Totally. We'd genuinely love to be wrong - electrification is a great solution where it works! But our team has built battery electric and hydrogen fuel cell class 8 trucks, and our experience suggests they’re decades away from competing for long haul transport (given range, charging time, payload capacity, etc.). Even if that day comes, our solution is a fraction of the cost, works today with existing fleets, and with biofuels, it can make a truck carbon negative! That's something electrification wouldn't be able to achieve even if we did manage to overhaul the world's grid so that it's completely renewable, which we think will take decades, especially in the developing world.
No comments yet.