![]() “The thing that we need to keep in mind is we have about, what, 130 years of invention and innovation in the diesel engine behind us, and we have been starting to take electrification seriously in say, 2015,” he said. Nonetheless, Aulbur is still bullish on electric trucks. Data capabilities will need to be enhanced to plan routes. In addition to the costs of the trucks, fleets will need huge amounts of electricity and potentially a new substation, more depot space for charging stations, and either more people or autonomous solutions for nighttime charging. The pricing and operational challenges of switching to electric trucks are massive, Aulbur said. ![]() Still, the number of medium- and heavy-duty electric vehicles on the road today remains small and manufacturers are still scaling up production. “And industry knows that they have to make the move.” “I really do believe that the public money that’s on the table is basically telling industry, ‘Listen, you have to make the move,’ ” he said. It also helps the United States control raw materials and remain strategically independent. The IRA gives manufacturers a 10-year window of security for investments. population, have passed or are considering rules similar to California’s phased-in sales mandate for zero-tailpipe-emission trucks.Īulbur said the United States is ahead of Europe but trails China in electric vehicle development. Meanwhile, 13 states and the District of Columbia, representing more than 40% of the U.S. ![]() The base price of a Class 8 battery-electric truck is between $350,000 to $500,000, or three to five times that of a diesel. Those incentives will partially cover the big price difference between diesels and electrics. Of that, $24 billion would come from the IRA and the Infrastructure Investment and Jobs Act of 2021. Now he believes that transformation could happen faster with advancing technology and with incentives offered by the Inflation Reduction Act of 2022, which provides up to $40,000 per truck plus significant incentives for locally produced batteries.Īccording to the State of Sustainable Fleets 2023 Market Brief by transportation and energy consulting firm Gladstein, Neandross & Associates, clean fleet incentives will average $32 billion annually the next four or five years. He had thought the heavy-duty market would reach 5% to 15% in that same time frame. (Seth Clevenger/Transport Topics)Īulbur earlier had thought the take rate for medium-duty zero-tailpipe-emission vehicles, composed largely of electric vehicles, could increase significantly in 2025 and reach 30% to 40% by 2030. Mack’s new MD Electric model on display at an industry show.
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