Bill, a few things.
You're right that the federal 45W commercial clean vehicle credit was repealed for vehicles acquired after September 30, 2025. That's a fair point. California's HVIP program still offers state-level vouchers (up to $420K per vehicle depending on class), so incentives haven't disappeared entirely, but the federal landscape has changed.
As for the article not spelling out every detail of the deal: that's not the article's job. It's a news piece, not a prospectus. When I saw the FedEx/Harbinger connection, I spent a few minutes looking up the press release, Harbinger's pricing, and the structure of the deal. That's how I knew the $160M was an investment round and that the chassis starts at $85K. It took a minute or two at most.
That's really my point here, Bill. You read the article, jumped to "$3M per truck," and posted it as though it were fact. Before that, you called it fake news because "FedEx doesn't buy trucks." Both conclusions fell apart with minimal research. And this isn't new. You have a habit of posting confident takes that turn out to be based on assumptions rather than facts. There's nothing wrong with being skeptical of a source, but skepticism means doing the homework, not just dismissing things that don't fit what you already believe.
Your scenario about all 53 trucks failing is speculation, not analysis. Harbinger's trucks carry a 10-year battery and drivetrain warranty and are tested to 450,000 miles. Could they have problems? Sure, any new product could. But predicting total failure with no evidence isn't skepticism. It's wishful thinking.
Do the research first. Then draw conclusions. Not the other way around.
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