American electric pickup truck market shrinks amid low demand

The sector for electric pickup trucks in the United States is contracting, with major automakers scaling back models due to disappointing sales. Ford has decided to discontinue its F-150 Lightning after a sales drop, while Ram abandoned plans for its 1500 REV. Despite these setbacks, new affordable options are in development to revive interest.

The push for electric vehicles in the US has led automakers to develop pickup trucks aimed at traditional buyers, including models like the Ford F-150 Lightning, Rivian R1T, GMC Hummer EV, Chevy Silverado EV, and Tesla Cybertruck. These vehicles were designed with capabilities for hauling, towing, and off-roading, though some fall short of their gas-powered counterparts. For instance, the F-150 Lightning offers a maximum towing capacity of 10,000 pounds, compared to 14,000 pounds for the standard F-150.

In 2025, Ford's F-Series achieved sales of over 828,800 units, marking an 8.3% increase from the previous year. This included 84,934 units of the F-150 Hybrid, up 15%. However, the F-150 Lightning saw only 25,583 sales, a 18% decline from 2024, prompting Ford to announce its discontinuation due to lower-than-expected demand.

Ram's 1500 REV, announced in 2021, never entered production, with the company citing insufficient demand in North America. Ram also delayed its plug-in hybrid pickup. Tesla's Cybertruck has experienced a sharp sales drop, leading to the cancellation of certain trims.

Despite these challenges, the market is evolving. Ford is developing a $30,000 electric pickup under its Universal EV Production System to better compete with lower-cost options from China. CEO Jim Farley stated, “American innovation is how we compete and win against China and the rest of the world.” Additionally, Slate offers a customizable electric pickup that allows buyers to opt for basic features to reduce costs.

US drivers have shown interest in inexpensive trucks, such as a $10,000 model available in Southeast Asia, but strict safety regulations prevent such low prices domestically. Projections suggest Chinese electric pickups could reach $15,000 by 2027. Currently, options like the returning Chevy Silverado EV RST and the Rivian R1T remain available, alongside the Cybertruck.

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Ford F-150 Lightning electric trucks outsell Tesla Cybertruck on a US dealership lot, with sales charts highlighting 2025 victory.
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Ford F-150 Lightning leads 2025 US electric pickup sales over Tesla Cybertruck amid 15.6% market decline

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Cox Automotive data shows Ford's F-150 Lightning topped US electric pickup sales in 2025 with 27,307 units, outselling Tesla's Cybertruck (20,237 units) despite Ford's discontinuation of the model. The segment fell 15.6% to 90,019 units overall, hit by the end of federal tax credits, high prices, and quality issues.

Leading battery-electric pickup trucks from Tesla, Ford, and Rivian faced significant sales declines and production pauses in 2025, despite a rush of EV deliveries before federal tax subsidies ended. The Tesla Cybertruck, Ford F-150 Lightning, and Rivian R1T accounted for much of the segment's challenges, with low volumes raising questions about their viability heading into 2026. While Tesla's Model Y set sales records, the pickup models highlighted broader market hurdles for electric trucks.

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Following Ford's announcement to end all-electric F-150 Lightning production after 2025 in favor of hybrid and range-extended models, Tesla's Cybertruck stands alone as the primary full-size pure-electric pickup in the U.S.

Electric vehicle sales in the United States totaled more than 1.27 million units in 2025, capturing 7.8% of new-car sales, according to Kelley Blue Book estimates. While Tesla maintained its dominance with over 589,000 vehicles sold, General Motors surged 48% to claim second place. A sharp Q4 decline followed the expiration of the federal $7,500 tax credit in September.

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Tesla introduced a Dual Motor All-Wheel Drive base Cybertruck at $59,990—a $20,000 cut from the $79,240 premium AWD trim—available only until February 28, 2026, alongside a Cyberbeast reduction to $99,240. Amid 2025 sales of 20,237 units (down 48% YoY), strong demand has pushed U.S. deliveries to April 2027, as CEO Elon Musk noted future pricing will depend on this period.

New data shows Tesla's electric vehicle sales in Europe dropped 27.8% in 2025 compared to 2024. Registrations fell from 326,000 to 235,000 vehicles amid growing competition and policy changes. This slowdown raises questions about the brand's momentum in the EV market.

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Building on expert Doug DeMuro's forecast of used Cybertruck prices falling to $35,000 within 18 months, initial excitement is waning beyond early adopters. Online reactions highlight novelty wearing off, while Tesla faces resale concerns, 2025 sales drops linked to Elon Musk's politics, and intensifying EV rivalry.

 

 

 

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