Ford reportedly considers ending production of all-electric F-150 Lightning

Core Viewpoint - Ford Motor is considering ending production of its all-electric F-150 Lightning pickup truck due to increasing losses and challenging market conditions for electric vehicles (EVs) [1][2]. Group 1: Production and Sales - The F-150 Lightning is currently the best-selling electric pickup truck in the U.S., achieving record sales in Q3 despite competition from models like CyberTruck and Rivian [3]. - Ford has paused production of the Lightning due to supply chain disruptions caused by a fire at Novelis, a key supplier [4]. - Sales of the F-150 Lightning this year through October are approximately 24,577 units, remaining level compared to the previous year, with total sales since its launch in 2022 being less than 100,000 units [5]. Group 2: Financial Performance - Ford's EV operations, including the Lightning, have incurred billions of dollars in losses annually in recent years [6]. - The U.S. EV market is facing significant regulatory changes, including the elimination of consumer credits of up to $7,500 for EV purchases, which may impact sales [6]. Group 3: Industry Context - The discussions regarding the F-150 Lightning's future come after Stellantis decided to halt plans for an all-electric Ram 1500 pickup and General Motors scaled back its electric truck plans [7].