F-150 LIGHTNING NIXED

[veedubtuner]

https://www.yahoo.com/finance/news/...s-new-battery-storage-business-210713166.html

Not surprising honestly.

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[AzScorpion]

Here's my shocked face.

The lightning started off as a good concept, a lower priced full EV pu truck. But then the prices rose so much it put it out of reach for so many people.

Ford (F) has announced a series of moves in its electric vehicle business, pivoting to a hybrid and extended-range EV (EREV) strategy instead of full EVs.

This is where they should've started all along! I think going full EV was a huge mistake and now they finally see this. Hybrids are the way to go until the batteries and infrastructure are more advanced. They're better than they were but still have a long ways to go IMHO.

 

[Deleted User 38384]

I'm on board with the hybrid idea IF they do it right !!!

There are some hybrids out there that make decent power...

 

[veedubtuner]

I think going full EV was a huge mistake

 

[AzScorpion]

Here's a Tweet from Shanaka Anslem Perera who's the founder of Pet Express and an entrepreneur which explains all of this perfectly.

BREAKING: FORD JUST KILLED THE EV NARRATIVE

They burned $30 billion chasing electric dreams.

Today they wrote off $19.5 billion and buried their flagship Lightning.

The stock rose 2%.

Read that again.

Wall Street rewarded surrender.

This is not a pivot. This is a confession.

The entire premise of the “inevitable EV transition” rested on one assumption: permanent government subsidies would bridge the gap until technology caught up.

The subsidies are dying. The gap never closed.

THE NUMBERS THEY BURIED

Ford’s EV division hemorrhaged $5 billion annually.

The Lightning sold below projections every single quarter.

Their solution: put combustion engines back into “electric” trucks and call it innovation.

THE SIGNAL

When the second largest American automaker abandons its EV flagship and the market celebrates, something fundamental has broken.

Not in Ford.

In the thesis itself.

WHAT COMES NEXT

GM follows within 18 months.

European automakers scramble to reverse mandates.

The $1.2 trillion global EV investment thesis faces its first true reckoning.

Tesla’s moat, once dismissed as temporary, reveals itself as structural.

THE LESSON

Industries built on policy instead of demand collapse when policy shifts.

Ford bet $30 billion that governments would force consumers into EVs forever.

Consumers voted with their wallets.

Governments are changing.

Ford is retreating.

BOTTOM LINE

December 15, 2025 marks the day legacy auto admitted what markets long suspected:

They cannot profitably build electric vehicles at scale.

They never could.

The transition was always a transfer, from taxpayers to balance sheets, until the transfer stopped.

Now the bill comes due.

$19.5 billion is just the first installment.

Watch who pays the next.

 

[Grumpaw]

https://www.yahoo.com/finance/news/...s-new-battery-storage-business-210713166.html

Not surprising honestly.

 

[veedubtuner]

Here's a Tweet from Shanaka Anslem Perera who's the founder of Pet Express and an entrepreneur which explains all of this perfectly.

BREAKING: FORD JUST KILLED THE EV NARRATIVE

They burned $30 billion chasing electric dreams.

Today they wrote off $19.5 billion and buried their flagship Lightning.

The stock rose 2%.

Read that again.

Wall Street rewarded surrender.

This is not a pivot. This is a confession.

The entire premise of the “inevitable EV transition” rested on one assumption: permanent government subsidies would bridge the gap until technology caught up.

The subsidies are dying. The gap never closed.

THE NUMBERS THEY BURIED

Ford’s EV division hemorrhaged $5 billion annually.

The Lightning sold below projections every single quarter.

Their solution: put combustion engines back into “electric” trucks and call it innovation.

THE SIGNAL

When the second largest American automaker abandons its EV flagship and the market celebrates, something fundamental has broken.

Not in Ford.

In the thesis itself.

WHAT COMES NEXT

GM follows within 18 months.

European automakers scramble to reverse mandates.

The $1.2 trillion global EV investment thesis faces its first true reckoning.

Tesla’s moat, once dismissed as temporary, reveals itself as structural.

THE LESSON

Industries built on policy instead of demand collapse when policy shifts.

Ford bet $30 billion that governments would force consumers into EVs forever.

Consumers voted with their wallets.

Governments are changing.

Ford is retreating.

BOTTOM LINE

December 15, 2025 marks the day legacy auto admitted what markets long suspected:

They cannot profitably build electric vehicles at scale.

They never could.

The transition was always a transfer, from taxpayers to balance sheets, until the transfer stopped.

Now the bill comes due.

$19.5 billion is just the first installment.

Watch who pays the next.

 

[Dr_Strangelove]

This is a gross oversimplification but I'm of the position that cost really is king. I realize there are many factors that affect a purchase decision. I'm not taking into consideration anything like environmental factors such as climate, (heat and cold are battery killers is what I'm getting at,) infrastructure; public availability of gas pumps vs. fast chargers, etc.

The F150 was one of the few vehicles one could buy tit-for-tat as an EV vs. its ICE competitor - at a premium of $20,000 on average for the EV. And for what? It was a fallacy that the EV was better for the environment. I can't point to any singular statistic that says definitively that the EV buyer was at an advantage over the ICE buyer, save for perhaps being able to charge the vehicle at a lower cost than refueling. But then again - for a higher initial cost.

If I were given the decision on my next truck, let's call it a 2030 model year; buy another ICE Ranger for $45,000, or an EV Ranger for $30,000. I'd be taking a hard look at that EV Ranger and would more seriously weigh the pros and cons. Maybe I could live with 30 minute charge-ups. Maybe I could live with 200 miles of usable range. Oh, maybe maintenance would be cheaper in the long run after all. But the reality is, at present pace, the 2030 hypothetical EV Ranger would be a $55,000 truck - if not a $60,000+ truck. Now I can cross-shop that with an ICE Raptor. No brainer for me.

I do agree with Farley that the $30,000 EV light truck could be a game-changer for Ford. The question is how do they pull that off without major subsidies? The Maverick which is built on a strong existing platform is already just shy of a $30,000 truck. There isn't any individual party with enough of an incentive to invest significantly into this problem to make a dent.

 

[Friday yet?]

And then there are the folks like me..

They can have my ICE when they pry it from my cold dead fingers.

When the whole world goes electric I’ll be the real old guy sneaking out at 2am, dressed in black, stealing leftover dregs of gasoline wherever I can find it. Then taking it home and filtering it before carefully and lovingly pouring it into my hidden ICE vehicle.

 

[TxOTRRanger]

And then there are the folks like me..

They can have my ICE when they pry it from my cold dead fingers.

When the whole world goes electric I’ll be the real old guy sneaking out at 2am, dressed in black, stealing leftover dregs of gasoline wherever I can find it. Then taking it home and filtering it before carefully and lovingly pouring it into my hidden ICE vehicle.

Amen.
I'll take an Internal Combustion Engine over an EV anytime of day, week, month or year.

 

[bmidd]

You know what I think would be cool? Maybe Ford convincing themselves to produce sedans again. Not everyone wants to drive an SUV/CUV. Hybrid sedans would be nice.

 

[woodworker]

Who didn’t see this coming?

 

[LaBalbe]

Auto execs, apparently...

 

[Stevedbvik1]

And then there are the folks like me..

They can have my ICE when they pry it from my cold dead fingers.

When the whole world goes electric I’ll be the real old guy sneaking out at 2am, dressed in black, stealing leftover dregs of gasoline wherever I can find it. Then taking it home and filtering it before carefully and lovingly pouring it into my hidden ICE vehicle.

You could call it the Red Barchetta especially if you’re an uncle.

 

[veedubtuner]

Oh it just keeps getting better

https://www.yahoo.com/finance/news/ford-gives-adds-gas-generator-171618763.html

So, this is what Ford is proposing?

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