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Here is what Ford has actually said on this matter, as reported by Automotive News. AN is basically the Bible of automotive industry information.

Ford Motor Co. is again delaying two of its next-generation electric vehicles as it switches its focus to smaller, more affordable offerings.

The automaker in recent months told suppliers that a full-size electric pickup set for its BlueOval City assembly plant in Tennessee has been delayed to 2028 from 2027, according to three people familiar with the plans. Separately, an electric van — expected to be a next-generation E-Transit — slated for 2026 production in Avon Lake, Ohio, also is delayed until 2028, the sources said.

Both vehicles already have been pushed back before. The van, first announced in 2022, originally was expected “mid-decade,” while the pickup, known internally as “T3,” initially had been promised by this year.

Ford confirmed the delays Aug. 7 in response to a request for comment from Automotive News, saying it informed suppliers and employees of the new timetables in June.

“F-150 Lightning, America’s best-selling electric truck, and E-Transit continue to meet today’s customer needs,” a Ford spokesperson said in a statement. “We remain focused on delivering our Ford+ plan and will be nimble in adjusting our product launch timing to meet market needs and customer demand while targeting improved profitability.”

The delays come as Ford pivots its focus to a low-cost EV platform designed to underpin a handful of smaller models, starting with a small pickup in 2027. The automaker is expected to share details on those plans Aug. 11 at its Louisville Assembly Plant in Kentucky.

“The pure EV market in the U.S. seems to us very clear: small vehicles used for commuting and around town, so to speak,” CEO Jim Farley said on Ford’s second-quarter earnings call. “And commercial … we think that’s going to be a robust business, but we want to shrink the number of top hats. We’re going to have just a few. And we’ve made the adjustments in timing, we think, and to be in segments where we can actually make money on EVs.”

Ford last year canceled a pair of three-row electric crossovers it planned to build in Oakville, Ontario. Instead, Ford is transforming the Canadian plant to make Super Duty pickups.

“We are moving from being the dominant player in truck hybrids in the U.S. to offering EREVs, PHEVs, and a full range of hybrids across our lineup, especially our bigger vehicles,” Farley said on the second-quarter earnings call. “We think that’s a much better move than a $60,000 to $70,000 all electric crossover. We think that that’s really what customers are going to want long term.”