Ford kills the All-Electric F-150
wired.com
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If you are a top 5% buying this you want it to tow your expensive toy somewhere which ev's suck at currently or you want it to drive to "insert outdoorsy vacation destination", which means long distance in a remote area with few charging stations. So not a great sell.
If you are a bigger business I think this probably makes sense in some cases. You aren't dealing with the maintenance of an ICE, you can keep it "running" inside a building, it can provide on site power, probably has cost benefits in cities where the lack of emissions and noise is helpful. But the expensive really narrows down your customers. Many are also looking for range and towing, which doesn't help, and people that would show up for the ev part probably would be better off with a van.
If they had done a small e-transit, in the $30-35k range and sold it direct for actual msrp they would have had a much better chance at dealing with where we are now (high interest rate and low support for ev's).
What’s more insane to me as an Australian is its 50k USD starting price in America, but in Australia it starts at $149k USD as they’re only sold by third parties that do right hand drive conversions (at imo a way too high premium, 100k for that service + shipping???)
Theres also the Chevy Silverado EV WT trim which is a similar base model trim, but with the huge heavy battery its paired with it's still an expensive truck.
You can only get the Lightning from the factory as a super crew with a center console, but some people have converted theirs to a front bench and column shifter for a total of six seats.
A normal van is better in every single way. I can't figure out why someone would put their expensive tools in a pick-up's bed when this is an option: https://modulinecabinets.com/wp-content/uploads/2019/11/van-...
If you are living in such an area where they can't even figure that kind of thing out, it sounds like there might be something in the water.
A modern pickup truck can fit the payload capacity of an entire Honda civic in the back of the cab. I've never seen someone put sacks of groceries in the bed of their truck. Maybe packs of water or charcoal, but no one is putting their produce and boxed goods back there.
If your observation is accurate, the more likely reason is that people just don't like going out when it's raining. Getting your shoes/pants wet sucks, getting your car (or truck) seats wet sucks, rain traffic sucks, there's more crashes - which suck, and by contrast you could just be sitting at home enjoying the relaxing sounds of rain, which doesn't suck.
Then again as I’m typing this I realize that I have a phone with a better processor than most computers on which I … browse hacker news and read email, so go figure.
But I would also trade this truck for an all electric or mostly electric Maverick as long as it had enough cabin space for my needs (children).
Isn't this the entire pitch of the cybertruck?
You lose about half your range towing so you’re still going to drive two hours, stop for 30-45 minutes, repeat.
So it’s still far from compelling for anyone towing or doing truck stuff.
it's my impression that electric vehicles are 90% grocery getters, unless the drivers are young in which case it's takeout. what else would you use an electric for, commuting? when you commute, on the way home, you shop.
https://www.youtube.com/watch?v=42BmZ6Rgqkc
Also most people I know who use F-150s in the way you describe also typically have two children or more. It's not as if this was a segment that was particularly hard to pin down.
They just completely wiffed.
I'm almost certain Ford would love to sell direct, but the various franchise laws in different states make it next to impossible. On top of this, dealership owners are typically quite powerful in terms of local politics, which makes such laws very difficult to overturn.
For example:
Texas: https://www.txdmv.gov/dealers/licensing/franchise
Florida: https://www.leg.state.fl.us/statutes/index.cfm?App_mode=Disp...
California: https://www.nmvb.ca.gov/protest/protest_establish_new_fran.h...
Seriously, people should take a look at how professionals around tye world are managing just fine with anything from a cargo bike via VW caddy to sprinters....
I agree that small commercial vehicles are the right prime target for electrification, but why the pick-up? I would argue that the classic van is a much more sensible small commercial vehicle than a pick-up. As a non-USian, do you mind explaining why the pick-up is so much more popular in this category? The van wins in all tests in my mind, except maybe that it's less manly?
That being said I do love pickups, my dream car is probably the Slate if it ever gets made. I won't argue about truck over van on the merits because I think the van wins. Trucks are just cooler in the minds of americans I guess.
worse for storing tools and supplies. So some service techs here also prefer vans depending on their loadout. but generally it's easier to use a pickup truck for van stuff (eg locking jobsite boxes) than the reverse.
An EV generally has a battery cooling system along with regenerative braking.
EVs have roughly the same mechanical things as an ICE vehicle too, HVAC, suspension, brakes, in car entertainment, heated seats. Lighting. An entire 12v subsystem to power all that stuff as well.
A good old ICE car will be cheaper to make than an EV because the powertrain is cheaper when you account for batteries. Even taking into account the gearbox you don’t need in an EV.
Do you mean that dealers ask for bribes to customers to deliver cars, or that customers bribe dealers to skip the waiting list, or something like that?
So companies like Ford can only sell what independent dealers want to sell. You can go to the dealer and ask to buy a car sitting on the lot, and the dealer can just… not sell you the car. For any price. And it is also illegal for the manufacturer to force/coerce the dealer to sell it to you.
Of course the dealer can do softer things also, like talk down the car when you test drive or talk up the benefits of other cars. Or tell you that next year’s model will be much better than this one, so you should wait.
Additionally, most dealers do not actually pay for the car until it is sold to the customer (the manufacturer offers financing to the dealer, called “floor planning”).
Independent dealers do not want to sell EVs because of the perceived loss of service revenue. So they simply offer bad deals on the car that most customers would not take. The cars sit on the dealer’s lot, but that costs the dealer nothing (see above), even though Ford wants to sell an EV and customers want to buy EVs.
Then because of the monopolies the sibling comment mentions, you can't go elsewhere.
For those that don't drive in town, noting beats gas or diesel.
Companies need to build a stepping stone truck. Dino-powered generator on an electric platform. Get most of the upside to electric performance, while getting the speed gas refilling.
The worlds biggest electric car company made the Shark, a plug-in EV hybrid. Sold for US$40k in Australia.
https://www.ford.ie/content/dam/guxeu/ie/Documents/Pricelist...
Granted, they don't seem to sell the cheap ones in the US.
(For whatever reason you don't see these around very much, though; Citroen and Mercedes seem to dominate the niche, at least here.)
I am considering the Transit e-Courier or the Chicken Tax variant as my next car.
EV's still aren't practical for a lot of drivers in such places.
Do EVs suck at towing because of battery life? I thought electric engines were often superior to comparable internal combustion engines regarding torque.
EVs are 90% efficient at converting their chemical energy to useful work. This is a good thing in general, but it also means that drag and extra losses hurt its range much more. If 90% of the energy goes into useful power, than anything that requires 50% more power is going to almost halve the range. Whereas with an ICE engine, the high fixed losses mean that demanding 50% more power doesn’t increase fuel consumption by 50%. Pair that with the higher energy density of gasoline and you’ve got a bad comparison for EVs.
I really think the first obvious use case (aside from bugout vehicles) would be something like the early road rangers - driving all over a farm and bringing back crates of produce from muddy fields without getting stuck or needing a lot of maintenance.
Charging infrastructure was always the key for EVs and it's still relatively behind.
Battery ranges decline by over 50% when towing. The long term health of a battery requires you to keep it within a range of about 60% of the max capacity (ie between 20 and 80). So that’s if anything a generous estimate. You’d increase your labor cost by 25% just charging, not to mention that public charging isn’t any cheaper than fuel. I’m not even factoring in lost job profits or overtime.
The margins the Ford dealer takes are not the issue. The cost of the vehicle itself amortized by the hour is much less than the labor cost of operating it. If I could get any EV truck at the same cost as my diesel, I still wouldn’t. If you’ve got two guys out, that’s $50 burnt every time they charge (at least) and that may be 2+ times a day. Your fuel cost is irrelevant. Five minutes at a gas station and a tank of diesel is still cheaper.
It has some use cases I’m sure (delivery vans since it is one worker, city driving, short range) but most commercial vehicle work is simply not going electric given current battery technology.
* The price isn't right for small businesses. These trucks are quite expensive
* They're difficult to repair. A regular F-150 is designed to be repaired; these things are designed like iPhones to be disposable.
* Parts availability is scarce, contrasted with a regular F-150 (even junkyards are full of spare parts, that aren't software constrained)
* They're loaded with useless/barely-functional interior electronics that are poor copies of Tesla
* They're bloated with parts that don't need to exist (excessive exterior accent lighting, badges, over-complicated blinkers)
Oddly enough, single-charge range issues are pretty much non-existent (for non-towing applications).
They definitely aimed for the luxury market, like Rivian. Who knows how successful they would've been if they aimed for mid-range like Scout. That's the market they claimed to be entering when they started taking reservations. They also could've offered a fleet ready version without the luxury features, but must've decided not to.
> They're difficult to repair
How so? They are far simpler to maintain than a normal F-150. They're new so they do have parts issues for the electronic components, I'm sure, but I think that's a fair trade-off. In any case, I don't think offering a hybrid version makes the vehicles easier to maintain or repair. If anything it's the opposite.
> Parts availability is scarce, contrasted with a regular F-150 (even junkyards are full of spare parts, that aren't software constrained)
I thought one of the advantages of the F-150 was that most parts were shared with the standard F-150? The battery and motors, maybe not.
They did offer a fleet version.. the "Pro".
The cost is also kind of crazy between inflated factory and dealer pricing as much as $20k over sticker price. Yeah, there was some early demand, but over-charging really cooled that and the demand overall.
I'm with you on some of the interior features, they're cool, but the overall inflated price is just too much. On the flip side, the Chevy "Work Truck" is kinda too far the other direction imo.
Similar on the more complex exterior, though I actually like it, it's not practical for its' prescibed purpose. If Ford could create a stripped down EV equivalent to Chevy's "Work Truck" at even 50% higher cost, I think it would do very well. They're very good for in-city use in terms of range on a charge, it's definitely good enough for most general tradecraft use, but the bloat and pricing really drag it down. Much like most cars in general these days.
Pretty much the only interesting new car I've seen this year was the Hundai Palasade, which IMO was just a good value for what it is. Kind of disappointing to see Nissan drop the Titan line. While I'd prefer to buy American brands, the fact that is that I don't think they deliver on overall value or reliability as well as competing brands. And it gets muddied further with foreign brands with US assembly and American brands now owned or otherwise operated or significantly built outside the US.
The part with the worst availability is the godforsaken shifter, which happens to be shared with the ICE F150s.
That symbolism goes completely against electric/green vehicles. In other words - people who buy F-150 would never buy electric vehicle and people who are looking for electric truck for work wouldn't buy F-150.
Readers might enjoy this, though I can't find the conclusions section at a glance: https://www.youtube.com/watch?v=UmKf8smvGsA
"The Truth about Electric Towing" - The video author says that weight doesn't make much difference, but aerodynamics does. Towing a big flat piece of plywood that weighs 50 pounds but catches the wind is much worse for your range (or MPG) than towing an entire second truck, if the towed truck is aerodynamic.
Side note, if he set the parking brake when getting loaded then the second tailgate denting might not have happened. It'll also help save the transmission.
My guess is that grid operators are offering more money than carbuyers, with the wild popularity of solar and wind.
But that doesn't address any of your other points, and I can't imagine a business owner that has very little incentive to change how they're buying vehicles to even care about the Lightning if they aren't seeing their friends or themselves in the modern minivan that's called a truck today, just electrified.
The nice thing about diesel, in case of emergency is you can have a couple of filled jerrycans around so you can always move if needed. I like the reliability, it feels more anti-fragile, if that makes sense.
I wonder if the Gibraltar company that produces Toyota trucks for UN [0] is going fully electric anytime soon, if ever.
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[0]: https://www.offgridweb.com/transportation/toyota-gibraltar-t...
* Bed size is fairly small
* Towing capacity is low (Just 1000lbs)
* RWD -> AWD
I liked the idea of buying a barebones truck and customizing it myself, but if it can't tow much, can't carry much, and can't go off-road, it's only really a truck in terms of its shape.
The vehicle itself may be a runaway sales success but if there's only or two locations in each major state where you can get it serviced, that runaway success will be extremely short-lived.
In theory the simplicity means that it shouldn't be difficult to partner with any independent shop... No complicated or proprietary software theoretically means that any shop with tools and a lift can do the work.
Time will tell, though. I remain optimistic and eagerly await delivery of my truck.
I paid 50K. A comparable powerboost was 10% more expensive.
> They're difficult to repair. A regular F-150 is designed to be repaired; these things are designed like iPhones to be disposable
Huh? These share a lot of parts with a regular F150. Just not the motor.
> They're loaded with useless/barely-functional interior electronics that are poor copies of Tesla
You mean it has a normal infotainment system like every other F150?
> excessive exterior accent lighting, badges, over-complicated blinkers
Are we talking about the same truck? Aside from some trims with the light on the tailgate, I don't know what you're talking about. ICE F150s have the same sorts of lights and badges and as far as I know exactly the same blinkers.
> single-charge range issues are pretty much non-existent (for non-towing applications).
Hey, we agree on something after all.
Man, Tesla apologists are rewriting reality now.
In no way shape or form is Tesla interior even remotely good.
Is this due to the parts problem?
So many companies will not prioritize serviceability unless mandated by law.
True but they also break, a lot. Workmanship and materials are poor, things that should be made for the life of the car break well before they should. And not just trim, engine and transmission supports, supension and steering components and so on.
They were good cars. In the 70's or so, and it has been steadily down hill from there, even though the engines themselves have improved considerably the rest of the car has only become more and more fragile.
Having owned both an EV Ford and a Tesla I can say with absolute certainty that the ford runs circles around the Tesla. Outside of having steam games on the screen, Tesla’s infotainment does literally nothing better, and the interface itself feels like an early 2000s Linux gui. Oh, and Ford actually supports carplay and android auto.
> * They're difficult to repair. A regular F-150 is designed to be repaired; these things are designed like iPhones to be disposable.
Add in the crap tow range and it looks like Ford upmarket, as it's known to do, and failed. Just reading these points makes me think that it was designed to fail.
So are RAM trucks and I don't think they're hurting for customers.
I think there are two fundamental issues. One is that pickups are a weirdly-politicized lifestyle choice in the US - i.e., if you're progressive, you're supposed to hate them and see them as the symbol of the gun-totting macho redneck culture, and if you're conservative, you're supposed to love them because they're gas-guzzling freedom machines that "own the libs". An electric pickup straddles these political choices in a hard-to-market way.
The other problem is that electric pickups don't really solve any pressing problem for the buyer. They're more expensive up front, more expensive to keep running (unless you also invest a lot of $$$ into solar), and harder to repair, but they don't boast better specs... well, except for acceleration, which isn't a huge selling point for trucks.
Based on my personal experience traveling, there's a more practical reason for the political divide.
I spend a good portion of my life in rural parts of the US these days, where most of the residents are pretty conservative. But these are also parts of the country where I get nervous when I'm on 1/4 tank of gas. If you're routinely out in places where the nearest gas station might be > 50 miles away, you also see a dip in e-vehicles for very practical reasons.
When I'm at home in a city, it makes perfect sense to own an e-vehicle: typically I'm only driving a few miles a day, and the car spends most of it's time at my house or in a parking garage. When I'm out on business, and driving across hundreds of miles of barely inhabited land, I cannot imagine the stress of having an electric truck. It's not just about being 50 miles from a gas station, it's about the time it takes to charge on top of that.
In rural parts of the country, especially when you're out working, you can easily be putting on mileage combined with being far enough away from a charger that it just doesn't make sense to have an e-vehicle.
Getting caught out in the middle of nowhere with a dead EV because conditions beyond your control changed the range requirements is a nightmare scenario. ICE trucks do much better in these situations.
If you need a truck for work, you're probably going to be towing in it. Now, some of those guys who are hauling are gonna need a 250 or a 350, but a lot of them will do just fine with the 150.
Even if your job isn't hauling, per se, if you work on job sites you wanna be able to haul stuff. Imagine if you showed up to your new Tech Lead job with an 8 year old Chromebook. You'd look a little bit silly.
In addition, it's 2 hours to the nearest big city. So as a practical matter, you're adding an hour to your trip every time you go into town. I like Teslas a lot, but gave you ever been on a road trip in one? It's pretty brutal.
Plus, I feel like, aesthetically, there is a weird block. I would have no problem dumping a load of sheetrock trash in the bed of a new gas truck. For a brand new electric truck? It kind of feels wrong, don't you think? Maybe that is just me being a Luddite, but I really don't have a sense of an electric car as a tool, the way a good truck is.
I think EVs are great as a recreational car, or a useful commuter in the city. I've never seen a Rivian doing blue collar anything.
I drive a Camry btw
The first tire rotation on my car was free, and the next two were about $60 total. The first tire rotation on my wife's car was free. We're both going to need another rotation in a couple of months. Other that that, the original wipers on my car were squeaky and I replaced them for about $40. Oh! And I replaced the cabin air filters myself at the 7500-mile service intervals.
When we lived in a much bigger city, there were time-of-day rates and assistance with the cost of putting in a charger offered by the local for-profit utility. The kWh rate was just over 3X what we're paying now and even that is cheap compared to some regions.
Insurance doesn't seem cheap but we moved from Farmers to Amica and there are a bunch of discounts for having cars with lane departure warning, collision avoidance, etc.
I expect to replace the tires at 40,000 - 50,000 miles based on what other people report they get with their original tires. I do get sad little postcards from the dealer about having our cars serviced because there's no oil changes, the brakes should last forever because of regenerative braking, there's not a catalytic converter to steal, etc.
Trucks have the following advantages
* Can drive most anywhere due to high ground clearance and 4wd. This comes in handy quite a bit. Having 4wd + weight + all terrain or appropriate tires means being able to leave the place during a winter storm versus being snowed in.
* Can carry big things or dirty things. Motorcycles, mountain bikes, furniture, landscaping supplies, and so on, without being limited in where you can go or how fast you can go while towing a trailer like you would with an SUV.
* They are safer for the occupants. Can't control if other people drink and drive. Can control if you survive or not if you get hit by a drunk driver.
They are pretty much the only consumer good whose price has outrun inflation over the last fifty years.
I know a lot of city kids think trucks are some obnoxious luxury good, but they're basically a functional requirement in most of the (very large) country.
I should hope there is. The battery is good for 400-500K miles. The first real maintenance (which is still just flushing the coolant) happens at 200K miles. These trucks will be easier to keep on the road than you think, they're dead simple.
A van is almost always a better choice if you're actually looking at functionality. Shielding from the elements is way more useful than some mythical ground clearance benefit that you will never use.
Sure, a very small number of people go offroad and need that clearance--however, the number is small relative to the number of people who could get away with a van.
Why is it laughable? I'm not following your argument.
Wow, must be absolute crap if they are poor copies of Tesla, given how plastic and uncomfortable Tesla interior/ux is
We want an electric F150 or an electric Suburban or v90 wagon or whatever.
But instead we get e-initiative i-mobiles. We get TRON-cars. We get iModels.
There is a reason for this:
The incumbent auto makers understand fully that the ICE version of whatever model they electrify will suffer enormously.
They believe that they can somehow retain all of the sales of the existing ICE model while adding growth sales of a different electric model.
And, of course, they are wrong: because nobody wants an "electric F150". They just want an F150. But electric.
Similarly, Volvo's EX cars look almost exactly like their XC counterparts.
Interesting you should mention ...
Here is the interior of the 2025 XC90:
... and here is the 2025 EX90:
That's not a mistake and they know exactly what they are doing: they think they can sell the EX90 in addition to the XC90 and the dramatically different UI/UX/styling is an effort to keep the XC money flowing.
If the electric one was just the XC90 ... but electric ... they know they'd barely sell another ICE one again.
So you're saying they make _less_ profit on the EVs? That seems dubious.
> They believe that they can somehow retain all of the sales of the existing ICE model while adding growth sales of a different electric model.
Well.. precisely. Isn't the solution to make the EVs more profitable than the ICEs? Meanwhile Toyota's out here killing it in Hybrids.
Dealers are incentivized to sell more ICE than EVs for the good of their own profits. Ford and GM unfortunately can't cannibalize their relationship with dealers under current American regulations and so will feel a lot of pressure to somehow keep EVs "luxury" and low volume/high margin deals for the dealers so they feel less bad about the loss of maintenance profits.
At one point Ford was teasing building their EV division as a mini-startup with direct-to-consumer sales and no pressure to meet dealer needs/demands, because that would be the only true way to compete with Tesla and Rivian and others. That probably would have been the best interest for Ford EVs, but obviously just floating those rumors was enough to stop it by the number of dealers that are also shareholders in Ford. (A problem for Ford all the way back to Ford v. Dodge Brothers.)
- Ford & Marie Antoinette
For a long time I had a F150 supercab (made in the 90's) and while it was a great truck it was just excessive for 99% of what I used the vehicle for. That includes the vast majority of times I used it to haul and tow! I always envied my friend's smaller truck. Over a decade I think my truck was the better vehicle in only a handful of situations. (Far better to rent one for the day at that point)
I absolutely hate all the new trucks. That supercab was too large and trucks today feel bigger. Especially the front huge grill (which is also incredibly dangerous). That truck I had was already hard to drive. I loved having a truck but parking is an absolute nightmare, especially in cities where lanes and spaces are not only shorter but narrower. All these big trucks are even harder to drive but people love them because they feel safer (in a perverted and most American arms race imaginable)
But I do like things like power outlets in the bed. I don't give a shit about the infotainment system, but the sockets in the bed is actually helpful. I'd have used that a much larger portion of the time than I used the actual size of my truck. Just being able to plug in a drill (or charge one) is really helpful to more /general/ "truck activities". Not to mention all the things like camping or other things where you take a vehicle like that. But even in those situations you don't need a huge vehicle 99% of the time.
Side note:
I now drive a small compact sedan and am absolutely pissed by how many people drive with their high beams on and are putting in projector bulbs and not properly aiming them. I'm very close to installing a mirror to reflect peoples highbeams back into their own car. Blinding me may increase your visibility, but it also decreases both of our safety. Your brighter lights make you feel safer, but they make you less.
I hope the Telo pans out (and comes down in price to where I can afford one). Looks funny but it's such an obvious idea.
Especially if you could buy some kind of field charging kit - maybe something you could power off a wood fire or flexible solar panels that you could stow. I imagine that's not realistic at the moment, but a boy can dream.
Fwiw many vehicles already have this. Mechanical torque vectoring via differentials, electronic controlled differentials, and electronic brake-based torque vectoring. The latter is the most common, works pretty well in modern cars
It's not some evil big business conspiracy. It's just that the F150 buyer tends to travel longer distances for work/play over traditional car buyers (more on the edge of suburban/rural, less urban), hence the range anxiety problem with all-electric. Couple that with higher upfront costs, lower resale values, and cheap fuel in the US, it's pretty obvious why the market would prefer a hybrid or ICE F150.
I think the price just wasn't right.
Big fancy expensive powerstroke mega trucks with a person-high wall in the front look cool, and occasionally haul heavy things, but little white trucks that are busted up and 20 years old do all the duty. And those trucks drive way less than the range on the lightning each day. Once these lightnings price down to work truck level, I expect to see them on the road a long time.
that said, I'll bet the new one will be interesting for them, as I'll bet the gas motor can be used as an on-site generator which they might buy anyway.
Yeah, not everyone has that arrangement though. I was shocked (shocked!) when I realized that for my plug-in hybrid van, running it on gas can be cheaper than charging it, depending on the time of day and time of year.
Where I live, peak hours electricity is $0.22/KWh in the summertime during peak hours, or $0.18/KWh off-peak. My van gets ~32 MPG on its tank, but also ~32 miles on a 16KWh charge. So it’s easy math, 1 gallon = 16KWh, so $0.22 * 16 = $3.52, so gas has to be more expensive than that to be worth it. Off-peak it’s $0.18 * 16 = $2.88, which makes it barely worth it to charge, with gas prices near me being close to $3/gallon.
(I have since bought solar panels and now it’s basically free to charge my car, but I can totally understand why electric vehicles just don’t work out cost-wise for a lot of people, even when accounting for ongoing fuel costs…)
*Also Ford:* WhERe aRe all tHe cUstOmerS?!
I don't understand what's so hard to understand about selling EVs like hotcakes. Make a reasonably sized vehicle, with a reasonable range, at a reasonable price point. They already have the Maverick. An excellent truck for day-to-day driving and weekend tasks. Make a Maverick, but put an electric motor in it instead of the gas-hybrid engine. Sell it for $10k more than the gas model (~$40k). That truck would sell gangbusters.
Instead they think they are Rivian and can sell trucks at Rivian prices, but they aren't Rivian. They aren't a sexy new EV startup who makes something truly new and bespoke. And who can, as a result, charge bespoke prices. They are Ford. They are a known entity. Dare I say, they are boring. Their strength is in volume, not bespokeness. They need to sell a boring truck with an electric motor at volume.
MSRP might not be the only factor, but it's pretty damn important. Not a lot of people can "risk" $85,000.
And the ability to keep the truck at 80 mph without ever worrying about range. Which is why a pure EV truck designed for actual hauling will never work.
Nope.
Live in Texas, where there are plenty of people with top level F150s, Raptors, 250s, 350s and so on. Ive seen maybe like 5 Lightnings total since they came out, despite them being the same price. Full size trucks is a different market.
Car frame Trucks like Rivian or Maveric make sense because they are trucks for car people that like the idea of a truck. People don't really carry much in those trucks, and don't really drive that much.
With full size trucks, outside the negligible market that buys them for the size factor, people buy them because the utility value goes through the roof. Quite a lot of people who use the trucks end up putting a lot of miles on them, or using them for carrying lots of stuff (and there is a difference between full size truck bed size and even mid size like Tacoma, namely with what you can carry with tailgate up a and also the depth of bed to prevent things from falling out).
EV in fullsize truck doesn't work that well because a) aero drag is insane, so you are limited in how fast you can go for any real range, and b) any extra battery weight takes away from total payload capacity.
So long as XLT is available (which makes up for 33% of the sales) and gas stations are a thing, you are never going to compete with any equivalent EV.
The easiest thing for Ford to do is make a good plug in hybrid. They already have the hybrid F150 (although reliability issues are still there), but the thing can power your house in power outage, and go like 600+ miles on a tank of gas. Just give it a bigger battery and make it plugin, and pair it with the tried and true 3.5 ecoboost, and you have a winning combo, and people will pay $70k for that thing.
> EV in fullsize truck doesn't work that well
Yes, you are making my argument for me. Fullsize EV pickup trucks don't work well, so Ford should stop making them...
1. Electric trucks don't make sense. In the "I drive my truck to pick up groceries" sense, it's fine. But as a work truck, it's not ideal. You lose both payload and towing capacity owing to that huge battery. Gets worse in winter and at elevation. The bigger the truck, the more it weighs, the worse the EV part does (which is why nobody's making an F350/F550 electric). ICE trucks get over twice the range, more payload, more towing. And if you're using it for work, you can't waste part of the day charging it, you need to gas up and go. It's taking most manufacturers a long time to develop more rugged/capable versions of EVs, so stalling to prepare for an eventual better launch kinda had to happen anyway.
2. In theory, plug-in hybrids could be converted to all-electric, but you get way more utility out of a hybrid. The ability to use either fuel source solves a lot of problems. I wonder if we'll eventually maneuver these away from gas towards LPG; they already sell LPG trucks, why not LPG plug-in hybrids?.
3. We simply aren't ready for mass adoption, practically speaking. Apartments are 40% of all homes and there's no way they can plug-in. There's not nearly enough public chargers and jockeying for position is a joke. The software for chargers and route management is still a huge mess. It will take more government investment, which is dead for the next three years. Selling more EVs with no simultaneous infrastructure investment would be a disaster waiting to happen.
I’ve owned a M3P and MY, and I really want a truck, but it needs to be more capable than the electric offerings. An EREV truck would be fantastic.
Ford Follows Customers to Drive Profitable Growth; Reinvests in Trucks, Hybrids, Affordable EVs, Battery Storage; Takes EV-Related Charges
https://www.fromtheroad.ford.com/us/en/articles/2025/ford-re...
>As part of this plan, Ford’s next-generation F-150 Lightning will shift to an extended-range electric vehicle (EREV) architecture and be assembled at the Rouge Electric Vehicle Center in Dearborn, Michigan. Production of the current generation F-150 Lightning has concluded as Ford redeploys employees to Dearborn Truck Plant to support a third crew for F-150 gas and hybrid truck production as a result of the Novelis fires.
>The F-150 Lightning is a groundbreaking product that demonstrated an electric pickup can still be a great F-Series,” said Doug Field, Ford’s chief EV, digital and design officer. “Our next-generation Lightning EREV is every bit as revolutionary. It keeps everything customers love — 100% electric power delivery, sub-5-second acceleration — and adds an estimated 700+ mile range and tows like a locomotive. It will be an incredibly versatile tool delivered in a capital-efficient way.
Edit: Oh, an EREV is fancy way to say "hybrid" ok
It's frustrating seeing all the potential and then having to wait and wait for somebody to finally execute. Same as with PDAs/smartphones until Apple finally shook things up or countless other examples throughout tech history. Maybe it'll be China who actually does it this time around, and a small silver lining might be that could also go along with some actual anti-feudalism and pro-privacy laws in the US if we're very lucky :\.
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0: https://www.greencars.com/expert-insights/all-electric-all-a...
Car manufacturers wanting to make EVs premium products is what I think hurts them the most. That along with tariffs keeping the price of Chinese batteries much higher then they should be.
Not launched yet though.
China's anti-market tactics in EV/battery supply-chain past 15 years haven't exactly helped promote EVs outside China -- they are now countervailed not only in the US, but also the EU, Canada, Turkiye; even in China-friendly nations, such as Brazil and Russia now are imposing restrictions on Chinese EV imports. Not very realistic.
If you use your truck as a truck, that’s simply not feasible. If you just use it as expensive transportation, you probably still try to convince yourself by thinking about how you might use it as a truck sometimes and won’t buy an electric truck either.
There’s not much of a market, so leaving makes sense.
Price out the cheapest F-150 (XL) with a supercrew cab and 4x4 and you are looking at $50k. Trucks are just expensive. The Lightning is expensive but not that much more than any other truck and the Ford incentives + EV credit brought it down quite a bit. The Lightning Flash (extended range) was routinely selling OTD < $60k with 0% financing.
I'd put off buying a pickup for a decade because I couldn't find the right one and the Lightning is awesome. I was skeptical at first due to range concerns but there are chargers in the middle of nowhere in 2025.
I think a lot of the other commenters might change their thoughts if they drove one for a bit.
Edit: I get somewhere around 50mpg (dollar equivalent when charging at home) in a full-size truck that fits my whole family and our gear + handles better in the snow than any ICE truck + can do plenty of hauling and light towing.
Indeed, I paid 50K for mine. The powerboost F150 I had been shopping for was a good bit more expensive.
It appears America is not ready for electrical pickups. Maybe other markets will be more eager for them?
Europe doesn't do pickups.
Customer base is quite conservative in how the truck should look like. For example,F150 lightning had to look like F150.
While a look of truck (and even ordinary car) is defined by the function - need to have beefy, but somewhat serviceable/accessible engine in the front. There is no need for this in the ev truck like at all. It's all dead space now.
I suspect that proper EV trucks eventually will look like current box-over-engine trucks (similar to kei trucks). Like Super crew truck with standard bed will probably have the same dimensions as current short bed truck, with better turn radius. But it won't look cool, and probably have the same stigma as minivans.
I want a truck with flat bed rails so I can put a cap on it. It needs to have a proper frame under the bed so it’s not bending with point loads.
I need a bed that’s a separate piece from the cab so they have flex for uneven grades.
Even so, the issue comes to fit for use, cost (initial, ongoing), repairability and value. The F-150 Lightning only checked the fit for use box, since parts backlogs made it unrepairable for potentially months. The initial cost was okay at initial list price, but the actual price for purchase after dealer gouging and the factory raising prices through the roof was kind of insane... on top of a minor fender bender keeping your truck off the road an excessive amount of time killed a lot of momentum.
Yeah, it's one of my favorite spaces in the whole truck. A great big trunk protected from the elements and not part of my passenger compartment. I hope we always have that feature.
Interesting that Rivian seems to be doing fine in this space.
So instead I got a used Ford F150 (gas) and when the skid steer guy drops gravel into the bed I feel fine.
Wild time—seeing the country in full retrograde—back to the Middle Ages it seems.
And the current F-150 owners aren't going to switch to an EV version for cultural, ideological or practical reasons related to their particular use (i.e., towing in rural areas).
So, who is the F-150 Lightening target market?
How the truck looks is important. Outside the bottom end of market, it's a status symbol. I got a tundra TRD earlier this year and I've gotten multiple compliments on it because it's a good looking truck.
The F150 lightning looked cheap. The grill is this crappy plastic. And there was no upgrade feature to make it cooler.
If they had the option to make it look like the Raptor or one of their higher end F150s, it may have sold better.
But you're right! An electric pickup truck is a status symbol, but an F-150 isn't a status symbol. The F-150 brand, and the blue oval itself, is associated with being an appliance. The branding is at odds with the starry-eyed futurism that drives EV sales.
Don't get me wrong, plenty of folks buy F-150s and Rams and Silverados who don't need them. But, those people are cosplaying their imaginary blue-collar grandfathers. An electric car goes against that retrospective way of thinking.
As for folks who actually need a pickup for practical reasons, they don't want a Lightning. Ford doesn't sell it with an 8 foot bed. Every time you get plywood or drywall or whatever, it's gonna hang out the back. Can't wait to see the look on your face when a ladder falls over onto the hood of your $75,000 truck.
I can't get over how much Toyota fashioned their trucks after GM. Tacoma is a spitting image of the Colorado.
I'd still buy a Toyota before a GM 10/10.
Also, it’s great for long distance recreational drives (from a very specific perspective)- I like driving 250-300 miles in a day and then parking at an RV spot for the night instead of a hotel room. I can run the heat and AC all night as well as have a “full tank” ready to go.
>As Ford Authority recently reported, an aluminum plant in New York, owned and operated by Ford supplier Novelis, recently suffered its third fire since September, making many wonder if the facility was still on track to reach full-scale production by December. Turns out, that is indeed the case, but in the meantime, there's no denying that Ford F-150 production has been impacted - which is also true of several other Blue Oval models.
I was always bothered about how cars were either supposed to be all electric or all ICE. Working together is the smart way forward.
Hybrids have been powering heavy industry and locomotives for the past 100 years or so, it seems like a perfect first step towards mass electrification of vehicles. Plus I imagine it'd be possible to swap the engine for more batteries as that tech improves.
EREVs are a way better idea than the lie of PHEVs, but their time in the market is still limited. I wouldn’t be making that bet as an auto manufacturer , unless I had protectionism to hide behind.
Now I'm sitting here wondering when we'll get another small Ford truck again. This same exact story played out with the Ranger and the decades without a smaller option sucked then too.
It's so bizarre to me because the Ranger used to be small. But then they became the size that an F-150 used to be (i.e. sane truck size), while the F-150 became enormous. Supposedly it's due to perverse incentives from regulation, so I wouldn't hold my breath for a smaller truck if that is indeed the case.
The real problem with this decision is that the F-150 is pretty much Ford’s only foray into EVs.
It raises the question of how Ford expects to compete in the EV market, which is a bigger concern given that the world market is showing a clear preference for EVs, especially once they allow the world EV leaders from China to enter their markets.
This further reinforces the Galapagosification of the American auto makers who are getting wiped out pretty much everywhere outside the US where they are competitive thanks to government protectionism.
According to Car and Driver the Mach-e was the 4th most popular EV so far this year (around 42k sold) and the Lightning was the 7th (23k units sold.)
Anecdotally I see a ton of Mach-e on the road where I live, and Lightning too. We got a Mach-e this summer and it has been excellent.
Ford presumably isn't going to also give up on the Mach-E, at least not it is not mentioned in this announcement, but yeah this signals a lack of confidence in America competing with the EV market.
(Ford's recent breakup with SK On, splitting custody on plants, presumably dropping the volume of batteries they are capable of producing, presumably is an influencing factor as well on giving up on the electric F-150.)
I started to appreciate Ford's strategy recently after they lost my faith after they killed off sedans in the US. I'm now confused again by the company's strategy
[1] https://www.carscoops.com/2025/03/only-four-ev-brands-are-pr...
[2] https://www.theautopian.com/ford-lost-36000-for-every-electr...
Internationally the trend is actually towards battery electric vehicles that are more affordable than their ICE or hybrid equivalents. If such non electric models are available at all. That's becoming true for a growing number of cars in especially the EU, Australian, or Asian markets. The cheapest cars in the EU are electric at this point. There's a growing number of cars priced well below 20K Euro. And not just from China. 2025 saw a few models for which that was true. 2026 will feature a lot more.
How is this possible? Batteries are now cheap. Electric motors were never that expensive. And the rest of the car is what it always was a bunch of wheels, window wipers, and other components. The cheapest car is the simplest car. That's going to be an electric one from 2026 onward.
Why did the F-150 electric flop? It was more expensive than the petrol variant. You have to pay a very steep premium for them. Ford never really figured out how to source cheap batteries. And even at that steep premium they never figured out profitability. It seems they are getting out of battery joint ventures even and reducing investment. They are giving up and ceding the market to others. Just as others are figuring this market out and are proving it is real.
Technically, if they ever wanted to make a cheaper version of this new range extended truck, all they'd have to do is junk the range extender and cram the vehicle full of cheap LFP batteries. As much as they can get away with. But that would require that they figure out how to source/make cheap batteries. Clearly that's not a problem that is solved in the US yet. They might get back to this topic in a few years.
It is believed that this is the largest impairment ever from a company.
I think AOL Time Warner still has the record at over $50 billion, unless you're talking about some specific form of impairment.
1. GE took a $22B impairment in 2018.
2. Shell took a $22B write down in 2020.
3. ConocoPhillips incurred a $34B impairment in 2009.
If it is a real number, then I am darkly amused at how much money they could lose and still only make three EVs.
given the testing that has been done on this it's the aerodynamics that matter more than the weight.
> I suspect most F-150 drivers barely ever do these sorts of things
I would suspect that most of these oversized "angry boy" utes only ever see a non sealed surface when they're driving to park on footpaths.
The thing has 800 lb-ft of torque, it has absolutely no problem towing or pulling heavy stuff.
The issue is if you need to tow stuff long distances. That's where is becomes a headache. But bringing your huge boat 30 miles to the lake will be no issue.
Wish granted?
Is the limit supposed to be zero?
They are a status symbol for middle class workers with no taste
The electric F-150 promised to be 100x and it was very appealing. It would have been a vehicle that was also a mobile untethered power station, and much more capable one than my power pack or even a mains outlet. Presumably with the right connections you could drain the battery at the same rate as the wheel motors. What could you do with a mobile 100+kW electricity supply? Brushless (corded) chainsaw, mobile log splitter, and charge my phone!
It’s a world I’m looking forward to. More utility EVs please.
> Running your house off it in a power outage was a super cool idea
Yes, it is fantastic, can confirm.
Tesla is the only company making money off of these products .
People keep complaining about the AI bubble but we sustained an EV bubble for 15 years without it popping .
Time will tell of their sustainability.
And you know, I’m already compromising here, because it really ought to be a wagon instead of a van, if Detroit had any brains left.
Can’t wait until someone figures out how to smuggle those $15k BYDs in from Mexico. The North American car market needs to be disrupted badly. By China, not by some meme stock.