Electrification

• Power, not vehicles, is now the constraint, with charge timing shaping demand charges
• Charger uptime is entering the business case alongside hardware payback
• JUNA's 110 pay-per-use Scania semis show financing can scale fleets
• Pooled demand from 15 US shippers won a first tranche of 2,500 Tesla trucks
• NACFE: 76% of fleets using electric terminal tractors report operating cost savings
• Pos Malaysia's electric fleet hit 30 million km and delivers 3 in 10 parcels
• Charlotte's 239 mile Kia Niro EV shows 316 miles in city duty cycles
• Truck makers seek a 2033 EU CO2 target as BYD's 44 tonne truck arrives

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Technology and AI

• Telematics is moving from tracking vehicles to recommending decisions
• AI in repair approvals should hand conflicting or high cost cases to humans
• Crane fleets generate operational data that mostly goes unread
• GoMetro's 1Hz telemetry replaces 5 minute polling to protect battery value
• Geotab: over 50% of European fleets see positive ROI within 12 months
• IMS telematics could lift auto insurance profitability by up to 8 points
• Telematics inSights added emnify as a second SMS routing option

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Market and Public Sector

• Aptean acquired FleetGO, and CALSTART and Forth are merging into Catalyst Mobility
• TOGL Energy closed an £850,000 pre-seed round for fleet electrification energy
• Michelin expanded its DHL tire contract to over 45,000 vehicles
• Enterprise Fleet Management ranked first of 33 in Sourcewell's RFP
• Kia's PV7 electric van targets Korea and Europe in the second half of 2027
• California will require incentive-receiving OEMs to publish zero-emission truck prices
• Cutting electric tarps on 27 dump trucks saved $130,000 but cost $180,000 in overtime

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Thanks to Leyhan Hansen, Ross Jackson, Chris Davis, Emma Chetwynd Jarvis, Paul Miller, Stacy Noblet, Joseph Bierniak, Steve Lockington, Samuel Elkins, Markus Heyn, Saurabh Purohit, Hilaire Tinen, Tony Nisam, Angela Gregorowicz, Andrei Geikalo, Enas Saleem, Hoda Ataee, Drake Bauer, Jon Hearn, Hashim AlFatayerji, Inci Ilkay Ucar, Justin Coetzee, Philippe Vangeel, Jamie Sands, Simon Smith, Stephen White, Nathan Schafer, Jon Stafford, Tyler Phillipi, Ray Miller, Ron Sullivan, Jarod Ho, Brian Marshall, Michel Vincentelli, Jamie Hall, Dr. Saraansh Dave, Adam Orth, Ana Costa, Colin Knudsen, Todd Parks, Nim Koy, BRENDON JAMES, Vered Mandelboum Josef, JoAnne Golden, Sophie Foucque and everyone else who contributed insights to this edition.

Find the full list of posts and voices on LinkedIn: https://www.linkedin.com/pulse/best-linkedin-cw-38-39-commercial-fleet-insights-thomas-allgeyer-s4nke/