U.S. auto sales down 6.7% in November as EV demand weakens Note: Some figures were updated on December 9. The number of new vehicles sold in the U.S. in November 2025 (preliminary figures including estimates for GM/Stellantis/Tesla, etc.), aggregated by MarkLines as of December 3, was 1,274,624 units, down 6.7% y/y. There were 25 selling days, one fewer than a year earlier. Light vehicle seasonally adjusted annual rate (SAAR) for November was 15....

News  Updated at: 2025/12/03

Ford F-Series production fell significantly in October after aluminum plant fire On November 3, among its sales numbers, Ford showed the production effects from the recent Novellis aluminum plant fire in Oswego, New York on its most profitable product line. The plant supplied material for Ford truck’s aluminum body panels.     • Total Ford F-Series production declined by around 41% between September and October, from 89,854 units to 52,956....

News  Updated at: 2025/11/05

Ford execs look ahead to challenges after posting profitable Q3 results On October 23, after releasing Q3 financial results, Ford executives offered information on Ford’s moves forward after a challenging, but profitable quarter. Revenue in Q3 2025 was up 9.7% from the same period last year to USD 50.2 billion, while net income increased 174.3% YoY to USD 2.4 billion. Operating income increased 77.0% YoY to USD 1.6 billion, and adjusted EBIT wa...

News  Updated at: 2025/10/25

Ford to boost F-150, Super Duty production in 2026 after Novelis fire On October 23, Ford announced plans to significantly increase F-150 and F-Series Super Duty production by more than 50,000 trucks in 2026, ramping from the first quarter of 2026, to meet demand and recover production losses due to the fire at supplier Novelis’ Oswego, New York, aluminum plant, which supplies the material for Ford truck body panels. Dearborn Truck Plant will t...

News  Updated at: 2025/10/24

Ford Expedition, Lincoln Navigator production paused in Kentucky after aluminum plant fire Ford informed workers at its Kentucky Truck Plant that it will be pausing production of the Ford Expedition and Lincoln Navigator beginning the week of October 14, due to issues with its aluminum supply chain used in its body panels. The pause is currently slated to last one week, according to the memo, but Ford is also pulling forward scheduled downtime fr...

News  Updated at: 2025/10/16

Ford idles F-150 Lightning production after Novelis aluminum plant fire A memo sent to workers at Ford’s Rouge Electric Vehicle Center in Dearborn, Michigan notified that production of the Ford F-150 Lightning will be paused the week of October 13. The news was subsequently confirmed by administration of the plant that the shutdown is a direct result of the fire at Novelis’ aluminum plant in Oswego, New York, which provides around 40% of the ...

News  Updated at: 2025/10/11

Novelis plant fire in Oswego, New York to affect aluminum sheet supply into 2026 On October 6, Novelis confirmed that it anticipates operations to restart at its Oswego, New York facility’s hot mill by the first quarter of 2026, after being shut down by a fire on September 16. The New York plant supplies roughly 40% of the aluminum sheet used in the auto industry. Ford is the largest user of the plant's aluminum, which it uses in the body of it...

News  Updated at: 2025/10/09

Isuzu holds groundbreaking ceremony for new production facility in South Carolina, U.S. On October 2, Isuzu Motors Limited announced that its local subsidiary Isuzu North America Corporation held a groundbreaking ceremony on October 1 at its new production facility in South Carolina, which is scheduled to begin operations in 2027. In February 2025, Isuzu announced plans to establish the new facility as part of its efforts to further expand its No...

News  Updated at: 2025/10/02

Ford’s U.S. sales rise 8.2% in Q3 with record EV, hybrid sales On October 1, Ford Motor Company announced that it has extended its growth streak in the third quarter, increasing U.S. sales 8.2% to 545,522 units, marking seven consecutive months of sales gains. Electrified Vehicles (hybrid, PHEV, BEV): Ford reached a record 85,789 in Q3, up 19.8%, and represented 15.7% of Ford’s Q3 sales, up from 13.5% in Q2. YTD electrified sales reached 242,...

News  Updated at: 2025/10/02

Ford considers exporting Super Duty from Canada to Australia, South America As tariffs and counter tariffs have been affecting production location choices for automakers, Ford is now considering other potential markets for the Ford Super Duty. On August 12 at the J.P. Morgan 2025 Auto Conference, Ford Pro CFO Navin Kumar noted, “We’re the market leader in Canada. F-Series has had market leadership for the last 59 years. The product really doe...

News  Updated at: 2025/08/28

Cummins launches 3rd-gen technology platform for F-series engines Cummins launched the 3rd-generation technology platform for F-series engines in Beijing. The F series is the world’s first Cummins light-duty engine series, with 2 million units supplied to global customers. The newly launched platform has the following features. It adopts a 2,000-bar ultra-high-pressure common rail fuel system, which, in conjunction with four-valve vertical cent...

News  Updated at: 2025/07/16

Ford Q2 sales rise 14.2%, U.S. market share up on truck, hybrid, SUV strength On July 1, Ford Motor Company announced it has accelerated well ahead of the U.S. industry in Q2 2025. Q2 2025 results:    •    Total U.S. sales: 612,095 (+14.2% from Q2 2024)   •    Market share: estimated 14.3% (+1.8 ppts quarter over quarter)   •    Total pickups (F-Series, Ranger, Maverick): 288,564 (+15.1%)   •    F-Series sales clim...

News  Updated at: 2025/07/02

Ford Oakville plant retooling for Super Duty continues amid tariff risks On June 10, Ford of Canada CEO Bev Goodman said that the company’s CAD 3-billion project to retool its Oakville Assembly Complex is “well in the works” despite tariffs hanging over the North American auto industry, though “it will be late 2026 before we see trucks rolling off the line”.  Ford said crews poured the foundation for a new stamping facility this spring...

News  Updated at: 2025/06/14

Ford leads sales gains in U.S. with discount program offsetting import tariffs in May On June 3, Ford reported success with its pricing strategy in the month of May in offsetting the cost of the Trump import tariffs with its "A Plan" discount program, typically reserved for employees. Ford led all other OEMs in May with a 16.3% increase to 220,959 vehicles across all powertrains, the company’s best May since 2019 and the third straight month of...

News  Updated at: 2025/06/04

Ford launches 2025 Expedition at Kentucky Truck Plant after USD 500 million investment On April 30, Ford announced the official launch and first shipments of its revised 2025 Ford Expedition from the Kentucky Truck Plant in Louisville, Kentucky, which also assembles the 2025 Lincoln Navigator and F-Series Super Duty trucks. The refreshed three-row SUV that can seat up to eight people has received a restyled front end, with new headlights and tail...

News  Updated at: 2025/05/03

Haval begins production of new F7x crossover in Tula plant, Russia On April 22, Haval announced that it had started production of the new high-tech crossover, the HAVAL F7x, at its plant in the Tula region, expanding the F-series lineup with a cross-coupe version. The vehicle, built on HAVAL’s modular LEMON platform, retains the sporty silhouette of a cross-coupe. It is equipped with a 2-liter gasoline engine producing 192 hp, paired with a 7-s...

News  Updated at: 2025/04/23

Ford’s U.S. retail sales up ahead of tariffs, though down 1.3% overall in Q1 On April 1, Ford Motor Co. reported Q1 2024 U.S. sales of 501,291 units, a 1.3% decrease from the same quarter in 2024. While fleet sales were affected negatively, retail sales were up about 5% in the quarter and up 19% in March alone as consumers made their purchase decisions ahead of the imposition of new tariffs expected on April 2. Of the quarter’s totals, 477,56...

News  Updated at: 2025/04/02

Accelera by Cummins announces integrated BEV powertrain for Isuzu F-series On March 27, Accelera by Cummins and Isuzu Motors announced that they will introduce a new battery electric powertrain for the F-series medium-duty truck at this year’s ACT Expo in Anaheim, California, from April 28 to May 1.  Available in Class 6 and 7 starting in 2027, the battery electric F-series will feature a newly designed low-cab forward chassis. The fully integ...

News  Updated at: 2025/03/28

Ford plants in Canada shipping engines as fast as possible before April 2 Ford is moving over vehicles and components across the U.S. Canadian border as fast as it can as it prepares for any future tariff announcements on April 2. One truck full of 45 Ford engines used in the popular Super Duty pickup would cost Ford about USD 70,000 in tariffs, while a truck stocked with 66 of the 5.0-liter engines used in Ford's other F-Series trucks would cost...

News  Updated at: 2025/03/21

Isuzu Philippines projects 10% growth in 2025 sales, driven by commercial trucks Reported on March 9, 2025, Isuzu Philippines Corp. (IPC) anticipates a 10% increase in its total sales in 2025, propelled by commercial trucks, including the recently unveiled S&E Series heavy-duty trucks. In 2024, IPC’s total sales reached 17,641 units, including 4,591 truck units. In January 2025, IPC’s total vehicle sales noted a 16.3% increase YoY to 1,355 un...

News  Updated at: 2025/03/13