Delivery and route trucks really are the interesting test case for battery-powered vehicles. Assuming that someone in a government meeting room doesn't dictate their technology via fiat or subsidy, it's a case based purely on economic interests. Double bonus points for being a tolerably straightforward to calculate decision.

I really can't foresee how it turns out, hopefully the battery tech has some room to run.

I think the government could beneficially move the bar with something like large guaranteed EV postal vehicle order with requirements to site key factories on the vehicles and batteries in the US. That would give businesses the order sheet backing to get loans and investment in place to build the capacity to supply the gov't order, but also as a good foundation for other customer uses.

Right, it takes time to rollout, and given battery factory constraints right now, even if a semi were 100% ready, you couldn't supply the batteries for the use for at least another two the tree years I would guess. So I think at best, right now, you'll see planning for delivery vehicles, with semis in earlier development.

Semis are an entirely different equation than delivery vans. They have more constraints around energy density, whereas vans have more constraints around price.