Electric delivery vans make even more sense than electric personal cars.

By Brian Cooley  June 18, 2022
https://www.cnet.com/roadshow/news/electric-van-company-goes-bankrupt-but-the-idea-behind-it-is-not/


The recent Chapter 7 failure of EV startup ELMS probably encouraged some 
electric vehicle haters to gloat, but electric last-mile delivery trucks remain 
the strongest immediate bet, to my mind, in electric vehicles.

The four biggest home delivery fleets in the US -- Amazon, UPS, FedEx and DHL 
-- know what the North American Council on Freight Efficiency predicts: An 
electric last mile van uses about $2,000 of energy a year compared to $10,000 a 
year in fuel, calculated at $2.98 a gallon.

That wasn't enough to save ELMS from its financial ambiguities, alleged stock 
shenanigans and executive departures.

The ELMS company offered a Class 1 urban delivery van with 110 miles of range 
at a base price of $28,000 and a larger Class 3 chassis that would normally be 
fitted with a cargo box offering 125 miles of range.

Those range numbers would underwhelm any electric car buyer, but are actually 
evidence of why electric delivery vans make sense: They can nail a major work 
role with easily attained range, dovetailing in with many other traits of 
electrification beyond that.

Rewarding grunt

Delivery trucks need ample torque and put it to better use than reaching 60 mph 
in 2 seconds.

Electric motors deliver almost all of their prodigious torque from 1 rpm while 
gas and even relatively torquey diesel engines have to be coaxed and revved 
into delivering peak torque.

Good at going slow

There are few things less efficient than combustion engines, which use most of 
their fuel to generate waste heat rather than move the vehicle they're 
installed in, and slow, stop-and-go driving is combustion inefficiency at its 
worst.

But electric powertrains are hardly phased by that driving pattern, and remain 
highly efficient poking around town.

To paraphrase Eric Schmidt, the fact that delivery vehicles have been powered 
by combustion engines is a bug in the course of automotive history.

Routes kill anxiety

There's not much cause for range anxiety if you know exactly where you're 
going, down to the distance, number of turns, stops, traffic conditions and 
terrain; That kind of knowledge makes it clear if you'll have enough charge and 
is the kind of planning and analysis that's been part of local trucking for a 
long time.

It's the opposite of the unpredictable driving we do (and imagine we'll do) 
with our personal cars. And while the charge analysis display on the dash of 
electric personal cars is just data art to most owners, it's highly significant 
to fleet operators. Electric delivery vans will make it home on a charge or not 
be sent out in the first place.

Frequent use is key

The high marginal cost of electrification or autonomy are best amortized by 
using the product as much as possible.

Delivery vans work 8 to 12 hours a day rather than sitting parked 95% of their 
lives, their advanced features seldom used. Electric work trucks should return 
their investment faster than a Tesla Model S Plaid gets out of its own way.

ELMS van load floor

Low floors rate high.  Remember the last time you moved and how fatiguing it 
was loading things in and out of that truck? A low, flat load floor is a big 
deal on delivery trucks, served well by the flat, low-mounted batteries used by 
most electric vehicles.

Dispensing with an engine and its drivetrain also eliminates the "doghouse" 
that often occupies the middle of the cab and can demand a design with an 
additional step up.

Even one step saved getting in and out of the cab when a driver makes a stop 
can create a more pleasant, less fatiguing day and a little more appealing job.

Comparison of electric and gas delivery cans

Even when gas was $2.98 a gallon the energy cost difference between electric 
and gas-engined last mile trucks was stark.

Delivery fleets get it

Amazon recently announced it would buy up to 100,000 electric vans from Rivian 
though the company will also source them from Ram after Jeff Bezos ribbed 
Rivian about delivering the vehicles.

FedEx will only buy electric delivery vehicles by 2030.

UPS has placed an order for 10,000 electric delivery vans deploying across the 
US, UK and Europe through 2024.

And you might not have even known that a fifth of DHL's delivery van fleet is 
already electric, because it uses familiar-looking Ford Transits that are 
converted by Lightning eMotors.

It's not clear how much Americans will drive as we emerge from the pandemic but 
local delivery miles have a long way to grow.

Doing that work with clean, quiet, economical last mile vehicles seems like the 
most obvious priority in the immediate future of electric vehicles.

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