Ford is significantly cutting production of multiple vehicle models due to an aluminum supply shortage. The crucial aluminum supply disruption stems from a fire at the Novelis aluminum mill in Oswego, New York. This fire heavily damaged the mill, which supplies a significant portion of aluminum to the US auto industry. Ford, the mill's largest customer, is most affected by the supply issues. Production of Expedition and Lincoln Navigator SUVs at one plant has been curtailed. The Louisville, Kentucky plant, which builds Escape and Corsair SUVs, has also been impacted, with reduced shifts. Ford's Dearborn plant, producing the F-150 Lightning, is also idled due to the aluminum shortage. Experts suggest Ford is prioritizing the production of its F-150 trucks. The Super Duty pickups may also face production shortages. The disruption is expected to have a significant financial impact on Ford's earnings. Ford's stock price has decreased due to these production cuts. These production issues arise amidst concerning developments in the subprime auto credit markets.