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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Illustration of a lone Tesla Cybertruck in an empty lot, highlighting a 48% sales decline in 2025 with overlaid statistics.
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Tesla Cybertruck sales fall nearly 50% in 2025

Reported by AI Image generated by AI

Tesla's Cybertruck sales dropped sharply to 20,237 units in 2025, a 48.1% decline from 38,965 in 2024, according to Cox Automotive data. This marked the largest absolute sales drop among U.S. electric vehicles, amid broader EV market challenges including the end of a $7,500 tax credit. Despite the setback, Tesla remained the top EV seller in the U.S. with about 589,160 vehicles sold.

Ford is developing a midsize electric pickup truck on a new Universal EV Platform, aiming for a starting price of $30,000 in 2027. The company focuses on efficiency through smaller batteries and aerodynamic design to make the vehicle affordable. This follows challenges with its full-size F-150 Lightning, which faced high costs and range issues.

Reported by AI

Consumer Reports has identified five American-made pickup trucks as least reliable for 2026, based on owner surveys. This follows earlier scrutiny of models like the Tesla Cybertruck (detailed in prior coverage), with new concerns for the Chevrolet Silverado 1500, GMC Canyon, Rivian R1T, and Ram 1500.

During its Q4 2025 earnings call, Tesla announced plans to repurpose the cybertruck production line for fully autonomous cargo vehicles. Elon Musk highlighted the vehicle's durability and maneuverability as ideal for urban logistics. This shift comes amid softening sales in the luxury pickup market.

Reported by AI

During Tesla's January 28, 2026, Q4 2025 earnings call, CEO Elon Musk announced plans to transition Cybertruck production to fully autonomous vehicles for local cargo delivery, addressing a 48% sales drop in 2025, design concerns, and excess inventory.

Sales of used electric vehicles in the US jumped 12 percent in the first quarter compared to last year, driven by a flood of off-lease models and petrol prices topping $4 a gallon. New EV sales fell 28 percent year-on-year after the loss of a federal tax credit. Analysts say cheaper used EVs could draw more buyers into electrification.

Reported by AI

Following last week's launch of its $59,990 Dual Motor All-Wheel Drive Cybertruck, Tesla has confirmed the introductory price will rise after February 28, 2026. Surging demand has pushed estimated U.S. delivery dates for new orders to September-October 2026, up from prior May-June estimates.

 

 

 

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