BrightDrop’s dead, but that’s not stopping FedEx’s shift to EVs. With GM abandoning its EV delivery truck lineup that FedEx bought into, FedEx is looking to Harbinger, recently ordering 2,000 electric trucks valued at over $300 million, with potential diesel savings for FedEx nearing $800 million over the life of the trucks. We dive in. In other news, we know a little more about the Tesla Semi thanks to test drives hitting the web – MCS is confirmed, production ramp looks promising, and sleeper cabs could happen. Also, the Tesla Roadster launch gets delayed (shocker!), Chinese EVs invade Canada, the Jeep Recon’s range lacks range, and more!

SHOW NOTES

TFL Truck drives the Tesla Semi: https://youtu.be/uVvUGgvKt7Q?si=rZpi5EVqihWH5wbW

FedEx commits to purchasing 2,000 EV delivery vans from Harbinger, expects big payoff: https://electrek.co/2026/10/03/fedex-believes-300m-electric-truck-spend-will-save-them-800m-in-diesel/

Chery announces entry of Omoda and Jaecoo brands to Canada in “late 2026”: https://electrek.co/2026/09/28/omoda-jaecoo-canada-launch-late-2026-ev-lineup/

Trump administration slashes CAFE requirements: https://www.npr.org/2026/09/28/nx-s1-5918509/car-fuel-efficiency-cafe-standards-rollback

Jeep Recon gets dismal 160-mile highway range at 75 mph: https://www.caranddriver.com/reviews/a73642665/2026-jeep-recon-ev-drive/

Trump issues executive order allowing on-road use of “farm diesel”: https://www.whitehouse.gov/presidential-actions/2026/10/emergency-tax-relief-on-diesel-fuel/

This week’s hosts: Phil Royle and Edward A. Sanchez

Music courtesy Twisterium at Pixabay

Episode art courtesy Harbinger

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