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> Short haul loads? Sure. In places that demand EV on certain timelines (like California).

> But for everything else, these vehicles require a fundamental reshaping of transportation in America. Not saying that’s not possible, but it ain’t happening any time soon.

Electric trucking doesn’t have to (immediately) take over the entire industry. All that counts is for that first part to be large enough. You see that with electric shipping, too. Short-distance ferries may already be economically feasible. That shipping stuff around the world on battery power isn’t, and maybe never will be, doesn’t matter.



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