The Wall Street Journal reports that Ford executives are weighing whether to scrap the F-150 Lightning, citing people familiar with the discussions. Ford declined to comment on that specific claim, saying only that it is focused on building gas and hybrid F-150s. As with any anonymously sourced report, take this with a grain of salt until we hear something official from Ford.

Recent events help explain the uncertainty. A fire at a Novelis aluminum facility disrupted supplies and led to a pause at the Dearborn plant that builds the Lightning. Ford has said it holds healthy inventories and will restart the Rouge Electric Vehicle Center when the time is right, though it has not given a date.

This is not just a Ford storyline. The WSJ also says General Motors executives have debated discontinuing some electric trucks, reflecting a broader recalibration across Detroit as companies reweight toward profitable internal combustion and hybrids while they work through costs, incentives, and slower-than-expected demand for big EV pickups.

If you are shopping, expect pricing and availability to swing regionally as production plans settle. Current Lightning owners should not see any change to service, parts, or warranties. For everyone else, the next meaningful update will be whatever Ford chooses to share publicly, and that will tell us where the Blue Oval intends to steer its electric truck program next.