The much-anticipated rollout of heavy-duty electric trucks in the United States is being stalled by a lack of charging stations due to electric grip parts shortages.
Electrical equipment manufacturers have reported delays of up to six months in the supply chain for key equipment, including transformers, switchgear and electrical steel needed to build charging facilities to power electric fleets.
Analysts say that the setbacks are being caused by a surging demand in renewable-energy projects, data centers and semiconductor factories, overstretching the production capabilities of electrical equipment suppliers.
Truckers are demanding more electric heavy-duty trucks as a result of new federal and local government emissions rules.