C.J. Nord, CSCP, C.P.M.’s Post

Full #electrification of the U.S. commercial #truck fleet would require nearly US$1 trillion in #infrastructure investment alone, according to a report from Roland Berger, released by the Clean Freight Coalition (CFC). Preparing today’s commercial vehicle fleet for electrification would require the commercial vehicle industry to invest upwards of $620 billion in charging infrastructure alone, including chargers, site infrastructure and electric service upgrades, the report said. Utilities would need to invest $370 billion to upgrade their grid networks to meet the demands of just #commercialvehicles. With inputs from Chris Spear, Jim Mullen, Jim Ward and Wilfried Aulbur #trucking #transportation #sustainability #electrictrucks https://lnkd.in/gKudpiJJ

Full #electrification of the U.S. commercial #truck fleet would require nearly US$1 trillion in #infrastructure investment alone, according to a report from Roland Berger, released by the Clean Freight Coalition (CFC). Preparing today’s commercial vehicle fleet for electrification would require the commercial vehicle industry to invest upwards of $620 billion in charging infrastructure alone, including chargers, site infrastructure and electric service upgrades, the report said. Utilities would need to invest $370 billion to upgrade their grid networks to meet the demands of just #commercialvehicles. With inputs from Chris Spear, Jim Mullen, Jim Ward and Wilfried Aulbur #trucking #transportation #sustainability #electrictrucks https://lnkd.in/gBZdS6g9

So, anti-electrification trucking lobby group devoted to continuing to burn fuels in engines hires consulting group to study electrification, constrains the study six ways from Sunday — very low mileage battery electric vehicles only, no battery storage on charging sites, very expensive connections, no cheap distributed solar assisting non-urban chargers — and then amplifies the takeaway that results. And then people selling burnable hydrocarbons amplify it. Folks, give up. Battery electrification is going to eat your breakfast, lunch, dinner and those snacks you don't tell your life partner about. All Class 8 trucks in NACFE's 2023 Run on Less had more range than the Class 8's in the study. Battery prices have plummeted to $50 per kWh of storage in 2023, a number expected to be achieved only in 2030. Tesla's Semi, still about the only tractor built from the ground up for electric drive trains, has a range 2.7 times the range used in the report, 500 miles and had measured service delivery of over 1,000 miles in a single day with a couple of brief fast charges. CATL is delivering batteries this year with double the energy density of Tesla's current batteries. Fighting electrification is like telling the tide to stay out. #disinformation #lobbying #kingcanute #climateaction

We can wrap BEV vs. Diesel up from a fuel saving perspective. There are 3,000,000 class 8 trucks registered in US in 2024 driving an average 62,000 miles annually. With an average gasmileage of 6.5 mpg that yields annual aggregate fuelcost for Diesel of about 120 B$ each an every year. An electrified class 8 fleet in US in comparison consumes 316 GWh annually. By virtue of using extensive decentralised pv-solar with stationary batterystorage at the supercharger stations, there are no gridextensions necessary, hence transmission losses through distribution are also eliminated. Due to the scale of these super charging stations a costprice of 5ct/kWh ober a break-even period of 30 years is feasible which reduces aggregate fuelcost per year to less then 20 B$. Whoever does the math on fuelprice will come out in favor of electrifying the class 8 fleet in USA.

$1 Trillion Needed to Electrify Heavy-Duty Trucking - This headline hit the news yesterday. A study found that $620B is needed for chargers and $370B is needed for the power grid to electrify heavy-duty trucking. The power grid estimate might be low. I've seen conclusions that for every $1 spent on chargers, $2 is needed for upstream power generation, transmission, and distribution. This suggests a range of $1T to $1.9T for charging and grid. There are about 3 million Class 8 trucks in the US. Replacing these trucks with electric trucks that cost around $350,000 each is a cost of $1.1T. This brings the total cost to $2T to $3T to replace all existing heavy-duty trucks with electric trucks and charging infrastructure. 2 to 3 TRILLION dollars is hard to comprehend. Here are some comparisons. The US spends about $890 billion per year on defense. Social security is about $1.3T. The 2023 US federal deficit was about $1.7T. The US trucking industry purchases about 250,000 Class 8 trucks per year. Assuming a traditional truck cost of about $175,000 gives an annual expenditure of $44B for heavy duty trucks. It would take 39 years of spending $44B per year to reach $1.6T in total spend on the electric trucks and charging, which does not include the upstream grid costs that someone will have to pay. 39 years. #RNG anyone? https://lnkd.in/g9NdmweU

The US trucking industry last year delivered 73% of the nation's freight by weight. While nearly 20% of new cars last year were electric, hybrid or plug-in hybrid, the trucking was nowhere near that (I couldn't even find a figure on how much of the nation-wide trucking fleet is electric). My 7 year old son even asked me why there are no electric trucks! The problem: infrastructure to support zero-emissions freight trucking. But there is good news! The Department of Energy just announced a national strategy to build enabling infrastructure for zero-emissions freight trucking around key lanes (75% of trucking freight goes on 4% of the roads). If you are purchasing freight or freight assets, be on the lookout for how this may shift your approach to your purchases. #sustainablesupplychain #netzerosupplychain

🚛When adding electric trucks to your fleet, prioritize building charging infrastructure before purchasing vehicles. Early and regular communication with utility providers is crucial to managing high costs. Engage in thorough planning and rightsizing of charging equipment. ⚡Wheels, Inc. Truck and Equipment group can help manage these expenses by leasing the cost of infrastructure construction and charging facilities on your property.🚚 Read the full article here: https://lnkd.in/e8Mh6AEq

Ambitious charging, refueling heavy truck network plan unveiled by Biden administration: … with electrification of trucks. That zero-emission … transportation sector. Commercial trucks represent roughly 10% of … the trade associations representing truck stops, travel plazas and … exist to electrifying commercial trucks, including electricity generation … #truck #trucks #cars

Full electrification of the U.S. commercial truck fleet would require nearly US$1 trillion in infrastructure investment alone, according to a new report by the Clean Freight Coalition (CFC) and consulting firm Roland Berger. The study forecasts a realistic infrastructure buildout for the electrification of medium- and heavy-duty commercial vehicles, exposing what the CFC calls a massive investment gap as state and federal policymakers mandate increased adoption rates of battery-electric commercial vehicles.

While Americans and it's business owners are struggling with unmanaged inflation, Biden pours millions into EV infrastructure. Biden revealed a bold plan on March 12 to revolutionize the nation's freight corridors, aiming to reduce carbon emissions in the trucking industry and accelerate the adoption of emission-free trucks through a network of electric vehicle chargers and hydrogen fueling stations. Key points: -Prioritizes developing a reliable EV charger network for zero-emission trucks. -Aims for a "ubiquitous and affordable" charging and hydrogen refueling network for zero-emission trucks by 2040. -Supports companies in meeting sustainability targets, reducing greenhouse gas emissions, and acknowledging trucks' significant role in the sector. -Responds to truck manufacturers' call for increased public support for charging stations and infrastructure. -Prioritizes investments in four phases, focusing on heavily used freight corridors and ports. https://lnkd.in/ezf-gQKa -Prioritizes 12,000 miles of roadways between 2024 and 2027, including major routes and ports.