Ford considers killing F-150 Lightning after $13 billion in EV losses and dismal consumer demand
By isabelle // 2025-11-07
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  • Ford may terminate its electric F-150 Lightning after massive losses.
  • Sales of the electric truck are dramatically lower than its gas-powered counterpart.
  • The vehicle's high price and practical drawbacks like reduced range have hurt demand.
  • Ford is now pivoting to develop a smaller, more affordable electric pickup.
  • This signals a major setback for the large, expensive electric truck segment.
The great electric vehicle fantasy is collapsing in real time, and one of America’s most iconic brands is facing the sobering reality that consumers simply do not want what globalist elites are trying to force them to buy. Ford Motor Company, a pillar of American manufacturing, is now reportedly holding active discussions about terminating the electric F-150 Lightning after the project hemorrhaged a staggering $13 billion in losses since 2023. This potential decision marks a stunning reversal for a truck that Ford CEO Jim Farley once heralded as a revolutionary "modern Model T." This is not just a story about one failed product. It is a referendum on the entire forced transition to electric vehicles, a top-down agenda pushed by bureaucrats and climate activists who are completely detached from the needs and wants of everyday Americans. The Lightning’s failure was not due to a lack of marketing or corporate effort. Ford bet big, building the capacity to produce 150,000 of these electric trucks per year. The demand, however, is "not there," as Adam Kraushaar, owner of Lester Glenn Auto Group in New Jersey, plainly told the Wall Street Journal. The sales figures tell a devastating story. In the month of October, Ford dealers sold a paltry 1,500 F-150 Lightnings. In stark contrast, they moved 66,000 of the traditional, gasoline-powered F-Series trucks. This 44-to-1 ratio is a deafening message from the American public and a clear vote for utility, affordability, and freedom over the expensive, impractical constraints of an electric vehicle.

A legacy of broken promises

When the Lightning was launched, the promises were grand. Farley claimed it would be as affordable as a conventional truck and could power a home for days. The reality has been a litany of broken promises and unfulfilled hype. The truck’s initial promised starting price of around $40,000 quickly ballooned, with many models selling for closer to $90,000. This pricing placed it far out of reach for the average American tradesperson or family. The practical drawbacks have been even more damning. Owners quickly discovered the truck’s range plummets when towing or in cold weather, creating "range anxiety" that makes it useless for the long hauls and heavy-duty work that define the truck lifestyle. Meanwhile, production remains halted due to an aluminum shortage, leaving the Lightning’s future even more uncertain.

The true environmental and safety cost

The push for EVs has always been marketed under the false banner of environmentalism. The truth is that the environmental footprint of manufacturing these heavy, battery-laden vehicles is immense, relying on destructive mining practices for rare earth minerals. Furthermore, the electrical grid that powers them is often dependent on fossil fuels, making their "zero emissions" claim a clever accounting trick. There is also the terrifying safety issue that the mainstream media often ignores: EV fires. The massive lithium-ion batteries in these trucks, when damaged or defective, can ignite in extremely intense, hard-to-extinguish fires that pose a unique danger to first responders and owners. This hidden risk is another unadvertised cost of the EV experiment.

The market speaks and Ford listens

Faced with this mountain of evidence, Ford appears to be finally listening to the market instead of the climate cult. The company is now racing to develop a smaller, more affordable compact EV pickup priced at around $30,000. This pivot acknowledges a fundamental truth that free-market advocates have long understood: consumers, not government mandates, should drive innovation. When left to choose, people overwhelmingly select the option that offers proven performance, reliability, and value. The potential scrapping of the F-150 Lightning could be the beginning of the end for the large, expensive electric truck segment. Stellantis has already canceled plans for an electric Ram, and General Motors is also reportedly discussing discontinuing some of its electric trucks. The house of cards is falling. The collapse of the F-150 Lightning is more than a corporate misstep. It is a victory for common sense and a powerful lesson in what happens when a top-down agenda collides with the realities of consumer freedom and sound economics. The American people have voted with their wallets, and the message is clear: they are not buying the electric vehicle fantasy. Sources for this article include: ZeroHedge.com WSJ.com TechCrunch.com
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