MARKET TRENDS

From Pilot to Practice: Fleets Go Electric

Charging buildouts and bundled services push electric fleets from pilot projects into everyday U.S. operations

13 Aug 2025

From Pilot to Practice: Fleets Go Electric

Electric vans and trucks were once a promise. In America they are now a business plan. While sales of battery-powered cars to households have been uneven, fleet operators are moving in the opposite direction. Partnerships, purpose-built infrastructure and new service models are pushing electrification into daily commercial use.

The appeal is practical. Fleets value predictability more than novelty. Fixed routes, central depots and long vehicle lifetimes make operating costs easier to forecast. Electricity, unlike diesel, offers price stability. Maintenance is simpler. Emissions targets are easier to meet. What long held fleets back was not enthusiasm, but the lack of charging that worked at scale.

That gap is beginning to close. Greenlane, a charging venture backed by transport and energy firms, said earlier this year that it would build high-capacity charging corridors for trucks and delivery fleets. One planned site in Colton, California, is designed for heavy use, where minutes of downtime can wipe out savings. The aim is reliability, not novelty: power where and when fleets need it.

Vehicle makers are adjusting too. Ford Pro has been recasting itself less as a seller of vans and more as a provider of systems. It bundles electric vehicles with software, charging advice and service support. The logic is that fleets care about total costs and uptime, not just sticker prices. The relationship becomes ongoing, not transactional.

Heavy-truck makers face a harder task. Daimler Truck has warned that vehicle production must match the pace of infrastructure. Ordering electric trucks before chargers are ready helps no one. Coordination across manufacturers, utilities and depot operators is becoming essential as orders grow.

All this is happening amid uncertainty. Subsidies and emissions rules differ by state. Supply chains remain fragile. Yet confidence among fleet operators appears to be rising. The maths often works, especially for delivery vans and regional haulage. Electric vehicles fit predictable routes better than they do the open road.

The results are visible. Electric delivery vans now hum through city streets. Freight firms are testing battery-powered trucks supported by new charging hubs. What was once a pilot is becoming routine.

Fleet electrification will not be seamless. But it is no longer tentative. In commercial transport, at least, America’s electric future is arriving not with a roar, but with quiet persistence.

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