DHL puts 50 Orange EV yard trucks to work, plans to add 50 more
DHL was the first major company to put an all-electric class 8 yard truck into service in 2015. Now, DHL has 50 electric yard trucks from Orange EV in its logistics fleet, with plans to fully phase out diesel trucks by 2025.
Whether you call them terminal trucks, yard dogs, mules, or anything else, these heavy-duty trucks do work that’s ideally suited to electrification. It’s all low-speed, extreme-torque, short distance, high-precision operation, all the time. And the quiet, vibration-free, instant power operation of electric drive is in its element. DHL knows this better than most, which is why the company has electric yard trucks currently deployed at more than 30 DHL Supply Chain sites across the US – all part of DHL’s goal to both phase out diesel trucks by 2025 and reducing logistics-related carbon emissions to net zero by 2050.
“We cannot ignore the impact our operations have on the environment as a logistics company and therefore we are committed to implementing more sustainable approaches to doing business,” explains Stephan Schablinski, VP of “GoGreen” initiatives at DHL Supply Chain. “Through partnerships with companies like Orange EV we have been able to develop innovative solutions that reimagine the industry of logistics and take us closer to a green future.”
It’s worth noting, too, that the those first electric yard trucks DHL put into service back in 2015. Affectionally dubbed “Sparky I” and “Sparky II,” the electric semi trucks have individually clocked more than 24,000 hours and 17,000 hours of operation. What’s more: they’re still on their original battery packs.
“DHL Supply Chain’s first two Orange EV orders are a great example of how we work together to right-size a fleet’s EV projects to economically meet site specifications and rigorous duty cycles,” says Kurt Neutgens, Orange EV co-founder, President, and CTO. “DHL Supply Chain first purchased an Extended Duty truck and charger … and DHL’s well-trained, committed team maximized opportunity charging to keep both trucks running at peak efficiency.”
DHL Supply Chain announced plans to double its current electric yard truck fleet last month – a move that would bring them to 100 all-electric Orange EV class 8 trucks and 0 diesels over the next two years.
Electrek’s Take
There was a line in Orange EV’s press release that’s been playing “on repeat” in my head since I read it. “Diesel yard trucks which are often used just 5 years or 15,000 hours before maintenance and repair costs become prohibitively expensive,” it reads. “In its deployed fleet, Orange EV currently has 35 trucks exceeding 15,000 hours of operation – 14 of which have surpassed 20,000 hours – with many more that will cross those thresholds soon.”
I called Mike Switzer, my co-host on The Heavy Equipment Podcast and a fleet manager who’s tracked thousands of assets in his twenty-plus years in the industry, and asked him if that sounded right.
“Here’s the thing,” he said. “Typically, on-road fleets are tracked in miles. We do oil changes every 5-10,000 miles and try to maintain a 400-500,000 overhaul on the heavy equipment trucks. That’s barring clutch replacements, if needed, stuff that gets messed up. Now, with the automated manuals, a lot of that goes out the window and it all makes it to the rebuild point where we down the truck (hopefully scheduled) between 400 and 500,000 miles, so 15,000 hours you’re right there. Obviously a heavy haul places a bigger toll on the powertrain vs. someone that’s pulling general freight, but some of the general freight guys are going 900,000 or even a million miles on an engine just because of the work load. That’s not to say there’s not a place for electric, there definitely is and I think the yards and ports are a great place for it, but I wouldn’t say that 15,000 hours is any kind of real limit.”
Some quick, back-of-the napkin math tells me that 15,000 hours times an average 30 MPH would put us at 450,000 miles. Right in Mike’s 400-500,000 mile rebuild window, in other words. Admittedly, 30 MPH is high for a terminal truck, but the constant heavy load stop-and-go nature of a yard truck’s day to day more than makes up the difference in my view … and the fact that we’re talking about trucks that are coming up on 9 years of continuous heavy duty operation on the original batteries?
EVs can’t get a much better endorsement than that.
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Twitter CEO Jack Dorsey testifies during a remote video hearing held by subcommittees of the U.S. House of Representatives Energy and Commerce Committee on “Social Media’s Role in Promoting Extremism and Misinformation” in Washington, U.S., March 25, 2021.
Handout | Via Reuters
Block jumped more than 5% on Monday, leading a rally in shares of fintech companies as analysts downplayed the threat of JPMorgan Chase’s reported plan to charge data aggregators for access to customer financial information.
The recovery followed steep declines on Friday, after Bloomberg reported that JPMorgan had circulated pricing sheets outlining potential fees for aggregators like Plaid and Yodlee, which connect fintech platforms to users’ bank data.
In a note to clients on Monday, Evercore ISI analysts said the potential new expenses were “far from a ‘business model-breaking’ cost increase.”
In addition to Block’s rise, PayPal climbed 3.5% on Monday after sliding Friday. Robinhood and Shift4 recorded modest gains.
Broader market momentum helped fuel some of the rebound. The Nasdaq closed at a record, and crypto rallied, with bitcoin climbing past $123,000. Ether, solana, and other altcoins also gained.
Evercore ISI’s analysts said that even if JPMorgan’s changes were implemented, the most immediate effect would be a slight bump in the cost of one-time account setups — perhaps 50 to 60 cents.
Morgan Stanley echoed that view, writing that any impact would be “negligible,” especially for large fintechs that rely more on debit, credit, or stored balances than bank account pulls for transactions.
PayPal doesn’t anticipate much short-term impact, according to a person with knowledge of the issue. The person, who asked not to be named in order to speak about private financial matters, noted that PayPal relies on aggregators primarily for account verification and already has long-term pricing contracts in place.
While smaller fintechs that depend heavily on automated clearing house (ACH) rails or Open Banking frameworks for onboarding and compliance may face real pressure if the fees take effect, analysts said the larger platforms are largely insulated.
WATCH: Congress moves to redraw $3.7 trillion crypto market rules, opening door to Wall Street
The global EV market is still charging ahead. According to new numbers from global research firm Rho Motion, 9.1 million EVs were sold worldwide in the first half of 2025, up 28% compared to the same period last year. But not every region is accelerating at the same pace.
China and Europe are doing the heavy lifting
More than half of the world’s EVs this year have been bought in China. That market hit 5.5 million sales in the first six months of 2025 – a 32% jump year-over-year. Around half of new cars bought in China are now electric.
While some Chinese cities’ subsidies have dried up, Rho Motion expects momentum to pick back up later in the year as more funding is released.
In Europe, 2 million EVs were sold in the first half of the year, up 26%. Battery electric vehicle (BEV) sales also rose 26%, thanks in part to affordable models like the Renault 4 (pictured) and 5 entering the market. Plug-in hybrids (PHEVs) weren’t far behind, growing 27% year-to-date. Chinese automakers are leaning into PHEVs as a way to work around the EU’s new tariffs on BEVs.
Spain is leading the pack with EV sales soaring 85% so far this year. Its generous MOVES III incentive program was extended in April and has kept sales strong. The UK and Germany are also seeing solid growth – 32% and 40%, respectively. France, however, is slumping. With subsidies cut, EV sales there have dropped 13%.
North America is stuck in the slow lane
Things aren’t looking quite as bright in North America. EV sales in the US, Canada, and Mexico are up just 3% so far this year.
Mexico is the one bright spot, with a 20% boost. The US is up 6%. But Canada is down a whopping 23%.
And things could get bumpier. On July 4, Trump signed Congress’s big bill into law, which axes all the Inflation Reduction Act EV tax credits. Those consumer credits for EVs now officially end on September 30.
Just over half of the EVs sold in the US this year qualified for those credits. Rho Motion predicts a rush in Q3 before the subsidies disappear – and a decline in sales after that.
Rho Motion data manager Charles Lester said, “With Trump’s latest cuts in his ‘Big Beautiful Bill,’ the US could struggle to see any growth in the EV market overall in 2025.”
Global EV sales snapshot, H1 2025 vs H1 2024
- Global: 9.1 million (+28%)
- China: 5.5 million (+32%)
- Europe: 2.0 million (+26%)
- North America: 0.9 million (+3%)
- Rest of world: 0.7 million (+40%)
Read more: China breaks records as global EV sales hit 7.2 million in 2025
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Lucid’s electric sedan can drive further, charge faster, and packs more advanced tech than most of the competition. That might explain why it’s leading the segment. The Lucid Air remained the best-selling luxury EV sedan in the US after widening its lead in the Q2.
The Lucid Air is America’s best-selling luxury EV sedan
The 2025 Lucid Air Pure arrived as the “World’s most efficient car” with an EPA-estimated range of 420 miles and a record 146 MPGe.
It just set a new Guinness World Record last week for the longest journey by an electric car after travelling 749 miles (1,205 km) on a single charge.
That record was set in the range-topping Lucid Air Grand Touring model, which is rated for up to 512 miles of EPA-estimated range. On the WLTP scale, it’s rated at 597 miles (960 km). Either way, it still crushed the estimates.
According to second-quarter sales data, released by Kelley Blue Book on Monday, the Lucid Air is still America’s best-selling luxury EV.
Lucid sold 2,630 Air models in Q2, up 10% from the previous year. Through the first half of 2025, Lucid Air sales are up 17% with 5,094 units sold.
Tesla, on the other hand, only sold 1,435 Model Ss during the quarter, 71% fewer than it did in Q2 2024. Tesla Model S sales in the US are down 70% through the first half of the year at 2,715.
Although Porsche Taycan sales were up 32% with 1,064 models sold, the significantly upgraded 2025 model year was expected to see even more demand. Porsche has 2,083 Taycans in the US this year, up just 1% from 2024.
Other luxury EV sedans, such as the BMW i5 (1,434), i7 (820), and the Mercedes EQS (498), experienced steep double-digit sales declines year-over-year.
And it’s not just electric luxury sedans. The Lucid Air is currently outselling many gas-powered vehicles in its segment.
Lucid’s first electric SUV, the Gravity, is also rolling out. Although only five were sold in the second quarter, Lucid is quickly scaling production. Lucid aims to produce 20,000 vehicles this year, more than double the roughly 9,000 it built in 2024.
Earlier today, Lucid’s interim CEO, Marc Winterhoff, confirmed during an interview with Bloomberg that the company expects higher Gravity output in the second half of the year.
The interview was at the grand opening of Panasonic’s new battery cell plant in De Soto, Kansas. Winterhoff said Lucid will start using new cells from the facility, but not until next year.
Lucid’s CEO stressed the importance of establishing a local supply chain, as policy changes under the Trump Administration are taking effect. Lucid and Panasonic are collaborating to localize EV materials, such as graphite. Last month, Lucid secured a multi-year supply agreement with Graphite One for US-sourced Graphite.
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