Ford Isn’t Going To Make More F-150 Lightnings For A While

Ford Motor has put its state and hybrid F-150 and F-Series Super Duty trucks astatine nan apical of nan accumulation privilege statement arsenic it attempts to retrieve from losses connected to a occurrence astatine a captious aluminum supplier’s factory.

The automaker’s all-electric F-150 Lightning didn’t make nan list.

Ford said Thursday that assembly of nan F-150 Lightning motortruck astatine nan Rouge Electric Vehicle Center successful Dearborn, Michigan will stay paused. The reason, according to Ford: nan state and hybrid F-Series trucks are much profitable for Ford and usage little aluminum.

While Ford has highlighted income maturation of its all-electric F-150 Lightning truck, those numbers are still dwarfed by its gas-powered F-Series trucks.

Ford sold 10,005 F-150 Lightning pickups successful nan 3rd quarter, a 39.7% summation year-over-year. To put that into context, Ford delivered 545,522 vehicles successful nan 3rd quarter, 207,732 of which were F-Series. To date, Ford has sold 23,034 F-150 Lightning trucks successful 2025, astir 1% much than nan first 9 months of 2024, according to caller income data.

A Ford spokesperson noted that while F-150 is nan best-selling electrical pickup successful nan U.S., nan institution is focused connected producing nan state and hybrid trucks arsenic it recovers from nan September 16 occurrence astatine aluminum supplier Novelis’ works successful Oswego, New York that severely damaged its basking mill. Novelis said it expects to restart its basking mill by December 2025. 

“We person bully inventories of nan F-150 Lightning and will bring Rouge Electric Vehicle Center (REVC) backmost up astatine nan correct time, but don’t person an nonstop day astatine this time,” said spokesperson Ian Thibodeau.

The Novelis works occurrence has been costly for Ford and disrupted accumulation of immoderate of its astir celebrated and profitable vehicles. The occurrence will costs Ford up to $2 cardinal successful net successful nan 4th quarter, nan automaker reported Thursday successful its third-quarter earnings. That cost, coupled pinch up to a $1 cardinal headwind from tariffs, led Ford to little its full-year profit guidance for 2025 to $6 cardinal from $6.5 billion.

Ford’s solution to retrieve fire-related losses is to summation F-Series accumulation measurement by much than 50,000 trucks successful 2026 by adding a 3rd shift. The scheme is expected to create up to 1,000 caller jobs and each hourly labor astatine nan Rouge Electric Vehicle Center will beryllium transferred adjacent doorway to activity nan 3rd displacement astatine nan Dearborn Truck Plant.