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]


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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.

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  • 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?

  • Namesakeone Yes, for two reasons: The idea of a robot making decisions based on algorithms does not seem to be in anyone's best interest, and the thought of trucking companies salivating over using a computer to replace the salary of a human driver means a lot more people in the unemployment lines.
  • Bd2 Powertrain reliability of Boxer engines is always questionable. I'll never understand why Subaru held onto them for so long. Smartstream is a solid engine platform as is the Veracruz 3.8L V6.
  • SPPPP I suppose I am afraid of autonomous cars in a certain sense. I prefer to drive myself when I go places. If I ride as a passenger in another driver's car, I can see if that person looks alert and fit for purpose. If that person seems likely to crash, I can intervene, and attempt to bring them back to attention. If there is no human driver, there will probably be no warning signs of an impending crash.But this is less significant than the over-arching fear of humans using autonomous driving as a tool to disempower and devalue other humans. As each generation "can't be trusted" with more and more things, we seem to be turning more passive and infantile. I fear that it will weaken our society and make it more prone to exploitation from within, and/or conquest from the outside.
  • JMII Based on the human drivers I encounter everyday I'll happily take my chances with a computer at the wheel.The highway driver assist system on my Santa Cruz is great, it can self drive perfectly in about 90% of situations. However that other 10% requires you to be in control and make decisions. I feel this is the problem with an AI driving a car, there are times when due to road construction, weather conditions or other drivers when only a human will know what to do.
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