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> The fact that Fedex/UPS haven't gone wholesale into electric is telling at this point

Both companies had a huge moat until Amazon came along blew their doors off. And Amazon has been investing heavily in electric delivery vehicles: https://www.cnbc.com/2021/03/18/amazon-begins-testing-rivian...

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This is very different from heavy trucks. These are electric delivery vans. No one is arguing whether electric vehicles can be effective in the small vehicle market; its the semi, 18-wheeler segment being discussed.

True, there is not a viable product that is scalable in the market.

Both Nikola and Tesla are vapourware today. Perhaps they might deliver in a couple of years realistically.

Delivery companies are in no hurry to shift and bet ahead of time, once the technology is readily available and well supported they will move their fleet

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