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Big Electric Trucks, Little e-Trucks & Charging Buses

image credit: Seeking Alpha

In this post we will cover a couple of trucks and a SUV from Tesla; SUVs and trucks from GM and Ford, Tesla’s big rig competitors, and some trade-offs in charging electric buses.

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John Benson's picture

Thank John for the Post!

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Matt Chester's picture
Matt Chester on Feb 11, 2020 5:21 pm GMT

Great update, John.

Do you have any sense about what the truckers working in the industry feel about these movements? Surely it's going to transform what a trucker's work looks like in one way or another-- are they embracing the inevitable change or is there pushback in the ways that it might make their jobs harder (more frequent stops, different types of maintenance they're not used to)?

David Schaller's picture
David Schaller on Feb 11, 2020 6:23 pm GMT

Matt, you are right, there are huge implications to the trucking industry.  In an industry as large as transportation, there are opinions that range from one extreme to the other.  I work for NACFE to help fleets investigate the opportunities and informing them of both the benefits and the challenges.  Our non-profit group makes are work available AT NO CHARGE on our website at: www.NACFE.org/future-technology.com  We are currently setting up workshops to bring fleets, dealers, OEMs, suppliers, utilities and charging system companies together.  As trucking technology experts, we would love to engage with more people in the utility world.

John Benson's picture
John Benson on Feb 11, 2020 9:22 pm GMT

Thanks for the question, Matt, and the answer, David.

David's answer doesn't surprise me. I would guess a young trucker that is looking for a new challenge and older driver nearing retirement will have completely different takes.

I think the fleet owners will get the biggest vote, and it will probably have to do with any savings offered by this new generation of big semis. I tend to believe Tesla's claims on this subject, but the real proof will be when the e-trucks get into fleets. Or rather a few years thereafter, when reports on the fleet-owners use experience and economics start coming in.

Also, the efficiency and capacity of the primary underlying technology (read: batteries) continues to improve, and the pressure to eliminate greenhouse gases will continue to increase, so if the metrics in the prior paragraph start out positive, then diesels are doomed. This will take a decade or two for the e-trucks to increase production and make their way into fleets.

-John

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