Brett Davidson
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- 26 September 2006
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Battery powered medium and heavy trucks are twenty percent of the medium and heavy truck market in China nowadays, with over ten thousand units sold per month, and lifecycle costs are apparently almost the same as ICE medium and heavy trucks (some sources claim a tad lower). Between natgas trucks and electric, diesel is losing market share fast--and apparently even natgas is feeling the pressure.Admittedly, the only electric semi that seems to be working as intended
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Surging electric truck sales stall China's LNG trucking boom
China’s battery-electric truck surge is stalling the country’s liquefied natural gas (LNG) trucking boom.ieefa.org
In May 2025, IEEFA’s report found that while China’s electric heavy trucks can cost 62% to 255% more than diesel models, their total cost of ownership is 10% to 26% less. This is mainly due to the lower fuel costs and higher fuel economy of battery-electric drives compared to internal combustion engines. China’s higher purchase subsidies for electric models could also encourage fleet operators to opt for electric purchases.
https://theicct.org/publication/ze-mhdv-market-china-2024-mar25/
"In 2024, sales of swap-capable vehicles reached a total of 29,569, a 94% growth from 2023. The popularity of swap-capable vehicles has been jointly driven by policy and market developments: several policies were introduced in 2024 to support this emerging technology and pilot projects have been launched to assess use cases in several industries, including mining, steel, and port logistics."
https://global.chinadaily.com.cn/a/202505/26/WS6833cc95a310a04af22c1790.html
"Battery-swapping trucks saw particularly strong growth, accounting for 32.39 percent of approximately 30,000 new energy heavy trucks sold nationwide in the first three months of 2025, according to the Ministry of Transport."
Delivery trucks, like UPS's or Amazon's tend to have pretty short routes (an article I read several years ago said the average route for UPS -- not USPS -- trucks in Los Angeles was about 70 km or 120 km). Electrifying these is a very low-hanging fruit.Battery powered medium and heavy trucks are twenty percent of the medium and heavy truck market in China nowadays, with over ten thousand units sold per month, and lifecycle costs are apparently almost the same as ICE medium and heavy trucks (some sources claim a tad lower). Between natgas trucks and electric, diesel is losing market share fast--and apparently even natgas is feeling the pressure.
The big players in this space include companies like SANY and FAW.
Interestingly, among electric trucks, battery-swappable trucks are also gobbling up market share.
https://theicct.org/publication/ze-mhdv-market-china-2024-mar25/
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The electric trucks are already here, in their tens of thousands. Things are apparently moving quite fast--Tesla Semi might be quite far behind the curve.
These are not delivery trucks, the ones in the heavy truck category are very much semis.Delivery trucks, like UPS's or Amazon's tend to have pretty short routes (an article I read several years ago said the average route for UPS -- not USPS -- trucks in Los Angeles was about 70 km or 120 km). Electrifying these is a very low-hanging fruit.
The problem is the charging station infrastructure and the power draw at the package terminal. You'd no joke need a power delivery on the order of 5 megawatts to the charging bank. And it's going to sit unused half the day.Delivery trucks, like UPS's or Amazon's tend to have pretty short routes (an article I read several years ago said the average route for UPS -- not USPS -- trucks in Los Angeles was about 70 km or 120 km). Electrifying these is a very low-hanging fruit.
Hic Rhodus, hic salta! But also, one of the best bully defense moves is to target them at the lowest point of their torso by a swift kick or punch...Oh dear,,,
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Did Tesla Just Reveal A Secret CyberSUV Hidden In Plain Sight? | Carscoops
Fans spotted a possible CyberSUV in a new Tesla video, hinting at a future full-size EV SUVwww.carscoops.com
A useful application. Finally.Cybertrucks Wanted By Air Force As Missile Targets
The Air Force says enemies may use Cybertrucks in the future, so its Test Center needs to add them to its live fire target fleet.
A useful application. Finally.
That's a lot of bullshit. They just want an excuse to blow up ugly pickup trucks at taxpayer expense"The Air Force says enemies may use Cybertrucks in the future, so its Test Center needs to add them to its live fire target fleet."
You're not wrong, but they don't technically need an excuse.That's a lot of bullshit. They just want an excuse to blow up ugly pickup trucks at taxpayer expense
Pretty sure you can't just submit a requisition order without giving a reason.You're not wrong, but they don't technically need an excuse.
For Heaven's sake, they are doing the Lord's work, my dear Sir!Pretty sure you can't just submit a requisition order without giving a reason.
Pretty sure you could get a totaled Cybertruck out of a scrapyard for a couple hundred bucks. Which usually falls under Petty Cash.Pretty sure you can't just submit a requisition order without giving a reason.
LVPD better know that those things are NOT bulletproof. At least not as-sold. Anything rifle-caliber will rip them up, and I'd expect 9mm NATO to reach the officers inside as well.Oh, look
“With the bonus feature of LiDAR frying the optics of bodycams and smartphones, you can now use batons to your heart’s content”
…what heart? does not compute…
Teslabot
Heuristic
Xperiment
Eleven-thirty-eight in progress.
THE NOW IS FUTURE
What *precisely* do you expect to happen in Las Vegas??? Not (yet) asking for the LVPD, let alone the FBI, at all, but genuinely curious/on alert...LVPD better know that those things are NOT bulletproof. At least not as-sold. Anything rifle-caliber will rip them up, and I'd expect 9mm NATO to reach the officers inside as well.
The gangs hijacked a semi full of guns from one of those buybacks. At least once.What *precisely* do you expect to happen in Las Vegas??? Not (yet) asking for the LVPD, let alone the FBI, at all, but genuinely curious/on alert...
You're not wrong, but sometimes you get widows or kids cleaning out Dad's gun collection.I thought buy-backs consisted of gang-bangers hocking their dads rusted revolvers and using funds to buy newer wares :0
That's my understanding as well.I know the idea is that Vegas is corporate now--yet some have told me the mob still runs the joint.
LVPD does still exist and deals with other stuff as well.If so, the Teslas are just used for a few drunken tourists---with the mob handling anything more serious.
I am shocked, shocked to find that circular financing is going on in here...Yes, it bashes the Cybertruck and that's not unusual, but it's interesting in that it reveals the circular financing going on between Musk's companies - and it's not unique to Musk either. There's also in effect a 'Red Queen race' of continually hyping the next big thing and forgetting the previous big, now medium-sized and rapidly shrinking thing. A lot of analysts think Tesla is absurdly overvalued and risks imminent and catastrophic collapse in value. I just hope that, with all the circular financing, if that happens, Spacex isn't just another domino.
View: https://www.youtube.com/watch?v=L03EGikuNTI&t=10s
I am shocked, shocked to find that circular financing is going on in here...
Zero-emission vehicle credits and the $7,500 federal EV tax credit were equally pivotal. Tesla earned billions by selling regulatory credits to legacy automakers struggling to meet emissions standards. In the first nine months of 2024 alone, 43% of Tesla’s net income came from these credits. The company also profited from California’s emissions credit system through a scheme involving phantom battery-swapping infrastructure – credits that provided hundreds of millions in additional income.
Despite this, Musk now derides subsidies and regulations as government overreach and has used Doge to slash many of the same types of programs – such as renewable energy incentives and federal climate investments – that once saved his own companies from bankruptcy. These were essential to Tesla’s success, and now he wants to limit other entrepreneurs and businesses from the same opportunities.
It needs to be said clearly and often. People might be tempted to invest their retirement savings based on the hype.I am shocked, shocked to find that circular financing is going on in here...
If you make it by faking it, keep faking it.Welcome to the USA, there is a reason it coined the meme "fake it until you make it".
Have an upvote for the Propellerheads . . .It needs to be said clearly and often. People might be tempted to invest their retirement savings based on the hype.
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The South Sea Bubble of 1720
The 18th century version of the Dot Com Boom - and Bust!www.historic-uk.com
View: https://www.youtube.com/watch?v=yzLT6_TQmq8