The 2026 Electric Truck Market Just Hit a BREAKING POINT -- Ford, GM and Ram Are Out of Options

0:00 Ford sold just 289 F-150 Lightnings last quarter 0:34 Subscribe and what's coming 0:48 The big picture: EV sales down 39% 1:27 Electric pickups down 62% in one quarter 2:13 Ford: the Lightning is dead 3:15 The twist: the Lightning returns with a gas generator 3:45 GM: Factory Zero idled and billions written off 5:20 Ram: the electric truck that never launched 7:03 Who is still winning: Cybertruck, Rivian and Tesla 8:01 Why Detroit's electric trucks failed 9:20 Where the market goes from here 10:11 Final thoughts and your opinion Last quarter, Ford sold just 289 F-150 Lightnings in the entire United States, down 97% from a year earlier. In this video, we break down why the electric truck market has hit a breaking point. Total EV sales fell about 39% in Q3 2026 according to Cox Automotive estimates, and the five best known electric pickups are down roughly 62% in the quarter. Ford has ended the all-electric Lightning and is bringing the name back as an extended-range truck with a gas generator. GM has idled its Factory Zero EV plant and taken billions in writedowns, while Ram canceled its full-size electric pickup before it ever launched. We also look at who is still holding up, including the Tesla Cybertruck and Rivian, and the reasons Detroit's electric trucks struggled: price, towing and range, and the profit pull of gas trucks. Finally, we look at what comes next, from extended-range trucks to Ford's planned midsize electric pickup in 2027.