10K lbs. The capacity is unlikely changed whether it’s 2x4 or 4x4 as each wheel is powered by its own motor. There are no drive-shafts, differentials or transfer cases in most EV applications. Porsche is the only current production EV that employs any kind of gearbox (a two-speed gearbox, I believe). The rest, including the Lightening, are all direct-drive electric motors.
In all honesty, and this is coming from an F-150 owner, while my truck can tow around 12,000 pounds (on paper), it’s more realistic to expect a good towing experience around 8000 and below. Why? Because when you start calculating tongue weight and balancing the trailer to bias 10-15% of its weight to the truck, you find that adding passengers and luggage will quickly push that payload to max and beyond.
For a short run, just taking something across town, I’d push the limit a bit, but for any kind of traveling or driving at speed, if you’re going to want to tow 10K or more, go with the 3/4 ton truck (F-250 or higher).
All that said, I’m very pleased with my 3.5 L eco boost twin-turbo V-6 engine. Push it and it runs like a scalded dog, but if you’re more gentle, keeping it below 75 on the freeway, I routinely get over 20 mpg (calculated, miles/gallon at each filli up) on a tank. Given the 36 gallon tank, that makes most 1-day drives easily possible on a single tank.