Two fires at a single factory in upstate New York cost Ford Motor one of its roughest sales quarters in recent memory. Why Ford’s best-selling truck suddenly got scarceFord faced production challenges on its highly profitable F-Series after two fires at its main aluminum supplier, Novelis, disrupted truck production. Ford’s aluminum supply chain has been stabilizing since Novelis worked to restart production at its Oswego factory, which supplies aluminum for Ford’s best-selling F-150 pickup trucks. Ford Blue, which covers gasoline and hybrid vehicles, earned $1.1 billion in EBIT compared with $661 million in the year-ago quarter. Management expressed confidence in second-half recovery as Super Duty production ramps up and aluminum supply normalizes.