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Ford’s electric truck slams into a $2 billion wall of aluminum ash

Jason Weisberger
Nov 10, 2025
∙ Paid

The electric future of Ford’s flagship truck may have run out of juice. The automaker has halted F-150 Lightning production after a supplier fire burnt its aluminum supply, sparking $2 billion in expected losses and, according to The Wall Street Journal, internal discussions about potentially halting production altogether.

That’s according to a report in

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