

Ford F-Series production and supply chain shifts

Updated 1 time since CLSTR started tracking revisions of this situation.

What changed

2026-09-26 04:52 UTC → 2026-09-28 04:41 UTC · added ~~removed~~

Ford Motor Company has experienced fluctuations in its F-Series truck production and sales. In late August 2026, the company increased F-150 production in the United States to address previous supply shortages, reaching its highest monthly output in two years despite a decline in year-over-year sales. Concurrently, Ford began producing F-Series Super Duty trucks at its Oakville Assembly Complex in Canada, shifting focus from electric vehicles to heavy-duty trucks. By late September 2026, new supply chain issues led Ford to halt F-150 production at its Dearborn Truck Plant in Michigan, resulting in the cancellation of shifts for approximately 3,500 workers. Production at the Dearborn facility was expected to remain suspended through at least September 29 or 30. Similar disruptions affected the Kansas City Assembly Plant in Missouri. To offset these losses, Ford increased production of other models, such as the F-Series Super ~~Duty~~ Duty, Expedition, and Lincoln Navigator, at its Kentucky Truck Plant. While the specific supplier has not been named, internal reports indicate the disruption is related to supply chain problems and is not connected to previous aluminum shortages. This pause occurs as Ford faces increasing competition from manufacturers such as Hyundai and Kia.

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