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The Ford Motor Company is adjusting its electric vehicle strategy. The automaker will prioritize smaller and more affordable EVs ahead of the replacement for the F-150 Lightning fullsize pickup truck and e-Transit van. The Lightning replacement, codenamed T3, should now appear later in 2027, with the van a year behind.

Here in 2025, EV adoption isn't exactly going the way everyone thought—or rather hoped—it would. The hype surrounding EVs worked fast, and the glinting dollar signs in people's eyes as they saw Tesla's share price soar higher and higher convinced even people who don't care about decarbonization that going all-in on EVs was the way to go.

But it takes longer to develop a new vehicle than it takes to excite an investor. And it takes longer even than that to build out the charging infrastructure necessary to transform EV motoring from something for early adopters and the eco-conscious into a viable alternative for a largely incurious and change-averse general public. Which is a long-winded way of saying the industry got out over its skis.

Take the Ford F-150 Lightning. Americans adore their pickup trucks, and the Lightning is a darn good pickup in most regards. It looks like a normal F-150, and while it might not tow as far before it has to stop, it does most other things as well or better than the gasoline-powered equivalent.

But something the size and shape of a full-size pickup truck is always going to require a lot of energy to push it through the air—even if you squeezed the drag coefficient, there's no getting away from so much frontal area. And that means you need a gigantic battery in order to meet range expectations. And that means the truck that customers thought would cost $40,000 actually costs way more; sometimes as much as twice that. So it has hardly been the sales success people once imagined.

And that was before the change in government. Now, with an end to EPA fines for selling too many inefficient vehicles and the impending loss of the IRS clean vehicle tax credit, plus the ongoing trade war and a rapidly contracting economy that is expected to impact new car sales, one can see the sense in Ford's revised product plans. Instead of using lots of resources to build big electric pickups for customers who aren't ready to go electric yet, make EVs for the people who actually do want them.

"We communicated timing adjustments for our next-gen electric van and electric full-size pickup to our suppliers and employees in June. F-150 Lightning, America’s best-selling electric truck, and E-Transit continue to meet today’s customer needs. We remain focused on delivering our Ford+ plan and will be nimble in adjusting our product launch timing to meet market needs and customer demand while targeting improved profitability. We look forward to telling you more about our electric vehicle plans on Monday from Kentucky," Ford told Ars in a statement this morning.

At the beginning of last year Ford revealed that an internal "skunkworks" was already two-years deep into a project to develop smaller and cheaper EVs, inspired by the new wave of Chinese EVs. Presumably, the announcement will involve the fruits—believed to be a midsize pickup truck and a small crossover—of this team's efforts, but you'll have to wait until Monday morning to find out.