It's only a matter of time before the County of Los Angeles mandates EV-only trucks to service the San Pedro Harbor ports. The mandate will come when EV truck manufacturers tell Janice Hahn they can meet demand. And assuming the Teamsters agree. Career politician and politically connected. Really, really politically connected.
Now this in The Wall Street Journal, November 28, 2020, which I had completely missed it. This was buried in the story:
President-elect Joe Biden, a supporter of clean energy, said he plans to encourage electric vehicle adoption and toughen fuel-economy regulations.
In September, California Gov. Gavin Newsom ordered that, “where feasible,” heavy-duty vehicles operating in the state must be zero-emission by 2045.
“Any truck going out of the ports of Long Beach or L.A. will have a gun to its head that it has to move over to cleaner energy,” said Jeff Osborne, an equity analyst at Cowen & Co.
Truck demand is up amid a surge in e-commerce orders amid the coronavirus pandemic.
To satisfy their immediate needs, companies have been buying up diesel-powered trucks, with North American sales in October up 83% over last year. The purchases mean some fleet owners will put off truck renewals another five to 10 years, so Tesla may have to wait for a shot at winning that business.
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