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Ford used Alaska’s trickiest terrain to test the F-150 Lightning’s all-season capability
Ford is preparing for the first deliveries of its all-electric pickup the F-150 Lightning this Spring. As Ford moves closer to bringing the electric version of its popular pickup series to market, the company has been assessing the vehicle’s performance in some of the most challenging settings, ensuring customers will enjoy the top-notch capabilities the F-series has offered for decades. The F-150 Lightning spent two weeks with Ford engineers in Alaska, providing the vehicle with some of its toughest and trickiest tests to date.
Ford, which saw an over 55 percent increase in electric vehicle sales in February, took its new all-electric pickup to the coldest portions of the frozen Alaskan tundra, assessing the pickup’s performance on low-traction surfaces like snow and ice. The environment also provided another challenge: extremely cold temperatures, which are not always friendly to electric powertrains.
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- Preproduction model with optional equipment driven under test conditions. Professional driver on closed course. Do not attempt. 2022 Ford F-150 Lightning production begins spring 2022.
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- Preproduction model with optional equipment driven under test conditions. Professional driver on closed course. Do not attempt. 2022 Ford F-150 Lightning production begins spring 2022.
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- Preproduction model with optional equipment driven under test conditions. Professional driver on closed course. Do not attempt. 2022 Ford F-150 Lightning production begins spring 2022.
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- Preproduction model with optional equipment driven under test conditions. Professional driver on closed course. Do not attempt. 2022 Ford F-150 Lightning production begins spring 2022.
“Alaska provides us the extremely cold temperatures, snow and ice-covered surfaces that we need to push the F-150 Lightning in this type of testing, which is really focused on dialing-in how the truck delivers its power to the ground on slippery surfaces,” Cameron Dillon, an F-150 Lightning powertrain engineer, said. “Customers may not regularly see minus 30-degree mornings like we are seeing here, but they will see winter cold, snow, and icy roads, and they should feel confident their F-150 Lightning is ready for all of it.”
“Alaska provides us the extremely cold temperatures, snow and ice-covered surfaces that we need to push the F-150 Lightning in this type of testing, which is really focused on dialing-in how the truck delivers its power to the ground on slippery surfaces,” Cameron Dillon, an F-150 Lightning powertrain engineer, said. “Customers may not regularly see minus 30-degree mornings like we are seeing here, but they will see winter cold, snow, and icy roads, and they should feel confident their F-150 Lightning is ready for all of it.”
Ford says it performed low-mu testing, an evaluation of an all-electric powertrain and how it adjusts power delivery to the wheels on low-traction surfaces. Snow, ice, and cold temperatures all contribute to the removal of traction from normal driving surfaces like concrete and asphalt. Alaska was an ideal choice, especially as it offered extreme scenarios of what the truck will see on a daily basis.
Ford took six pre-production units of the F-150 Lightning to Alaska for the testing, it said. It also tested the pickup’s performance on a variety of winter weather conditions, including loose and packed snow, half ice-half concrete, and complete ice. The F-150 Lightning’s ability to sense wheel slip and adjust power to the wheels within the blink of an eye helps improve handling. The advantages are just another feature of electric powertrains, Nick Harris, another F-150 Lightning powertrain engineer, said.
“F-150 Lightning in the snow is a very different ballgame compared to gas vehicles. The responses are extremely quick and the dual motors make it as if you have two engines pumping out power in one vehicle. A lot of our work is to coordinate the two motors to work together to best deliver torque to the ground, so that customers who drive in the snow and ice ultimately feel very confident.”
“F-150 Lightning in the snow is a very different ballgame compared to gas vehicles. The responses are extremely quick and the dual motors make it as if you have two engines pumping out power in one vehicle. A lot of our work is to coordinate the two motors to work together to best deliver torque to the ground, so that customers who drive in the snow and ice ultimately feel very confident.”
The electric F-150 Lightning has six standard benefits that all can be attributed to the use of an electric powertrain, rather than a gas-powered one:
- Standard dual motors front and rear
- Standard always-on 4×4
- Quick torque delivery
- Standard electronic-locking rear differential
- Selectable drive modes
- Low center of gravity for even more confident handling
Ford also can adjust the calibration to help make quick adjustments to the vehicle, making testing more efficient. While the team spent just two weeks in Alaska’s extreme conditions, Ford says the F-150 Lightning Powertrain team also dedicated numerous testing sessions in Michigan’s Upper Peninsula, Borrego Springs, Johnson Valley, and at Ford’s Michigan Proving Grounds near Romeo.
The F-150 Lightning will begin customer deliveries this Spring. Ford recently split its EV and combustion engine operations into two “divisions.” The electric side is known as Model e, while combustion engine projects will fall under the Ford Blue division.
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Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
SpaceX confirmed the date of Starship’s 15th launch window with some massive ambitions for the mission, as it will attempt to catch Ship for the first time.
CEO Elon Musk confirmed during SpaceX’s Earnings Call last night on October 20 that it would launch Starship for its 15th test flight in November, and there are some incredible things the company wants to try, making it perhaps the most groundbreaking launch in the program’s history.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
The most major development of the call was SpaceX’s intention to catch Ship alongside catching the Super Heavy Booster, something that has happened in the past. SpaceX showed an animation of the Ship catch, which will be done on the launch tower’s chopsticks:
SpaceX has released a new Starship tower catch animation for the upcoming Flight 15! https://t.co/kStn01Da8u
— Truthful🛰️ (@Truthful_ast) October 20, 2026
This monumental goal is to catch both the Ship and Booster in a dual-catch scenario, an incredible feat since SpaceX has never been able to reuse a Ship after launch. Musk said it would be “the first time that an orbital launch vehicle has been fully recovered,” and said it would be a “profound technology milestone.”
Musk said the odds of success on this first Ship catch attempt are “more likely than not,” but SpaceX is ultimately prepared for more tries moving forward. The SpaceX frontman said that, starting next year, Starship would have a “steady stream” of flights through the end of the year.
The cadence will accelerate in 2027, with Musk stating the company plans to target weekly flights in the first half of 2027 and twice-weekly by year-end.
The Flight 15 attempt follows that of Flight 14, which took off in late September and was Starship’s first orbital mission. It deployed 26 Starlink V3 satellites, accomplished a controlled ocean splashdown of both stages, and shed more light on potential challenges for the program moving forward.
As of now, the Starship program is firing on all cylinders.
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla reports Q3 Earnings today: here’s what to expect
