Ford Announces Product Roadmap Shakeup Away from EVs and Towards Trucks, Hybrids, EREVs
Lucas Bell
Mon, December 15, 2025 at 9:25 PM UTC
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With a very different regulatory landscape suddenly ahead of it, Ford Motor Company has announced a massive shakeup to its plans over the next few years. On Monday, the automaker revealed it's shifting away from full electric vehicles and to “higher-return opportunities” in the market. While that plan includes investment into new technologies like battery-electric storage systems, the automaker has confirmed that the profitability push will also come with an expansion of the current gas-powered portfolio.
Despite massive investments in the EV space over the last decade, Ford is not wasting any time pivoting away from BEV production plans. Production of the fully-electric F-150 Lightning has officially ceased, as demand has not kept up with Ford’s initial expectations. Workers from that line are now being shifted to Dearborn Assembly Plant to help catch up on F-150 demand following disruptive fires at the automaker’s aluminum supplier. The automaker has also officially confirmed that the Lightning will return for another generation, but not as a BEV. Instead, the truck will adopt an onboard generator by way of an engine, transforming the truck into a Range Extended Electric Vehicle.
Ford also announced plans to expand its traditional powertrain lineups moving forward. Hybrid or multi-energy options are slated to come to nearly every model on the order sheet, though specifics remain scarce for the time being. Pure electrification isn’t entirely off of the table, however; while Ford doesn’t see a market for high-priced, large-battery vehicles, it is investing in smaller, more efficient electric machines on the upcoming Universal EV Platform. Ford believes that up to 50 percent of its global volume will include hybrids, BEVs, and range-extended electric cars by 2030 as these new options hit the market.
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The first vehicle to arrive on the Universal EV Platform will be a mid-size pickup, which is slated for production at the Louisville Assembly Plant starting in 2027. Ford executives also confirmed that yet another new pickup truck is set to be produced at the rebranded Tennessee Truck Plant; we don’t have any real clues as to what that might look like, but FoMoCo brass did note it isn’t a model that currently exists in the portfolio. The brand’s production facility in Ohio will also be tasked with producing a number of new van models, as well.
“This is a customer-driven shift to create a stronger, more resilient and more profitable Ford,” said Ford president and CEO Jim Farley. “The operating reality has changed, and we are redeploying capital into higher-return growth opportunities: Ford Pro, our market-leading trucks and vans, hybrids and high-margin opportunities like our new battery energy storage business."
The latter will see Ford start to produce BESS systems for customers including data centers via production facilities in Michigan and Kentucky. The automaker claims that it will be ready to ship its BESS products in 2027 with a targeted capacity of 20 GWh annually, which will surely please the Bezoses and Altmans of the world.
That said, there was little in the way of proper info on new metal, so here's hoping we don't have to wait too much longer for some real product information from Ford. New pickup offerings could be awesome, but I don't exactly see where they fit in against the Maverick, Ranger, and F-Series lineups; they've seemingly already got the entire market covered. Unless we're getting some sort of kei truck, that is. And I wouldn't be mad about a performance-minded Mustang hybrid that borrows its homework from Germany either...
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