# April 20, 2026 | F-150 inventory crisis deepens; Iran war threatens helium supply for chips

Page: https://stenobird.com/podcast/automotive-news-daily-drive-58649/april-20-2026-f-150-inventory-crisis-deepens-iran-war-threatens-helium-supply-for-chips
Text version: https://stenobird.com/podcast/automotive-news-daily-drive-58649/april-20-2026-f-150-inventory-crisis-deepens-iran-war-threatens-helium-supply-for-chips.md
Podcast: [Automotive News Daily Drive](https://stenobird.com/podcast/automotive-news-daily-drive-58649)
Published: 2026-04-20T17:00:00+00:00
Episode link: https://autonews.com
Audio file: https://dts.podtrac.com/redirect.mp3/www.buzzsprout.com/2447022/episodes/19047178-april-20-2026-f-150-inventory-crisis-deepens-iran-war-threatens-helium-supply-for-chips.mp3
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Duration seconds: 992

## Resource

Ford F-150 supplies remain constrained seven months after the Novelis plant fire, with inventory down 43 percent and market share slipping. Pessimism is on the rise among auto executives. Plus, the Iran war is constricting helium supplies critical for semiconductor manufacturing.

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## Transcript

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