Friday, November 22, 2024

The race to clean up heavy-duty trucks

Cleaning up trucking, especially the biggest trucks, presents a massive challenge. That’s why some companies are trying to ease the industry into change. For my most recent story, I took a look at Range Energy, a startup that’s adding batteries to the trailers of semi-trucks. If the electrified trailers are attached to diesel trucks, they can improve the fuel economy. If they’re added to zero-emissions vehicles powered by batteries or hydrogen, they could boost range and efficiency. 

During my reporting, I learned more about what’s holding back progress in trucking and how experts are thinking about a few different technologies that could help.

The entire transportation sector is slowly shifting toward electrification: EVs are hitting the road in increasing numbers, making up 18% of sales of new passenger vehicles in 2023

Trucks may very well follow suit—nearly 350 models of zero-emissions medium- and heavy-duty trucks are already available worldwide, according to data from CALSTART. “I do see a lot of strength and demand in the battery electric space in particular,” says Stephanie Ly, senior manager for e-mobility strategy and manufacturing engagement at the World Resources Institute.

But battery-powered trucks will pose a few major challenges as they take to the roads. First, and perhaps most crucially, is their cost. Battery-powered trucks, especially big models like semi-trucks, will be significantly more expensive than diesel versions today.

There may be good news on this front: When you consider the cost of refueling and maintenance, it’s looking like electric trucks could soon compete with diesel. By 2030, the total cost of ownership of a battery electric long-haul truck will likely be lower than that of a diesel one in the US, according to a 2023 report from the International Council on Clean Transportation. The report looked at a number of states including California, Georgia, and New York, and found that the relatively high upfront cost for electric trucks are balanced out by lower operating expenses. 

Another significant challenge for battery-powered trucking is weight: The larger the vehicle, the bigger the battery. That could be a problem given current regulations, which typically limit the weight of a rig both for safety reasons and to prevent wear and tear on roads (in the US, it’s 80,000 pounds). Operators tend to want to maximize the amount of goods they can carry in each load, so the added weight of a battery might not be welcome.

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