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If you saw a good friend of yours, someone that you loved, backsliding again into their destructive habits, you’d say something, right? I would. And I have to do it now. America, you’re my friend. And we need to talk about all of these massive electric trucks.

It’s no secret that America has a love affair with massive vehicles, namely trucks and SUVs. But what is a bit less well known is exactly why. As you can probably guess though, it has to do with money, namely profits for manufacturers.

There was a time when the “big family car” in the US was a station wagon. It fit a seven-person family and the dog, plus everyone’s luggage, and became the iconic family road trip vehicle for decades. It was a simpler time, when cars weighed less, held more, and had better visibility.

So why did that change? Mostly it had to do with the US automotive industry successfully lobbying to get pickup trucks and SUVs classified as “light trucks,” a category previously reserved for commercial vehicles, and one that made it possible to avoid regulations. It was possible because this automotive class, as mostly commercial vehicles, was exempt from the more stringent safety and emissions standards applied to regular passenger cars.

So the US auto industry discovered they could sell vehicles that avoided stricter safety and emissions regulations, thus saving them money in manufacturing. And perhaps most egregious of all, automakers even discovered they could charge a premium doing it by pitching such large automobiles as lifestyle vehicles.

Rivian Nasdaq-100 stock index
Rivian’s electric trucks are some of the most powerful and quickest accelerating of them all.

I had hoped that the advent of electric vehicles might finally provide a return to form once avoiding emissions regulations would no longer be a unique advantage of producing in the massive “light truck” category. But I underestimated the inertia of the American automotive industry. The problem is that automakers had already spent two decades telling Americans that if they don’t buy a bigger vehicle than their neighbor, then what were they even doing?

And so it should come as no surprise that in a country where the single best-selling vehicle of any type is a Ford F-150 pickup truck, the last couple years have seen the rollout of the 6,500 lb. Ford F-150 Lightning, the 7,000 lb. Rivian R1S & R1T, the 8,000 lb. Chevy Silverado EV and the gluttonous 9,000 lb. GMC HUMMER EV. All of these are 100% electric trucks and SUVs, and all of them are utterly massive. Listen America, we need to talk. Consider this an intervention.

GMC HUMMER EV next to the GMC HUMMER EV ALL-WHEEL-DRIVE E-BIKE. The HUMMER’s battery could make over 200 e-bike batteries.

It’s not your fault, America. It’s the automakers’ fault. As Americans, we once got by just fine with smaller trucks.

Remember the Ford Rangers and Chevy S10s of the early 1990s? Here’s the crazy thing. A 1993 Ford Ranger compact pickup truck weighed just 2,900 lb. and yet had a longer bed than Ford, Chevy, and Rivian’s massive electric trucks of today. Some comparisons are nearly comical, like Rivian’s 4’6″ bed compared to the 6′ standard and 7′ long bed on the cute little 2,900 lb. Ford Ranger that came 30 years earlier.

And if you think that’s bad, consider that those two trucks have the same payload capacity. That’s right, they are rated to haul the same amount of weight, around 1,250 to 1,500 lb. depending on the configuration, even though that payload is a full half the weight of the ’90s truck and less than a quarter of the weight of today’s massive trucks.

The even smaller 2,600 lb. Chevy S10 compact pickup truck had a 1,216 lb. payload capacity in 1993, which is nearly identical to the 1,300 lb. payload capacity of the 8,000 lb. Chevy Silverado EV pickup truck recently grabbing headlines. One truck weighs over three times as much as the other and yet they can both haul the same amount of weight.

Ford Lightning orders
The F-150 Lightning Lariat

Okay, so if the trucks have the same cargo capabilities, then where is all of that extra weight coming from on today’s massive e-trucks? It’s largely coming from two areas: gigantic powertrains and an excessive amount of fluffy creature comforts.

These lifestyle trucks aren’t just rolling living rooms. They’re also supercars. The Rivian R1T has a 3.1 second 0-60 mph time. The Ford F-150 Lightning does it in 3.8 seconds. Those are competition numbers, folks. There are dudes turning wrenches in their garages right now that could only dream of getting their cars to the mark in 3.1 seconds.

It’s a feat that is possible thanks to that massive torque and low-end power offered by electric motors, but it simply isn’t necessary for most people. There’s no case where the driver of an 8,000 lb. truck needs to get it up to 60 mph in 3.1 seconds, and in fact its ability to do so has been correctly highlighted as a danger in and of itself.

Ford-F-150-Lightning-towing

But what about towing?

Aha! There you go: towing. This is pretty much the only vestige of reasonableness left for these massively oversized electric trucks, and even this one is pretty thin. The extreme power that gives these 8,000 lb. vehicles faster acceleration than many sports cars also translates into impressive towing. It’s the one area where they best compact pickup trucks from 30 years ago, offering much higher towing capacities.

But here in lies the rub: Most people don’t need that kind of towing power. At least, they don’t need it very often. If you live south of the Mason-Dixon line, take a closer look at the sea of pickup trucks driving around every day. How many of them are towing anything? Almost none of them, that’s how many. In fact, how many of them have literally anything in the bed? Very few of them, that’s how many.

I’d wager that mosts Honda Civics have more junk floating around their trunks than most modern pickup trucks have in their beds. Next time you’re in the parking lot at Lowes or Home Depot, take a peek at how many of the pickup trucks have nice, shiny tail gates without a scratch on them.

But I digress, we were talking about towing. The standard argument is “but what if I need to tow something?” And the correct answer is, “most people rarely do.” Sure, some people live out of an Airstream trailer that is permanently connected to their truck. But most truck owners tow something heavy a few times a year, maximum. More common towing operations are smaller, lighter jobs that could be performed with a much smaller vehicle. In Europe, it is common to see people towing a camper behind a small family car.

Don’t get me started on you, Tesla Cybertruck.

Now if you’re a truck owner, I’m not saying that you specifically don’t use your truck. Or that you never tow or never haul. I’m just saying that almost every time you’ve used your truck recently, it’s probably been for a job that could have been done by a much smaller vehicle, or even… gasp! A compact pickup truck weighing a third as much.

And yes, I’m generalizing here. On average, most trucks on the road right now aren’t doing “truck” things. But not all of them. If you run a landscaping business and you have a 16-foot enclosed landscaping trailer behind your truck, then carry on, this isn’t about you. Thank you for your service. If you’re a diving instructor and pull a boat to the marina or two dozen scuba tanks as part of your job, then have at it. If you’re a plumber and have a bed full of pipes, ladders, and other assorted fitting gear, then go for it. There are people that use their trucks for trucking each and every day. That’s all good, go to town. Because yes, there are real uses for big trucks, so I’m not saying those trucks shouldn’t exist. But what I am saying is that most truck owners don’t actually need them and could instead use a much smaller truck, if they still want to be in a truck. These are the recreational truck owners. The lifestyle truck owners. The majority of truck owners, the majority of the time.

Most people that need “truck capabilities” end up needing to move a couch or a refrigerator once in a blue moon. It’s just like how many electric car owners will say they like knowing they have over 300 miles of range, but you’d be hard-pressed to find many that have actually driven over 300 miles in the car recently.

Silverado EV towing
Out of all the trucks you saw this week, how many were doing this?

And if that’s you, the occasional “I need to move a couch or my dirt bike” truck owner, then first of all that could be done in a compact truck. And second of all, it could also be done in a rental truck, not one that you drive every day while wasting energy and putting both yourself and others in harm’s way with the increased size, diminished safety (fewer safety regulations for light trucks!), and reduced visibility.

I’m not trying to point fingers, but if I’m doing, then I’ll look inwards as well. I can even see it in my own family. My sister runs a furniture refinishing business and so she bought a Silverado (not the EV one). It’s massive. And yes, once in a while she moves a dresser or a table. But for every trip that she has furniture in the bed, there are probably 20 trips where she’s picking up a gallon of paint or a box of nails or dropping her kids off at school. All of those trips could just the same be performed in a compact truck or a family sedan or even on a bicycle. I love my sister and I hope she never reads this, but even in her case as a blue-collar small business owner, she’d be better off with a small car and just renting the occasional truck. Or even putting a trailer behind a small car. An expensive truck that actually “trucks” infrequently is simply a waste of money, energy, and resources. It’s also a waste of space, especially when you look at parking. Many parking lots simply can’t accommodate today’s larger trucks into existing parking spaces.

America needs to reform its microcar laws

One of the reasons we likely don’t see compact electric trucks (or really any compact trucks in serious numbers) anymore is because there just isn’t much profit in it. Automakers have already “sold” Americans on the idea that they need a bigger vehicle, and so now all of the profits are in producing those bigger vehicles and squeezing more add-on cash flow out of them in the form of accessories, servicing, etc.

But what could finally make a dent in that would be new electric mini-truck laws.

telo parked street

We almost had a true highway-capable electric mini-truck in the form of the recently unveiled TELO mini-truck, but there too the designers ended up screwing the pooch by chasing after the high-end market.

They gave it a top speed of 125 mph, which is ridiculous considering you can’t legally do anywhere close to that in the US. They gave it 500 horsepower, which is ridiculous in a freaking mini-truck. They gave it a 0-60 second time of 4.0 seconds, which again, is ridiculous in a mini-truck. And they gave it an estimated $50,000 price, which since no automaker has yet stuck to their estimated price, means it will be north of $50K if it ever makes it to market.

No one buys a mini-truck as a lifestyle vehicle or to make a statement (unless your statement is that your manhood is so appreciable that driving a mini-truck is doing the opposite of compensating for any, ummm, insufficiencies you may be hiding). People use mini-trucks for getting work done. They use them for hauling crap around town, making deliveries, and generally going about real daily work.

The problem is that the US’s microcar laws, which created a class known as Low Speed Vehicles to remove nearly all of the safety regulatory hurdles of larger cars, also has the unfortunate stipulation of limiting speeds of these vehicles to just 25 mph. That’s too slow for most people to feel comfortable driving a truck in a city or suburb, even if in actuality traffic often moves at far less than 25 mph in many cities and suburbs.

electric mini-truck
My electric mini-truck does 25 mph, though I only use it off-road for farm work.

But if the US finally created a similar class of vehicles to quadricycles in Europe, a group of four-wheeled vehicles that have fewer regulations but are limited in speed to around 45-55 mph, then an entire new industry of electric mini-trucks could spring up nearly overnight.

Automakers could enjoy quicker paths to market and lower development costs, and consumers could enjoy lower-cost, smaller, and more convenient electric trucks. Because let’s face it, as much as you’d like a new 450-mile range Chevy Silverado EV truck, you don’t have the $77,000 for it.

But you might have $35K for a modern day Chevy S10 pickup compact pickup truck that just reaches highway speeds or $25K for an electric mini-truck that can hit city/suburb speeds.

I even tow with my electric mini-truck, and it’s got a 5 hp motor for crying out loud! This stuff isn’t rocket science.

As much as I’d like to see a new class of mini-truck and not-as-low-speed-vehicle laws, it’s unlikely to happen anytime soon. But that doesn’t mean it’s any less important of a goal to work toward. Electric mini-trucks are common in Asia and Europe precisely because they have laws that create a framework for their production and use.

That’s what the US needs. It needs electric mini-trucks that can legally reach 45 mph to more comfortably traverse suburbs and larger city streets. It needs automakers to return to the concept of compact pickup trucks, offering us electric versions that top out at 80 mph yet can haul as much as massive flagship electric trucks over twice their weight.

I’m not sure how we achieve that, but it seems like it needs to be an outside force. The automakers have demonstrated that they aren’t interested in doing it themselves. Weight-based vehicle registration fees have been presented in New York and other areas, and perhaps parking should be prioritized for smaller, more space efficient cars. There’s plenty of ways to help guide drivers towards cars that are smaller, safer, and more efficient.

I’m not saying the existing group of massive trucks need to go, though part of me wishes they would be relegated to commercial use as they were once intended. But we need to provide better offerings that more accurately match what drivers actually need, not what automakers tell them they need. Because for every pickup truck or SUV out there towing a boat right now, there are triple digits of pickup trucks and SUVs hauling a gallon of milk and little Timmy’s soccer bag. A more American road image, unfortunately I can not imagine.

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World’s largest oil company Aramco reports higher third-quarter net profit on production boost

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World's largest oil company Aramco reports higher third-quarter net profit on production boost

Logo of Aramco, officially the Saudi Arabian Oil Group, Saudi petroleum and natural gas company, seen on the second day of the 24th World Petroleum Congress at the Big 4 Building at Stampede Park, on September 18, 2023, in Calgary, Canada. 

Artur Widak | Nurphoto | Getty Images

Saudi Aramco on Tuesday posted a 0.9% jump in third-quarter profit on the back of higher production even as oil prices remained under pressure.

Here are Aramco’s third-quarter 2025 results compared with LSEG consensus estimates:

  • Adjusted net income: 104.92 billion Saudi riyals ($27.98 billion) vs. 98.47 billion Saudi riyals
  • Revenue: 418.16 billion vs. 411.26 billion Saudi riyals

“We increased production with minimal incremental cost, and reliably supplied the oil, gas and associated products our customers depend on, driving strong financial performance and quarterly earnings growth,” Aramco CEO Amin Nasser said.

The world’s largest oil company reported a free cash flow of $23.6 billion compared with $22 billion a year earlier. The board also declared the 2025 base dividend of $21.1 billion and performance-linked dividend of $0.2 billion to be paid in the fourth quarter.

The results come as Aramco faces a profit squeeze amid weaker oil prices — down over 6% this year until September — except for a short-lived surge in the second quarter triggered by tensions between Israel and Iran.

Year-to-date, spot prices of the U.S. West Texas Intermediate are down over 16%, data from FactSet showed. Similarly, the global benchmark Brent is down over 12%.

Over the weekend, OPEC+ announced a modest increase in oil production for December and decided to halt further hikes during the first quarter of next year. The cartel members agreed to raise their December production target by 137,000 barrels per day, matching the hike for October and November.

Since April, OPEC+ has raised its output targets by approximately 2.9 million barrels per day but began easing the pace of these increases in October over expectations of a market glut.

Adding to the complexity, new Western sanctions on Russia, a key OPEC+ member, are posing difficulties for the group’s production strategy, as Moscow faces limits in boosting output after the U.S. imposed additional restrictions on the country’s major oil producers Rosneft and Lukoil.

Aramco recently completed its acquisition of a 22.5% stake in Petro Rabigh, Reuters reported, from Japan’s Sumitomo Chemical for $701.8 million, bringing the Saudi company’s total ownership to roughly 60%. The oil giant also recently acquired a minority stake in artificial intelligence company HUMAIN, which is majority owned by Saudi Arabia’s Public Investment Fund.

Nasser added that the company’s stake in HUMAIN is expected to further drive innovation and progress its role in the “crucial and rapidly evolving AI sector.”

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Hydrogen Mafia: Toyota faces $5.7 billion RICO lawsuit

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Hydrogen Mafia: Toyota faces .7 billion RICO lawsuit

A $5.7B lawsuit filed in Federal court alleges that Toyota operated what amounts an organized, fraudulent enterprise that intentionally concealed known, catastrophic safety defects associated with their hydrogen fuel cell-powered Toyota Mirai sedans.

Originally passed as part of the Organized Crime Control Act of 1970, the Racketeer Influenced and Corrupt Organizations (RICO) Act is designed to help prosecutors go after people or companies that commit a pattern of crimes as part of an ongoing organization or enterprise — like the Mafia (which doesn’t exist), or large-scale fraud operations at a corporation.

That RICO statute is now at the center of a new case against Toyota. In it, the plaintiff’s attorneys argue that Toyota knowingly engaged in a decade of fraud surrounding the hydrogen fuel cell-powered MIrai sedan that jeopardized public safety and breached the terms of a previous DOJ settlement.

The case, filed by Jason M. Ingber, lead attorney for the plaintiffs in the US District Court for the Central District of California, is a 142-page RICO complaint alleging that Toyota, its financing arm, and its California dealerships coordinated conspired to market and finance HFCEVs that technicians allegedly referred to as, “ticking hydrogen bombs.”

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“This lawsuit isn’t about a simple defect, it’s about organized fraud,” argues Mr. Ingber. “Toyota engineered, financed, and controlled California’s hydrogen network, then used that control to hide safety failures and financial harm to consumers.”

According to the complaint, Toyota and its hydrogen partner, FirstElement Fuel (True Zero), intentionally concealed evidence of:

  • hydrogen leaks near hot engine components, creating explosion risks
  • sudden power loss, acceleration, and braking failures leading to collisions and injuries
  • a collapsing hydrogen infrastructure, leaving drivers stranded for weeks without access to fuel
  • aggressive financial collection tactics by Toyota Motor Credit Corporation, targeting owners of inoperable vehicles.

The suit further argues that Toyota’s concealment of these facts violates a 2014 Deferred Prosecution Agreement with the US Department of Justice (DOJ), in which the company admitted to concealing safety defects surrounding the highly publicized incidents of unintended-acceleration and agreed to report all (emphasis mine) future safety issues truthfully.

Ingber is seeking treble damages for the class, injunctive relief, and a federal order halting Toyota’s hydrogen enterprise, citing a continuing pattern of mail and wire fraud.

“Toyota built its reputation on trust,” Ingber said, in a statement. “Our case will show how that trust is violated and why consumers deserve accountability now.”

The case is titled Aminah Kamran et al. v. Toyota Motor Corporation et al., and is docketed as Case No. 2:25-cv-09542.

Electrek’s Jo’s Take


Company cites “supply complications” in a letter to customers. Is this the beginning of the end of hydrogen?
Mirai at a hydrogen station; via Shell.

Despite the ebb and flow of media chatter about hydrogen fuel, the simple fact is that America’s hydrogen infrastructure isn’t, and what little infrastructure we did have took a hit last January, when Shell abruptly closed its publicly-accessible charging stations. That left precious few open and operational hydrogen stations available for public use – and the ones that are open don’t seem to be reliable, with Car Complaints reporting that Toyota Mirai owners say they can’t find working hydrogen refueling stations while others complained they had to park their cars for weeks because they couldn’t find hydrogen.

As a result, with supply issues impacting the few stations that are still available (see the DOE’s Alternative Fuels Data Center map, below), it’s tough to argue that Mirai buyers may not have gotten what they were expecting – regardless of the killer, 50% off plus $15,000 in free hydrogen fuel deals that were being offered.

Loading alternative fueling station locator…


SOURCE | IMAGES: CBS News, via CarScoops; Car Complaints.


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FERC: For two years straight, solar leads new US power capacity

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FERC: For two years straight, solar leads new US power capacity

Solar and wind together accounted for 88% of new US electrical generating capacity added in the first eight months of 2025, according to data just released by the Federal Energy Regulatory Commission (FERC) which was reviewed by the SUN DAY Campaign. In August, solar energy alone provided two-thirds of the new capacity, marking two consecutive years in which solar has led every month among all energy sources. Solar and wind each added more new capacity than natural gas did. Within three years, the share of all renewables in installed capacity may exceed 40%.

Solar was 73% of new generating capacity YTD

In its latest monthly “Energy Infrastructure Update” report (with data through August 31, 2025), FERC says 48 “units” of solar totaling 2,702 megawatts (MW) came online in August, accounting for 66.4% of all new generating capacity added during the month. That represents the second-largest monthly capacity increase by solar in 2025, behind only January when 2,945 MW were added.

The 505 units of utility-scale (>1 MW) solar added during the first eight months of 2025 total 19,093 MW and accounted for 73.4% of the total new capacity placed into service by all sources.

Solar has now been the largest source of new generating capacity added each month for two consecutive years, between September 2023 and August 2025. During that period, total utility-scale solar capacity grew from 91.82 gigawatts (GW) to 156.20 GW. No other energy source added anything close to that amount of new capacity. Wind, for example, expanded by 11.16 GW while natural gas’ net increase was just 4.36 GW.

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Renewables were 88% of new capacity added YTD

Between January and August, new wind has provided 3,775 MW of capacity additions – more than the new capacity provided by natural gas (3,095 MW). Wind thus accounted for 14.5% of all new capacity added during the first eight months of 2025.

For the first eight months of 2025, the combination of solar and wind (plus 4 MW of hydropower and 3 MW of biomass) accounted for 88.0% of new capacity, while natural gas provided just 11.9%. The balance of net capacity additions came from oil (20 MW) and waste heat (17 MW).

Solar + wind are almost 25% of US utility-scale generating capacity

Utility-scale solar’s share of total installed capacity (11.62%) is now almost equal to that of wind (11.82%). If recent growth rates continue, utility-scale solar capacity should equal and probably surpass that of wind in the next “Energy Infrastructure Update” report published by FERC.

Taken together, wind and solar make up 23.44% of the US’s total available installed utility-scale generating capacity.

Moreover, almost 29% of US solar capacity is in the form of small-scale (e.g., rooftop) systems that are not reflected in FERC’s data. Including that additional solar capacity would bring the share provided by solar + wind to more than a quarter of the US total.

With the inclusion of hydropower (7.59%), biomass (1.06%), and geothermal (0.31%), renewables account for a 32.40% share of total US utility-scale generating capacity. If small-scale solar capacity is included, renewables make up more than one-third of total US generating capacity.

Solar is still on track to become the No. 2 source of US generating capacity

FERC reports that net “high probability” net additions of solar between September 2025 and August 2028 total 89,953 MW – an amount almost four times the forecast net “high probability” additions for wind (23,223 MW), the second fastest-growing resource.

FERC also foresees net growth for hydropower (566 MW) and geothermal (92 MW), but a decrease of 126 MW in biomass capacity.

Meanwhile, natural gas capacity is projected to expand by 8,481 MW, while nuclear power is expected to add just 335 MW. In contrast, coal and oil are projected to contract by 23,564 MW and 1,581 MW, respectively.

Taken together, the new “high probability” net capacity additions by all renewable energy sources over the next three years – i.e., the Trump Administration’s remaining time in office – would total 113,708 MW. On the other hand, the installed capacity of fossil fuels and nuclear power combined would shrink by 16,329 MW.

Should FERC’s three-year forecast materialize, by early fall 2028, utility-scale solar would account for 17.1% of installed U.S. generating capacity, more than any other source besides natural gas (40.0%). Further, the capacity of the mix of all utility-scale renewable energy sources would exceed 38%. Including small-scale solar, assuming it retains its 29% share of all solar, could push renewables’ share to over 41%, while natural gas would drop to about 38%.

“Notwithstanding impediments created by the Trump Administration and the Republican-controlled Congress, solar and wind continue to add more generating capacity than fossil fuels and nuclear power,” noted the SUN DAY Campaign’s executive director Ken Bossong. “And FERC foresees renewable energy’s role expanding in the next three years while the shares provided by coal, oil, natural gas, and nuclear all contract.” 

Read more: EIA: Solar + storage dominate, fossil fuels stagnate to August 2025


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Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

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