Ford F-150 Lightning Exit Positions Tesla Cybertruck as Leading Electric Pickup

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.

As detailed in prior coverage, Ford revealed on December 15, 2025, plans to discontinue its battery-electric F-150 Lightning after the 2025 model year, redirecting efforts toward hybrids and extended-range electric vehicles (EREVs) that use gasoline generators for extended range—potentially over 700 miles.

This strategic retreat from large pure-EV trucks, amid demand shortfalls and high costs, leaves Tesla's Cybertruck as the unchallenged leader in the full-size electric pickup segment without combustion components. The Lightning had occasionally outsold the Cybertruck but could not sustain against manufacturing and market realities.

The shift underscores industry-wide tensions for legacy automakers scaling massive EVs, potentially guiding future strategies at rivals like GM or Stellantis toward hybrid compromises over full electrification.

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Tesla Semi production trucks: standard and long range versions with spec overlays, Gigafactory and assembly line in background.
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Tesla releases specs for production Semi trims

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Tesla has unveiled new visuals and photos of its production Semi electric trucks, highlighting standard range and long range versions. The company detailed specs including range, powertrain, and manufacturing plans. Volume production is set to begin in the coming months.

Tesla introduced a $59,990 version of its Cybertruck, sparking a rush of orders and extending delivery times to 2027. However, changes to the Full Self-Driving transfer policy have frustrated many buyers. The limited-time pricing fueled the demand but highlighted delivery challenges.

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Following the recent halt of Model S and X production to boost the Optimus robot, Tesla faces regulatory hurdles, a key Cybercab leadership departure, and competition from BYD, now the top EV seller. Disputes over Autopilot and Full Self-Driving persist amid zero reported autonomous test miles in California for 2025.

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