Tesla’s upcoming Semi may be the first with a battery range that’s capable of long-haul trips across the country, but it isn’t the first electric truck.
Daimler Truck Holding and Volvo Group already have Class 8 heavy-duty trucks on the road. These EVs are designed for local and regional deliveries, and charge between deliveries or overnight at the factories and distribution centers where they’re based.
But even for short-distance routes, some customers are already running into problems with infrastructure, said Rakesh Aneja, head of electric trucks at Daimler North America. Several customers had to reconsider purchasing Daimler’s Freightliner eCascadia after discovering that it would take a year longer to connect their chargers than it would to receive their trucks.
“Utilities are waiting for a customer application to come in requesting new service before they start their work, and that process is just too long,” Aneja said. “You really have to anticipate that demand and then get started ahead of time. That requires a paradigm shift from a policy and a regulatory perspective.”
Charging infrastructure for commercial trucks is still in its infancy. More than $1.2 billion of investments have been announced for chargers in 2022 and 2023, enough to build more than 4,000 truck-charging points in the U.S. and Europe, according to a tally by BloombergNEF. Most of that is for pilot projects, with bigger investments to follow.
In the U.S., government incentives pushed the timeline for mass electric truck adoption forward by 5 to 10 years, according to an RMI analysis. The landmark climate component of President Joe Biden’s Inflation Reduction Act, passed this year, will supercharge truck demand with a $40,000 incentive for each heavy-duty truck sale.
Biden’s Infrastructure package, passed in 2021, set aside $7.5 billion to help fund a national system of chargers, with additional funds for help pay for upgrades to the grid.
Still, for the next few years most of the focus will be on building out charging networks for passenger vehicles. By 2030, it will be electric cars and electric pickup trucks that will be responsible for pushing half of the 71 stations studied by National Grid over the key 5 megawatts threshold.
That’s typically when major upgrades are required, including a new substation connection to high-voltage power lines.
The way many utilities are currently structured, most of the cost would be paid upfront by the fueling station, at a cost of tens of millions of dollars per rest stop, even though the same substation could later be used for decades by multiple facilities within a one mile radius. That kind of huge expense would halt charger upgrades at many locations, according to U.S. government officials with access to National Grid’s report.
The high-voltage lines that will be central to the coming transformation are extremely robust. In major storms with power outages, those lines are rarely the problem. Indeed, some towers raised by teams of horses in the early 1900s are still in use more than a century later. Over that time, standards for modifying and upgrading transmission lines evolved gradually, just as demand rose predictably over the decades.
That will not be the case this time. With the amount of change the grid will be experiencing in the next few decades, the old rules for when to build interconnection upgrades — and who pays for them — no longer make sense, said Brian Wilkie, director of transport electrification at National Grid. Building connected electricity highways will be a competitive advantage for states that move the fastest, and every utility should be conducting similar studies to evaluate future demand, he said.
National Grid says the location of these high-voltage taps should help guide decisions for where future charging stations and distribution facilities will be built, rather than the other way around, leading to cost savings of about 35 percent.
“The No. 1 concern for fleets wanting to electrify all of their vehicles is the infrastructure required,” Wilkie said. “They know they can’t sell trucks without the power to charge. If they can solve that piece, they can scale the market much more quickly.”
