Electric semi-trucks are ready to go. The technology is there, manufacturers have capacity to produce them, and demand is only going to increase…

Daimler, the leading US heavy-duty truck manufacturer, unveiled the Class 8 Freightliner eCascadia, its first fully electric semi-truck, in May of 2022. Its current production capacity is around 2000 trucks per year and it wouldn’t be hard to double that number to 4000, O’Leary said in a recent media briefing reported by Trucknews.com. But there are only around 100 electric trucks out on the streets.

If the US EV charging infrastructure is already not enough for the rapidly increasing number of electric cars being bought and used — it needs to be quadrupled by 2025, and to grow more than eight times by 2030, according to a new report out of S&P Global Mobility — it’s definitely not enough for fleets of big trucks with big batteries.