Ford Could Scrap F-150 Lightning Pickup Truck Despite Being Best-Seller: Report - Ford Motor (NYSE:F)

Core Insights - Ford Motor Co. is considering the possibility of discontinuing the production of the F-150 Lightning EV pickup truck due to low demand [2] - The company has paused production at its Rouge facility in Michigan, prioritizing more profitable gas and hybrid F-Series trucks [3] - Ford is facing challenges with an aluminum shortage following a fire at Novelis' Oswego facility, impacting production capabilities [4] Group 1: Production Decisions - Executives at Ford are discussing the potential end of F-150 Lightning production, with a dealer stating that "the demand is just not there" [2] - The F-150 Lightning was previously the best-selling EV pickup truck in the U.S., with 23,034 sales recorded in 2025 [3] Group 2: Operational Challenges - Ford has paused F-150 Lightning production to focus on gas and hybrid models, which are more profitable and require less aluminum [3] - The aluminum shortage is exacerbated by a major fire at Novelis' facility, which has rendered 40% of the plant inoperable [4] Group 3: Recall and Market Position - Ford's recalls for 2025 have reached 134, with CEO Jim Farley viewing these recalls as a significant near-term opportunity for the company [5] - The company is performing well on Momentum, Value, and Quality metrics, while also showing satisfactory Growth [5]