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Ford is cutting production of the F-150 Lightning amid falling demand for the all-electric truck. The move comes just months after Ford’s Michigan EV plant already lost a shift.

Ford slashes F-150 Lightning production, again

Ford’s F-150 Lightning was the top-selling electric truck last year in the US last year. With over 24,000 EV pickups handed over last year, the Lightning topped Rivian’s R1T.

Despite the growth, Ford is cutting Lightning production (again) as demand slips. Ford announced plans Friday to reduce F-150 Lightning output to “achieve the optimal balance of production, sales growth and profitability.”

Although Ford expects global EV sales growth in 2024, the move comes amid “less than anticipated” demand.

Around 1,400 employees at its Rouge EV plant will be impacted as Ford transitions to one shift. Ford is transferring around 700 to its Michigan Assembly plant while others will be repositioned at the EV complex.

Ford said, “The transition could also impact a few dozen employees” at F-150 Lightning components plants.

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Ford F-150 Lightning production at Rouge EV plant (Source: Ford)

Meanwhile, the automaker is adding a shift to boost output of its gas-powered Bronco and Raptor pickups. Ford, like Toyota, will rely on a mix of gas-powered, hybrid, and electric vehicle production for “optimizing financial returns.”

The news comes after Ford already cut a shift at its Rouge EV plant in October, citing supply chain issues.

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Ford F-150 Lightning (Source: Ford)

Ford pushed back its 600,000 EV run rate goal last year, with CEO Jim Farley explaining, “The near-term pace of EV adoption will be slower than expected.” The automaker is delaying around $12 billion in EV spending.

Ford Spokesperson Martin Gunsberg told Electrek Ford is “making adjustments to pricing, production, and trim packages” for the 2024 Lightning.

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2024 Ford F-150 Lightning prices and trim options (Source: Ford)

2024 Ford F-150 Lightning prices start at $54,995, $5K more than the 2023MY. The base Pro trim features up to 240 miles range. Prices for other trims, except the Platinum, increased between $2K (Lariat 320 mile range) and $7,500 (XLT 240 mile range).

Ford also added a new Flash trim to the 2024 lineup. The 2024 Ford F-150 Lightning Flash includes up to 320 miles range, a loaded tech interior, a heat pump, Ford’s Tow Tech package, and a Power Trailgate. The new model starts at $73,495.

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2024 Ford F-150 Lightning Flash trim (Source: Ford)

Electrek’s Take

Despite Ford claiming EV adoption is slowing, a record 1.2 million EVs were handed over in the US last year.

New Kelley Blue Book data shows EVs accounted for 7.6% of total US auto sales last year. That’s up from 5.9% in 2022 and 3.1% in 2021.

EV adoption is expected to continue climbing in the US and globally. KBB expects EV share in the US to reach 10% this year, another record. The growth will come with new EVs and incentives.

Tesla is still dominating the market as the Model Y accounted for one in every three EVs (394,497) sold in the US last year alone. The Model 3 was second, with nearly 221,000 units handed over.

While Ford is taking its foot off the gas, rivals like Hyundai and Volvo look to take advantage. Volvo CEO Jim Rowan said he expects “tremendous growth” in the segment with new models like the EX30, starting at $35,000, hitting the market this year.

In November, Hyundai’s global president, Jose Munoz, told Reuters, “Based on what I see, I need more. If I had more capacity today, I could sell more cars.” The South Korean automaker has stood by its stance after EV sales doubled last year.

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As Texas power demand surges, solar, wind and storage carry the load

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As Texas power demand surges, solar, wind and storage carry the load

Electricity demand is surging in Texas, and solar, wind, and battery storage are meeting it.

According to new data from the US Energy Information Administration (EIA), electricity demand across the Texas grid managed by the Electric Reliability Council of Texas (ERCOT) hit record highs in the first nine months of 2025. ERCOT, which supplies power to about 90% of the state, saw demand jump 5% year-over-year to 372 terawatt hours (TWh) – a 23% increase since 2021. No other major US grid has grown faster over the past year.

Solar and wind keep ERCOT’s grid steady

The biggest growth story in Texas power generation is solar. Utility-scale solar plants produced 45 TWh from January through September, up 50% from 2024 and nearly four times what they generated in 2021 (11 TWh). Wind power also continued to climb, producing 87 TWh through September – a 4% increase from last year and 36% more than in 2021.

Together, wind and solar supplied 36% of ERCOT’s total electricity over those nine months. Solar, in particular, has transformed Texas’s daytime energy mix. From June to September, ERCOT solar farms generated an average of 24 gigawatts (GW) between noon and 1 pm – double the midday output from 2023. That growth has pushed down natural gas use at midday from 50% of the mix in 2023 to 37% this year.

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Battery storage is filling in the gaps

Batteries charge during the day when wind and solar generation are the highest, and they produce electricity when generation from wind and solar slows down. ERCOT began reporting battery output separately in October 2024 in its hourly grid data, and it’s clear that batteries are now helping to smooth out evening peaks. This past summer, batteries supplied an average of 4 GW of power around 8 pm, right as solar production dropped off.

Natural gas is flatlining

Natural gas is still Texas’s dominant power source, but it isn’t growing like it used to. Between January and September, gas-fired plants generated 158 TWh of electricity, compared to 161 TWh in 2023. Gas comprised 43% of ERCOT’s generation mix during the first nine months of 2025, down from 47% in the first nine months of 2023 and 2024.

More demand growth ahead

The EIA expects Texas electricity demand to keep rising faster than any other grid in the US. In its latest Short-Term Energy Outlook, the EIA projects ERCOT’s demand will climb another 14% in the first nine months of 2026, reaching 425 TWh. That means Texas will need even more solar, wind, and battery storage to keep up with its breakneck growth.

Read more: This $900 million solar farm in Texas is going 100% to data centers


The 30% federal solar tax credit is ending this year. If you’ve ever considered going solar, now’s the time to act. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them. 

Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

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Chevy Equinox EV and another Cadillac electric SUV recalled due to tire defect

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Chevy Equinox EV and another Cadillac electric SUV recalled due to tire defect

GM is recalling nearly 23,000 Chevy Equinox EV and Cadillac Optiq models due to a defect where the tire tread could fall off.

GM is recalling more Chevy Equinox EV models

In a letter sent to the National Highway Traffic Safety Administration (NHTSA), GM said it has decided to issue a safety recall for certain Chevy Equinox EV and Cadillac Optiq models from model years 2025 to 2026.

This time, it isn’t necessarily GM’s fault. The vehicles may be equipped with 21″ all-season tires that Continental Tire is recalling.

According to Continental, the tires were produced during the week of October 6, 2024, and may have a defect where the tire tread could partially or fully detach. The records show the defect is due to a nonconforming tread base rubber compound.

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Owners of affected vehicles may notice unusual tread wear or bulging, vibration while driving, or tire noises. GM is unaware of any incidents related to the defect, but is issuing the recall out of an abundance of caution.

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Cadillac Optiq EV (Source: Cadillac)

On September 18, 2025, GM inspected the assembly plant and confirmed there were no suspect tires in stock. The 21″ tires come standard on RS trims and are optional on LT1 and LT2 grades.

Although GM is recalling 22,914 Chevy Equinox EVs and Cadillac Optiqs, it estimates that only about 1% of them have the defect.

The recall includes:

  • 2026 Cadillac Optiq: 214
  • 2026 Chevy Equinox EV: 1,832
  • 2025 Cadillac Optiq: 3,468
  • 2025 Chevy Equinox EV: 17,400

GM dealers will check all four tires and replace them if needed, free of charge. Dealers were notified on October 16. Owner notification letters are expected to be mailed out on December 1, 2025.

You can contact Chevrolet’s customer service number at 1-800-222-1020 or Cadillac’s at 1-800-333-4223. GM’s recall number is N252525030. Owners can also call the NHTSA hotline at 1-888-327-4236 or visit the nhtsa.gov website for more information.

The Chevy Equinox EV is now the third best-selling EV in the US, trailing only the Tesla Model Y and Model 3. Meanwhile, Cadillac’s entry-level Optiq SUV is the fifth-most-popular luxury EV. The recall is minor and only affects a small percentage of models, so it’s not expected to have a major impact.

If you want to test one of them for yourself, we can help you get started. Check out our links below to find available Chevy Equinox EV and Cadillac Optiq models near you.

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Podcast: TSLA earnings madness, Rivian layoffs, Ford pauses F-150 Lightning, more

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Podcast: TSLA earnings madness, Rivian layoffs, Ford pauses F-150 Lightning, more

In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week’s episode, we discuss Tesla’s earnings madness, Rivian layoffs, Ford pausing F-150 Lightning, and more.

The show is live every Friday at 4 p.m. ET on Electrek’s YouTube channel.

As a reminder, we’ll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in.

After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps:

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We now have a Patreon if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming.

Here are a few of the articles that we will discuss during the podcast:

Here’s the live stream for today’s episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET:

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