Friday, November 7, 2025

The End Of The F-150 Lightning -- November 7, 2025

If this becomes a story, we'll track it here.

Right now, this story is absolutely everywhere. I kind of don't get it -- why it's such a big story. EVs may be a thing but EV-pickups are not.

Link here

I see dozens of pickup trucks every day in my area of north Texas, DFW-area. I almost never see any pickup truck towing anything except landscaping. 

Know what people use to haul stuff? U-Haul. Busiest U-Haul centers in the country are in Texas. 

Link to WSJ.  

Ford 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 America’s 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.

Overall EV sales, already falling short of expectations, are expected to plummet in the absence of government support. And big, electric pickups and SUVs are the most vulnerable.

“The demand is just not there” for F-150 Lightning and other full-size trucks, said Adam Kraushaar, owner of Lester Glenn Auto Group in New Jersey. He sells Ford, GMC, Chevy and other brands. “We don’t order a lot of them because we don’t 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.

 

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