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Ford May Cancel Its Electric F-150 Pickup Truck, WSJ Reports

Ford sold just 33,000 F-150 Lightning trucks in 2024, facing high costs and regulatory rollbacks that challenge electric truck profitability, sources said.

  • On November 6, 2025, Ford executives are considering ending the all-electric F-150 Lightning after a late October decision to idle production, the Wall Street Journal reports, with no final decision made.
  • After earlier production troubles from a fire at Novelis's Oswego, New York factory, Ford's Lightning, launched in 2022 with a promised $40,000 base price, wound up costing buyers more.
  • Once projected to hit 150,000 units annually, the Lightning sold just 33,000 last year and struggles with a few thousand per quarter amid a 24% drop in total EV sales.
  • Ford must choose between continuing losses or pausing, as one dealer owner won't order Lightnings due to weak demand while executives weigh avoiding further losses.
  • With the federal EV tax credit gone, Ford's EV sales declined amid a 24% drop in October, while tariffs and higher costs make money-losing EV models harder to sustain.
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  • 46% of the sources are Center
46% Center

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Portfolio.hu broke the news in on Thursday, November 6, 2025.
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