Why Electric Truck Sales Are Accelerating Quickly(bloomberg.com)
bloomberg.com
Why Electric Truck Sales Are Accelerating Quickly
https://www.bloomberg.com/news/newsletters/2025-09-23/why-electric-truck-sales-are-accelerating-quickly
6 comments
Most charging, in the context of consumer electric light vehicles, takes place at home overnight. Fast charging is usually reserved for travel outside of the round trip range of home, as the average US daily commute is ~40 miles.
Fast charging is more expensive than residential charging because of the infrastructure and distribution costs to deliver ~300kw of power continuously for 10-25 minutes; on site battery storage can mitigate some of this cost (“peak shaving”).
(I charge at home, but have fast charged 100k+ miles across the US on Superchargers on an older Model S)
Fast charging is more expensive than residential charging because of the infrastructure and distribution costs to deliver ~300kw of power continuously for 10-25 minutes; on site battery storage can mitigate some of this cost (“peak shaving”).
(I charge at home, but have fast charged 100k+ miles across the US on Superchargers on an older Model S)
> Most charging, in the context of consumer electric light vehicles, takes place at home overnight.
This is why I said "If you don't live where you park with access to low-cost charging"
> Fast charging is more expensive than [...]
... gasoline, often.
Which surprises people when I mention this, as they've been told electric is cheaper. A lot of truck owners don't own the place they call home.
This is why I said "If you don't live where you park with access to low-cost charging"
> Fast charging is more expensive than [...]
... gasoline, often.
Which surprises people when I mention this, as they've been told electric is cheaper. A lot of truck owners don't own the place they call home.
There’s over the road/long haul and end mile trucking. Agree the former will need some logistics around electrical power purchase agreements for stable pricing for mid trip charging between origin and destination, but depots where the trucks are back every night (<~500 miles round trip) are easily supported by depot owned and colocated charging infrastructure.
Still early days in the mobility energy transition (both light and heavy vehicles), so I think there’s a lot of room for electric TCO costs to decline.
(family member was a truck driver for most of their life, so familiar with the operating models)
Still early days in the mobility energy transition (both light and heavy vehicles), so I think there’s a lot of room for electric TCO costs to decline.
(family member was a truck driver for most of their life, so familiar with the operating models)
If you want to see what it's like to actually drive an electric big rig, check out the Electric Trucker[1] on YouTube. He's German but has invested a lot of time in documenting what its like.
[1]https://www.youtube.com/@electrictrucker
[1]https://www.youtube.com/@electrictrucker
If you don't live where you park with access to low-cost charging, electric trucks may cost a new buyer a lot more than they expect.
The #1 thing people express interest in when I pull up in electric is the cost savings. Maintenance savings are significant, but fast charging is about the same as gasoline in my area.