Supply Chain Optimization

No-Emission Trucks

by Tom Moore on Jun 13, 2023 6:58:44 PM

Next year, truck manufacturers will need to supply 9% of trucks sold in California to be zero-emission. But this is tougher than it sounds:
  • Batteries add substantial weight —decreasing payload. Consider an EV Hummer weighs in at 9,000#
  • Batteries demand huge recharging infrastructure and potentially long waits — and today, there is no/limited infrastructure
Hydrogen has two competing technologies — no winner yet:
  • Fuel cells
  • Standard internal combustion engines fed with hydrogen
Hydrogen has no/limited infrastructure and no standard for things like pressure and nozzle size (Europe plans to have hydrogen every 200 km by 2031).PastedGraphic-2 (4)-1

My take— don’t count out diesel. It will be around for a long time. California will see battery applications in smaller local delivery straight trucks — and maybe more yard-jockeys. Class 8 long-haul loads need the power of fossil fuel for now.
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