Electric Deliver Vans Available Today/Near-Term in No. American and Europe

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Delivery vans might be the first vehicle segment to go 100% electric for several key reasons, including:

  • A small number of large customers, e.g., shipping carriers
  • A much lower total cost of ownership (TCO) which is key for fleet managers.
  • They help companies like Amazon, UPS, FedEx and others achieve their corporate sustainability goals.
  • Delivery vans typically only have a daily range need of less than 150 miles and so they can easily charge overnight with Level 2 charging and be ready to go again in the morning.
  • And by my analysis, there are at least 21 electric delivery vans either currently available, or will be by 2023, in Europe & North America. (see table below)

This is an exciting though somewhat under the radar segment, with a combination of legacy van makers (Ford, GM, FCA, M-B, PSA Group, VW, etc) and several new market entrants (Rivian, Arrival, Workhorse, Xos, Chanje, Bollinger). 



Toyota’s US Hybrid Vehicle Sales Could Account for 23% of Total Sales in 2021

While we wait for the Toyota bZ4X BEV in 2022 and fingers crossed for more RAV4 Prime PHEVs being sent to the US, Toyota USA is crushing it with sales of its regular hybrids. Our current EVAdoption forecast has regular hybrids accounting for ~23.3% of 2021 sales (Toyota brand only, not including Lexus.)

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