Commercial fleets are ready to electrify, but the grid isn't always ready to receive them.
When Amazon or FedEx decides to electrify a delivery depot, they aren't just plugging in a few toasters. A depot with 50 fast chargers can have the load profile of a skyscraper or a small factory. Utilities, accustomed to multi-year planning cycles, are struggling to keep up with the 6-month timelines of logistics companies.
The Interconnection Gap
The biggest hurdle isn't the vehicles; it's the transformers. Supply chain shortages have pushed lead times for new distribution transformers to 12-18 months. This means a fleet manager might buy trucks today that they can't charge until nearly 2027.
Managed Charging as a Bridge
Smart software can help bridge this gap. By staggering charging times and limiting peak draw, fleets can often electrify twice as many vehicles on existing infrastructure before needing a major service upgrade.