- ASOTU Daily Pushback
- Posts
- đ #VanLife: Fleet Vans, EVs, and the Future of Business on Wheels
đ #VanLife: Fleet Vans, EVs, and the Future of Business on Wheels
The Gist
Fleet vans are the perfect EV test subjectsâmost spend half their lives parked anyway. Rivian just opened its electric van sales to any business (sorry, #VanLife crowd), while Renault and Mercedes are rolling out new electric workhorses. The catch? Charging infrastructure is still a mess, and public fast charging ainât cheap. Dealers who help fleets electrify now can lock in long-term sales, service, and software revenue. This isnât an overnight EV revolution, but itâs a clear shift. Ignore it, and you might miss the future rolling pastâin near silence.
#VanLife: Fleet Vans, EVs, and the Future of Business on Wheels

giphy
Why electric fleet vans are about to change everything (whether we like it or not).
Where Better to Test New Tech Than a Business Model Built on Sitting Still?
Fleet vehicles are the ultimate guinea pigs for cutting-edge automotive tech. Why? Because they spend a good chunk of their lives parkedâwaiting at depots, sitting at charging stations, or just idling between runs. And if thereâs any segment of the industry where a vehicle needs to be plugged in for hours on end, itâs this one.
This makes electric fleet vans the perfect low-risk proving ground for EV adoption. Unlike personal vehicles, which live unpredictable lives full of spontaneous road trips and bad parking jobs, fleet vans have set routes, predictable downtimes, and managers obsessed with efficiencyâa dream scenario for battery-powered vehicles.
And automakers are catching on.
Electric Vans Are No Longer Just for Amazon
Rivianâs exclusive handshake deal with Amazon is over, and theyâre now open for business with any fleet that can cut a check. But donât get too excited, #VanLife dreamersâthese bad boys are still strictly for commercial use.
RCV 500 starts at $79,900
RCV 700 starts at $83,900
Fleet size? Doesnât matterâbuy one or buy a thousand.
Rivianâs move makes sense, given that Amazon only bought 20% of the 100,000 vans it originally committed to in 2019. Now Rivian is free to peddle its electric haulers to the likes of AT&T and anyone else with delivery logistics to consider.
Does this make Rivianâs business model sustainable?
Letâs just say, âbetter than before.â
Rivianâs vans are more profitable than its flashy R1T and R1S models, and theyâre bundling software subscriptions into the mix. Thatâs rightâfleet managers wonât just be buying the vans; theyâll be paying Rivian for the privilege of knowing where their own vans are at all times.
Renault and Mercedes Join the Fray
Over in Europe, Renault is playing the nostalgia card, reviving old-school nameplates like the Estafette and Goeletteâexcept this time, theyâre all electric. Meanwhile, Mercedes-Benz is proving that EV work vans donât have to be a compromise. The eSprinter offers:
134 to 201 horsepower (depending on the trim)
295 lb-ft of torque
A practical work setup for urban deliveries, assuming you can charge it at your depot instead of getting gouged at public chargers.
Speaking of which...
The Fleet EV Elephant in the Room: Infrastructure
Itâs all well and good to talk about electrifying fleets, but where are all these vans going to charge? Spoiler alert: Not at your average gas station.
Fleet Electrification Hurdles
Charging costs â A full charge on a public fast charger can run north of $60, which isnât exactly budget-friendly.
Infrastructure readiness â Many businesses simply arenât equipped with the charging capacity needed for an all-electric fleet.
Vehicle range concerns â Long-haul fleets? Not there yet. City-focused deliveries? Much more feasible.
Fleet operators who invest in private charging infrastructure will get the best bang for their buck. But if theyâre relying on the current public charging network, they might find themselves in a logistical nightmare.
The Big Picture: What It Means for Dealers
Fleet sales are about to get interesting. Hereâs what dealers need to know:
Fleet EVs = Sticky Revenue â These arenât one-and-done sales. Dealers who help businesses electrify their fleets can create long-term service and subscription revenue.
Upsell on Infrastructure â Smart dealers will help clients navigate the charging dilemma by partnering with charging providers and offering install solutions.
B2B Focus Expanding â Rivianâs shift from an Amazon-exclusive deal to a broader market is a sign that the commercial EV space is no longer just for the FedExs and UPSs of the world.
So, is this the beginning of an all-electric fleet revolution?
Meh, Sort of? Itâs more like a hesitant first stepâone that depends entirely on how quickly infrastructure can catch up.
For now, electric fleet vans are making their mark in urban delivery, but long-haul applications still have a way to go. That said, any dealer looking at 2025âs trends should keep an eye on this space. Because if the market shifts, the ones left behind will be the ones who didnât take it seriously soon enough.
Reply