Friday, 29 January 2021 19:35

Biden's EV Revolution: A Boon for Electric Trucks and Tesla Semi


...great confidence to truck manufacturers and their supply chain that the market for electric trucks will be worth the resources and investment necessary to transition away from the combustion engine. 


Established OEMs such as Freightliner (Daimler), Volvo and Paccar are already conducting extensive real-world pilots of heavy-duty electric trucks; however, Biden's support for EV should result in efforts being ramped up to get significant numbers of zero-emission trucks on the road.
IDTechEx's report provides a COVID-19 adjusted, 20-year outlook for both the medium-duty (MDT) and heavy-duty truck (HDT) markets, with separate forecast lines for battery electric, plug-in hybrid (PHEV) and fuel cell M&HDTs, both at the global scale and for key regions: the U.S., China and Europe.


Regional forecasts are presented for electric M&HDT unit sales, battery demand (GWh) and market size value ($ billion.)


A great deal of attention is given to whether battery electric trucks will be able to offer the range to make long-haul trucking applications viable with an electric powertrain. 


This question will be addressed to some extent by the first delivery of Tesla Semi trucks, which at least provisionally is still penciled in for 2021, though production timelines have slipped on multiple occasions. 


While the mass of batteries required and the likely need for ultra-fast charging undoubtedly make long haul EV trucking a challenge, there is a significant market for medium- and heavy-duty trucks that do not require extensive range.


For example, at the Novi Battery Show, Keshav Sondhi, director of fleet engineering and sustainability at Pepsi, said of Pepsi's Class 8 trucks at its Sacramento, CA, facility, 93% operate less than 100 miles a day and are parked for 15-plus hours, more than adequate time for charging. 


The duty cycles of a large percentage of medium- and heavy-duty trucks are suitable for...