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Commentary: Elon Musk and Bill Gates were both wrong on the future of trucks
Channel News Asia ^ | 30 Sep 2025 | David Fickling

Posted on 09/29/2025 6:29:07 PM PDT by nickcarraway

Sales of electrified rigs are booming in China, with the United States lagging far behind, says David Fickling for Bloomberg Opinion.

To hear Bill Gates tell it, the electric drivetrains that have transformed the passenger vehicle industry over the past decade have no chance of repeating the trick in heavy trucks. According to Elon Musk, such a transition is inevitable – and Tesla will be leading it.

Both of them are wrong.

EV trucks really are on the brink of taking over – but Tesla is barely in the game. Only around 50,000 units of its monstrous cubist pickup, the Cybertruck, have been sold so far. The Semi tractor trailer is still essentially a demonstration model, eight years after it was first announced.

Instead, it’s China which is again at the cutting edge, with Europe’s Volvo, Daimler Truck and Iveco running quite a way behind. America’s hopes of playing a role are looking increasingly threadbare.

(Excerpt) Read more at channelnewsasia.com ...


TOPICS: Business/Economy; China; Extended News; Foreign Affairs
KEYWORDS: billgates; ccp; china; davidfickling; elonmusk; trucks

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1 posted on 09/29/2025 6:29:07 PM PDT by nickcarraway
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To: nickcarraway
Everything out of China is a lie.

This is a recording.

2 posted on 09/29/2025 6:33:07 PM PDT by Harmless Teddy Bear (It's like somebody just put the Constitution up on a wall …. and shot the First Amendment -Mike Rowe)
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To: nickcarraway

When electric trucks are as have the range, cold weather dependability, have batteries that have a long shelf life, haul heavy loads long distances, do not catch fire and are priced equal to a gas or diesel rig, the maybe.


3 posted on 09/29/2025 6:34:41 PM PDT by redfreedom (They’re AWFUL...Affuent White Female Urban Leftists)
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To: Harmless Teddy Bear

Without government subsidies, it won’t work.


4 posted on 09/29/2025 6:34:45 PM PDT by Eli Kopter (ביחד ננצח הלב שלנו שבוי בעזה Together we will win, our heart is captive in Gaza.)
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To: Harmless Teddy Bear

Without government subsidies, it won’t work.


5 posted on 09/29/2025 6:34:46 PM PDT by Eli Kopter (ביחד ננצח הלב שלנו שבוי בעזה Together we will win, our heart is captive in Gaza.)
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To: nickcarraway

The grid is in no shape to handle commercial trucks going electric. Further there aren’t any private plans big enough to handle it either.


6 posted on 09/29/2025 6:35:51 PM PDT by Secret Agent Man (Gone Galt; not averse to Going Bronson.)
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To: Eli Kopter
It does not work with government subsidies either.
7 posted on 09/29/2025 6:36:04 PM PDT by Harmless Teddy Bear (It's like somebody just put the Constitution up on a wall …. and shot the First Amendment -Mike Rowe)
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To: Harmless Teddy Bear

Of course it’s a lie. They just about have the Aussies convinced (according to a thread of a few days ago) that electric is the only way and that the commies sell the best.


8 posted on 09/29/2025 6:36:40 PM PDT by redfreedom (They’re AWFUL...Affuent White Female Urban Leftists)
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To: nickcarraway

I’ve seen plug in electric delivery trucks from Walmart and Amazon in the neighborhood, but the Walmart one seems to spend most of its time plugged in behind the store.


9 posted on 09/29/2025 6:37:04 PM PDT by PAR35
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To: Harmless Teddy Bear

100%. Anybody who has ever driven in China knows their infrastructure outside of major cities is a disaster. In addition these things are just fires waiting to happen.


10 posted on 09/29/2025 6:37:54 PM PDT by HYPOCRACY (Wake up, smell the cat food in your bank account. )
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To: nickcarraway

I have worked extensively in this field from the infrastructure and regulatory side, and I can say with some degree of authority that we will not see widespread use of electrified Class 8 tractors in North America for at least 50 years.


11 posted on 09/29/2025 6:38:01 PM PDT by Alberta's Child ("Nobody sits a horse like Monte Walsh.")
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To: nickcarraway

Sales of electrified rigs are booming in China where they build them and say they’re sold then the Chinese Communist Party gives them a bonus ,LOL


12 posted on 09/29/2025 6:38:46 PM PDT by butlerweave (Fateh)
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To: butlerweave

A truly virtuous circle.


13 posted on 09/29/2025 6:39:49 PM PDT by HYPOCRACY (Wake up, smell the cat food in your bank account. )
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To: nickcarraway

When these EV manufacturers go out of business what you bought turns into a Brick


14 posted on 09/29/2025 6:41:20 PM PDT by butlerweave (Fateh)
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To: HYPOCRACY
The big problem is the weight.

An electric truck weighs 2.5 times what an ICE truck does.

Scale that up to a big rig. Now add in the weight of the cargo.

Now watch your bridges collapse.

15 posted on 09/29/2025 6:44:34 PM PDT by Harmless Teddy Bear (It's like somebody just put the Constitution up on a wall …. and shot the First Amendment -Mike Rowe)
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To: nickcarraway

It’s a good thing electricity is magic.


16 posted on 09/29/2025 6:48:37 PM PDT by E. Pluribus Unum (Je suis Charlie Kirk.)
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To: Harmless Teddy Bear
You've hit on one of three major problems with electrified heavy-duty trucks:

1. The weight of the vehicle.

2. The charging time of the battery.

3. The lack of charging infrastructure to support a national network of long-haul trucking operations.

17 posted on 09/29/2025 6:57:36 PM PDT by Alberta's Child ("Nobody sits a horse like Monte Walsh.")
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To: redfreedom
When electric trucks are as have the range, cold weather dependability, have batteries that have a long shelf life, haul heavy loads long distances, do not catch fire and are priced equal to a gas or diesel rig, the maybe.

I wonder how well they do on tires? The consumer models need special (more expensive) tires, and the wear out terrible quickly. Much of the efficiency gains made from the inherent efficiency of an electric motor versus a combustion engine get offset by the motor having to haul around heavy batteries everywhere.
18 posted on 09/29/2025 7:04:27 PM PDT by Dr. Sivana ("Whatsoever he shall say to you, do ye." (John 2:5))
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To: Alberta's Child
The charging time of the battery has a solution as does the lack of charging infrastructure.

It would need building but it is a solvable problem if people want it enough. They don't, which is why it is not being built and there are no plans. The flame is just not worth the candle.

The weight problem is just not solvable with our current level of technology and probably will not be for a while.

Even if we reduced the weight by 50% it is still too heavy.

19 posted on 09/29/2025 7:11:52 PM PDT by Harmless Teddy Bear (It's like somebody just put the Constitution up on a wall …. and shot the First Amendment -Mike Rowe)
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To: nickcarraway

The “Cybertruck” isn’t a truck, regardless of what the marketing department insists on calling it.


20 posted on 09/29/2025 7:14:35 PM PDT by T.B. Yoits
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