Is the last Lightning EV ever made out there?

[Commodore]

I think you're correct...

At any rate, all vehicles that are going to ship, have already been shipped.

No Vehicles remain un-shipped!

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[dpwmc93]

I'm not sure how I feel about them canceling the Lightning. I just got my F150 Lightning Flash and love it. I'll have it for a least 3 years. Looking forward to what they do next with the EREV Lightning

 

[Commodore]

There is a report that $20B was written off on the Lightning program

Looks like Ford lost $200K on every Lightning sold.

 

[Lomilar]

There is a report that $20B was written off on the Lightning program

Looks like Ford lost $200K on every Lightning sold.

If my Lightning cost $270k in total to produce, my depreciation curve is going to look way worse!

 

[MountainAlive]

There is a report that $20B was written off on the Lightning program

Looks like Ford lost $200K on every Lightning sold.

I just don’t believe Ford on this one. That is just an insane amount of money. Although none of us can prove it, they had to have allocated losses under the Lightning program that were barely/remotely associated with it so they could maximize the write off.

 

[Commodore]

The current administration backed the cancellation and write-down.

The numbers don't lie.... It is $200K per truck produced

 

[CdnCGM23]

Jim kept it

No doubt, because he knows it's the best truck ever made...period!

 

[roddiaz1]

I wonder if there is a way to estimate how many are gonna come off lease each year? There is a small supply of (used) lightnings coming from that. I would assume.

 

[Landscaper]

The current administration backed the cancellation and write-down.

The numbers don't lie.... It is $200K per truck produced

Numbers may not lie in theory, but they’re certainly manipulated and misinterpreted 24/7. As you’re doing by saying the entire charge was due solely to the Lightning in your calc

 

[Quibbs]

That number (20billion) includes paying off SK to break their partnership (2 battery plants and cell contract), the cost of losing a plant and keeping one, shutting down all Lightning production, retooling EV central to a ICE plant basically, and using the battery plant to switch batteries over to liquidate remaining cells, they are making something like a powerwall. There is a list on the net if you look for it and I think a chart on CNBC. There's even more breakdown of the 20billion.

The narrative that the Lightning cost 200K to build isn't really true. It gives a false impression that does not hold up to real scrutiny. The 20billion was not just the outlay per vehicle. It included far more, I think I read 6 billion was just to break the partnership with SK, but maybe one of the battery plants was included in that figure. I'll need to look again.

 

[Landscaper]

That number (20billion) includes paying off SK to break their partnership (2 battery plants and cell contract), the cost of losing a plant and keeping one, shutting down all Lightning production, retooling EV central to a ICE plant basically, and using the battery plant to switch batteries over to liquidate remaining cells, they are making something like a powerwall. There is a list on the net if you look for it and I think a chart on CNBC. There's even more breakdown of the 20billion.

The narrative that the Lightning cost 200K to build isn't really true. It gives a false impression that does not hold up to real scrutiny. The 20billion was not just the outlay per vehicle. It included far more, I think I read 6 billion was just to break the partnership with SK, but maybe one of the battery plants was included in that figure. I'll need to look again.

The main components of the charge are:

• $8.5 billion in asset write-downs related to the Model e division (Ford's EV unit) and the cancellation of specific EV models, including the current all-electric F-150 Lightning pickup and a planned next-generation electric truck.
• $6 billion tied to dissolving a battery joint venturewith SK On, where Ford took on full ownership and operation of two battery plants in Kentucky.
• Approximately $5 billion in "program-related expenses" associated with the overall restructuring and pivot in product plans.

These special items are primarily accounting charges and will impact Ford's net results, with most of the non-cash charges recorded in the fourth quarter of 2025. The associated cash charges of $5.5 billion are expected to be paid out through 2027.
The restructuring involves:

• Ending production of the current all-electric F-150 Lightning in its EV form and shifting to an extended-range hybrid version.
• Repurposing existing EV battery capacity in Kentucky and Michigan for a new battery energy storage systems business aimed at utilities and data centers.
• Shifting focus and capital to higher-return opportunities such as gas-powered trucks, commercial vans, and hybrids.

 

[bc1]

Back in the day you didn't want a vehicle built on a Friday afternoon or a Monday morning. Wouldn't the last batch coming off the line, with all the workers about to be laid off or whatever job change they will get, fit into the same category of vehicles that may have problems? Maybe used some parts from the bottom of the bin or some that had been passed over before for some reason, rejected parts, imperfect parts, scratched and dented parts etc. but now there is no new supply being made so they got used. They had a supply issue this summer with the tariffs and that's why some of those made then didn't qualify for the ev tax credits because of where the parts came from.

 

[Commodore]

The main components of the charge are:

• $8.5 billion in asset write-downs related to the Model e division (Ford's EV unit) and the cancellation of specific EV models, including the current all-electric F-150 Lightning pickup and a planned next-generation electric truck.
• $6 billion tied to dissolving a battery joint venturewith SK On, where Ford took on full ownership and operation of two battery plants in Kentucky.
• Approximately $5 billion in "program-related expenses" associated with the overall restructuring and pivot in product plans.

These special items are primarily accounting charges and will impact Ford's net results, with most of the non-cash charges recorded in the fourth quarter of 2025. The associated cash charges of $5.5 billion are expected to be paid out through 2027.
The restructuring involves:

• Ending production of the current all-electric F-150 Lightning in its EV form and shifting to an extended-range hybrid version.
• Repurposing existing EV battery capacity in Kentucky and Michigan for a new battery energy storage systems business aimed at utilities and data centers.
• Shifting focus and capital to higher-return opportunities such as gas-powered trucks, commercial vans, and hybrids.

Someone held a grudge against Ford Lightning, specially.

1. Rollback of subsidies.
2 ICE raids at the SK plants.
3. Excessive Tariffs against sheet aluminum.
4. Accelerants suspected in the NY plant fire.
5.. The deal that was worked out to end electrification.

 

[Quibbs]

Someone held a grudge against Ford Lightning, specially.

1. Rollback of subsidies.
2 ICE raids at the SK plants.
3. Excessive Tariffs against sheet aluminum.
4. Accelerants suspected in the NY plant fire.
5.. The deal that was worked out to end electrification.

Almost sounds like something out of a mafia playbook..hmm

 

[Commodore]

Almost sounds like something out of a mafia playbook..hmm

Here's the AI take:

In an aluminum plant fire, an accelerant isn't typically the aluminum itself (which is fire-resistant), but rather
flammable substances like oils, solvents, paper, plastics, or even lithium-ion batteries from recycling, used to fuel the blaze, making them spread faster and hotter, often pointing to arson or operational hazards, especially in incidents at places like Novelis.

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