Despite recent reports suggesting Ford may discontinue the F-150 Lightning due to weak sales and production issues, new evidence indicates the electric pickup is likely to receive a second generation. Information gleaned from LinkedIn profiles of Ford employees working at the company’s Michigan headquarters reveals ongoing development work on a ‘Gen 2 F-150 Lightning.’
The electric pickup is expected to be integrated into the next-generation F-150 lineup, slated for release in late 2027 or 2028. This will coincide with the launch of new Super Duty models for the North American market, according to project listings by Ford personnel. The current Lightning production was paused in mid-October due to aluminum supply chain constraints, fueling speculation about its future.
Shifting Market Dynamics
The situation reflects broader trends in the electric pickup market. General Motors is reassessing its electric truck strategy, while Ram recently cancelled its all-electric 1500 REV pickup program. These moves suggest that automakers are cautiously evaluating the profitability of electric trucks amid slowing demand and high production costs. The F-150 Lightning, while technologically advanced, has struggled to gain significant market share against traditional gasoline-powered trucks and competitors like Tesla’s Cybertruck.
Why This Matters
The electric truck segment is still nascent, and automakers are grappling with how to navigate the transition. The F-150 Lightning’s potential continuation signals that Ford remains committed to electrification, despite short-term challenges. However, the company’s willingness to proceed hinges on whether it can address cost inefficiencies and boost sales.
What’s Next for Ford’s F-Series
The next-generation F-150, arriving in 2027 or 2028, will be the 15th iteration of the iconic pickup. The all-new sixth-generation Super Duty trucks are expected to follow by 2029, completing the updated F-Series lineup. The decision to continue development on the Lightning suggests Ford believes there is still a viable market for electric trucks, even if it requires a revised strategy.
Key Takeaway
While the future of electric pickups remains uncertain, Ford’s commitment to the Lightning indicates that electrification will remain a core part of the F-Series strategy. The success of the second-generation model will depend on whether Ford can overcome current market headwinds and deliver a competitive, profitable electric truck
