Electric Truck Expansion
Janus Electric Expands North American Order Book to 45 Truck Conversions with $10M Repeat Deal
Anonymous
Key Points
1
California’s technology-neutral incentive stack is delivering roughly US$166,000 per truck in HVIP vouchers plus Port of Los Angeles support, materially reducing the net cost for operators converting diesel trucks to battery-electric power.
2
Canada is advancing with a staged program, including an initial five vehicle conversions, 15 battery packs and two charging stations, as part of a broader 25-truck Canada rollout.
3
Harbor Trucking Association involvement is a strategic channel to reach a large US fleet network, potentially broadening access to operators across the port and container transport sector.
4
Janus is ramping production capacity and formalizing its North American operating model with battery partner Electrovaya to meet growing orders, aiming to scale from pilot to hundreds of trucks on the road.
Australian electric truck company Janus Electric has grown its North American order book to 45 diesel-to-electric truck conversions, following a new US$10 million repeat order from existing customer Ability Tri-Modal, according to Kalkine. The deal adds 16 conversion kits and 18 swappable battery sets, with deliveries set to begin in early 2027.
The order lifts Ability Tri-Modal's total commitment to 20 trucks. Deliveries are subject to approval of HVIP vouchers — California's heavy-duty vehicle incentive program — which can deliver roughly US$166,000 per truck in subsidies, Kalkine reported.
California Incentives Cut the Cost Per Truck Dramatically
California's incentive stack is a key driver of demand. HVIP vouchers cover roughly US$166,000 per truck. Port of Los Angeles support adds further savings on top. Together, these programs sharply reduce the net cost for fleet operators making the switch from diesel, according to Small Caps.
Janus says the technology-neutral nature of California's incentives works in its favour. Operators do not have to buy a new electric truck — they can convert an existing one. That makes the economics far more attractive for companies already running large diesel fleets.
Texas Pilot and Harbor Trucking Push Janus Beyond California
Janus is not stopping at California. The company is pursuing a potential 50-truck pilot in Texas, according to Grafa. It is also deepening ties with the Harbor Trucking Association, a strategic move to reach a large network of US fleet operators in the port and container transport sector.
The Harbor Trucking Association connection could open doors to many more operators at once. Port trucking is a high-mileage, short-route environment — exactly the kind of use case where electric drivetrains and swappable batteries tend to perform well.
Canada Program Adds 25 More Trucks to the Pipeline
Canada is also advancing. Janus is rolling out a staged program starting with five vehicle conversions, 15 battery packs, and two charging stations, according to Kalkine. That initial phase is part of a broader 25-truck Canada rollout planned for the coming period.
The staged approach lets Janus prove its model market by market before scaling up. The company is working with battery partner Electrovaya to ramp production capacity and meet growing order flow across both the US and Canada, Grafa reported.
Janus Shifts Focus From Pilots to Production at Scale
Janus leadership says customer confidence is growing. The company is moving past the pilot phase and focusing on production, maintenance, and reliability, according to Tech Au. The goal is to put hundreds of converted trucks on North American roads.
The 45-truck order book is still modest in absolute terms. But the repeat order from Ability Tri-Modal signals that early customers are satisfied enough to commit more money. For a company still scaling up, that kind of repeat business is a strong signal, Small Caps noted.
Sentiment
Mostly PositiveNEGATIVENEUTRALPOSITIVE
Publishers
10
Articles
4
Reach
14
Topics
A
AnonymousAuthor
