The diesel-powered trucking industry moves a majority of freight, up to 70% in the U.S. alone. In California, trucks are the largest single source of vehicle-produced air pollution that “spew 70% of the state’s smog-forming gases and 80% of carcinogenic diesel pollutants,” according to the California Air Resources Board, making the trucking sector a key part of the emissions reduction challenge.
Swedish EV trucking startup Einride has been able to so far go toe-to-toe with Tesla and its Semi in attracting top corporate clients. Both have deals with PepsiCo — Einride in the U.K. and Tesla in California.
Einride also has global shipping giant Maersk, GE Appliances, AB InBev, Bridgestone, and Beyond Meat as customers.
While many of these deals are narrow to start with, Einride founder and CEO Robert Falck says the business case already exists today for many more freight players to make the transition from diesel to electric, up to half of the industry, according to Falck.
“In the $4 trillion freight mobility space, between 40%-50% should be electric driven by the business case today,” Falck said on CNBC’s “Worldwide Exchange” in an interview on Thursday after his company ranked No. 13 on the 2023 CNBC Disruptor 50 list. “That means a $2 trillion opportunity already today,” he added.
Einride is one of three companies focused on trucking to make the 2023 Disruptor 50 list — Convoy, founded by former Amazon executives, came in at No. 47, and Flock Freight, the only certified B Corp in the freight sector, came in at No. 20. Additional logistics companies to make the list focused on technology-based solutions in transportation and climate include Flexport and Lineage Logistics.
More coverage of the 2023 CNBC Disruptor 50
The numbers on the EV cost equation, though, remain less than an exact science. A month ago, when appearing on CNBC to discuss the new deal with PepsiCo, Falk estimated that 30%-40% of the market could make the EV transition based on cost today. Not much has changed for the better in the math in just a month. In fact, diesel prices continue to trend lower, and haven’t been this low since before Russia invaded Ukraine, taking away a short-term advantage for the EV argument.
Diesel prices hit an all-time high last year in June of last year, and have fallen by 25% or more since then.
“In the near-term, of course, the business case for diesel becomes slightly better,” Falck said in the April interview.
But he stressed that the big brand examples of companies already signing on as clients prove the case. “They want to get the benefits of going sustainable but would not be willing to do it without a cost-competitive way,” he said on Thursday.
Diesel vs. EV economics
In many markets, independent of short-term movements in diesel prices, EV is cheaper for trucking, according to Falck, though it does depend on the cost of electricity. And as trucking hardware becomes cheaper and more widely available, the case for the EV transition will increase.
Part of the challenge is in the recharging, In September, the Department of Transportation approved EV-charging station plans for all 50 states, Washington, D.C., and Puerto Rico, covering about 75,000 miles of highways. States also have access to more than $1.5 billion in funds to help construct the chargers.
Einride’s business model, Falck stressed, and the business case for its customers, is not just about the truck manufacturing — it does not manufacture the trucks itself — but the turnkey solution that extends from the vehicle to the trailer design to the infrastructure (e.g. charging) to operations across the transportation system and its digital freight network solution.
In freight, unlike the consumer market, “it’s not about range, it’s about how to secure the business case,” he said.
Its trucks in the Class 8 tractor-trailer niche have a range of 400 miles.
Swedish electric vehicle maker Einride will supply two of its heavy-duty trucks to PepsiCo as part of an expansion into the U.K.
Einride
Independent research does support the idea of more freight going EV. Nonprofit newsgroup Cal Matters found that the total cost of buying and operating an electric semi-truck could be anywhere from $765,000 to $1.1 million, while a gas or diesel truck ranges from $919,000 to $1.2 million.
Interest in the state of California is high because the California Air Resources Board is requiring truck manufacturers to begin phasing in available heavy-duty EV technology by 2024. But in the state, which is a leader in climate technology and climate regulation — and one of the world’s largest economies — for now at least, the larger focus is on short-haul trucking.
California has set the goal of all zero-emission short-haul drayage fleets — for operations in and nearby ports — by 2035. Schneider, a truckload, intermodal and logistics service, announced its battery-electric truck (BEV) fleet back in 2021, and the first BEV arrived at a Southern California port this year.
″We’re going to be operating those in and out of railheads for intermodal customers, and so we’ll start with five taking this month and will be up to about that hundred number by the time we get through the calendar year,” Schneider CEO Mark Rourke said on CNBC’s “Squawk on the Street” in February.
Autonomous big rigs
But bigger trucks are critical for climate goals. Medium and heavy trucks make up only about 4% of vehicles in the U.S., but because of their larger size and greater travel distances, the vehicles consume more than 25% of total highway fuel and represent nearly 30% of highway carbon emissions, according to the Department of Energy.
While Einride is making bold calls about the EV transition today, Falck is cautious on one aspect of the technology that gets a lot of attention: autonomous trucking. He said Einride does see the short-haul market being a better fit today for the autonomous transition, and described the process of moving to autonomous trucks as “gradual.”
For most goods being moved by autonomous electric vehicles today, it is inside warehouses and logistics centers. “We’ve taken the same approach,” he said. “We start with manual electric and gradually introduce more and more autonomy. We’re already doing autonomous for clients, but not everywhere. We start with the simple applications, fenced-off areas … low speeds.”
“We gradually grow into this,” Falck said. “This is not just about making a truck autonomous, it’s changing the entire transport system.”
That will be measured in decades, in his option. “In 25 years, we will predominantly be electric and autonomous,” Falck said.
A new video surfacing from a Tesla demonstration in Miami this weekend shows the Optimus humanoid robot taking a nasty fall. But it’s not the fall itself that is raising eyebrows, it’s the specific hand movements the robot made on its way down, which strongly suggest it was mimicking a remote operator frantically removing a VR headset.
Humanoid robots are all the hype right now. Billions in investments are pouring in, and Elon Musk claims it will be a trillion-dollar product for Tesla, justifying its insane valuation.
The idea has been that with the advent of AI, robots in human form could use the new generalized artificial intelligence to replace humans in an increasingly larger number of tasks.
However, there are still many serious concerns about the effort, both at the ethical and technological levels.
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Technologically, most humanoid robot demonstrations have relied on remote control by human operators – pointing to a remaining gap between the software and hardware.
That was more than a year ago, and despite claims that Tesla has made “AI demos” of Optimus since, it appears the company still relies on teleoperation to control them during demonstrations.
The Tesla Optimus Miami Incident
This weekend, Tesla held an event called ‘Autonomy Visualized’ at its store in Miami. The goal was to showcase Tesla’s “Autopilot technology and Optimus.”
However, there was nothing “autonomous” at Tesla’s “autonomy” event.
Many Tesla fans were seen posting videos of a Tesla Optimus robot handing out bottles of water at the event. It was also seen posing for pictures and dancing.
On Reddit, someone posted a different video of the demonstration:
As you can see, Tesla Optimus moved its hands too quickly, causing some water bottles to drop to the ground. It then loses its balance and begins to fall backward.
But the most interesting part is that just before falling backward, both of its hands immediately shoot up to its “face” in a distinct grasping motion, as if pulling an object off its head.
The robot, of course, is not wearing anything on its head.
The motion is instantly recognizable to anyone who has used VR or watched teleoperation setups. It appears the human operator, likely located backstage or in a remote facility, removed their headset in the middle of operating the robot for unknown reasons.
Optimus faithfully replicated the motion of removing a non-existent headset as it crashed to the floor.
Here’s a look at how Tesla trained Pptimus with VR headsets in its lab:
Electrek’s Take
This is embarrassing, but not just because the robot fell. Robots fall; that’s part of the R&D process. Boston Dynamics blooper reels are legendary, and they never really eroded the company’s credibility.
The problem here is the “Wizard of Oz” moment.
The specific motion of removing the “phantom headset” destroys the illusion of autonomy Tesla tries so hard to curate.
Even recently, Musk fought back against the notion that Tesla relies on teleoperation for its Optimus demonstration. He specified that a new demo of Optimus doing kung-fu was “AI, not tele-operated”:
Musk said again during Tesla’s last earnings call in October:
“Optimus was at the Tron premiere doing kung fu, just up in the open, with Jared Leto. Nobody was controlling it. It was just doing kung fu with Jared Leto at the Tron Premier. You can see the videos online. The funny thing is, a lot of people walked past it thinking it was just a person.”
Musk keeps telling shareholders that Optimus will be the biggest product in history and that millions of units will be working in factories soon. But if they are still relying on 1:1 teleoperation to hand out water bottles right now, it feels like we are still far away from a useful generalized Optimus robot.
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After images of an the new mid-sized electric crossover were leaked by the Chinese MIIT, Nissan pulled the wraps off its all-new NX8 – and it looks so good, I’m wondering if it couldn’t spearhead the brand’s American turnaround.
Like its sedan siblings, the all-electric version of Nissan NX8 crossover rolls on an 800V system architecture and features a CATL-sourced LFP battery pack with 5C ultra-fast charging technology (xC is how many you can charge in an hour, effectively, so 60 minutes divided by 5 = it can charge in as little as 12 minutes). That battery reportedly sends power to a single electric motor putting out either 215 kW (~290 hp) or 250 kW (~335 hp), depending on model.
EREV version of the NX8, meanwhile, features a similar setup to the N6, pairing a 1.5L ICE producing 109 kW (~145 hp) with a 195 kW (~260 hp) electric motor. Expect the NX8 EREV to get slightly less than the N6’s claimed 112 miles of electric-only range (Chinese cycle).
The NX8 is expected to reach its first customers in April 2026. Take a look at some of the firs official photos of the new Nissan crossover, below, then let us know how you think this would do in the US in the comments section at the bottom of the page.
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This week, BYD crossed a major manufacturing milestone as its battery production crossed 113 GWh in the first three quarters of 2025 – but instead of celebrating, the company is doubling down with a new “Zero Defects” initiative to bring battery quality to an even higher level.
CarNewsChina reports that the new “Zero Defects” plan at BYD was launched internally at the start of Q3, with a focus on minimizing manufacturing defects across all stages of the battery’s life, from the manufacturing line to the end user.
The initiative coincides with BYD’s growing role as a battery supplier to other automakers and its expanding battery energy storage system (BESS) business, which are giving BYD both an international footprint and global benchmarks.
In its ongoing bid to prove itself even further in the global battery market, BYD will reportedly emphasize operational efficiency, error reduction, and standardization across manufacturing, process control, and customer service, with the end goal believed to be, “management practices comparable to those of Toyota.”
Note that BYD has not released official details regarding performance metrics or milestones for its new Zero Defects goal, but the message is clear: BYD plans to keep getting better.
SOURCE: CarNewsChina; images via BYD.
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