Ford Delays Next-Gen F-150, Plans New EV Trucks

Ford has delayed the production of the next-generation F-150, originally scheduled for 2027, to mid-2028 due to uncertainties in the auto industry, including potential changes in tariffs and regulations under the Trump administration. This decision, confirmed by multiple supplier sources, allows Ford to avoid new supplier contract costs and adjust to market changes such as lower-cost battery technologies for future electric models. The current F-150, a crucial model for Ford's profitability, will continue in production, which might affect its market position against competitors like Toyota, Chevrolet, and GMC. Despite the delay, Ford plans to introduce new electric trucks and extended-range electric vehicles by 2027, indicating a strategic shift towards electrification. Analysts view Ford's cautious approach as a tactical move to navigate evolving market landscapes and broader industry challenges in transitioning to greener technologies amid fluctuating economic policies.