Ford isn't going to make more F-150 Lightnings for a while

Core Insights - Ford Motor prioritizes production of gas and hybrid F-150 and F-Series Super Duty trucks to recover from losses due to a fire at an aluminum supplier's factory, while the all-electric F-150 Lightning is not prioritized [1][4] Production and Sales - Assembly of the F-150 Lightning remains paused as gas and hybrid F-Series trucks are more profitable and require less aluminum [2] - In Q3, Ford sold 10,005 F-150 Lightning pickups, a 39.7% year-over-year increase, while total vehicle deliveries were 545,522, with 207,732 being F-Series [3] - Ford has sold 23,034 F-150 Lightning trucks in 2025, about 1% more than the same period in 2024 [3] Financial Impact - The fire at Novelis' plant is expected to cost Ford up to $2 billion in earnings for Q4, leading to a reduction in full-year profit guidance for 2025 from $6.5 billion to $6 billion [8] Recovery Strategy - Ford plans to increase F-Series production by over 50,000 trucks in 2026 by adding a third shift, which is expected to create up to 1,000 new jobs [9]