On November 6, 2025, the Wall Street Journal reported that Ford Motor executives are actively discussing the possibility of completely discontinuing production of the all-electric F-150 Lightning pickup truck. Demand has been persistently low.
This would mark a dramatic reversal for Ford’s electric vehicle (EV) strategy, which had positioned the Lightning as a flagship product when it launched in 2022 with over 200,000 reservations. Ford has $13 billion in cumulative EV losses since 2023.
U.S. sales of the Lightning peaked at 24,165 units in 2024 but are projected to fall below 15,000 in 2025.
Ford idled its Rouge Electric Vehicle Center in Dearborn, Michigan (Lightning’s assembly plant) from mid-November 2024 to January 6, 2025, to address excess inventory. In 2023, Ford slashed planned 2024 output by half and laid off 1,400 workers tied to the program.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
Known for identifying cutting edge technologies, he is currently a Co-Founder of a startup and fundraiser for high potential early-stage companies. He is the Head of Research for Allocations for deep technology investments and an Angel Investor at Space Angels.
A frequent speaker at corporations, he has been a TEDx speaker, a Singularity University speaker and guest at numerous interviews for radio and podcasts. He is open to public speaking and advising engagements.
Incompetent Management is going to mean thousands of people will lose their jobs.
A better battery is only 5 years away….and always will be.
As far as I know, no EV Pickup is selling well. That includes the Cybertruck, a bunch of which were bought by SpaceX just before the EV rebates ended and transferred there in an incestuous relationship among Musk’s spread out companies.
A pity, they are great trucks. Sodium batters that cost 50% of lithium must help economics substantially (in a year or two)