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Strategy Whitepaper: Electrifying America’s Road Freight
Unlocking Logistics Transformation through Standardized Microgrid Infrastructure
The electrification of freight trucking in the United States has quietly become a central strategic challenge for decarbonization efforts. Transportation is now the leading source of greenhouse gas emissions in the US, surpassing even electricity generation, and heavy-duty trucking alone contributes disproportionately to this problem. While US rail refuses to electrify, electric trucks are already lower carbon than rail in eight US states, and more each year.
Given the scale and complexity involved, it’s imperative to diagnose accurately the root issues that have limited progress and adopt clear, pragmatic solutions. To untangle this complexity, it’s worth leaning on the strategic framework of Richard Rumelt: diagnosis, policy, and actions.
Rish Ghatikar, currently an Open Charging Alliance Ambassador and visiting professor at the University of Southern Denmark — with a background that includes GM’s Energy division, Electric Power Institute (EPRI) and Berkeley National Laboratory — and I did this strategic analysis over the end of 2024 and the beginning of 2025. That’s culminated in this new strategy paper, The New Logistics: Electrifying Freight with Microgrids…
