> And no fleets in North America are ready to figure out converting a 2000 mile long haul over the road route into 5 400 mile EV relays.
If there are genuine advantages to EV trucking, then I don't see how any of this matters. This isn't a heavily regulated industry and there's very little barrier to entry. If you can save money on shipping by buying a bunch of Teslas and converting long hauls to relays, then someone will just do it regardless of whether the existing players are "ready to figure it out".
Now, are there advantages? We'll see. A lot depends on what happens in the fuel markets in the coming years. But the long term trends point away from diesel for sure.
If there are genuine advantages to EV trucking, then I don't see how any of this matters. This isn't a heavily regulated industry and there's very little barrier to entry. If you can save money on shipping by buying a bunch of Teslas and converting long hauls to relays, then someone will just do it regardless of whether the existing players are "ready to figure it out".
Now, are there advantages? We'll see. A lot depends on what happens in the fuel markets in the coming years. But the long term trends point away from diesel for sure.