Ford isn’t going to make more F-150 Lightnings for a while

Ford Motor has enactment its state and hybrid F-150 and F-Series Super Duty trucks astatine the apical of the accumulation precedence enactment 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 marque the list.

Ford said Thursday that assembly of the F-150 Lightning motortruck astatine the Rouge Electric Vehicle Center successful Dearborn, Michigan volition stay paused. The reason, according to Ford: the 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 inactive dwarfed by its gas-powered F-Series trucks.

Ford sold 10,005 F-150 Lightning pickups successful the 3rd quarter, a 39.7% summation year-over-year. To enactment that into context, Ford delivered 545,522 vehicles successful the 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 the archetypal 9 months of 2024, according to caller income data.

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

“We person bully inventories of the F-150 Lightning and volition bring Rouge Electric Vehicle Center (REVC) backmost up astatine the close 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 fashionable and profitable vehicles. The occurrence volition outgo Ford up to $2 cardinal successful net successful the 4th quarter, the automaker reported Thursday successful its third-quarter earnings. That cost, coupled with up to a $1 cardinal headwind from tariffs, led Ford to little its full-year nett 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 program is expected to make up to 1,000 caller jobs and each hourly employees astatine the Rouge Electric Vehicle Center volition beryllium transferred adjacent doorway to enactment the 3rd displacement astatine the Dearborn Truck Plant.