this post was submitted on 19 Dec 2025
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I mean it's Trump that removed their entire market. People don't buy EVs unless there's legislative pressure being built on ICE emissions.
Not that Ford couldn't have handled this with more grace of course... But I honestly doubt they were happy about the idea of building an entire plant and then shutting it down
I think they overestimated their market. I think the Lightning was the perfect truck to spearhead the EV transition. It looks, drives, and feels like a normal (yet powerful) truck. Being the highest volume seller, electrifying the F150 made sense on paper.
But that’s where it really stops.
The kind of person that buys a 4x4 F150, is not the same demographic that wants to be seen in an EV. As childish as the mentality sounds, that’s the demographic.
Where they sell 70,000 F-series (150 through 550 I think super duty’s included until dump beds), they only sold ~1,500-2,000 lightnings a month. Which honestly isn’t that bad for such a niche product.
I think the move to give it a plug in hybrid style powertrain will help sales as our travel charging infrastructure is still garbage. But try and tell people that they can just charge at home with an L2 and they freak out. It’s also frustrating that most people who are against EV’s just don’t understand technology in general.
In contrast, Ford sells about 15,000 mavericks a month. More when it was newer, same with the Lightning.
I do agree with your points and that Ford isn’t happy, and they could have handled the whole situation a little better.
I think it's less about aversion to EVs and more about aversion to the $100,000 price tag.
If that thing is $50k, I think sales at least stay even, if not pick up.
That’s the thing, most of these trucks were ~$50,000. But people see the ~220 mile range on the base truck and overdid it on range anxiety and blew the problem way out of proportion.