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USPS says full-EV fleet not possible by 2033, requires $2.3B in additional investments

Credit: USPS TV | YouTube

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The United States Postal Service said in its December 2021 Environmental Impact Statement report that committing to a fully-electric fleet of 75,000 mail delivery vehicles would require an additional $2.3 billion investment. Additionally, the USPS may not be willing to commit to more than ten percent of its new fleet to electric powertrains as the government agency says it “is not achievable.”

The report was published on January 7th and details potential alternatives to its plan to purchase between 50,000 and 165,000 new vehicles that will “replace existing delivery vehicles nationwide that have reached the end of their service life.” In February 2021, the USPS announced a contract award to Oshkosh Defense, LLC for the production of the “Next-Generation Delivery Vehicles,” or NGDVs. The NGDVs will consist of at least 10 of having battery-electric powertrains. The remainder would have internal combustion engines.

The USPS is considering alternatives for comparison, which include 100 percent of the new vehicles being “commercial-off-the-shelf” (COTS) ICE vehicles, or 100 percent COTS electric cars. These are referred to in the report as Alternative 1.1 and 1.2, respectfully.

The current plan is for the USPS to begin replacing between 50,000 to 165,000 new vehicles. Ten percent will be EVs, at the minimum. The plan will take ten years to complete and will begin in 2023, as the first NGDV will make deliveries sometime in 2023. “The actual timeline and quantities of NGDV purchased and delivery vehicle types replaced would be contingent upon the Postal Service’s operational needs, including individual carrier route needs, and financial position,” the report says.

However, it appears unlikely that the USPS will commit to increasing the share of EVs in its fleet due to affordability reasons. In its report, it states that, while it understands BEVs are better for the environment, funding would not allow the USPS to make any significant changes to the current plan. The USPS states that its preferred alternative is actually the Proposed Action, which is to purchase and deploy up to 90 percent ICE NGDVs with 10 percent BEV NGDVs. “This Preferred Alternative is also the most achievable given the Postal Service’s financial condition, as the ICE NGDV is significantly less expensive than the BEV NGDV and does not have the same route length and other operational constraints as the BEVs. Finally, the 90 percent ICE NGDV Preferred Alternative would result in less fuel consumption and reduced direct and indirect greenhouse gas emissions as compared to the existing delivery vehicles being replaced,” the report adds.

Realizing that a full fleet of BEVs is better for the environment, as it would reduce “about 200 percent fewer direct and indirect greenhouse gas emissions than the 90 percent ICE NGDV” plan, the financial situation does not allow for it. The USPS says that “committing to purchase more than 10 percent BEV NGDV as part of the Preferred Alternative is not achievable, absent additional funding, as the 100 percent BEV NGDV Preferred Alternative is $2.3 billion more expensive than the 90 percent ICE NGDV Preferred Alternative for an order of 75,000 vehicles.” If the USPS wanted to transition all 165,000 vehicles to BEV powertrains, it would cost an additional $1 billion.

The USPS does have a third alternative: No action. The Postal Service will likely not commit to this option, but it does state that, “Utility service and infrastructure in place at Postal Service facilities currently are meeting service demands.”

The full report is available below.

Usps+Ngdv+Feis Dec+2021 by Joey Klender on Scribd

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Elon Musk

SpaceX and a new Trump order that could rewrite the next decade of launches

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Elon Musk put a number on where he thinks SpaceX’s Starship program is headed by 2030, replying on X a day after President Trump signed a memo pushing the country toward 1,000 space launches and reentries a year.

The exchange started when Aaron Burnett, co-founder of propulsion startup Mach 33, posted that “1,000 launches/reentries is the goal,” quoting White House science adviser Michael Kratsios on the newly signed National Space Transportation Policy. Burnett noted that the FAA’s own bull-case forecast reached only 385 annual launches by 2030, while his firm’s conservative model already put SpaceX alone near 940. Musk responded, “We’re aiming to reach 30+ Starship launches/day in 2030, which is ~10k annualized. Still tiny numbers compared to airplane flights!”

That figure is specific to Starship, the rocket SpaceX is still developing for orbital and lunar missions, not the Falcon 9 fleet that carries most of the company’s current launch volume. Starship has flown twice this year, a slower pace than the four and five flights SpaceX managed in 2024 and 2025. Getting from two flights a year to 30 a day is the scale of jump the new federal policy is meant to clear regulatory room for.

Trump’s memo, signed Thursday, directs agencies to identify new launch and reentry sites on federal land, including a new reentry site within 90 days, and to speed up the permitting and environmental reviews that have long slowed cadence growth. It also sets a goal of returning American astronauts to the moon by 2028 and placing initial lunar base elements by 2030, tying the launch buildout directly to NASA’s Artemis program.

SpaceX has already been pushing the FAA toward higher numbers on its own. The agency approved up to 44 annual Starship launches from Kennedy Space Center in February, on top of a 2024 review that raised the cap at Starbase in Texas to 25 a year. Those approvals cover a fraction of the 10,000 annual flights Musk is now describing, which shows how far current permitting still sits from the administration’s stated target.

The near-term test of all this is more modest. SpaceX cleared a full-duration, six-engine static fire on its next Starship vehicle this week, the last major hardware checkpoint before Flight 14, which is targeting no earlier than August 28 and is expected to attempt the vehicle’s first full orbital mission. Musk said last week that a tower catch of the upper stage is still probably months away, a reminder that the immediate roadmap remains far more incremental than the daily launch numbers he just posted.

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Tesla will resolve massive China recall with stickers and a software update

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tesla frozen door handle
Credit: YouTube | HMKARKI

Tesla will resolve its massive recall of nearly three million vehicles in China with stickers and a software update.

On Friday, Chinese regulators filed recall plans against Tesla, Xiaomi, Leapmotor, Xpeng, Chery, Geely, Dongfeng, Arcfox, and FAW to resolve what is essentially a carbon-copy issue throughout each of the companies’ vehicle models: emergency door release latches are simply not visible enough.

Tesla door handle saga gets its latest chapter and a big change is coming

The companies will be required to add things that will make these latches, which will open the door in the event of an emergency, more visible. Of the 7 million vehicles impacted, Tesla accounts for 2,975,910 units. More than 1.9 million of those are Model Y vehicles, with the rest, just over 970,000, being Model 3s.

To resolve the issue, Tesla is going to add warning labels to the emergency latches free of charge, and then utilize an Over-the-Air update to add a post-crash window-lowering strategy, according to CNEVpost.

This massive effort to fix the all-electric Model Y and Model 3’s emergency latch system comes just months after several probes across various markets identified the trouble some had identifying this latch. Those who had gotten involved in car accidents that stripped the vehicle of its power were not aware that every Tesla has emergency door latches.

China’s State Administration for Market Regulation (SAMR) said that severe crashes that disable a vehicle’s low-voltage system could not only hinder occupants from getting out, but also make it more difficult for emergency response workers to gain entry.

SAMR is starting to tighten the regulations it has on door handles on vehicles. A new mandatory national standard will take effect for all models starting January 1, 2027, and will require all doors to be equipped with mechanical release mechanisms. This will effectively end purely electronic door handles. Models already on sale with type approval have been granted a two-year transition period, which will enable things to change until January 2029.

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Tesla Semi is officially headed to Europe

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Credit: Tesla

Tesla has officially confirmed plans to bring its all-electric Semi truck to Europe, with full specifications and market-launch details set for unveiling at the IAA Transportation trade fair in Hannover, Germany.

The event runs September 15–20, with a possible press preview on September 14. The announcement, shared via Tesla’s Semi account, marks a significant expansion beyond North America nearly nine years after the truck’s original 2017 reveal.

In the United States, the Semi’s path has been gradual. Limited pilot production and customer deliveries began in late 2022, primarily to fleets such as PepsiCo. After years of refinement, high-volume manufacturing started on April 29, 2026, at a dedicated facility adjacent to Gigafactory Nevada.

The plant targets an annual capacity of 50,000 units, though the ramp is expected to be gradual, with “many thousands” of trucks projected by the end of 2026.

Demand is building, with recent orders including 500 units for Einride (deliveries starting September 2026, serving Amazon and others) and hundreds more from operators such as WattEV. Pricing stands at approximately $260,000 for the Standard Range and $290,000 for the Long Range before incentives.

Tesla Semi pricing revealed after company uncovers trim levels

Earlier in 2026, Tesla finalized production specifications that incorporated substantial updates. In February, the company detailed two variants designed for a full 82,000-pound gross combination weight.

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The Standard Range offers about 325 miles of range with a 548 kWh battery and curb weight under 20,000 pounds. The Long Range delivers roughly 500 miles with an 822 kWh pack and a 23,000-pound curb weight. Both use three independent rear-axle motors producing up to 800 kW (about 1,073 horsepower), achieve energy consumption of around 1.7 kWh per mile, and support megawatt-class charging at up to 1.2 MW—recovering about 60 percent of range in 30 minutes through the MCS standard.

Additional refinements include a roughly 1,000-pound weight reduction versus earlier prototypes, improved aerodynamics, a 48-volt electrical architecture, electric power take-off up to 25 kW for refrigerated trailers, and fleet management software with over-the-air updates.

These advances position the Semi as a competitive option against diesel trucks on operating costs and performance. For Europe, adaptations such as lighting, cab configurations (including potential sleeper options), and regulatory compliance are anticipated.

With series production underway in Nevada and major fleet commitments secured, the upcoming IAA reveal will clarify timelines, European-specific specs, and pricing, potentially accelerating electrification of heavy-duty freight on both continents.

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