Ford results: Oswego restart, truck output and putting numbers to aluminum sheet

Ford’s fourth-quarter earnings call offered a clearer picture of how production disruptions and sourcing constraints remain heading into 2026, as well as some insight into Novelis’ Oswego restart timeframe.

Inventory and production figures showed a shifting product mix alongside an uneven recovery in the company’s stalwart vehicle lines, with trucks remaining the most constrained category.

Nicholas Bell

Nicholas brings over half a decade of experience covering metals markets, pricing trends, and supply chain dynamics. Prior to joining AMU, he reported on aluminum, high-temperature scrap, and ferro-alloy markets at Argus Media, with additional coverage of minor metals and rare earths. His work has built deep expertise in North American metals pricing and trade flows. A native of Houston, Nicholas holds a bachelor’s degree in Media Production and an MBA with a concentration in Finance, both from the University of Houston.