The F-150 Lightning May Be The First Casualty Of Ford’s EV Reset


In accordance with the Wall Road Journal, Ford is actively discussing ending manufacturing of the electrical model of its F-150 pickup truck. The newspaper cites solely “individuals accustomed to the matter” and asserts no closing determination has been made, however there are clear indicators this once-important EV could also be in hassle.

At present, the F-150 Lightning is the best-selling electrical pickup truck available on the market. Ford offered 10,005 examples of it within the third quarter of 2025, besting the Tesla Cybertruck (5,385), GMC Hummer EV truck and SUV (5,246), Chevrolet Silverado EV (3,940), GMC Sierra EV (3,374), and Rivian R1T (2,378). It is also the bestseller year-to-date with a complete of 23,024 copies offered via the primary 9 months of 2025. As profitable as it’s in its personal area of interest, Lightning gross sales pale compared to the common F-150, which offered 66,387 examples within the month of October 2025 alone.

Would Ford Actually Cancel The Lightning?

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Ford F-150 Lightning Manufacturing
Ford Motor Firm

The Lightning has been on sale since 2022. It arrived at dealerships shortly after the Rivian R1T turned the primary trendy long-range electrical pickup on sale within the U.S. in 2021, and lengthy earlier than Elon Musk delivered the Tesla Cybertruck.

Side view of 2025 Ford F-150 Lightning
Profile motion shot of 2025 Ford F-150 Lightning
Ford

Its distinctive promoting level within the electrical truck phase is that the Lightning is only a regular truck that occurs to be powered by electrical energy. All the things about it’s normal grade F-150, which is to say it shares every little thing with the best-selling car on the planet… of all time. The one variations are its grille and lighting, the presence of a cost port, and the truth that it has a trunk beneath its hood as an alternative of an engine. It can be ordered with the big vertical infotainment display screen that Ford makes use of within the electrical Mustang Mach-E.

Gray 2024 Ford F-150 Lightning open front trunk
Grey 2024 Ford F-150 Lightning open entrance trunk
Ford

Similar to the common F-150, you have at all times been capable of purchase the Lightning in lots of configurations. There are two sizes of battery packs accessible, one which’s good for an EPA-rated 230 miles on a cost and a bigger battery that may take the truck as much as 320 miles. You too can order a Lightning in lots of trim ranges, together with the workman-like Professional, XLT, Flash, Lariat, and Platinum. All this makes the Lightning a really acquainted expertise for somebody coming over from a gas-powered truck.

3/4rear view of 2025 Ford F-150 Lightning Ford

All that stated, Ford builds the Lightning in a particular space of its historic River Rouge complicated known as the Electrical Car Middle. It additionally sources electrical motors from the Van Dyke Electrical Powertrain Middle in Sterling Heights, MI, and batteries from the Rawsonville Parts plant in Ypsilanti, MI. Is all that specialised manufacturing price it for a car that solely sells round 32,000 items per 12 months?

TopSpeed’s Take

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Ford F-150 Lightning Manufacturing
Ford Motor Firm

What a disgrace if this report is true. Whereas we will not deny that electrical pickups are horrible at performing some essential issues that vehicles ought to be capable to do, resembling towing, many individuals who purchase vehicles by no means intend to make use of their most truck-like attributes. And, if that is the case, why not purchase an electrical one that does not stick you with an enormous gasoline invoice?

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Ford F-150 Lightning Manufacturing
Ford Motor Firm

However, if Ford is the #1 producer of electrical vehicles within the U.S. and nonetheless cannot discover justification to maintain manufacturing them, what hope do any of the electrical vehicles on sale have? At this level, most producers should still be promoting them just because they spent a lot to get thus far and might’t abdomen admitting it was all for nothing.

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Ford F-150 Lightning Manufacturing
Ford Motor Firm

Supply: Wall Road Journal



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