Stop-start traffic and local delivery is much clearer, but from what I've seen of the energy calculations on Tesla Semi, it actually makes sense for bulky vs. heavy shipments on flat, warm routes, as long as there is appropriately sited charging infrastructure. Especially good for consumer-facing and high margin fleets, which is why Frito-Lay is an ideal launch customer. Even if it doesn't make absolute sense today, it probably will in 5-10 years.
back
1 comments
Yeah you point out something that is easy to miss in these conversations. This is a transition. It won’t happen overnight. Local delivery will be first, which will contribute to economies of scale that will make ideal long-haul routes feasible, which will make further routes feasible. It will probably be decades before long haul Alaskan semis can be replaced with EVs but we can deliver the mail in LA with an EV today.