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Ford says “no exact date” to restart F-150 Lightning production

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When Ford electrified its best-selling pickup truck, it pulled out the stops. The F-150 Lightning may look virtually identical to other versions of the pickup, but it’s smoother, faster, and obviously far, far more efficient than the ones that run on gas, diesel, or hybrid power. But the future of the country’s best-selling electric truck may be in doubt.

That’s according to a report in The Wall Street Journal, which claims that Ford’s management is “in active discussions about scrapping” the Lightning. Production had already been suspended a few weeks ago as a result of an aluminum shortage following a destructive fire at a supplier’s factory in New York, which Ford estimates may result in as much as $2 billion of losses to the company.

While Ford told Ars it doesn’t comment on speculation on its future product plans, the automaker said that “F-150 Lightning is the best-selling electric pickup truck in the US—despite new competition from CyberTruck, Chevy, GMC, Hummer and Rivian—and delivered record sales in Q3.”

“Right now, we’re focused on producing F-150 ICE and Hybrid as we recover from the fire at Novelis. We have good inventories of the F-150 Lightning and will bring Rouge Electric Vehicle Center (REVC) back up at the right time, but don’t have an exact date at this time,” a Ford spokesperson said.

Ford was the first of the domestic automakers to bring a full-size pickup EV to market. But like General Motors, it has found that pickup truck customers have not flocked to electric propulsion in anything like the numbers predicted pre-pandemic. As we learned last week, GM has also scaled back its EV production, and last month Stellantis announced that it has ceased development of an all-electric version of its Ram 1500.

As for Ford, a second-generation F-150 Lightning has been postponed in favor of a much cheaper, much simpler-to-build electric pickup, which is due in 2027.