Ford Motor Company has announced plans to expand its large Super Duty truck production at a Canadian plant previously designated for electric vehicle (EV) production. The investment, totaling around $3 billion, will enhance production capabilities at Ford’s Oakville Assembly Complex in Ontario, Canada, and other supporting facilities in the U.S. and Canada.
The company will invest $2.3 billion in the Oakville plant, which is expected to add capacity for approximately 100,000 units annually when it becomes operational in 2026. The remaining funds will be allocated to bolster production at other facilities. Currently, Ford produces Super Duty trucks at plants in Ohio and Kentucky.
“Super Duty is a vital tool for businesses and people around the world, and even with our Kentucky Truck Plant and Ohio Assembly Plant running flat out, we can’t meet the demand,” said Ford CEO Jim Farley. “This move benefits our customers and supercharges our Ford Pro commercial business.”
Ford had initially planned to invest $1.3 billion in the Canadian plant for EV production, including a new three-row SUV, which has now been delayed until 2027. Despite this shift, Ford remains committed to its EV strategy, with plans to electrify the next generation of Super Duty trucks.
The expansion supports Farley’s Ford+ blueprint for profitable growth and maximizes Ford’s manufacturing footprint. This strategy initially emphasized EVs, aiming for nearly half of Ford’s global sales to be electric by 2030, driven by over $30 billion in investments through 2025. However, the company has faced challenges in meeting these targets, including a $4.7 billion loss in its EV unit in 2023.
While the EV unit struggles, Ford’s commercial business, including Super Duty trucks, earned $7.2 billion before interest and taxes in 2023. The Ford+ plan also set a target of 8% earnings before interest and tax (EBIT) profit margin for the EV unit by the end of 2026, a goal that has since been withdrawn.
The new Super Duty production will create approximately 1,800 jobs at the Oakville Assembly Complex, 400 more than initially needed for the planned three-row EV production.
This expansion underscores Ford’s commitment to meeting the high demand for its Super Duty trucks while continuing to evolve its EV strategy.
