Ford Motor Co. (NYSE: F) says it will resume production of its all-electric F-150 Lightning pickup truck but has not specified when, following reports last week that executives were considering scrapping the vehicle entirely.
The automaker said in a statement Sunday that the Lightning remains “the best-selling electric pickup truck in the US” despite mounting losses and weak sales that have fueled speculation about its future.
“We have good inventories of the F-150 Lightning and will bring Rouge Electric Vehicle Center back up at the right time, but don’t have an exact date at this time,” Ford said.
The Wall Street Journal reported on November 6 that Ford executives actively discussed discontinuing the Lightning, citing people familiar with the matter. The report came after Ford indefinitely halted production at its Dearborn, Michigan, plant last month following a fire at a supplier’s aluminum facility.
Read: Ford faces supply disruption after New York aluminum plant fire
Through October, Ford has sold 24,577 Lightning trucks, roughly flat with 2024. The electric pickup accounts for just 4% of total F-Series sales, which topped 618,000 units through September.
Ford’s electric vehicle division has lost $3.6 billion through the first nine months of 2025, including $1.4 billion in the third quarter alone. The company said it prioritizes production of gasoline-powered and hybrid F-150 models as it recovers from the aluminum supply shortage.
The automaker has delayed the second-generation Lightning to 2028 and is focusing on a lower-cost electric truck platform, with plans to introduce a midsize electric truck starting at $30,000 in 2027.
Since launching in 2022, Ford has sold fewer than 100,000 Lightning models. The truck initially generated more than 200,000 reservations but converted few into actual sales as buyer interest in large electric trucks cooled.
General Motors Co. (NYSE: GM) executives have also discussed discontinuing some electric trucks, according to the Journal, while Stellantis NV canceled plans for an all-electric Ram 1500 earlier this year.
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