Overview
- Ford executives are in active discussions about potentially canceling the all-electric F-150 Lightning, according to a Wall Street Journal report confirmed by CNBC as ongoing with no final decision.
- Lightning assembly has been paused since Oct. 23 due to an aluminum shortage caused by a fire at supplier Novelis, and Ford has given no restart date.
- Ford says the Lightning remains the best-selling electric pickup in the U.S., notes record Q3 sales, and states it has inventories while it focuses production on gas and hybrid F-150s.
- Ford’s Model e unit reported a $1.4 billion loss in Q3 and $3.6 billion through the first nine months of 2025, intensifying scrutiny of the Lightning’s viability.
- The company is shifting investment to a lower-cost Universal EV platform, with a midsize electric pickup targeted for around 2027 as incentives expired and industry EV sales cooled in October.