Electric Truck Trends

The emergence of heavy-duty electric semi-trucks is gaining traction, with early deliveries from Tesla and others signaling a new market category. The drayage market is poised to be significant for electric vehicles, particularly in California, where fleet operations can maximize efficiency. Additionally, the discussion highlights the rising trend of onshoring and reshoring in supply chains, spurred by new manufacturing initiatives following the IRA, as companies aim to avoid reliance on imports like in the solar industry.