Ford (NYSE: F | F Price Prediction) is exceedingly proud that its F-Series (including the F-150) has been the best-selling truck in America for 49 years. And, it has been the best-selling vehicle of any kind for 44 years. Last year, unit sales topped 800,000. The only potential drawback is that the F-Series was 37% of Ford’s US sales in 2025. That means anything that significantly hampers sales troubles Ford’s bottom line.
In an exclusive article, The Wall Street Journal reported, “The Trump administration has so far rebuffed requests from Ford Motor and other U.S. automakers for relief from aluminum tariffs after fires at a major American factory created supply bottlenecks for vehicles including the F-150 pickup, according to people familiar with the talks.”
Since the Trump Administration has not changed its position, it could go on indefinitely. It is part of a larger “war” with Canada.
What the Wall Street Journal does not say is the extent to which F-Series production could be hampered. The aluminum from Canada is part of the core of the F-Series construction. It is used on the pickup’s exterior. Few people know if Ford has a supply of this that has not been tapped. If not, it is in a bind
Ford’s F-Series sales would need to fall a great deal for it to be caught by the No.2 best-selling vehicle in America, which competes with it directly. This is the Chevy Silverado. Its unit sales were 570,000 last year. And, Chevy may have the same Canada import problem Ford does.
Even if Ford maintains its lead and retains it significantly, an F-Series production slowdown will hurt its bottom line. The US is its largest market by far, so earnings will get hit.
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