Will electric “Semi” become the norm? Right now, my guess is that the electrification of trucks will revolve around the following:
- Battery technology – not up to big rig standards – and progressing slower than expected. Recall that Tesla promised an electric Semi in 2019
- The willingness of the government to subsidize
- The ability to augment other sources of energy – like Hydrogen. Yard jockeys (see my note previously on Firefly), drayage, trash trucks, and the like can be effective under 100% battery power because of regenerative braking and their relatively slow speeds and short travel distances
Check out the Ebook to see the Future of the Supply Chain from a different angle.