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Ford delays new electric vehicle launches, returns to hybrids

Ford today officially announced an adjustment to its electric vehicle strategy in the North American market. The reason for the adjustment is, of course, the global slowdown in demand for electric vehicles that began last year.

Last year, Ford faced a sharp drop in demand for its F-150 Lightning electric pickup truck, although it was considered a huge hit back in 2022, so Ford management twice adjusted the production plan for the F-150 Lightning upward. Already in 2025, Ford planned to bring a new generation of large electric pickup to the market, but today it announced that its launch has been postponed to 2026.

Current Ford F-150 Lightning

If the current Ford F-150 Lightning is a conversion, that is, an electric car made on the platform of a “hydrocarbon” pickup truck, then the successor will receive a new platform, initially tailored for electric models, that is, lighter and more energy efficient. The new electric pickup truck will be produced at the BlueOval City plant under construction in Stanton (USA, Tennessee).

Plant under construction BlueOval City in Tennessee

In 2025, Ford intended to launch a large three-row electric SUV at a plant in Oakville, Ontario, Canada. Now its launch has been postponed to 2027, which has greatly strained the Unifor union, since the plant is currently underutilized: the aging mid-size Ford Edge crossover is assembled here, and the related Lincoln Nautilus has already been discontinued. The second generation Lincoln Nautilus was released in China last year, but there are no plans to bring it to the United States yet. The new Ford Edge is also not expected in North America. Ford's latest press release reports that they will somehow come to an agreement with the Unifor union to brighten up workers' wait for the electric model.

The three-row electric SUV was announced last May and will feature a spacious interior and long range per charge.

The aforementioned three-row electric SUV is an electric alternative to the current American gasoline crossover Ford Explorer. The latter was recently updated, and during the update it lost its hybrid versions, since the demand for them turned out to be small. Now the decision has been made to rewind everything: Ford has announced that all of its “hydrocarbon” models in North America will receive hybrid versions by the end of this decade — they say that customers who have turned their backs on electric vehicles or are not ready for them will buy hybrids.

Expansion of the Avon Lake, Ohio plant

At the Avon Lake plant (USA, Ohio) ), which currently produces heavy-duty bonnet trucks and the ancient Ford E-Series vans, is building a new building to produce a new generation of electric vans, scheduled for launch in 2025. In fact, we are talking about the successor to the current Ford E-Transit, which, as you know, is also a conversion model.

In addition, Ford confirmed that a separate development team in the state of California is in operation The startup is working on a new modular platform for low-cost electric vehicles, but the timing of their debut has not yet been announced.

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