Ford's 'No-Compromise' Pivot: EREV F-150 Lightning + Battery Storage + A Reset Of The Large-EV Roadmap
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Nelson Alves3.76K FollowersFollow5ShareSavePlay(9min)Comment(1)SummaryFord is redeploying capital away from select large EVs and into trucks, hybrids, affordable EVs, and battery energy storage, while taking sizeable EV-related charges and still raising 2025 profit guidance.This post breaks down what Ford is doing, why it matters, and what I’m watching.Ford expects ~$19.5B in special items, mostly in Q4 2025, with the remainder across 2026–2027. Vera Tikhonova/iStock Editorial via Getty Images Ford (F) dropped two linked announcements on Dec. 15, 2025. One is the headline product: a next-gen F-150 Lightning EREV with 700+ miles of estimated range. The other is the bigger story: Ford is redeploying capital away from selectThis article was written byNelson Alves3.76K FollowersFollowEx-trading desk at tradfi bankHead of Investment Research at KRIMaster in Finance