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Ford pauses F-150 Lightning to scale gasoline and hybrid F-Series

© A. Krivonosov
Ford pauses F-150 Lightning production after a Novelis fire, shifting capacity to gasoline and hybrid F-Series. Added shifts aim for 45,000 pickups in 2026.
Michael Powers, Editor

Ford is pausing production of the F-150 Lightning indefinitely, shifting focus to ramping up gasoline and hybrid versions of the F-Series. The company links the move to the fallout from a fire at aluminum supplier Novelis, which temporarily disrupted the supply chain.

To blunt the impact, the Dearborn Truck Plant will add a third shift and hire about 1,200 workers. Nearly 200 more will reinforce Dearborn Stamping and Diversified Manufacturing. With these changes, Ford aims to build more than 45,000 additional F-150 pickups in 2026.

Employees from the Rouge Electric Vehicle Center will transition to new production of gasoline models. It’s a practical redeployment that keeps seasoned talent embedded in the truck lineup where scaling looks most achievable right now.

Ford will also invest $60 million in the Kentucky Truck Plant to accelerate Super Duty assembly—one extra truck per hour, adding more than 5,000 vehicles a year. Incremental line-speed gains often bring the quickest throughput improvements without wholesale retooling.

The company expects the Novelis fire to cost roughly $1 billion and is already working to restore capacity. Even with the turbulence, Ford reported record third-quarter revenue of $50.5 billion, although profit was pressured by new tariffs and rising costs—strong top-line momentum tempered by tighter margins.