Ford is managing a $900 million cost increase for its F-Series trucks.

Fires at the Novelis plant in New York forced the automaker to source aluminum sheets from overseas.

These imported materials incur a 50% tariff.

F-Series sales declined 16% during the first quarter of 2026.

Ford is requesting government tariff relief until the Novelis facility reaches full capacity by the end of the second quarter.

The company will add a third shift at its Dearborn Truck Plant to recover lost production.