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 Motor Company plans to incorporate technologies pioneered by Tesla's Cybertruck into its next-generation electric vehicles, starting with a $30,000 small electric pickup set for release in 2027. The changes include a 48-volt electrical system and gigacasting manufacturing, as part of a $5 billion investment in a new Universal EV platform. These innovations aim to reduce costs, wiring, and weight while improving efficiency.

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.

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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 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.

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Tesla has pushed back the estimated delivery for new orders of its Cybertruck Dual Motor All-Wheel Drive variant to September-October 2026, from an initial June timeline. The company also plans to raise the price after February 28, following strong initial demand for the sub-$60,000 model. This development comes amid ongoing efforts to boost sales of the electric pickup.

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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Following the end of a short-lived lease promotion, Tesla raised the US price of its entry-level Cybertruck All-Wheel Drive from around $60,000 to $70,000 effective March 1, 2026, just 10 days after launch. High demand has pushed deliveries into late 2026 or 2027.

 

 

 

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