News
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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News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Cybertruck
Tesla Cybertruck earns IIHS Top Safety Pick+ award
To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025.
The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
Cybertruck’s IIHS rating
As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.
The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.
Safest and most autonomous pickup
The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.
Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales.
News
Tesla stands to gain from Ford’s decision to ditch large EVs
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Ford’s recent decision to abandon production of the all-electric Ford F-150 Lightning after the 2025 model year should yield some advantages for Tesla.
The Detroit-based automaker’s pivot away from large EVs and toward hybrids and extended-range EVs that come with a gas generator is proof that sustainable powertrains are easy on paper, but hard in reality.
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Here’s why:
Reduced Competition in the Electric Pickup Segment
The F-150 Lightning was the Tesla Cybertruck’s primary and direct rival in the full-size electric pickup market in the United States. With Ford’s decision to end pure EV production of its best-selling truck’s electric version and shifting to hybrids/EREVs, the Cybertruck faces significantly less competition.
Credit: Tesla
This could drive more fleet and retail buyers toward the Cybertruck, especially those committed to fully electric vehicles without a gas generator backup.
Strengthened Market Leadership and Brand Perception in Pure EVs
Ford’s pullback from large EVs–citing unprofitability and lack of demand for EVs of that size–highlights the challenges legacy automakers face in scaling profitable battery-electric vehicles.
Tesla, as the established leader with efficient production and vertical integration, benefits from reinforced perception as the most viable and committed pure EV manufacturer.
Credit: Tesla
This can boost consumer confidence in Tesla’s long-term ecosystem over competitors retreating to hybrids. With Ford making this move, it is totally reasonable that some car buyers could be reluctant to buy from other legacy automakers.
Profitability is a key reason companies build cars; they’re businesses, and they’re there to make money.
However, Ford’s new strategy could plant a seed in the head of some who plan to buy from companies like General Motors, Stellantis, or others, who could have second thoughts. With this backtrack in EVs, other things, like less education on these specific vehicles to technicians, could make repairs more costly and tougher to schedule.
Potential Increases in Market Share for Large EVs
Interestingly, this could play right into the hands of Tesla fans who have been asking for the company to make a larger EV, specifically a full-size SUV.
Customers seeking large, high-capability electric trucks or SUVs could now look to Tesla for its Cybertruck or potentially a future vehicle release, which the company has hinted at on several occasions this year.
With Ford reallocating resources away from large pure EVs and taking a $19.5 billion charge, Tesla stands to capture a larger slice of the remaining demand in this segment without a major U.S. competitor aggressively pursuing it.
Tesla Model Y L is gaining momentum in China’s premium segment
Tesla Cybertruck earns IIHS Top Safety Pick+ award
