Comment Economics + architecture + no cultural barriers (Score 3, Interesting) 45
That’s what makes the difference in China. I will use the term trucks in the global sense, ie what Americans call semis. In the UK, a semi means something quite different
Economics — opex is much more important than capex for trucking TCO and ROI
Architecture — truck ICE trains are really big and heavy, so the weight differential is smaller than you’d expect, plus the ladder frame construction and large axles of trucks means there’s lots of space for a battery that adds structural rigidity and lowers the centre of gravity, plus motors on the axles. Auke Hoekstra has a presentation on this (it also covers the economics)
Cultural barriers — There’s no fetishisation of trucking as the epitome of manliness, as there is in the US. Chinese truck drivers and fleet operators aren’t emotionally invested in the roar of a diesel engine. In fact, Chinese truck drivers value the quiet operations, lack of fumes, smooth accelerations, and lack of gears provided by EVs (there’s interesting interviews with Chinese truckers about their experiences with EV trucks on YT)