"While Ford has highlighted sales growth of its all-electric F-150 Lightning truck, those numbers are still dwarfed by its gas-powered F-Series trucks. Ford sold 10,005 F-150 Lightning pickups in the third quarter, a 39.7% increase year-over-year. To put that into context, Ford delivered 545,522 vehicles in the third quarter, 207,732 of which were F-Series. To date, Ford has sold 23,034 F-150 Lightning trucks in 2025, about 1% more than the first nine months of 2024, according to recent sales data."
"A Ford spokesperson noted that while F-150 is the best-selling electric pickup in the U.S., the company is focused on producing the gas and hybrid trucks as it recovers from the September 16 fire at aluminum supplier Novelis' plant in Oswego, New York that severely damaged its hot mill. Novelis said it expects to restart its hot mill by December 2025."
Ford has paused assembly of the F-150 Lightning at the Rouge Electric Vehicle Center while prioritizing gas and hybrid F-150 and F-Series production. The gas and hybrid trucks are more profitable for Ford and require less aluminum. Lightning sales have grown but remain small compared with overall F-Series volumes, with 10,005 Lightning pickups sold in Q3 versus 207,732 F-Series vehicles delivered in the same quarter. A September 16 fire at Novelis' Oswego aluminum plant severely damaged its hot mill and disrupted supplies; Novelis expects a restart by December 2025. The disruption could cost Ford up to $2 billion in Q4 earnings and has contributed to lowered full-year profit guidance alongside tariff headwinds.
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