Ford Stabs Electric Transition in the Back

The production of the electric F-150 Lightning pickup has been suspended as Ford redirects its efforts toward its gasoline and hybrid models.

Ford announced a temporary halt in the production of its F-150 Lightning. Officially, the measure follows a fire at an aluminum plant in New York, which disrupted the supply needed to manufacture the energy-intensive electric pickup with this metal.

This pause could, however, offer an unexpected respite for Ford. The gasoline and hybrid versions of the F-Series, which sell much better and provide healthier margins, are temporarily taking the spotlight for the manufacturer. Employees at the dedicated electric vehicle site will be temporarily reassigned to the production lines of thermal models, allowing for adjustment of manufacturing in response to material constraints.

An era of calm for Ford

The future of the F-150 Lightning remains uncertain: Ford has not specified when production will resume. But this situation highlights the challenges faced by automakers in the transition to electric vehicles, where technical and economic constraints can influence strategic decisions.

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Rather than viewing this pause as a simple setback, it can be seen as an opportunity for the manufacturer to take a breather and focus on its most profitable models, while keeping the Lightning in its catalog. This decision demonstrates how delicate the balance remains between electric ambitions and commercial realities…

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