• At the UBS 2026 Auto & Auto Tech Conference, Ford CFO Sherry House said aluminum supplier Novelis is “largely on track,” with output nearing full pace in Q4.
• House reiterated a $1 billion 2026 tailwind tied to Novelis recovery, offset by $1.5 billion-$2 billion in alternative aluminum supply costs.
• She said those incremental costs should rise in Q2 and Q3, with production-related timing driving the pattern.
• House said spending on battery energy storage systems and the universal EV platform starts in Q2, accelerates in Q3-Q4, then continues into 2027.
• She said Ford is not seeing demand “fracturing,” citing strong net pricing in Ford Blue, while maintaining a $2 billion year-over-year commodities headwind assumption.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Ford Motor Company published the original content used to generate this news brief on June 03, 2026, and is solely responsible for the information contained therein.