联邦快递已向加州初创公司Harbinger订购了2000辆价值3.08亿美元的电动快递卡车,该公司去年还曾对其进行过C轮投资。欧洲的同类企业Volta Trucks和Tevva均已倒闭,且欧洲的一个物流车场需要为其现有电力容量的十到二十倍才能运营一个电动车队。
FedEx has ordered 2,000 electric delivery trucks worth $300M from Harbinger, a Californian startup it also backed with a Series C investment last year. Europe’s equivalents, Volta Trucks and Tevva, both went under, and a European logistics depot needs ten to twenty times its current power capacity to run an electric fleet.
联邦快递已向加州初创公司Harbinger订购了2000辆电动快递卡车,用于美国和加拿大市场。该订单价值3亿美元,车辆将于2027年底前交付。欧洲的同类公司已不再营业。
FedEx has ordered 2,000 electric delivery trucks from Harbinger, a Californian startup, for the United States and Canada. The order is worth $300M and the vehicles arrive before the end of 2027. Europe’s equivalent companies are no longer in business.
据InsideEVs报道,Harbinger估计每辆卡车每年可节约约2万美元的柴油成本,整个车队相当于节约4000万美元,在20年的使用寿命内约为8亿美元。这些是制造商的预测数据,而非实际测算结果。
Harbinger estimates each truck saves about $20,000 a year against diesel, which is $40M across the fleet and roughly $800M over a 20-year service life, as InsideEVs reported. Those are the manufacturer’s projections rather than measured results.
该公司还估计,在这些车辆的使用寿命期间,可减少超过170万吨的二氧化碳排放。联邦快递安全与运输高级副总裁保罗·梅兰德(Paul Melander)表示,如此规模的电气化需要能够胜任业务需求的车辆。
It also estimates more than 1.7 million tons of carbon dioxide avoided over the vehicles’ lives. Paul Melander, FedEx’s senior vice president of safety and transportation, said electrifying at this scale needs vehicles that can do the work the operation demands.
联邦快递不仅是客户。它领投了Harbinger去年底进行的1.6亿美元C轮融资,并同时下了首笔53辆卡车的订单。
FedEx is not only the customer. It led Harbinger’s $160M Series C late last year and placed an initial order for 53 trucks at the same time.
欧洲曾尝试扶持这些公司,最终却失去了它们。Volta Trucks筹集了约6亿欧元,在电池供应商倒闭后于2023年申请破产,当时拥有约5000辆预订单。
Europe tried to build these companies and lost them. Volta Trucks raised roughly EUR 600M and filed for bankruptcy in 2023 with about 5,000 pre-orders, after its battery supplier went under.
Tevva在蒂尔伯里制造7.5吨级电动卡车并为英国皇家邮政(Royal Mail)供货,于2024年5月进入破产程序。Arrival也在同年进入破产管理程序。
Tevva, which built 7.5-tonne electric trucks at Tilbury and supplied Royal Mail, went into insolvency in May 2024. Arrival went into administration the same year.
欧洲更难解决的问题并非车辆本身。这里的物流车场若要运营全电动车队,所需的电力容量是其现有容量的十到二十倍,而电网连接往往需要数年而非数月时间。
The harder European problem is not the vehicle. A logistics depot here needs ten to twenty times its current power capacity to run a fully electric fleet, and grid connections take years rather than months.
这就是为什么在美国下这样规模的订单比在欧洲更容易。卡车只是可以简单购买的部分。
That is why an order this size is easier to place in America than here. The trucks are the part that can simply be bought.
美国的硬件产品终究还是会进入欧洲市场。特斯拉的 Semi 卡车已于 9 月份投入生产(该车型在亮相后已等待了 9 年时间),预计将于 2027 年在欧洲上市。
American hardware is arriving anyway. Tesla’s Semi entered production in September, nine years after it was shown, and is due in Europe in 2027.
Harbinger 公司生产的卡车属于 5 类和 6 类车型,配备 440 马力的发动机,其驱动单元集成了电机、变速箱和差速器,总功率达到 1,140 磅英尺(lb-ft)。
Harbinger’s trucks are Class 5 and 6, with 440 hp and 1,140 lb-ft from a drive unit holding motor, transmission and differential in one housing.
瑞典的 Einride 公司已订购了 500 辆 Semi 卡车,这些卡车将主要用于美国的运输市场,而非欧洲市场。
Sweden’s Einride has ordered 500 Semis, for American states rather than European roads.
Harbinger 卡车的售价为 103,000 美元(未包含任何优惠措施);Rivian 公司的电动厢式货车价格更低,仅为 79,900 美元,但体积更小,载重能力仅为 9,500 磅,而 Harbinger 卡车的载重能力在 16,000 至 26,000 磅之间。
Harbinger prices start at $103,000 before incentives. Rivian’s electric van is cheaper at $79,900 but smaller, rated to 9,500 lb against Harbinger’s 16,000 to 26,000.
FedEx 公司计划到 2040 年将其所有的货运车辆全部替换为电动车型。这些电动车辆目前已经可以订购;不过在欧洲,建立相应的充电设施(如配送中心)仍然是需要解决的问题。
FedEx wants its whole pickup and delivery fleet electric by 2040. The vehicles exist and can be ordered. In Europe the depot is the question.