Thread regarding Ford layoffs

Ford asks for a correction on an article, and get this 🤣

Ford Gets a Correction to Our F-150 Lightning Story
Douglas A. McIntyre
Mon, October 27, 2025

Ford Motor Co. (NYSE: F) asked for a correction to our “Ford to End Production of Failed F-150 Lightning.”

Here is their correction:

F-150 Lightning is the best-selling electric pickup truck in the U.S. – despite new competition from CyberTruck, Chevy, GMC, Hummer and Rivian – and delivered record sales in Q3. Right now, we’re focused on producing F-150 ICE and Hybrid as we recover from the fire at Novelis. We have good inventories of the F-150 Lightning and will bring Rouge Electric Vehicle Center (REVC) back up at the right time, but don’t have an exact date at this time.

Here is our response:

Ford’s comment about the Lightning is a claim that it is good to be a 5 feet, 3 inches tall person in a room of people who are 5 feet tall.

For a start, the production information comes from The New York Times: “The company also said it has stopped making an electric version of its popular F-150 pickup.” That is in the headline about Ford’s earnings. In the body of their story: “Because of the fire and slowing sales of electric vehicles, the company has stopped making the F-150 Lightning electric pickup.”

Ford always stuns us when it talks about being first in the segment. The company took the brand of the top-selling vehicle in the past five decades and launched an electric version. Then it congratulated itself for selling only 85 of these a day through the first three quarters of this year. Thus, Ford took one of the greatest brands in auto history and turned it into a multibillion-dollar debacle.

Executive Chair Bill Ford told the Detroit News that the Lightning was the most important product of his career. He added, “Anytime you have a radical change to your most successful product, you really are betting the company.” I have not heard him say Ford lost that bet.

The company increased the price of the Lightning three times in 2022. Some of that was apparently because it did not anticipate “significant material cost increases.” One of the largest car companies in the world should have foreseen such a significant change.

Ford said it planned to build 150,000 Lightnings in 2022. And it said it would ramp to an electric vehicle (EV) production rate of 600,000 in 2023. Ford has only sold 69,000 EVs through the first three quarters of 2025. It will be lucky to sell 90,000 for the entire year.

Astonishingly, Ford is proud of being in first place in the electric pickup segment with nine-month sales of 23,034 Lightnings through the third quarter, up a staggering 1%. That’s a record to be proud of.


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| 1941 views | | 11 replies (last November 13) | Reply
Post ID: @OP+1k8pc514z

11 replies (most recent on top)

Ford F150 Lightning is dead. There are no production at the assembly plant, no production at the battery pack plant RCP, no production at BOSK KY battery plant. Assembly plant laid off and shift workers to other Ford plants in MI.
Ford cant sell the Lightning, customers are not interested, Ford loses $50K for every EV they make. Why in he-l would anyone keep on making a product that your customers don't want to buy.

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Post ID: @2gw+1k8pc514z

@gr an MBA would know you don’t need an apostrophy

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Post ID: @he+1k8pc514z

@d7 I respect MBA’s less and less everyday lol

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Post ID: @gr+1k8pc514z

I love you .Dougie

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Post ID: @fd+1k8pc514z

Ah the things people who don’t have to work for this leadership team are free to say without fear.

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Post ID: @f3+1k8pc514z

"One of the largest car companies in the world should have foreseen such a significant change." It amazes me that with all the MBAs in that glass house (soon to be bothering the engineers I guess), they get so many forecasts so wrong.

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Post ID: @d7+1k8pc514z

Ford used a strategy to temporarily extend the expired federal electric vehicle (EV) tax credit by having its financing arm, Ford Credit, purchase EVs from dealer inventory before the September 30, 2025 deadline ending the federal tax credit for EVs. This allowed the company to claim the $7,500 federal tax credit under commercial fleet rules, which it then passed on to consumers through discounted lease offers. Ford also maintained competitive lease pricing (for example 0% financing for 72 months). This contributed to a surge in Q3 2025 EV sales, with Ford reporting a record 30,612 BEV sales—a 30.2% year-over-year increase—boosting short-term performance of failed products using borrowed money and government tax credits.

Ford later abandoned the credit-backed leasing program, so future lease deals no longer include the full $7,500 incentive. This will likely reduce future EV demand below what was anticipated when the program was conceived.

Ford has the weakest credit rating among major automakers, reflecting concerns over slower cost reduction, EV profitability losses, exposure to tariff risks, and chronically high debt-equity ratios. In contrast, Tesla and Stellantis have stronger or improving outlooks, while Toyota and Honda maintain significantly higher investment-grade ratings due to stronger balance sheets and profitability.

Ford's borrowing to give the failed EV program a soft landing will most most likely lead to more "ripping off the bandaid" layoffs during the next cyclic downturn in the automobile market. There is no lack of irony in this.

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Post ID: @d4+1k8pc514z

Ford’s comment about the Lightning is a claim that it is good to be a 5 feet, 3 inches tall person in a room of people who are 5 feet tall.

Unrelated, but this made me lol. Usually 5 foot 8 is even considered short in a room of 5 foot people, you would need to be 5 foot 11 or 6 foot to be considered a tall or good height. Being 5 foot 3 is seen almost negligible to being the same as 5 foot.

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Post ID: @bz+1k8pc514z

https://247wallst.com/cars-and-drivers/2025/10/27/ford-gets-a-correction-to-our-f-150-lightning-story/

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Post ID: @bc+1k8pc514z

In 2022 Fartley was dead set on “full speed ahead for BEVs, damn the ICE and you will buy a BEV if you want it or not” “And by the way we need to get rid of the ICE engineers because those old dogs can’t be taught new tricks”

LMFAO!

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Post ID: @ag+1k8pc514z

100% appropriate response; we've become laughing stocks who only desperately celebrate even harder in the hopes that our cheering will drawn out the facts of our failures.

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Post ID: @ae+1k8pc514z

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