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

Ford Motor is prioritizing production of its gas and hybrid F-150 and F-Series Super Duty trucks over the all-electric F-150 Lightning due to supply chain disruptions caused by a fire at aluminum supplier Novelis’ plant in Oswego, New York. The fire, which severely damaged a critical hot mill, has forced Ford to pause assembly of the F-150 Lightning at its Rouge Electric Vehicle Center in Dearborn, Michigan. Ford cited higher profitability and lower aluminum usage of gas and hybrid trucks as reasons for this shift. Although sales of the F-150 Lightning grew nearly 40% year-over-year in Q3 2025, they remain a small fraction compared to gas-powered F-Series sales, with only about 23,000 Lightning trucks sold so far in 2025. The Novelis fire is expected to cost Ford up to $2 billion in Q4 earnings and contributed to the company lowering its full-year profit guidance to $6 billion from $6.5 billion. To recover