Important Update: Ford EV Roadmap & Future of F-150 Lightning (EREV Next Gen Model) - ⛔️ ADMIN WARNING: NO POLITICS

[TruckOwner1]

Farley needs to justify his decisions to his board. Hopefully the members of the board are watching this forum and seeing how most in this thread believe this is another poor choice by the company.

I understand that continuing to offer the Lightning without any changes to strategy as the loses pile up is insanity. However, they have been failing for half a decade to align the dealerships on the future of the industry. Its also insane to take a $19B financial loss to end the platform only to throw $billions more at a new platform that the dealerships will still continue to lie to consumers about, continuing to push them towards ICE offerings.

Making another bad financial decision without resolving the real issues with the organization just leads to more and more loses.

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[GDN]

China has estimated anywhere from $250 to 400 billion in just EV manufacturers then another $250 billion in infrastructure. The US is a trillion behind in investment.

The other thing people tend to forget is that eastern China is basically the size of the eastern half of the US and that's where all the charging infrastructure is situated for the most part. The US charging network is going to have far larger.

Another angle is that China can and is building the power plants that they need to power those charging stations as well. That is a huge problem within the US.

Just where do we not have enough power for EV charging stations? I don't have any numbers, but my gut says just one of the many many huge data centers built these days will consume more power than all of the charging stations US wide in a day. If there is any kind of power shortage it has nothing to do with EV's.

 

[shutterbug]

Manufacturer can do whatever they want to.

Yes, but why would Ford offer additional warranty (beyond what's available now) for a discontinued model?

 

[GDN]

My next EV will more than likely be the one that has the best self driving technology. I want my own personal Waymo.

There is only one in the lead there, and they only are a couple years away from being true fully autonomous. The only other one close might be Waymo, but can all of that technology ever be retrofitted and installed into an every day car sold off the lot?

 

[robseam]

I don’t have an issue with Ford shifting to the EREV. Scout has pretty much the same concept in the vehicles they are preparing to bring to market. I am concerned that Ford is going to basically tank the value of our vehicles by stopping production and bringing a far more capable product in as its replacement. Why would someone buy my 300 mile range 2022 Lightning when they can get a new 700 mile range vehicle? I love my truck but I think this is really going to screw those of us who invested in these trucks thinking Ford was going to stand behind its product.

 

[GDN]

I don’t have an issue with Ford shifting to the EREV. Scout has pretty much the same concept in the vehicles they are preparing to bring to market. I am concerned that Ford is going to basically tank the value of our vehicles by stopping production and bringing a far more capable product in as its replacement. Why would someone buy my 300 mile range 2022 Lightning when they can get a new 700 mile range vehicle? I love my truck but I think this is really going to screw those of us who invested in these trucks thinking Ford was going to stand behind its product.

That is a definitely a concern, however many of us that have a '22 and been around since the beginning kind of saw Ford's long term vision and saw the writing on the wall. Ford was offering a program that had been used on the Mach E. I don't recalls its name. If I recall it offered a good APR on purchase or a good lease residual value - at least it had on the Mach E. On the Lightning - the value was less than half of MSRP after just 3 years. Even Ford knew 4 years ago the values would never hold like an ICE or other car or at least they weren't willing to take that chance and put their money on it. This truck was always only supposed to be a short term experiment. I believe we all just got our hope up there would be an improvement.

 

[Landscaper]

That is a definitely a concern, however many of us that have a '22 and been around since the beginning kind of saw Ford's long term vision and saw the writing on the wall. Ford was offering a program that had been used on the Mach E. I don't recalls its name. If I recall it offered a good APR on purchase or a good lease residual value - at least it had on the Mach E. On the Lightning - the value was less than half of MSRP after just 3 years. Even Ford knew 4 years ago the values would never hold like an ICE or other car or at least they weren't willing to take that chance and put their money on it. This truck was always only supposed to be a short term experiment. I believe we all just got our hope up there would be an improvement.

“Ford Options” was the program

 

[mr.Magoo]

We only really have to consider peak HP, so there will be no need for turbos or anything clever.

Except that turbos will allow them to build a smaller / more compact and efficient engine for the same HP.

 

[moodinsk]

No desire to own a hybrid. Who asked for 700 mile range? Fix the charging speeds/curve

This announcement should have expanded on the BEV Lightning offerings:

• SR, ER, Max battery pack options
• 800v architecture
• 350+kw charging
• polished infotainment
• cold weather addons (resistance heating to prevent ice build up)

I for one cant wait for chinese EVs to come in and wipe the floor with out of touch legacy autos. Bending the knee to orange man, lobbyists, and shareholders. SMH

 

[ericpullen]

Not sure if it helps anyone else, but I had a change in mindset today when I started thinking “How would I have felt if they had announced T3 yesterday, stopped Lightning sales, and T3 used a radically different architecture and shared nothing with the Lightning”. It still would have obsoleted my current truck and drove down the value considerably no different than them just flat out canceling.

The only difference is that I don’t have an option to replace my current truck if something happens to it and I’m disappointed that Ford took this step. So now I’m planning to drive it till it falls apart and enjoy every minute of it!

 

[Rayo1839]

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.

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

I just purchased my first Ford ever I’m a GM guy have been my entire life, but fell in love with the Ford lightning and just bought one and love it and then two weeks after I do such we get this news. And now I’m hoping I didn’t just make the worst mistake of my life..

 

[JRT]

I don't have an issue with a generator, if I wanted it. I don't understand the dumping all the engineering and development cost like this. Why not build the 25-26 with 1 battery option and 3 to 4 trim levels with mo options to have economics of scale. Then transition to add a generator to the frunk as an option on a 27 model year, also just share one body style across all F150, the drive train just becomes an option.

I have a 100k Ford ESP on my truck, and I'm planning to retire in 4 years, so I'll keep my Lightning, depending on retirement funds will dictate the next truck, but not interested in gas right now

 

[GDN]

Not sure if it helps anyone else, but I had a change in mindset today when I started thinking “How would I have felt if they had announced T3 yesterday, stopped Lightning sales, and T3 used a radically different architecture and shared nothing with the Lightning”. It still would have obsoleted my current truck and drove down the value considerably no different than them just flat out canceling.

The only difference is that I don’t have an option to replace my current truck if something happens to it and I’m disappointed that Ford took this step. So now I’m planning to drive it till it falls apart and enjoy every minute of it!

That would be interesting, because that is what was supposed to happen all along. I believe the Lightning just has a stronger "small" following than Ford might have expected, but not sustainable at the numbers that they've sold. Lightning - an average of 25K per year over 4 years, ICE - ~700K to 900K per year in USA alone.

As much as some like it, not sustainable.

 

[Shmoe]

The only difference is that I don’t have an option to replace my current truck if something happens to it and I’m disappointed that Ford took this step.

Yes, this very minor issue.

 

[Shmoe]

And now I’m hoping I didn’t just make the worst mistake of my life..

I think we'll be fine.. but whereas I love this truck and would've considered Ford for the next one, I'll definitely be moving on.

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