The challenge of converting American-market vehicle lineups to profitable, affordable, reliable EVs continues. Today, Ford executives shared that the automaker will pivot away from two large EV projects. Instead, the OEM will lean into its commercial sector.

Originally, Ford declared it would never launch a new model without projecting a profit within twelve months. However, the company produces EVs at a loss. Why? In order to help meet fuel and emissions standards, among other long-game motivations, CNBC reported today.

Ford had already announced it delayed production of its next-gen all-electric pickup truck (coined “T3”) and brand-new three-row SUV EV.

Now, the automaker says it totally canceled its new three-row SUV EV.

The next-gen EV truck remains postponed.

“This is really about us being nimble and listening to responses from our customers,” Ford CFO John Lawler said this morning. Referring to the company’s participation in the EV space, Lawler explained, “We’ve been out in the market here for over two years, and we’ve learned a lot, and what we’re understanding is that customers want more electrification choices.”

We might interpret his comments as the general public wanting a wider variety of reliable, affordable electric cars. Instead, Lawler revealed today that Ford will be moving ahead with an electric commercial van.

“As we’ve learned in the marketplace, and we’ve seen where people have gravitated, we’re going to focus in where we have competitive advantage, and that’s on commercial land trucks and SUVs,” Lawler said.

Ford’s $5.6 billion EV plant in Tennesee is currently under construction. Now, it will no longer immediately produce a new generation of public-facing EVs. Instead, the company plans to make EV batteries there until 2027. Then, the Tennessee plant is set to build two new EV pickups plus a new midsize truck.

The new electric commercial van will be built at Ford’s Ohio assembly plant starting in 2026.

The EV game is already a clear numbers issue. Ford drivers will just have to wait another few years to find out where its available lineup lands in the long road to electric.

In the meantime, Ford says it will continue to update its existing EVs, like the Mustang Mach-E and the Ford F-150 Lightning.