WSJ: Ford may ditch F-150 Lightning, EV reset ahead
Ford weighs ending the F-150 Lightning as EV plans cool
WSJ: Ford may ditch F-150 Lightning, EV reset ahead
WSJ: Ford may drop the F-150 Lightning after a Novelis fire paused production, signaling an EV strategy reset as GM considers scaling back electric trucks.
2025-11-07T14:19:16+03:00
2025-11-07T14:19:16+03:00
2025-11-07T14:19:16+03:00
According to The Wall Street Journal, Ford’s leadership is weighing whether to abandon the F-150 Lightning, the electric version of its pickup. The discussion follows an internal strategy review and the fallout from a fire at aluminum supplier Novelis, which temporarily halted production.The company did not confirm the reports and said it is focusing on gasoline and hybrid versions of the F-150. Production of the electric pickup at the Dearborn, Michigan, plant remains paused, with no timeline given for a restart. Ford also noted that F-150 Lightning inventory remains sufficient.WSJ sources add that similar debates are underway at General Motors, where the leadership is also considering scaling back its lineup of electric trucks.The American auto industry is gradually easing off its most ambitious electrification plans. After a rapid start to EV programs, major automakers—Ford, GM, and Stellantis—are again leaning toward gasoline and hybrid models, viewing them as more profitable amid weak demand and rising costs. In this light, the shift looks less like a retreat and more like a pragmatic reset to match market realities.If the decision to shut down the Lightning project is made, it would signal a broader rethink of Ford’s EV strategy in the United States.
Ford F-150 Lightning, electric pickup, WSJ report, EV strategy, production paused, Novelis fire, GM electric trucks, hybrids vs EVs, U.S. auto industry, Ford EV plans
2025
Michael Powers
news
Ford weighs ending the F-150 Lightning as EV plans cool
WSJ: Ford may drop the F-150 Lightning after a Novelis fire paused production, signaling an EV strategy reset as GM considers scaling back electric trucks.
Michael Powers, Editor
According to The Wall Street Journal, Ford’s leadership is weighing whether to abandon the F-150 Lightning, the electric version of its pickup. The discussion follows an internal strategy review and the fallout from a fire at aluminum supplier Novelis, which temporarily halted production.
The company did not confirm the reports and said it is focusing on gasoline and hybrid versions of the F-150. Production of the electric pickup at the Dearborn, Michigan, plant remains paused, with no timeline given for a restart. Ford also noted that F-150 Lightning inventory remains sufficient.
WSJ sources add that similar debates are underway at General Motors, where the leadership is also considering scaling back its lineup of electric trucks.
The American auto industry is gradually easing off its most ambitious electrification plans. After a rapid start to EV programs, major automakers—Ford, GM, and Stellantis—are again leaning toward gasoline and hybrid models, viewing them as more profitable amid weak demand and rising costs. In this light, the shift looks less like a retreat and more like a pragmatic reset to match market realities.
If the decision to shut down the Lightning project is made, it would signal a broader rethink of Ford’s EV strategy in the United States.
