How Ford’s bet on an electric ‘truck of the future’ led to a $19.5bn writedown

Market Intelligence Analysis

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Why This Matters

Ford's significant $19.5 billion writedown on its electric F-150 Lightning highlights the company's struggles with profitability in the EV market, which mirrors broader industry challenges in accurately predicting electric vehicle adoption rates in the U.S. This situation raises concerns about the sustainability of current EV strategies among automakers.

Market Impact

Market impact analysis based on bearish sentiment with 77% confidence.

Sentiment
Bearish
AI Confidence
77%

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

The F-150 Lightning economics did not add up but also reflected industry-wide miscalculation of US EV uptake

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Full article on Financial Times
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Original article published by Financial Times on December 19, 2025.
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