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Hi F-150 Lightning owners,
I’m coming to you today with an update on our product roadmap. There has been a lot of speculation recently and we just went live with some news. So, I want to give you the facts straight from Ford, explain what is changing, and more importantly, why.
With the F-150 Lightning, we proved an electric truck could be a hit, and it has remained the best-selling electric pickup. Let’s be real about what we’ve learned from you, the owners, and the market over the last few years. You love the electric performance, smoothness, and the tech, but for those that drive long distances, take frequent trips or tow heavy loads across state lines often, an F-150 Lightning might not be the truck for them. And we want it to be.
We took a bet, produced an amazing product that so many people love, and now we’re making adjustments in response to evolving market realities, consumer preferences, and the regulatory environment. No one could have predicted how the EV landscape would change in the U.S., which has impacted the industry.
That is why our next-generation F-150 Lightning will be an EREV. 100% electric power delivery, sub-5-second acceleration – and adds an estimated 700+ mile range with locomotive-like towing capability. That is a game-changer for our customers. Like the current F-150 Lightning, the next-gen version will also offer exportable electricity that can power everything from work sites to camp sites to homes during a power outage.
For those who aren’t familiar with EREVs, this isn't a traditional plug-in hybrid. This is an electric vehicle with an on-board generator. It’s designed to give you the electric capability you enjoy around town, but with the range and towing confidence of a gas truck when you’re hauling a boat or camper. It will be assembled right here in Dearborn at the Rouge Electric Vehicle Center.
If you have an order in, or were waiting on one, please contact your dealer immediately to see if your vehicle will be built or if they can match you to an existing stock unit.
As for existing Lightning customers who might be coming off lease or looking or a new Lightning, we are looking at the following:
There is no impact to Mustang Mach-E. Mustang Mach-E is a great success story and is now available in almost 60 markets across the globe. It continues to be a standout electric SUV and plays an important role in the portfolio.
Ford has been in manufacturing for over a century. We understand power management, thermal systems, safety engineering, and large-scale manufacturing. Our licensed LFP prismatic technology is proven, and our brand represents long-term accountability critical for 20+ year infrastructure investments.
I know this is a lot of news, and for the BEV purists, this might be tough to hear. We have a huge opportunity to get more people driving electric – whether that be plug-in hybrid, extended-range electric or pure electric vehicles and our plans set us up to succeed in this mission.
You can read the press release on this news here. I’ll be in the comments a later tonight to answer what I can.
Brian from Ford
I’m coming to you today with an update on our product roadmap. There has been a lot of speculation recently and we just went live with some news. So, I want to give you the facts straight from Ford, explain what is changing, and more importantly, why.
With the F-150 Lightning, we proved an electric truck could be a hit, and it has remained the best-selling electric pickup. Let’s be real about what we’ve learned from you, the owners, and the market over the last few years. You love the electric performance, smoothness, and the tech, but for those that drive long distances, take frequent trips or tow heavy loads across state lines often, an F-150 Lightning might not be the truck for them. And we want it to be.
We took a bet, produced an amazing product that so many people love, and now we’re making adjustments in response to evolving market realities, consumer preferences, and the regulatory environment. No one could have predicted how the EV landscape would change in the U.S., which has impacted the industry.
That is why our next-generation F-150 Lightning will be an EREV. 100% electric power delivery, sub-5-second acceleration – and adds an estimated 700+ mile range with locomotive-like towing capability. That is a game-changer for our customers. Like the current F-150 Lightning, the next-gen version will also offer exportable electricity that can power everything from work sites to camp sites to homes during a power outage.
For those who aren’t familiar with EREVs, this isn't a traditional plug-in hybrid. This is an electric vehicle with an on-board generator. It’s designed to give you the electric capability you enjoy around town, but with the range and towing confidence of a gas truck when you’re hauling a boat or camper. It will be assembled right here in Dearborn at the Rouge Electric Vehicle Center.
What this means for the current generation F-150 Lightning and “T3” truck
Production of the current generation of F-150 Lightning will end this year, and we have also made the decision to no longer produce the next-generation full-size electric truck, also known as “T3”. For those that still wish to purchase a MY25 F-150 Lightning, we have good inventory and interested customers can purchase from dealer stock.If you have an order in, or were waiting on one, please contact your dealer immediately to see if your vehicle will be built or if they can match you to an existing stock unit.
As for existing Lightning customers who might be coming off lease or looking or a new Lightning, we are looking at the following:
- Assist early adopters to purchase or lease a new 25MY Lightning
- Offering extensions to customers who wish to extend their leases beyond the original term
- Providing dealer support to help match customer with available inventory
What about support for my current F-150 Lightning?
I know reading "production is ending" can be nerve-wracking for current owners. I want to be clear: We are committed to ensuring ongoing support of your vehicle’s software updates, quality and experience. Like all vehicles, we will maintain parts and service for 10 years. The team is not walking away from the current F-150 Lightning, and I’m not going anywhere.The Ford Universal EV Platform
While we shift F-150 Lightning to EREV, we are absolutely maintaining our plans and investment in the next generation of affordable EVs. The new Universal EV (UEV) platform is now more important than ever for Ford. UEV platform development is well underway. This flexible architecture will underpin a new family of smaller, more affordable, and cost-efficient vehicles—starting with a midsize pickup in 2027.There is no impact to Mustang Mach-E. Mustang Mach-E is a great success story and is now available in almost 60 markets across the globe. It continues to be a standout electric SUV and plays an important role in the portfolio.
Other News: Battery Technology
We are also making moves to make our business more sustainable. We are repurposing our Kentucky battery plant to build large-scale battery storage systems (for grid and industrial use), and our Michigan plant will be focusing on prismatic LFP cells. The same Michigan plant will be ramping up production in 2026 to power the new midsize electric truck built on our new Universal EV Platform.Ford has been in manufacturing for over a century. We understand power management, thermal systems, safety engineering, and large-scale manufacturing. Our licensed LFP prismatic technology is proven, and our brand represents long-term accountability critical for 20+ year infrastructure investments.
I know this is a lot of news, and for the BEV purists, this might be tough to hear. We have a huge opportunity to get more people driving electric – whether that be plug-in hybrid, extended-range electric or pure electric vehicles and our plans set us up to succeed in this mission.
You can read the press release on this news here. I’ll be in the comments a later tonight to answer what I can.
Brian from Ford
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