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Ford’s supply chain issues include blue oval badges for F-Series pickups

A Ford F-150 pickup truck goes on sale at a dealership September 6, 2018 in Chicago, Illinois.

Scott Olson | Getty Images

DETROIT — Ford Motor’s recent supply chain issues have included a small, but important, part for the company and its vehicles — the blue oval badging that adorns nearly every vehicle of its namesake brand.

The Detroit automaker has experienced shortages with Ford badging as well as nameplates that specify the model, a Ford spokesperson confirmed to CNBC. The Wall Street Journal first reported the issue, including the badges for its F-series mics, on Friday, citing unnamed sources.

The most recent issue is a years-long supply chain crisis that ranges from critical parts such as semiconductor chips and wire harnesses to raw materials and now, vehicle badges.

The Wall Street Journal reported that a Michigan-based supplier called Tribar Technologies, Inc. that has made badges for Ford in the past had to limit its operations in August, after revealing to Michigan regulators that it had rejected industrial chemicals into a local sewage system.

A message seeking comment from Tribar did not receive an immediate response. Ford declined to say whether Tribar’s limited operations were related to the automaker’s name badge shortage.

A spokesperson also declined to comment on the number of vehicles affected by the issue.

The report comes after Ford said Monday that parts shortages have affected about 40,000 to 45,000 vehicles, mostly high-margin trucks and SUVs, which have been unable to reach dealerships. Ford also said at the time that it expects to accrue an additional $1 billion in unexpected vendor costs in the third quarter.

The announcement earlier this week, including a pre-release of some earnings forecasts, sent Ford stock to its worst day in more than 11 years.

Separately, Ford on Thursday announced plans to restructure its global supply chain to “support efficient and reliable component sourcing, in-house development of key technologies and capabilities, and world-class quality and cost execution.” .


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