GM delivered the first handful of Brightdrop electric delivery vans in late December and Ford has now started shipping the E-Transit.
Battery electric vehicles like those from Tesla, Lucid and legacy brands like Ford and Mercedes-Benz may get all the attention from consumers, but decarbonizing commercial vehicles is going to have an important environmental impact. Ford, GM and others understand this which is why they are putting a lot of early emphasis on electrifying exactly those types of vehicles.
Unlike the Brightdrop EV600 which was built from the ground up as an EV based on GM’s new Ultium battery and propulsion system, the Ford E-Transit is a conversion from the internal combustion models. The Transit is the best-selling full-size van in North America with almost 100,000 units delivered in 2021 even with chip constrained production.
While big vans like the Transit are great at hauling a lot of stuff they consume a lot of fuel in the process. Around town, 12-13 mpg is not uncommon and given the use case of many of these beasts of burden, it may be optimistic. Since fuel consumption is directly related to carbon emissions, this is a great market segment to focus on for electric vehicles. In many ways it’s also a simpler market for the automakers.
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