Lawrence Person's BattleSwarm Blog 1/18/2022
Electric Van, Electric Van/Can You Find One? No One Can/Loses A Fight With Petroleum Van/Electric Van
Everyone in the Democratic Media Complex wants us to know that electric vans are THE FUTURE of delivery. That remains to be seen, but they sure seem to have a lot of trouble being the present of delivery.
In the fall, Jeff Bezos tweeted praise for Rivian, a start-up under contract to make 100,000 electric delivery vans for Amazon, and its founder, R.J. Scaringe, calling him “one of the greatest entrepreneurs I’ve ever met.”
Then, Mr. Bezos worked in a jab: “Now, RJ, where are our vans?!”
The comment may have been in jest, but the problem he raised is a serious one.
Amazon has an insatiable appetite for electric vans, thanks to a ballooning logistics operation and a pledge that half of its deliveries will be carbon-neutral by 2030. But that hunger is running into the reality that the auto industry barely produces any of the vehicles yet.
While consumer electric cars are finally hitting their stride — Tesla delivered almost a million cars last year — the market for commercial electric vehicles is still nascent, with their heavier loads multiplying the technology challenges. Amazon would not say if Rivian delivered the first 10 production vans in December, as was expected, and other automakers are not manufacturing at scale yet, either.
Even though Amazon owns nearly 20 percent of Rivian, it has also put in orders with other automakers, to lay claim to as many vans as it can before they are even under production.
This month Amazon said it would buy “thousands” of electric Ram vans from Stellantis, the company formed last year after the merger of Fiat Chrysler and the French automaker Peugeot.
I too stumbled over “Stellantis” the first time I saw it, a company formed from the merger of three car companies, none of whose quality screamed “reliable.” (Or, indeed, even whispered it.) But I digress.
More:
https://www.battleswarmblog.com/?p=50338
