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F-150 Lightning

News, deep dives, and analysis — every F-150 Lightning story, newest first.

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Rivian’s $120M Supplier Park in Illinois Signals EV Production Boom by 2026
Rivian

Volkswagen Admits Rivian Tech Could Power Gas Cars As EV Strategy Wavers Post-Tax Credit

Volkswagen suggested Wednesday that technology developed through its $5.8 billion partnership with Rivian could eventually be used in internal combustion engine vehicles, marking a notable shift in messaging just six weeks after the federal EV tax credit expired and triggered a historic market collapse. The acknowledgment from Carsten Helbing, co-CEO of the joint venture RV…

Ford F-150 Lightning Outpaces Tesla Cybertruck in Q1 2025 EV Pickup Race
F-150 Lightning

Ford Offers No Timeline To Restart F-150 Lightning Production As Cancellation Rumors Swirl

Ford Motor Company declined to provide any timeline for restarting production of the F-150 Lightning electric pickup truck, fueling speculation that the automaker may permanently discontinue its flagship EV amid mounting losses and weakening demand following the September 30 federal tax credit expiration. The non-answer arrives days after The Wall Street Journal reported that Ford…

Ford

Ford F-150 Lightning Faces Cancellation As Post-Tax Credit Reality Hits Home

Ford Motor Company executives are actively discussing whether to permanently discontinue the F-150 Lightning electric pickup truck, according to a Wall Street Journal report published November 6, 2025. The deliberations mark a dramatic reversal for a vehicle Ford once compared to Henry Ford’s Model T and position the Lightning as potentially the first major casualty…

F-150 Lightning

U.S. Vehicle Sales Crater In October As EV Tax Credit Expiration Triggers Market Collapse

U.S. motor vehicle sales plummeted in October 2025 as the elimination of federal EV tax credits sent electric vehicle demand into freefall and broader economic uncertainty kept car shoppers away from dealerships. The data reveals the immediate aftermath of one of the most significant policy shifts in American automotive history. Light vehicle sales decreased 6.5%…

Ford

Ford CEO Issues Dire Warning: China Can “Put Us All Out Of Business” With Existing Capacity

Ford CEO Jim Farley has escalated his warnings about Chinese automotive dominance to existential levels, declaring that China’s manufacturing capacity could single-handedly destroy the entire North American auto industry. In a stark CBS Sunday Morning interview that aired October 26, Farley compared the Chinese threat to 1980s Japan “on steroids”—his most alarming public assessment yet…

GM

GM Lays Off 3,300 EV Workers As Battery Plants Idle Following Tax Credit Expiration

General Motors is laying off more than 3,300 electric vehicle workers across Michigan, Ohio, and Tennessee as the automaker slashes EV production following the expiration of federal tax credits. The cuts represent one of the most significant workforce reductions in the industry since the $7,500 EV incentive ended on September 30, 2025. The layoffs come…

Ford F-150 Lightning Outpaces Tesla Cybertruck in Q1 2025 EV Pickup Race
Ford

Ford Takes $2 Billion Hit From Supplier Fire as EV Losses Mount to $1.4 Billion

Ford Motor Company expects a profit hit of up to $2 billion after a devastating fire at its key aluminum supplier, overshadowing third-quarter financial results that exceeded Wall Street expectations. The automaker slashed its full-year earnings guidance by up to 41% while its electric vehicle division continues bleeding over $1 billion per quarter. For EV…

Ford

Ford EV Batteries Face Oversupply as Demand Slows in U.S. Market

Ford Motor Co. and its South Korean partner SK On are seeking new buyers for surplus batteries produced at their new joint-venture factory in Kentucky, a move that reflects weakening electric vehicle (EV) demand in the United States. The plant, which officially began operations this week, was initially meant to supply Ford’s own EV lineup,…

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