Ford Motor is considering scrapping its all-electric F-150 Lightning pickup truck after billions in losses exposed the catastrophic failure of Biden-era green energy mandates that prioritized virtue signaling over market realities.
Story Snapshot
- Ford reportedly evaluating end of F-150 Lightning production amid mounting EV losses.
- Lightning sales stagnated at only 24,577 units through October 2025, failing to convert 200,000+ reservations.
- The Trump administration ended wasteful $7,500 EV tax credits, exposing true market demand.
- Ford’s EV operations hemorrhaged billions annually under the previous administration’s green agenda.
Ford’s Electric Gamble Crumbles Under Market Reality
The Wall Street Journal reported on November 6, 2025, that Ford Motor is evaluating ending F-150 Lightning production following years of devastating financial losses. Company sources confirmed ongoing discussions about the electric pickup’s future amid challenging EV market conditions.
Ford’s EV division lost billions annually, demonstrating that previous administration policies forced automakers into unprofitable ventures that ignored consumer preferences for reliable, affordable transportation in favor of politically driven environmental theater.
Ford reportedly considers ending production of all-electric F-150 Lightning https://t.co/mS86omuosk
— CNBC (@CNBC) November 6, 2025
Dismal Sales Numbers Reveal Consumer Rejection
F-150 Lightning sales through October 2025 totaled merely 24,577 units, remaining flat compared to 2024 despite Ford’s marketing blitz. Since launching in 2022, Lightning has recorded fewer than 100,000 total sales, despite generating over 200,000 initial reservations that failed to convert.
Ford President Kumar Galhotra confirmed the company prioritizes gas-powered models, acknowledging market realities that electric mandates cannot overcome consumer demand for practical, proven technology over experimental green initiatives.
Trump Administration Exposes Green Energy Boondoggle
The Trump administration eliminated the $7,500 EV purchase credit that artificially propped up electric vehicle sales through taxpayer subsidies. This policy correction revealed true market demand without government manipulation, forcing companies like Ford to confront the financial disaster of previous green energy mandates.
Ford once compared the Lightning to Henry Ford’s Model T, demonstrating how corporate leadership abandoned practical innovation for politically correct posturing that devastated shareholder value and worker job security.
Industry-Wide EV Retreat Validates Conservative Warnings
Ford’s Lightning discussions follow Stellantis’ cancellation of all-electric Ram 1500 pickup plans and General Motors’ drastic scaling back of electric truck production. These decisions validate conservative warnings that government-forced EV transitions ignored economic fundamentals and consumer preferences.
Supply chain disruptions from a Novelis aluminum plant fire further paused Lightning production, highlighting the fragility of green energy infrastructure compared to established gasoline-vehicle manufacturing, which supports American jobs and energy independence.
