Ford Motor Company has announced it will stop producing the F-150 Lightning, its flagship all-electric full-size pickup, shifting focus to hybrid models and a future lineup of smaller, more affordable electric vehicles. Batteries originally intended for the Lightning will now be redirected to support the electric grid and industrial storage projects.
According to Andrew Frick, president of Ford Blue and Ford Model e, the move reflects customer demand for affordability and Ford’s conclusion that the Lightning was not financially viable. Frick noted that while consumers value the benefits of electrification, large EVs like the Lightning “have no path to profitability,” prompting the company to reallocate resources toward higher-return projects. The all-electric Lightning will be replaced by an extended-range plug-in hybrid version, which will include a gasoline engine acting as a generator to extend driving range.
The F-150 Lightning was introduced in 2021 with a starting price of $40,000 but production models quickly exceeded that price, with 2025 models starting around $55,000. Designed to appeal to mainstream truck buyers, the Lightning offered multiple power outlets for tools, appliances, and even homes during outages. The truck earned multiple accolades, including 2023 Truck of the Year and top electric truck awards from industry groups.
Despite its achievements, the Lightning struggled with reliability, limited towing range, and high production costs, leading Ford to lose money on every unit sold. Broader EV market challenges, including lower-than-expected sales and reduced federal incentives, also contributed to the decision. Recent regulatory changes rolled back EV mandates and tax credits, making it easier for automakers to prioritize gas- and diesel-powered trucks over unprofitable EVs.
Frick said Ford plans to shift its EV strategy toward smaller, more affordable models, including a midsize pickup targeting a $30,000 price point, expected within the next year. The pivot will cost Ford billions in write-offs, but the company hopes future models will be profitable.
Ford will also repurpose its battery production facilities, including a site in Kentucky, to manufacture stationary batteries for the electric grid and industrial customers. These batteries will store excess energy from renewable sources and discharge it during peak demand, providing a new revenue stream as the company adjusts its electric vehicle plans.