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Lightning production to end?


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8 hours ago, jpd80 said:

CE1 offers a new BEV with a more economic build process and an 

opportunity to show buyers something more affordable that isn’t

too gigantic in statue or price. Maybe  this new pickup is the perfect

counterpoint for Tesla Y and 3, something completely different that

hits the mark with more North American buyers?

 

Yea, it's all that and more. There's a lot of customer trust with Ford pickup trucks, the big shots need to get new CE1 based pickup trucks to market with speed and quality, and also apply the lessons from that project to keep F-150 Lightning in a strong position as well.

 

BizTech Weekly said,

 

Ford’s reorganization—publicly isolating Model E and embracing short-term losses—signals a willingness to confront the industry’s most brutal phase of creative destruction since the postwar consolidation era. The challenge is not merely to match Tesla or BYD on cost and speed, but to master the integration of electronics, chemistry, and software while preserving the trust embedded in its brand.

 

The next decade will reward those who can translate architectural insight into cost-competitive, software-rich vehicles that resonate with both consumers and regulators. For Ford, the path ahead is perilous but clear: embrace radical reinvention, or risk relegation to the margins of a market it once defined. The auto industry’s value chain has inverted; only those who adapt with equal speed and conviction will shape its future.

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But see, those short term losses at Model E is wishful thinking,

Jim Farley now admitting that the uptake of BEVs is much slower 

than envisaged three years ago. This is an uphill battle and Ford

is now realising just how difficult it is to deliver electric vehicles 

that enough buyers will embrace.

 

CE1 is as switch to a more manageable vehicle, a restart that

i believe targets people who are interested in Tesla 3 and Y

but adds a completely different flavour, one that attracts

both business and retail.

 

For now, big BEVs like T3 pickup and Utility are in the 

too hard basket until battery technology and cost improve.

The best that T3 was going to do was match EV Silverado

ability and most likely, Luke warm sales.

Edited by jpd80
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  • 1 month later...
On 10/28/2025 at 12:35 AM, fuzzymoomoo said:

No. No. No. No.

 

I saw that a few days ago and knew someone would post it. That article is one of the worst written pieces of clickbait I’ve ever seen. For one, the headline shows a CLEAR bias which should raise all kinds of red flags. Second, Ford has said from the start it’s a temporary pause to get through the aluminum shortage situation. The guy that wrote that should never be allowed to have anything of his to be published by any reputable publication ever again. 

So yes.. yes.. yes.. and yes.

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