Electric Vehicles Took Off. Car Makers Weren’t Ready.

Auto makers racing to turn out electric vehicles have generated long wait lists. Now they must try not to disappoint customers like Louie Figueroa.

Mr. Figueroa put down a $100 refundable deposit on an F-150 Lightning soon after Ford Motor unveiled the electric pickup in May 2021, eager to use it for his construction job. But there is a long backlog, and it isn’t clear when he’ll be able to actually order one.