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Ford study shows pickup truck electrification has substantial greenhouse gas reduction rate

Credit: Ford Motor Company

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Ford and University of Michigan researchers conducted a new study that evaluated the savings in greenhouse gas emissions in battery-electric pickup trucks relative to gas-powered pickups. It also assessed the reductions in other light-duty vehicles when compared to their gas-powered counterparts.

According to the study, sedan, SUV, and pickup truck battery-electric vehicles have approximately 64 percent lower cradle-to-grave life cycle greenhouse gas emissions than the same vehicles with combustion engine powertrains. On average, replacing a traditional gas engine with an electric powertrain can save up to 74 metric tons of carbon dioxide over the lifetime of a vehicle, the study says.

Automakers are utilizing the transition to electrification as a main strategy to combat rising greenhouse gas emission rates. Ford says light-duty vehicles, including sedans, SUVs, and pickup trucks, are currently responsible for 58 percent of the United States transportation sector’s emissions. Pickups made up 14 percent of light-duty vehicle sales in the U.S. in 2020, with increases in the sales of SUVs and pickups since that data was released, meaning more emissions are released every year.

Ford is one of the most committed automotive companies in terms of transitioning to electrification. The Mustang Mach-E, which hit the market first for Ford, has quickly become one of the best-selling EVs in the United States. Last year, it trailed only the Tesla Model Y in the all-electric crossover sector. The F-150 Lightning, Ford’s electrified take on its popular pickup truck series, is set to begin deliveries this Spring. Additionally, Ford has started shipping the E-Transit to fulfill commercial demands, including one 1,110-unit order for Wal-Mart.

Ford’s Farley commits to 600k units in 22 months: ‘I think we’re one of the first to scale’

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The study gave more evidence that transitioning to electric powertrains is more sustainable than gas-p0wered options, especially from the vehicle’s first mile to its last.

“This is an important study to inform and encourage climate action. Our research clearly shows substantial greenhouse gas emission reductions that can be achieved from transitioning to electrified powertrains across all vehicle classes,” Greg Keoleian, a professor at the University of Michigan School for Environment and Sustainability, said. Keoleian was the study’s senior author.

The Study

Researchers conducted a cradle-to-grave life cycle assessment of pickup tucks and compared it to an assessment of electrified versions of pickups, sedans, and SUVs. The study used three different model year 2020 powertrain options, including ICE engine vehicles, hybrid-electric vehicles, and battery-electric vehicles. The study looked at midsize sedans, midsize SUVs, and full-size pickups, accounting for differences in fuel economy, annual mileage, vehicle production, and vehicle lifetime across vehicle classes.

“This study expands upon previous studies that have focused on comparing battery-electric vehicle sedans to their internal-combustion-engine or hybrid counterparts,” Keoleian added. “We report emissions for vehicle production, use, and end-of-life stages on a per-mile basis and over the total vehicle lifetime. In addition, we analyzed the regional variation in emissions considering differences in electricity grid mixes and ambient temperatures, and we also explored the effects of the rate of grid decarbonization on emission reduction.”

Researchers found that switching to an electric vehicle results in great total tonnage of emissions reductions as the vehicle size increases. This is due to greater fuel consumption from larger-classed vehicles.

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RELATED:

Ford doubles its F-150 Lightning production target again to 150k units per year

“Though the percentage savings is approximately the same across vehicle classes, on average replacing an internal-combustion-engine sedan with a battery-electric sedan saves 45 metric tons of carbon dioxide equivalent, replacing an internal-combustion-engine SUV with a battery-electric SUV saves 56 metric tons of carbon dioxide equivalent, and replacing an internal-combustion-engine pickup with a battery-electric pickup saves 74 metric tons carbon dioxide equivalent over the lifetime of the vehicles,” Max Woody, Center for Sustainable Systems Research Specialist, said. Woody is listed as the study’s first author.

Researchers also concluded that BEV manufacturing has larger emissions rates than ICE vehicle manufacturing. Battery-electric sedans had a breakeven time of 1.2 to 1.3 years, while SUVs sat at 1.4 to 1.6 years, and pickups sat at 1.3 years, based on the average U.S. grid and vehicle miles traveled, the study said.

Officially published on March 1 in the journal Environmental Research Letters, the full study is available here.

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I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Elon Musk

Tesla Semi finally has an FSD timeline and it’s waiting on the Cybercab

Elon Musk told investors Semi self-driving should start working by early 2027, per today’s earnings.

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During Wednesday’s’ Tesla Q2 earnings call, an analyst asked Elon Musk when Tesla would look at autonomy for the Semi. His answer set a real timeline for the first time, noting that self-driving on the Tesla Semi is expected to start working “around the end of this year or early next year”.

Musk framed the delay as a matter of priority, not capability. Tesla’s self-driving team is currently focused on Model 3, Model Y, and Cybercab, the vehicles that make up the overwhelming majority of Tesla’s fleet. Since Semi trucks on the road remain a small fraction of that total even after the recent Nevada factory ramp, Musk said it made more sense to keep the software team’s attention on what he called “the march of nines of safety” for the higher volume vehicles first. Autonomous Semi development is “taking a bit of a backseat for the next six months or so,” he said, before adding that it “will definitely be working next year and in time for the scale-up to high production of the Tesla Semi.”

Tesla Semi’s official battery capacity leaked by California regulators

The timeline lines up with what’s already been showing up on public roads. In June, a Tesla Semi was spotted in Sunnyvale wearing a full validation rig, the same rooftop sensor array Tesla mounts on vehicles ahead of an FSD milestone.

A second unit was seen near Fremont days later with a matching camera suite and lens washers. Separately, Tesla analyst Nic Cruz Patane posted video this month of the production Semi’s exterior camera array, ten AI4 based units built directly into the truck rather than added later.

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Musk also gave the reason autonomy on the Semi matters in the first place, a persistent shortage of qualified truck drivers. “There is a really serious shortage of truckers,” he said on the call, framing a self-driving Semi as important both for addressing that shortage and for improving safety and comfort for the drivers running the truck today.

The timing also tracks with the Semi’s production reality. Tesla’s Q2 shareholder letter, dropped language promising the Semi would reach volume production this year. Musk pointed to 4680 battery cell output as the near-term constraint on Semi and Cybercab production. A software timeline landing in early 2027 gives Tesla’s autonomy team room to work while the hardware ramp catches up behind it.

It’s worth nothing that this isn’t necessarily a promise the Semi ships driverless next year. Musk’s own language, self-driving “working” by early 2027, describes internal validation catching up to hardware already riding on every production truck, not a public unsupervised rollout.

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Investor's Corner

Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue

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Credit: Tesla

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.

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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.

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Elon Musk

Tesla is about to make parking in busy lots less stressful than ever

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Tesla FSD 14.3 [Credit: TESLARATI)
Tesla FSD 14.3 [Credit: TESLARATI)

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:

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.

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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.

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Taking these preferences into account will help Tesla alleviate some of the potentially unnecessary interventions that drivers perform.

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