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China deployed 100 fully autonomous electric mining trucks (mid-2025)… each running ~500–570 kWh batteries. That’s ~10× a Model Y. In -40°C. Swapping in minutes. Scaling to 10,000+ by 2026. This is the industrialisation of #Bettrification. Diesel doesn’t stand a chance.⚡🔋

186,123 Aufrufe • vor 4 Monaten •via X (Twitter)

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Congrats to the Tesla team. This is a watershed moment for freight in America. $0.15/mile EV vs ~$0.50 diesel ($0.60+ when diesel spikes) Operating costs are the hero. Once fleets see it at scale and production ramps, sales will rocket. EV trucks will take over the roads. Extended POV: This isn’t about specs. It’s about economics under utilisation. Freight is brutal: high miles, heavy loads, tight margins. That’s exactly where EVs dominate. Core specs that matter: • Range: 325–500 miles (523–805 km) • Gross combination weight: up to ~82,000 lbs (37 t) • Energy use: ~1.7 kWh/mile fully loaded • Battery: ~600–900 kWh est • Motors: 3 independent rear motors Charging flips the model: • Megawatt charging (MCS) capable • ~60–70% in ~30 mins • ~400 miles recovered in a stop (real-world target) • Depot charging overnight = lowest cost energy Now the key part: At ~1.7 kWh/mile → $0.15/mile assumes ~$0.09/kWh depot energy Diesel: → ~6–7 mpg → $3–4/gal = ~$0.45–0.70/mile That gap is everything. And fleets scale that instantly. Then layer in: • near-zero idling losses • far less maintenance (no engine, gearbox, exhaust systems) • regenerative braking reducing wear • higher uptime And the system gets even stronger: → solar + battery depots pushing energy cost toward zero → load balancing across fleets → software routing + charging optimisation → predictable operating costs vs oil volatility This isn’t a truck upgrade. It’s a system rewrite. Diesel = fuel logistics Electric = energy + software Fleets don’t buy hype. They buy cost per mile. Once they hit scale production, it won’t be gradual. Fleet is where the system flips. ⚡🚛

Chris Meder

213,671 Aufrufe • vor 3 Monaten