Overview
- The Wall Street Journal reported that Ford executives are actively discussing canceling the all‑electric F-150 Lightning, with talks ongoing and no final call.
- Output at the Rouge Electric Vehicle Center remains paused after a Novelis plant fire disrupted aluminum supplies, and Ford is prioritizing ICE and hybrid F-150s.
- Ford says the Lightning is still the best‑selling electric pickup in the U.S. and posted record third‑quarter sales despite new competitors.
- Model e recorded a $1.4 billion loss in Q3 and $3.6 billion over the first nine months of 2025, intensifying scrutiny of money‑losing EV programs.
- Sales have lagged early ambitions, with 24,577 Lightnings delivered through October versus past targets near 150,000 annually, as Ford pivots to a lower‑cost Universal EV platform with initial vehicles expected around 2027.