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

A: Hey there! Did you hear about Ford lately?
B: No, what's up with them?

A: Well, it seems they had a fire at their aluminum supplier's factory and now they're prioritizing their gas and hybrid F-150 trucks for production.
B: Really? What about their electric truck, the F-150 Lightning?

A: Yeah, that didn't make the list. They said it's because the gas and hybrid trucks are more profitable and use less aluminum.
B: I see... But don't they sell a lot of those?

A: They do! In fact, Ford sold over 200,000 F-Series trucks in just one quarter compared to about 10,000 electric F-150 Lightnings.
B: Wow, that's a big difference! So when will they start making the electric truck again?

A: They have enough inventory for now and plan to bring it back up at the right time, but they don't have an exact date yet. The fire at the aluminum supplier will cost Ford around $2 billion in earnings this quarter.
B: That sounds expensive! What are they going to do to recover those losses?

A: They're planning to increase production of F-Series trucks by adding a third shift, which could create up to 1,000 new jobs.
B: That seems like a good plan. Let's hope it works out for them!
Summary
Ford faces production prioritization due to a fire at its aluminum supplier, focusing on gas and hybrid F-150 trucks over the electric F-150 Lightning. The gas/hybrid trucks are more profitable and use less aluminum. Despite high demand for the F-150 Lightning (200k+ F-Series vs 10k), Ford plans
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ID: 2455d97e-490e-45bb-beb6-326aca2f7efd

Category ID: conversation_summary

URL: https://techcrunch.com/2025/10/23/ford-isnt-going-to-make-more-f-150-lightnings-for-a-while/#conversation

Date: Oct. 24, 2025

Notes: 2025-10-24

Created: 2025/10/24 14:42

Updated: 2025/12/07 23:33

Last Read: 2025/10/24 16:25