A CALSTART report, authored by YUNEV LLC, that provides insight on the factors affecting battery costs for the U.S. commercial vehicle industry and offer an overview of the current state of battery sourcing and supply chain considerations.
Some of the key points in the report include:
There is a range of battery costs across manufacturers and forecasts should be viewed in the context of manufacturing volumes and the different levels of experience of manufacturers with battery electric vehicles.
Battery pricing reflects the early commercialization stage for commercial vehicles and the existing range in scale and expertise of battery sourcing among manufacturers.
Battery manufacturing at scale remains one of the greatest obstacles to achieve price parity with conventionally fueled vehicles but this could be accelerated by a more rapid rollout of zero emission commercial vehicles.