I buy a fair bit from Amazon (who doesn't these days) and I've noticed that the delivery guys tend to use diesel vans or petrol cars. There are really not very good for relatively short range deliveries to multiple destinations where the journey consists of very short hops with constant stopping and starting. The fuel consumption must be horrific.
An electric battery powered van could well suit this niche very well, and it is evidently a growing market. Similarly, an increasing number of people order their deliveries online, and again there i a requirement for a short-range delivery vehicle which is constantly stopping and starting.
There is nothing particularly new about this. In the UK when milk was almost universally delivered to your door early in the morning, the commonly used vehicle was the milk float. Powered by lead acid cells! They worked just fine for that application.
I, too, find it strange that Tesla's first entry into commercial vehicles is trying to make a truck to compete with commercial diesel semi tractors, ignoring the "low hanging fruit" of neighborhood delivery step-vans. Martin also has a good point about low-speed
BEV milk floats in England, powered by lead-acid batteries, proving the economic viability of that type of vehicle. It seems to me that a postal delivery route needs the same type of vehicle. I wonder if the USPS (U.S. Postal Service) would have switched its delivery "jeeps" over to BEVs by now if it was run as a true commercial enterprise, rather than one closely controlled by the U.S. Congress, overly regulated, crippled in not being allowed to make much profit, and so resistant to change.
But then, postal services in other countries have likewise not yet switched over to using BEV delivery vehicles, so perhaps not.
I fully expected to see most diesel step-vans replaced with BEV step-vans at least a few years before anybody tried to market a highway-capable BEV semi tractor. (There are already several companies making "yard mule" low speed BEV semi tractors, for use in ports and freight yards, but those are not built to reach highway speed.)
Well, nobody ever claimed that Elon Musk took the easy path! I certainly hope that Tesla does succeed with its Semi Truck, but I remain somewhat skeptical that it's going to find more than a relatively small niche market.
I'm also skeptical that Tesla is really going to build its own truck assembly plant for its Semi Truck, as well as its own nationwide (or world-wide) network of semi tractor service shops. (Service shops for large trucks have larger service bays than those for passenger cars, so I don't see Tesla using its existing service shops to handle semi tractors.) I think Tesla would do far better to partner with an existing semi truck manufacturer, and concentrate on making the BEV powertrains while the truck manufacturer makes the truck bodies. Tesla could also use that manufacturer's service shops rather than create its own.
All just my opinion, of course. It seems Elon has other ideas, since he insists the Tesla Semi Truck will be manufactured in-house!
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