America’s best-selling electric pickup may be headed for the chopping block. According to sources, Ford is now considering killing off the F-150 Lightning.
Is Ford canceling the F-150 Lightning electric pickup?
After Ford halted production of the electric pickup at its Rouge Electric Vehicle Center in Dearborn, Michigan, earlier this year, it may never return to the assembly line.
Ford announced during its third-quarter earnings that F-150 Lightning production would remain paused after a fire at Novelis’ plant in New York disrupted aluminum supply.
The company said it would focus on gas and hybrid trucks, which are more profitable and require less aluminum.
According to a new report from the Wall Street Journal, Ford’s electric pickup may be as good as dead. Citing sources close to the matter, the WSJ report claims Ford is now considering scrapping the F-150 Lightning altogether.
The move comes after Ford’s electric vehicle business, Model e, lost another $1.4 billion in Q3. Ford’s EV unit has now lost $3.6 billion through the first nine months of 2025.
Around $3 billion of the loss is due to its current EVs, such as the F-150 Lightning and Mustang Mach-E. The other $600 million is for investments in next-gen electric models.
Ford is shifting to smaller, more affordable electric cars with its Universal EV platform. The flexible, low-cost platform is key to unlocking more affordable EVs, which will start at around $30,000.
The first vehicle on the platform is expected to be a midsize electric pickup, similar in size to the Ford Maverick or Ranger. It’s set to roll out sometime in 2027.
CEO Jim Farley said during the company’s Q3 earnings call that $30,000 EVs are “not a distant plan,” adding they are “right around the corner” at Ford.
The F-150 Lightning is still America’s best-selling electric pickup, after Ford sold a record 10,000+ in Q3. Through October, Ford sold 24,577 F-150 Lightnings, slightly less than the 24,670 sold during the same period in 2024.
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