Story perspectives
Fire Disrupts Key Aluminum Supply for U.S. Automakers
10/7/2025
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Story summary
- A fire at Novelis' Oswego plant on September 16 disrupted aluminum supply and keeps the site offline through early 2026.
- The Oswego plant supplies 40% of U.S. automotive aluminum.
- Ford, the largest customer, is evaluating alternative suppliers to protect F-150 production.
- Stellantis and Toyota, among others, are seeking to reduce supply disruptions.
