“So through those actions, we expect to make up roughly 50,000 of those 100,000 units in 2026.”

In context

“act from Novelis. And then also just in some maybe breaking news, there was a journal article which said Novelis plans to have the plant back up by the end of the year. So is that sort of in line with your thinking and then considered in your outlook? Kumar Galhotra: Yes. Thanks, Joe. This is Kumar. Thanks for the question. And thank you for your very thoughtful paper on this earlier. Yes, that is in line with our communication with Novelis. The hot mill which is down now will be operational in late November, early December. It will then go through a quick ramp up through December. Between now and end of the year, we'll probably lose 90,000 to 100,000 units in fourth quarter. We announced today that we will add a third shift at Dearborn truck plant and higher line speed at Kentucky Truck. So through those actions, we expect to make up roughly 50,000 of those 100,000 units in 2026. James Farley: I would just add, it's important to realize that the makeup capacity next year will largely depend on Ford's capacity makeup. If we have more availability of aluminum, the real lever for us is going to be our own upside. And we're working through that. This is still early days. We'll have a lot more to update through this quarter and into next year's guidance. But please understand that's not Novelis restriction. Kumar Galhotra: Yes. Thanks, Jim. All F-Series plants were already running 3 crew and Dearborn wasn't and now it will run 3 crew as well. So the factories are basically flat out. Joseph Spak: Okay. Maybe just one more, and I guess it's unfortunately, we keep on having to bring these things up. But maybe you could just update us on how you're viewing any potential di”