Update to the Ford EV Roadmap. No impact to Mustang Mach-E

[YunniorO]

Don't believe a word of that. I'll lay odds we will never see a Gen 2 mme. It'll be neglected until it dies. They lose a lot of money on each sale. The fewer they sell, the less their losses.

I see that happening even more now. This decision is going to steer EV buyers away from Ford to other brands that are doubling down rather than rolling back.

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[WJD]

Hi Mustang Mach-E owners,

You may see headlines today, or perhaps you’ve been lurking over in the F-150 Lightning forum where the news just went live. I’m coming to you today to share an update on our product roadmap.

There is a lot of news flying around, so I want to give you the facts straight from Ford, explain what is changing for our electric trucks. There is no impact to Mustang Mach-E. Mustang Mach-E is a great success story and is now available in almost 60 markets across the globe. It continues to be a standout electric SUV and plays an important role in the Ford portfolio.

The News: A Shift for F-150 Lightning​

With the F-150 Lightning, we proved an electric truck could be a hit, and it has remained the best-selling electric pickup. Let’s be real about what we’ve learned from you, the owners, and the market over the last few years. You love the electric performance, smoothness, and the tech, but for those that drive long distances, take frequent trips or tow heavy loads across state lines often, an F-150 Lightning might not be the truck for them. And we want it to be.

To solve that, we are shifting the next-generation F-150 Lightning to an Extended-Range Electric Vehicle (EREV) architecture. For those who aren’t familiar with EREVs, this isn't a traditional plug-in hybrid. This is an electric vehicle with an on-board generator. It’s designed to give you the electric capability you enjoy around town, but with range and towing confidence. It will be assembled right here in Dearborn at the Rouge Electric Vehicle Center.

To be transparent, that means that we will end production of the current generation F-150 Lightning at the end of this year. We will prioritize multi-energy powertrains for our large SUVs, trucks and vans, and have also made the decision to no longer produce the next-generation full-size electric truck, also known as “T3”.

"Okay Brian, but what about my Mustang Mach-E?"​

I know seeing "production ending" for the Lightning might cause some swirl here. I want to be clear: This strategic shift is specific to F-150 Lightning and “T3” truck. The Mustang Mach-E continues to be a successful product for Ford, competing to attract new customers to the brand in the growing two-row electric SUV segment. Mach-E also has the highest conquest / loyalty rate in the Ford showroom. We know that for this segment (performance SUVs, commuters, and daily drivers) pure battery electric is fantastic.

At the same time, we are still investing in pure EVs. We are doubling down on the technology that powers them, including multi-energy powertrains.

• The Universal EV Platform: We are deep in development of our new Universal EV Platform (UEV) platform. This flexible architecture will underpin a new family of smaller, more affordable, and cost-efficient vehicles—starting with a midsize pickup in 2027. We believe the future of the EV market is affordable, high-volume vehicles, and that is exactly what this platform is engineered for. The UEV platform is more important than ever for Ford.
• Battery Tech: We are repurposing our Kentucky plant for grid storage and focusing our Michigan plant on LFP cells (which many of you already have in your newer Mach-Es).

No one could have predicted how the EV landscape would change in the U.S., which has impacted the industry. We took a bet, produced amazing products that so many people love, and now we must make some hard decisions in response to evolving market realities, consumer preferences, and the regulatory environment. Regardless, we are so proud of the current F-150 Lightning.

For the BEV purists, I know the EREV truck news might be tough to hear. We have a huge opportunity to get more people driving electric – whether that be plug-in hybrid, extended-range electric or pure electric vehicles, and our plans set us up to succeed in this mission.

You can read the press release on this news here. I’ll be in the comments later to answer what I can.

Brian from Ford

But why is there nothing about the 2026 Mach-e on Ford's website? Is Ford just trying to force the sale of existing 2025 stock?

 

[Rob S]

We love our 22 MME GT. And our 2017 Ecoboost Mustang. I work from home and put less than 2K a year on the Ecoboost, so I won't be replacing that anytime soon. And we expect 10 years out of our MME. If that plan works out (fingers crossed), we'll be in the market for our next vehicle in 2032. I HOPE FORD GETS THEIR EV ACT TOGETHER BY THEN.

 

[Dustus]

I've been feeling the same today. Pretty convinced that my next EV will be something other than Ford. They just don't seem to have to have their heart in it anymore to make a great EV. Maybe the next gen platform will surprise me.

 

[GreaseMonkey]

A new one with a fresh battery? After 2.5 years?

Go fish somewhere else. This lake is closed for trolls.

 

[SonicBlue]

Go fish somewhere else. This lake is closed for trolls.

That is one expensive carton of milk.

 

[GreaseMonkey]

That is one expensive carton of milk.

Lake’s still closed.

 

[dalola]

I don't know, it seems pretty simple; whichever OEM builds the best products will get the sales (overly simplified, I know, but you get the point..). I don't think Ford wants to quit the game. The rules change so fast, it's hard to predict anything. I will take a "wait & see" approach to all this speculation, and again, follow the products as they are released.

 

[Fenixgoon]

I love my MME. I will be very disappointed if ford discontinues development on it. It would seem awfully short sighted.

 

[Sikkun]

But if the plant is going to build gas vehicles instead of EVs we get to move billions on “losses” off of the EV spreadsheet onto said gas trucks right?

Right?

 

[celestial_knight]

Ford has done a great job; I wish you success; I am rooting for you

EREV Mach E will be fine in my book if you can keep the sporty handling characteristics (or even better! )

No surprise there will be no immediate impact on the Mach E. Ford can't disparage their flagship and successful electric product while everything else is yet vaporware

 

[celestial_knight]

I love my MME. I will be very disappointed if ford discontinues development on it. It would seem awfully short sighted.

Mach E's big successor will likely be in a few years when the new EV platform is ironed out

 

[phidauex]

I think this is the most interesting part of the announcement. Repurposing the Kentucky plant for grid storage?

Ding, ding, this is a key little part of the statement. There is heavy downward pressure on EV battery prices due to the early expiration of the tax credits, but there is upward pressure on stationary grid storage batteries due to the rapid expansion of data center load (and to a lesser degree, electrification of homes, vehicles, and the energy efficiency path largely wrapping up). The demand for domestically produced grid storage batteries is huge, and prices are at a premium for them right now.

If you were a battery producer and you could sell for $110/kWh for EV modules, or $140/kWh for grid storage systems, where would you send your batteries? We buy a substantial amount of the excess production of another major US battery manufacturer's usual EV product line for this exact reason...

Seen this way, it tells a different story - the easy spin is "no one wanted EVs anyway we told you so", but "EVs are plenty popular, but the batteries are more valuable elsewhere" is a more nuanced view.

 

[Doobster6]

Hi Mustang Mach-E owners,

You may see headlines today, or perhaps you’ve been lurking over in the F-150 Lightning forum where the news just went live. I’m coming to you today to share an update on our product roadmap.

There is a lot of news flying around, so I want to give you the facts straight from Ford, explain what is changing for our electric trucks. There is no impact to Mustang Mach-E. Mustang Mach-E is a great success story and is now available in almost 60 markets across the globe. It continues to be a standout electric SUV and plays an important role in the Ford portfolio.

The News: A Shift for F-150 Lightning​

With the F-150 Lightning, we proved an electric truck could be a hit, and it has remained the best-selling electric pickup. Let’s be real about what we’ve learned from you, the owners, and the market over the last few years. You love the electric performance, smoothness, and the tech, but for those that drive long distances, take frequent trips or tow heavy loads across state lines often, an F-150 Lightning might not be the truck for them. And we want it to be.

To solve that, we are shifting the next-generation F-150 Lightning to an Extended-Range Electric Vehicle (EREV) architecture. For those who aren’t familiar with EREVs, this isn't a traditional plug-in hybrid. This is an electric vehicle with an on-board generator. It’s designed to give you the electric capability you enjoy around town, but with range and towing confidence. It will be assembled right here in Dearborn at the Rouge Electric Vehicle Center.

To be transparent, that means that we will end production of the current generation F-150 Lightning at the end of this year. We will prioritize multi-energy powertrains for our large SUVs, trucks and vans, and have also made the decision to no longer produce the next-generation full-size electric truck, also known as “T3”.

"Okay Brian, but what about my Mustang Mach-E?"​

I know seeing "production ending" for the Lightning might cause some swirl here. I want to be clear: This strategic shift is specific to F-150 Lightning and “T3” truck. The Mustang Mach-E continues to be a successful product for Ford, competing to attract new customers to the brand in the growing two-row electric SUV segment. Mach-E also has the highest conquest / loyalty rate in the Ford showroom. We know that for this segment (performance SUVs, commuters, and daily drivers) pure battery electric is fantastic.

At the same time, we are still investing in pure EVs. We are doubling down on the technology that powers them, including multi-energy powertrains.

• The Universal EV Platform: We are deep in development of our new Universal EV Platform (UEV) platform. This flexible architecture will underpin a new family of smaller, more affordable, and cost-efficient vehicles—starting with a midsize pickup in 2027. We believe the future of the EV market is affordable, high-volume vehicles, and that is exactly what this platform is engineered for. The UEV platform is more important than ever for Ford.
• Battery Tech: We are repurposing our Kentucky plant for grid storage and focusing our Michigan plant on LFP cells (which many of you already have in your newer Mach-Es).

No one could have predicted how the EV landscape would change in the U.S., which has impacted the industry. We took a bet, produced amazing products that so many people love, and now we must make some hard decisions in response to evolving market realities, consumer preferences, and the regulatory environment. Regardless, we are so proud of the current F-150 Lightning.

For the BEV purists, I know the EREV truck news might be tough to hear. We have a huge opportunity to get more people driving electric – whether that be plug-in hybrid, extended-range electric or pure electric vehicles, and our plans set us up to succeed in this mission.

You can read the press release on this news here. I’ll be in the comments later to answer what I can.

Brian from Ford

The EREV could be just what the next layer of potential EV buyers in America need to get their toes in the water. Two factors loom large in making them hesitant today; relatively short range (300-ish miles compared to conventional ICE cars at 450+) and too-long charging times (40_ minutes to go from 10-80%). I LOVE my MME but I have the perfect ‘first layer buyer’ use case: I’m retired, we use the MME for all of our non-trip driving, rarely drive more than 150 miles in one day, and we charge exclusively at home on a L2 charger. So those factors are of no concern to us. But the next layer wants their first EV, which might likely live next to their (other) ICE car like ours does, to still be a car they can do everything in, including long trips, without trying their patience with 45+ minute charging cycles every three hours.

If the EREVs can offer 150+ miles of pure electric driving (without the gas engine-generator kicking on for any reason, including cabin heat) and then the extra 550 miles of generator-extended range, they could be the perfect solution. Furthermore, if said platforms could follow the old Honda Clarity/Chevy Volt architecture that eliminates complex failure-prone hydraulic transmissions, and where the gas engine can also help the electric motors propel the vehicle above certain highway speeds, it might even pry me out of my MME!

 

[YunniorO]

IMO, the maverick should’ve been the one offered as an EV variant in the first place over the Lightning.

Didn’t the Maverick come out around the same time too? They should’ve went with a maverick hybrid and EV as an option. Then, later on down the line, use the experienced gained from the maverick to fold that into the rest of the lineup.

The lightning is a great EV truck, but when it comes to price and most EV prospective buyers/owners, I’m not quite sure why the maverick wasn’t the choice.

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