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Ford Employees Left Heartbroken Over Recent EV Cancellations
By Brett Foote
February 26, 2026 1:03 am
Back in December, Ford announced a major pivot in strategy that evolved canceling its second-generation EVs - a list that includes a commercial van, which will be replaced by an affordable gas model, as well as the Ford F-150 Lightning, set to return at some point packing an extended range electric vehicle (EREV) powertrain. For Lightning owners, specifically, this has proven to be a tough pill to swallow, but as it turns out, many Ford employees were heartbroken over these cancelations, too.
“How we dealt with the EV reckoning weighed heavily on us all last year,” a high-level Ford source told Shifting Gears with Phoebe Wall Howard. “Farley wanted to be decisive and transparent about moving forward strategically … Yeah, we had teams that were heartbroken because they put their heart and soul into these canceled vehicle programs but we needed to move forward. We had wins and losses. But this is about Act II now.”
The source noted that Ford CEO Jim Farley wanted to "rip off the Band-Aid and just recalibrate" quickly, with no delay in action, which necessitated some admittedly "tough decisions." That included giving up on the all-electric F-150 Lighting and instead planning to replace its powertrain with an EREV, which combines a large battery pack with electric motors and a gas generator that only provides power to the battery, while the electric motors drive the wheels.
However, Ford isn't giving up on electric vehicles - not by a long shot. Rather, it's going all-in on the new Universal Electric Vehicle (UEV) Platform, which will debut next year in a mid-size pickup. That innovative new product will present buyers with a lot of Ford "firsts" - a 48-volt electrical system, a structural battery pack, a native North American Charging Standard (NACS) port, and aerodynamics designed by folks using learnings from Formula 1 racing to optimize range and efficiency.
By Brett Foote
February 26, 2026 1:03 am
Back in December, Ford announced a major pivot in strategy that evolved canceling its second-generation EVs - a list that includes a commercial van, which will be replaced by an affordable gas model, as well as the Ford F-150 Lightning, set to return at some point packing an extended range electric vehicle (EREV) powertrain. For Lightning owners, specifically, this has proven to be a tough pill to swallow, but as it turns out, many Ford employees were heartbroken over these cancelations, too.
“How we dealt with the EV reckoning weighed heavily on us all last year,” a high-level Ford source told Shifting Gears with Phoebe Wall Howard. “Farley wanted to be decisive and transparent about moving forward strategically … Yeah, we had teams that were heartbroken because they put their heart and soul into these canceled vehicle programs but we needed to move forward. We had wins and losses. But this is about Act II now.”
The source noted that Ford CEO Jim Farley wanted to "rip off the Band-Aid and just recalibrate" quickly, with no delay in action, which necessitated some admittedly "tough decisions." That included giving up on the all-electric F-150 Lighting and instead planning to replace its powertrain with an EREV, which combines a large battery pack with electric motors and a gas generator that only provides power to the battery, while the electric motors drive the wheels.
However, Ford isn't giving up on electric vehicles - not by a long shot. Rather, it's going all-in on the new Universal Electric Vehicle (UEV) Platform, which will debut next year in a mid-size pickup. That innovative new product will present buyers with a lot of Ford "firsts" - a 48-volt electrical system, a structural battery pack, a native North American Charging Standard (NACS) port, and aerodynamics designed by folks using learnings from Formula 1 racing to optimize range and efficiency.
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