Ford Prolongs Pause on F-150 Lightning Assembly

Matthew Guy
by Matthew Guy

Continuing the saga of hiccups with what is arguably Ford’s most important product in decades, Blue Oval suits are pulling the trigger on prolonging production downtime for one extra week in the wake of a battery fire earlier this year.


As per reports from those in the know at Automotive News, the all-electric Lightning will not resume production for another week whilst the battery supplier, SK On, gets their poop in a group and ensures they are building battery cells fitting the parameter of Ford – which presumably include not igniting at random. According to AN, spox from the company said teams worked to identify the root cause and recommended manufacturing changes on which the Blue Oval agreed. 


Presumably, this extra week’s pause is to give SK On time to make a few dry runs with these new processes in place, making sure everything goes as planned and these changes do not have any adverse side effects. Ford said the existing stop-ship decree will extend for an extra week as well. Readers who perused articles of this ilk in the last few days may recall other elements of this story, including the apparent tiff between Ford and SK over how much access the former should have to the latter’s production line. If changes to production have been made and agreed upon, we can infer that the lover’s quarrel was settled – at least to a degree. 


There’s no official word about what specific problem has befallen these batteries, nor is any explanation expected. One openly wonders about the health of batteries in Lightnings which have already been built; if the issue was significant enough to warrant a change on the production line, what about the unit which have been installed in the however-many thousand Lightnings which are already either on the road or on dealer lots?


Through to the end of 2022, Ford delivered 15,617 F-150 Lightnings after its launch in May of that year. To say it is America’s “best-selling electric truck” is absolutely true but also a title they earned by being one of the first to market. Rivian et al won’t surpass Ford’s numbers for EV trucks in terms of sales, GM’s twins have yet to hit the floor, and Ram won’t appear with their rig until the end of – ahem – 2024. All told, Ford sold 61,575 electric vehicles last year (over double than in 2021) comprised of the Lightnings, roughly 39.5k Mach-E SUVs, and 6.5k e-Transit vans.


[Image: Ford]


Become a TTAC insider. Get the latest news, features, TTAC takes, and everything else that gets to the truth about cars first by subscribing to our newsletter.

Matthew Guy
Matthew Guy

Matthew buys, sells, fixes, & races cars. As a human index of auto & auction knowledge, he is fond of making money and offering loud opinions.

More by Matthew Guy

Comments
Join the conversation
4 of 50 comments
  • Cprescott Cprescott on Feb 27, 2023

    Apparently there was a battery fire on the assembly line that consumed a Lightning and another before things were brought under control.....

  • El scotto El scotto on Feb 27, 2023

    Ford's CEO has divided the company into two competing divisions, EV vs ICE. Both are failing miserably. Time for a Ford deathwatch?


    Disclosure time: I bought a few thousand shares of Ford when it was two bucks and some change. All Ford has to do is make F-150's and Mustangs and keep the wheelbarrows headed to the bank. Right??


    It seems all Ford wants to do is sell the most expensive trucks they can for as long as they can. This will probably end up as text book example of excessive corporate greed. This will fail miserably. The 80K truck market isn't that large and it's already full.


    Will members of the extended Ford family start dumping their class B stocks?

  • Jeff Overall I prefer the 59 GM cars to the 58s because of less chrome but I have a new appreciation of the 58 Cadillac Eldorados after reading this series. I use to not like the 58 Eldorados but I now don't mind them. Overall I prefer the 55-57s GMs over most of the 58-60s GMs. For the most part I like the 61 GMs. Chryslers I like the 57 and 58s. Fords I liked the 55 thru 57s but the 58s and 59s not as much with the exception of Mercury which I for the most part like all those. As the 60s progressed the tail fins started to go away and the amount of chrome was reduced. More understated.
  • Theflyersfan Nissan could have the best auto lineup of any carmaker (they don't), but until they improve one major issue, the best cars out there won't matter. That is the dealership experience. Year after year in multiple customer service surveys from groups like JD Power and CR, Nissan frequency scrapes the bottom. Personally, I really like the never seen new Z, but after having several truly awful Nissan dealer experiences, my shadow will never darken a Nissan showroom. I'm painting with broad strokes here, but maybe it is so ingrained in their culture to try to take advantage of people who might not be savvy enough in the buying experience that they by default treat everyone like idiots and saps. All of this has to be frustrating to Nissan HQ as they are improving their lineup but their dealers drag them down.
  • SPPPP I am actually a pretty big Alfa fan ... and that is why I hate this car.
  • SCE to AUX They're spending billions on this venture, so I hope so.Investing during a lull in the EV market seems like a smart move - "buy low, sell high" and all that.Key for Honda will be achieving high efficiency in its EVs, something not everybody can do.
  • ChristianWimmer It might be overpriced for most, but probably not for the affluent city-dwellers who these are targeted at - we have tons of them in Munich where I live so I “get it”. I just think these look so terribly cheap and weird from a design POV.
Next