The Trump administration rejects Ford's tariff exemption request — The Wall Street Journal

2026-04-08 04:34:42

Investing.com—According to The Wall Street Journal, reported Tuesday, the Trump administration has so far denied Ford Motor Co. (NYSE:F) and other U.S. automakers’ requests for exemptions from aluminum import tariffs.

According to The Wall Street Journal, the requests were made after a fire at a major U.S. plant, which created a bottleneck in aluminum supplies needed to manufacture multiple vehicle models, including the F-150 pickup.

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Because its F-150 pickup uses an aluminum body, the aluminum shortage hits Ford particularly hard.

The shortage stems from two fires at the 2025 Oswego Novelis aluminum rolling mill, which has caused the company’s operations to be shut down at least until June 2026, at the time of which is the largest U.S. aluminum supplier.

According to The Wall Street Journal, the automaker has sought help from the Trump administration in recent weeks, asking for tariff relief at least until key U.S. aluminum mills resume production. But so far, the White House has not budged, though discussions are still ongoing.

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