Ford has put a pause on sending out dealer shipments of the F-150 Lightning electric pickup, though the company also recently began delivering its 2024 gas versions of the truck.
On February 9, Ford put a stop-ship order out for the F-150 Lightning for an undisclosed reason, according to a spokesperson in a statement to Automotive News. The automaker is still producing the F-150 Lightning at its Rouge Electric Vehicle (EV) Center, and it’s not clear when the company plans to resume deliveries of the pickup.
Meanwhile, Ford has also begun delivering shipments of its 2024 gas-powered F-150 units, after inventory levels at the company’s holding lots have been piling up since it began production in December.
“We started shipping the first newly designed F-150 pickups to dealers this week,” Ford noted in a statement. “MY24 Lightnings started shipping last month. We expect to ramp up shipments in the coming weeks as we complete thorough launch quality checks to ensure these new F-150s meet our high standards and delight customers.”
Ford hasn’t disclosed why it issued the stop-sale on F-150 Lightning shipments, and a company spokesperson declined to comment on whether gas versions of the F-150 were facing quality holds. The company did say it had been facing a “supplier parts concern” with both the gas and electric versions of the truck in late January, slowing down production.
While Ford originally said it planned to start shipping the new model year pickups in early 2024, the company has had many of the F-150 units piling up in holding lots over the past few months. One commercial customer of Ford’s told Automotive News that the delivery date on a nearly-100-truck shipment had been delayed by as many as eight weeks at this point.
Last month, Ford also detailed plans to reduce its F-150 Lightning production forecast for this year to re-focus on gas vehicle output, even transferring some workers from the Rouge facility in Dearborn, Michigan, to its Michigan Assembly Plant in Wayne.
In a statement to Teslarati about when the company planned to increase F-150 Lightning production to its previous level, a Ford spokesperson said that the company would “continue to match F-150 Lightning production with demand.”
The news also comes just days after Ford launched multiple incentives for the F-150 Lightning, including up to $15,000 off of the purchase price of certain configurations. The automaker also finished 2023 with its best-ever quarter for EV sales, between the F-150 Lightning, the E-Transit van and the Mustang Mach-E.
Ford takes first step toward Tesla Supercharger access for its EVs
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us news tips at tips@teslarati.com.
Investor's Corner
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a massive beat on vehicle deliveries for the second quarter, delivering 489,126 vehicles and building 451,758 cars during the three-month span.
This was a major shock for those on Wall Street as they anticipated somewhere around 400,000 deliveries for the quarter, and showed Tesla still has plenty of demand for its vehicles around the world and in the U.S. despite losing the $7,500 EV Tax Credit last year.
Tesla Q2 2026 Earnings Results
- Non-GAAP EPS – $0.33 reported vs. $0.53 expected
- Revenues – $28.236 billion reported vs. $26.4 billion expected
- Free Cash Flow- -$1.092B
- Profit -$ 4.751B
Tesla (beat/missed) analyst expectations, so the market response to the company’s quarter is what we will look for next.
Tesla shares closed today down just over 1 percent, trading at $374.01.
In the past, it has been anyone’s guess with what Tesla shares will do after they report earnings. Strong quarters have resulted in sharp drops, while lackluster quarters have seen the stock shoot up considerably.
Tesla will hold its Q2 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q2 2026 Earnings Call https://t.co/zZS6ii2TWK
— Tesla (@Tesla) July 22, 2026
Elon Musk
Tesla is about to make parking in busy lots less stressful than ever
Tesla is about to make parking in busy parking lots at businesses and other points of interest less stressful than ever by allowing drivers more control over where they park and how, CEO Elon Musk confirmed on X.
Tesla has been working to improve the parking performance of vehicles utilizing the Full Self-Driving suite, but now it is looking to add more customization, allowing drivers to choose the specific space they park in, but also potentially the orientation the car pulls into the spot:
It’s coming soon
— Elon Musk (@elonmusk) July 21, 2026
Musk has reiterated on X twice over the past several weeks that Tesla is working to make things with the FSD suite based more on the driver’s specific preferences and behaviors that were seen in past drives.
Essentially, it sounds like if you tend to park away from a business to avoid other vehicles, Tesla FSD will soon recognize that preference of yours and start parking further away as well. Additionally, the prospect of assigned parking spaces has been something many owners have voiced concerns about.
Living in a community with assigned parking spaces makes using FSD incredibly difficult as it will rarely park in the correct spot when there are so many to choose from. This is also pertinent in work settings where there are sometimes assigned parking spaces.
The updates to Tesla’s Full Self-Driving suite in terms of listening to driver preferences with parking are also extending to routing. Tesla announced yesterday that with the release of its 2026 Summer Update, it was adding Automatic Navigation and Preferred Routes:
Tesla reveals 2026 Summer Update with crazy fixes to Nav and more
Tesla has always maintained the idea that any human input is bad input, and that, ideally, Tesla Full Self-Driving will always make the right decision. Of course, this is all in theory, but the issue is that so many of Tesla’s interventions have come because it does something that is not necessarily wrong, but perhaps not what the driver would prefer.
Taking these preferences into account will help Tesla alleviate some of the potentially unnecessary interventions that drivers perform.
News
Tesla starts preparing for Optimus in its smartphone app
Tesla is starting to prepare for the launch of the Optimus robot in its smartphone app, new coding strings show. Elon Musk has referred to Optimus as what will be the greatest-selling product of any kind of all time, and now, Tesla is getting ready for its launch.
Tesla’s smartphone app had several first-time mentions of the Optimus program, according to Tesla App Updates, who intially reported on the appearance. Here’s what they found:
A Dedicated “Robot” Phone Key Authentication
Tesla is working on a Bluetooth Low Energy, or BLE, authentication that is specifically for robots. This does not only apply to Optimus, though, as Robotaxi, which is Tesla’s autonomous ride-hailing platform, might also identify vehicles within the fleet as robots as well.
Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont
Essentially, pairing your phone as a key to anything Tesla identifies as a robot to a “whitelist” of authorized devices. Optimus, Robotaxi, or other products that fall into this category will only respond if the device trying to communicate with it is authorized.
This is a great security feature that will eliminate at least face-value and low-level threats.
Home Data Collection and System Alerts
This appears to be somewhat of a neural network for Optimus within your house. There will be a dedicated screen that asks for consent to collect both video and spatial data while Optimus performs in-home tasks. Everything from vacuuming, washing dishes, dusting, and other activities will be tracked.
There will also be a comprehensive alert system that will track everything from low battery to mechanical issues.
Other Changes
Most of the changes tracked in this particular app update are related to Tesla’s 2026 Summer Update, and include things such as image assets for new features, a preview of the new custom wraps feature, and other unique features.
You can check out our coverage on what is included with the 2026 Summer Update here:
Tesla reveals 2026 Summer Update with crazy fixes to Nav and more
