• After a fire in September affected the supply of aluminum, production was halted and the future of the electric pickup came into discussion.

• The plan was bold: sell 150,000 units per year in the era of electrical optimism.

• In 2025, the pickup has just over 23 thousand registrations, far from what the brand projected.

A Ford is experiencing an impasse with F-150 Lightning. After a fire in September affect the supply of aluminumproduction was paralyzed and the future of the electric pickup truck entered into discussion. Executives are considering canceling the project, according to the WSJ.

The plan was bold: sell 150 mil units per year in the age of optimism electric. In practice, demand fell short and the bill did not close. In 2024, even the leader of segmentLightning followed deficit.

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In 2025, the pickup adds up to just over 23 mil license plates, far from what the brand projected. In 2024, there were around 33 mil units. THE end of tax credit in the USA and anxiety about autonomy cooled interest.

With the supplier in crisis, the Ford redirected aluminum for versions gasoline and hybridmore profitable. Employees migrated to the factory of these variants, while the Rouge EV Center was idle. The Mustang Error-Emade in Mexico, was not affected.

The company avoids commenting “speculation”, but maintained the showcase: it reinforced the Lightning’s ability to supply houses and launched changes announced for 2026, such as battery Extended series. There is no guarantee, however, that these updates arrive to the street.

In the network, dealers report little demand: there is a stock of 2025 in stores and shy orders. Lightning sells less than models like NautilusSeries E and even Mustangpressing margins. Hence the internal conversation about close the current generation.

The external scenario also weighs in. THE Ram aborted the 1500 electric and the GM reevaluates offer after modest numbers of Silverado EV, Sierra EV e Hummer. Without the incentives, Ford's electric vehicle sales fell, and losses amount to around US$ 13 bi from 2023.

The strategic answer may come smaller and cheaper: a pickup truck average electric on universal platform, production in Louisville and target price of US$ 30 mil. Premiere scheduled for 2027with new assembly process to cut parts and cost.

For now, nothing is decidedbut Lightning production continues stopwith Ford prioritizing combustion and hybrid F-150s. The brand claims to have “good stock” and promises to reactivate the REVC “at the right time” — but still without data defined.