Blames a fire in a chinese manufacturer. Believe that if you like.
https://www.cnbc.com/2018/05/09/ford-will-halt-all-production-of-its-popular-f-series-pickup.html
But here's the hint that more is going on, as if their announcement of stopping production of cars a few weeks ago wasn't enough.
https://www.reuters.com/article/us-ford-motor-chairman/ford-chairman-says-fairly-large-changes-in-store-for-automaker-idUSKBN1IA36Z