After several years of postponing plans for large three-row electric SUVs, Ford has scrapped these initiatives entirely. The Wall Street Journal and Automotive News were the first to report this development.
Ford’s CEO, Jim Farley, came to the conclusion that while large SUVs with combustion engines can be highly profitable, they become less viable with the high costs associated with electric batteries. As a result, Ford has opted to concentrate on producing smaller, more cost-effective electric vehicles instead.
The company’s revised strategy will introduce a midsize electric pickup truck in 2027. Initially, Ford had announced plans for electric versions of the Ford Explorer and Lincoln Aviator with a target launch year of 2025.
However, these plans faced numerous delays, and no concept vehicles were ever presented. The delays included shifts in planned production sites, originally set for Mexico and later considered for Canada. This past spring, Ford extended the timeline for these large electric SUVs to 2027. Now, it has been confirmed that the entire SUV program has been canceled.
Instead, Ford is pivoting to develop a new range of hybrid three-row SUVs. The company is reportedly exploring extended-range hybrid technology, similar to Stellantis’ 2025 Ram 1500 Ramcharger, which uses an onboard gasoline generator to extend its range and power. Officially, Ford states that the new hybrids will offer various propulsion options.
Additionally, Ford is delaying the introduction of its next-generation full-size electric trucks, known as the T3, to late 2027. This delay allows Ford to focus on creating bespoke electric trucks rather than modifying existing models like the F-150 Lightning, and it provides more time to develop cost-effective battery solutions.
Originally, Ford aimed to produce 2 million electric vehicles annually by 2026 and become the leading global EV manufacturer. Now, the company is redirecting its efforts towards hybrid vehicles.