Actually good news if you read the details.

I completely misread it and plugged in "F-100" because of the Tennessee Truck plant line.   They're likely mixing rumors.   I find it incredibly hard to believe that they'd have a separate steel-bodied F-150 - regardless of plant - just for the EREV model.....for one, weight savings to help the battery power goes out the window, and it also completely eliminates economies of scale they'd already have with a single body production across all F-150s (and Cabs further spread out with Super Duty).     This rumor to me means there'll be an F-100 (Ranger replacement) EREV at TTP.     ...........actually you know what, this leads me to 2 thoughts:   1) now that we've heard this rumor plus thinking about Farley's statements about a "different kind of truck" at TTP.......I wonder if this F-100/Ranger will be EREV only ?   That's pretty "different" while still being a traditional truck body style.  Then Maverick and Ranchero can divvy up the small truck market hybrid/BEV, Bronco truck can handle ICE/hybrid (presumably) midsize truck customers, and this new EREV can slot underneath F-150's ICE/Hybrid/EREV models, and appeal to a different customer than Ford currently targets.   2)...or....taking this thought a step further, what if there is no "F-150" Lightning EREV (F-150 continues as ICE/hybrid only), and they're instead doing the EREV as something closer to midsize as F-100??   This last idea doesn't necessarily make the most sense, as there's the talk of EREV Super Duty (at least I think there was), so why would you skip F-150?       This would be stupid, IMO.

Seems like it's leaning that way.

Here are numbers for June:               And the quarterly comparison for Q2: To note, I don't have Tesla and Rivian breakouts yet, so they have placeholder "matching" numbers vs last year right now.....I usually don't get these numbers until a week or two after the rest, so I wanted to post these now.  

Truck market Q2 comparison:  

https://s205.q4cdn.com/882619693/files/doc_news/2026/Jul/02/Ford-U-S-Q2-2026-Sales-Release.pdf  

I have a Mazda CX-90, and while it's not as extreme a windshield angle as the "ranchero," it is noticeably more than the current generation Explorer. The young whippersnappers here find it cool, but the design leaves little room for my gnarly old head to clear the apex of the door frame, causing me to angle my back and neck rearward slightly, limbo style. The increased angle also has you looking more edge on through the laminated glass, and increases the top of the dashboard area, which acts as a heat reflector.    

Technically the Ranger isn't going away-it would be sold ROW, just not here most likely.  But at this point, the F-100 is nothing but conjecture 

https://pressroom.toyota.com/toyota-motor-north-america-reports-june-second-quarter-2026-u-s-sales-results/  

https://www.prnewswire.com/news-releases/stellantis-reports-us-sales-gains-in-first-half-2026-302816096.html