Ford Considers Scrapping Electric Version of F-150 Truck
Source: Wall Street Journal
Ford Motor executives are in active discussions about scrapping the electric version of its F-150 pickup, according to people familiar with the matter, which would make the money-losing truck Americas first major EV casualty.
The Lightning, once described by Ford as a modern Model T for its importance to the company, fell far short of expectations as American truck buyers skipped the electric version of the top-selling truck. Ford has racked up $13 billion in EV losses since 2023.
The demand is just not there for F-150 Lightning and other big electric pickups, said Adam Kraushaar, owner of Lester Glenn Auto Group in New Jersey. He sells Ford, GMC, Chevy and other brands. We dont order a lot of them because we dont sell them.
No final decision has yet been made, according to people familiar with the discussions, but such a move by Ford could be the beginning of the end for big EV trucks. Ram truck-maker Stellantis earlier this year called off plans to make an electric version of its full-size pickup. General Motors executives have discussed discontinuing some electric trucks, according to people familiar with the matter. Sales of Teslas angular, stainless steel Cybertruck pickup tanked this year. And EV truck-maker Rivian has been cutting jobs to conserve cash.
Ford already paused production of the truck last month amid an aluminum shortage. The company is weighing whether to keep that plant idle as it shifts to smaller, more affordable EVs, the people say. The company said it would restart production at the right time.
Read more: https://www.wsj.com/business/autos/ford-150-lightning-ev-decision-89dc0d84?st=Z5Enfa&reflink=desktopwebshare_permalink
Moostache
(10,915 posts)Pick-up trucks and utility vehicles have their use and their place in the world, but riding up my ass on the freeway in a Ram 350 quad cab while 'rolling coal' and flying Trump paraphernalia is not one of them. tax the ever loving fuck out of them for highway use and fine anyone caught avoiding the regulations in urban areas. Out in the sticks, let them do whatever they want, but in rush hour traffic its a revenue gold mine for state and local police that would make sin taxes on cigarettes, soda and liquor seem like nothing.
The start taxing gambling sites based on gross revenue not gross profits and tap into another ready source of funding for turning around this country and repairing the failing infrastructure and support systems. Come January 21, 2029 here is going to be a massive reclamation project in need of starting...
MichMan
(16,279 posts)Year after year, pickup trucks are the best selling vehicles in the US. No politician is going to tell large number of voters that they aren't allowed to drive them or that they will face draconian taxes on them.
mn9driver
(4,798 posts)People who actually make their pickups work hardhauling heavy trailers, loads of dirt, sheets of plywood or drywallneed to be able to get a full workday without needing a recharge.
The Lightning cant do it, which is the only reason I dont have one. When they solve that problem at a price I can afford, Ill be first in line for one.
TomSlick
(12,812 posts)I hoped that Ford would figure out the range per charge issue.
ret5hd
(22,000 posts)two types of people want F150s:
a) machos that want a pick em up truck to drive around town and look macho but goddamn it dont scratch my bed or ill kick your ass and wanna watch me rev it up? i know you do!
ii) workers that need a medium duty truck to do some type of real job (urban or rural) and the only thing that matters is working all day every day and if it runs low on fuel
well, stop and fill it up and lets get back to work asap.
neither really lends itself at this time to an ev platform. maybe someday the battery and charging technology will be there to satisfy the type 2s.
TomSlick
(12,812 posts)At first I needed one to haul a boat. When I finally got rid of the boat, I still needed a truck for household chores.
My Ford Ranger meets my current needs. I would like an EV version if the battery and charging issues can be resolved.
ret5hd
(22,000 posts)its old enough to buy cigarettes and liquor. it has about 250,000 miles on it. its the best vehicle i have ever owned. runs perfect. my daily driver, and i wouldnt trade it for anything.
TomSlick
(12,812 posts)It is the first year model of the "new" Ranger.
I'll trade it someday for another Ranger.
ret5hd
(22,000 posts)his old man but i pointed at his bald tires and asked ya want new shoes boy? huh? huh? and he calmed right down.
later we drove to the lake and watched the sunset.
Submariner
(13,200 posts)Rollin coal out loud tailpipes, not the silent energizer bunny under the hood. Theres no penis envy in lithium batteries like a Ram Tough V12. Cankles just opened ANWRs Area 1002 to oil drilling. If we dont burn that oil now, someone else will. Why wait. F*ck the grandkids and their grandkids.
Kid Berwyn
(22,297 posts)Of course, the employee at the top of the heap who fucked up by betting the farm on EVs still has his job.
Miguelito Loveless
(5,356 posts)when the company goes belly up after being left behind with tech nobody wants. While the Orange Regime is now sabotaging EVs, the rest of the world is moving on with them. Legacy auto is ceding their future to China. Sure they can sell to the US market for another decade (maybe), but they are definitely cutting themselves out of the international market.
Green power and EVs are absolutely inevitable.
RazorbackExpat
(768 posts)Last edited Fri Nov 7, 2025, 11:10 AM - Edit history (1)
It is estimated that at least 74 new mines will be needed to meet demand for "battery materials" (lithium, cobalt, nickel, etc) by 2035. Most of those mines will be land-based open pits with various serious environmental impacts-- for example, loss of orangutan habitat in Indonesia, loss of gorilla habitat in Congo, loss of indigenous water supplies in Chile, Bolivia and Argentina, loss of sacred Native lands in the US, loss of common use lands in Europe.
On edit: The 74 new mines are just for lithium. They're estimating a total of 354 new mines for all battery materials.
Miguelito Loveless
(5,356 posts)Disappointed to see them here.
The EV industry is moving away from cobalt/nickel and other expensive metals in batteries toward iron and sodium. And while they are moving away from cobalt, the oil industry will continue to use cobalt (once, no recycling) in the refining process. Also, they are now looking at extracting lithium free sea water, so even the future of current extraction methods will change. For every EV bought, 500-800 gallons of gasoline/diesel is unburnt. EVs last longer, are cheaper to run and maintain.
The recycling process for batteries now averages 95%, and that is after they have spent 10-15 years in a car, then had a second life of 10 years as utility storage. I have been driving EVs since 2014, and they simply work. And before you bring up the lack of charging infrastructure, it is no longer 2015, or 2020, or even 2023. Charging infrastructure is becoming ubiquitous. And since 85% of US drivers drive less than 35 miles per day, the vast majority of drivers only need a standard electrical socket to recharge for that amount of use.
The carbon footprint of an EV is recouped in less than 1-2 years of driving (11K-15K miles). The carbon footprint of ICE cars is NEVER ongoing and never paid off.
RazorbackExpat
(768 posts)and I will say that no one is seriously talking about extracting lithium from sea water. You may be thinking about lithium brines, such as those found in South America, the Salton Sea, and SW Arkansas. Meanwhile, there is a lot of pressure to develop new open-pit lithium mines in Nevada, Portugal, Serbia, Canada, Australia, South America, Zimbabwe, Tanzania, etc; nickel mines in Indonesia; cobalt/copper mines in DR Congo, and so on.
Miguelito Loveless
(5,356 posts)we have to extract minerals from the planet in order to exist. The issue is, how do we do it in the least harmful and most sustainable way possible? Do we keep producing vehicles that use a fuel that can only be used once, which when burned harms our health and destroys our biosphere, or do we use a fuel that can be made sustainably, with and order of magnitude or more less destruction, with fuel storage (batteries) that can be recycled at a rate of 95% plus?
Does the production of personal/mass transportation hurt the environment and people. Yes, most assuredly. The question is which damage do you prefer? X or 100x?
NickB79
(20,161 posts)Much less what it will do in 20-30 yr.
All the mines proposed for EV production will cause less damage than 2C of warming from fossil fuels. For example, at that point a rainfall tipping point is crossed and almost ALL of the Amazon rainforest dries up and burns to grasslands instead.
Literally hundreds of thousands of species will be lost in that one example.
Miguelito Loveless
(5,356 posts)MichMan
(16,279 posts)You want them to build hundreds of thousands of them anyway?
ret5hd
(22,000 posts)Jim Farley deserves a trillion dollar pay package like Elon. What screams success louder than failure?
(and ML
i kid i kid)
Miguelito Loveless
(5,356 posts)Properly educated consumers DO want them. They have excellent range, are very cheap to run, and last quite a long time. The only people saying consumers don't want them are the same people saying consumers don't want green energy. And it is true, that if you lie to people about EVs/wind/solar capabilities and long term cost, people do not want them. But only if you lie to them.
The Lightning has only been available a few years, has had very little advertising, and very little education for the sales people. However, during those years, sales have increased every year. I can see the fire slowing down building them, but not cancelling the model. That is just giving up and going back to short term profit at the expense of the future of the company and humanity.
fujiyamasan
(978 posts)Im sure they would be more than happy to double the production if they sold.
The next question is how much should the government subsidize what is essentially a luxury vehicle because its green? Its not like this is particularly practical for work use either, not one that justifies the extra premium paid for the EV.
Miguelito Loveless
(5,356 posts)They were expecting to make back their investment in only a few years? It usually takes 5-10 years to make back money on a new model. Also, exactly how hard has Ford advertised the Lightning? What fraction of the gas version of the F-150 did the Lightning get? I talked to dealers in my area about it and they all tried to steer me to a gas/diesel version, repeating all the tired canards about EVs.
MichMan
(16,279 posts)Slightly over 2%
They estimate that they LOST $13 billion on EV programs. Time to cut the hemorrhaging.
Miguelito Loveless
(5,356 posts)And again, Ford has done little to advertise the model, yet sales improved by double digits year over year. Yes, they lost $13 billion, but they were also woefully late to the transition game. Now they are throwing away the entire investment to go back to climate ruining ICE. While they (temporarily) make their shareholders happy, the rest of us suffer more an more each day.
pstokely
(10,840 posts)if you actually use them for work
fujiyamasan
(978 posts)EV SUVs will for the time being be a niche market. Theyre still too expensive to be mainstream. I think it works for Rivian, because they have marketed itself well as the Tesla alternative.
Several of their models are also larger than say the model Y (and Teslas havent even refreshed their builds in a while), but to be honest the only people Ive seen driving them are doctors and other wealthy people here in SoCal. Im sure it helps that rivians CEO isnt a Nazi.
I think for now, plug in hybrids for medium to large sized trucks and SUVs will help with range anxiety. Ford may have had more luck then, but there are a lot of engineering trade offs there too, possibly reducing the utility.
doc03
(38,642 posts)network of charging stations were never built.
Whatever happened to that infrastructure
plan?????
DetroitLegalBeagle
(2,450 posts)The law and funding passed in 2021 with the Jobs Act. It took over 2 years for the first one to be opened up and by the end of 2024, only 44 were built and opened in 12 states.
https://www.congress.gov/crs_external_products/R/PDF/R48351/R48351.1.pdf]
states, the District of Columbia, and Puerto Rico to deploy EV charging infrastructure.
FHWA distributes funds annually on a formula basis. To receive funding, states must submit state plans
annually for how NEVI funds would be used. States must deploy EV charging infrastructure
along designated alternative fuel corridors (see What are alternative fuel corridors (AFCs)?
below). Once FHWA certifies that all AFCs in a state are fully built out, remaining funds may be
used to deploy community charging infrastructure along public roads and in other publicly
accessible locations. For FY2024, FHWA approved all state plans and distributed $885 million.
In December 2023, Ohio opened the United States first NEVI-funded charging station. Since
then, NEVI-funded charging stations have opened in Hawaii, Kentucky, Maine, Michigan, New
York, Pennsylvania, Rhode Island, Texas, Utah, Vermont, and Wisconsin.
By the end of 2024, 12 states had installed 44 public charging stations with NEVI funds.
OC375
(339 posts)I'd love one, but for that reason, I'm out. I don't have $50k for a pickup truck. I have $30k for a pickup truck.
MichMan
(16,279 posts)Those are selling very well
F-150 base is $40k. Lightning is $50k. No options. $40k is a bridge to far for me with no options. $50k is not even on the map.
MichMan
(16,279 posts)https://www.jalopnik.com/1817855/average-ford-f150-buyer-pays-over-900-dollars-month/
Cost isn't the reason Ford is selling 44 ICE powered F150 for every 1 Lightning EV
OC375
(339 posts)Most folks I know trust their ICE to do the job, and won't spend more for an EV, truck if on an EV truck at all. ICE parts are relatively plentiful, ICE maintenance tempo and cost is familiar and better understood by all, and there's the relative ubiquitous knowledge base in every city in the US on how to work on and maintain ICE vehicles. Hundreds of EV's "freezing to death" off Lake Michigan in winter a few years back didn't boost confidence, either. I was just saying, despite all that, for me, it's cost. +/-$10k has real impact to me financially, and as such I'm out for now.
maxsolomon
(37,820 posts)We just got a Land Cruiser - north of 80K.
AKA 4x what my parents paid for the house I grew up in.