Markers On the Road to The Green Energy Wall — Electric Trucks Edition – Watts Up With That?

From the MANHATTAN CONTRARIAN

Francis Menton

In a post in December 2021, I first asked which state or country would be the first to hit the “Renewable Energy Wall” — described as “a situation where the electricity system stops functioning, or the price goes through the roof,” or some other aspects of impossibility become so unavoidable that the zero carbon fantasy must be abandoned. In subsequent posts I have explored various ways that the Wall was starting to manifest — for example, cancellation of offshore wind energy developments, and abandonment of large investments in producing so-called “green hydrogen.”

Although the coming of the Wall has been obvious to intelligent observers for a long time, the green energy fantasists had set their statutory and regulatory mandates sufficiently far into the future that there was no immediate reckoning. But now, five and more years on, that is starting to change. The first of the impossible mandates are suddenly looming. The arrival of President Trump on the scene has also been a huge negative for the green energy crowd. But for today I’ll focus on a subject that has much more to do with reality than with any action of the President. That subject is fully electrified heavy duty trucks.

Here in New York, our State and City governments have gone nuts adopting one after another green energy mandate that is impossible and will never happen. The majority of them came with the State’s Climate Leadership and Community Protection Act (CLCPA) and the City’s Local Law 97, both adopted in 2019. For the most part, the impossible mandates only begin to kick in in 2030. So, no Wall there yet.

But in 2021 Governor Hochul sought to do the CLCPA one better by adopting a regulation called the Advanced Clean Truck Rule. This Rule requires a certain percentage of heavy duty trucks sold in New York to be “zero emissions,” i.e., all-electric. It so happens that New York copied this Rule and its percentages from California. For the 2025 model year, now under way, the relevant percentage is 7%.

All-electric heavy duty trucks? Did anyone think this one through? Clearly not. The New York Post today reports that two upstate legislators of the Democratic Party have now introduced legislation to postpone the electric heavy-duty truck mandate until 2027. The legislators are Jeremy Coney Cooney of Rochester and Donna Lupardo of Binghamton. The two call the mandate “nearly impossible for the trucking industry to comply with.” Here is one among several noted problems:

The legislators noted that an average diesel truck can be refilled in about 10 minutes and can drive for about 2,000 miles. By comparison, an electric, zero-emission heavy-duty truck takes approximately 10 hours to charge and can run for about 500 miles. . . . “Battery charging times are . . . a challenge and will remain so until new technology emerges and is commercialized,” [Lupardo] said.

Does anybody really think that this battery charging issue is going to be solved within a couple of years? People have only been working on batteries that are suitable for this purpose for about 100 years or so. Other issues noted by the legislators include “lack of charging infrastructure” and “cost.” On the cost front, it the Post reports that the price of a fully-electric heavy-duty truck can be as much as triple that of a diesel competitor with comparable load capacity. Exit quote from these legislators:

“As we transition to a clean energy future, there is no point in putting an entire industry at risk in the process.”

Needless to say, all of the New York environmental groups are lined up on the other side. From the Post:

[E]nviromental groups opposing the proposed rule delay include the Alliance for Clean Energy New York, Environmental Advocates of NY, Earthjustice, Environmental Defense Fund,  New Yorkers for Clean Power, Sierra Club, Tri-State Transportation Campaign and Union of Concerned Scientists.

Here is their perspective on the matter:

“Delaying implementation is not only a foolish response to a false crisis whipped up by manufacturers, who are looking to rig the market in their favor, but it will lead to more ER visits, people suffering from asthma, and increased health costs, particularly for communities of color and low-income,” said a memo co-signed by the New York City Environmental Justice Alliance. “Our organizations urge the governor and the legislature to stand up for vulnerable communities and reject this legislation, and any effort like it.”

The enviros seem to think they can get their way by claiming to speak for “vulnerable communities.” As far as I’ve ever been able to determine, greenhouse gas emissions have almost nothing to do with rates of asthma or other health issues. I live right here in the middle of Manhattan, with hundreds of diesel trucks passing by each day, and we don’t have noticeably worse health than people anywhere else. Meanwhile, don’t “vulnerable” communities, or at least low-income ones, have an interest in not having the cost of delivering their groceries and other goods increased by a multiple by an all-electric truck requirement?

So far, here at the consumer level, the impact of the electric truck mandate has not been noticeable. The mandate only applies to manufacturers’ sales, not to the actual fleets of the truck operators. The manufacturers seem to have figured out some workaround for themselves that is working at least for the moment. (Maybe they are making a few electric trucks that may or may not work and selling them to themselves or friends for a dollar.). But that won’t help for long. The 7% goes to 10% next year, 15% in 2027, 20% in 2028, 25% in 2029, and on up from there.

California apparently has tried to apply its percentage mandates to the fleets of the truck operators, rather than just to the sales of the manufacturers. That has been nixed by the incoming Trump administration.

There are ten states (including California) that have adopted the California rules on fully-electric heavy-duty trucks. As far as I can determine, New York is the first one showing signs of blinking. Without the miraculous arrival of some new technology within the next year or two, there is no way that this can go on much longer. The likelihood of the miraculous new technology is about zero.

The initiative of Assemblymembers Cooney and Lupardo is unlikely to succeed this year. Next year, or maybe the year after, it will likely be a different story.