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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Photorealistic illustration of discounted Tesla Cybertruck in showroom with sales stats and demand queue for news article.
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Tesla launches limited-time $59,990 AWD Cybertruck amid slumping sales and surging demand

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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.

Ford is preparing to launch a $30,000 mid-size electric truck in 2027 that incorporates key technologies from Tesla's Cybertruck, including 48-volt architecture and gigacasting. The project is led by former Tesla executives and marks a significant shift for the automaker away from traditional methods. This approach aims to reduce costs and improve efficiency in electric vehicle production.

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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.

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.

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