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290: Harbinger of Good
BrightDrop’s dead, but that’s not stopping FedEx’s shift to EVs. With GM abandoning its EV delivery truck lineup that FedEx bought into, FedEx is looking to Harbinger, recently ordering 2,000 electric trucks valued at over $300 million, with potential diesel savings for FedEx nearing $800 million over the life of the trucks. We dive in. In other news, we know a little more about the Tesla Semi thanks to test drives hitting the web – MCS is confirmed, production ramp looks promising, and sleeper cabs could happen. Also, the Tesla Roadster launch gets delayed (shocker!), Chinese EVs invade…
The skinny
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