New Regulations Spur Shift to Electric Delivery Vehicles

Last week, I wrote to you about the new EPA regulations suggested by the Biden-Harris administration to reduce the number of internal combustion vehicles on the road and encourage a shift to alternative fuels.

I explained how the new regulations would encourage car manufacturers to shift much of their consumer vehicle manufacturing to electric vehicles.

I also explained why it won’t lead to a shift to EVs in the heavy-duty trucking industry.

But something I left out is the middle ground: medium-duty vehicles.

These are the box trucks and delivery vans you see all over the road fulfilling the last mile and last meter of our global supply chain.

And that’s another place where the new regulations (combined with others from governments around the world) will benefit the EV industry.

You Can’t Drive That Here

You see, even here in the U.S., many large cities have already banned the use of diesel semi trucks during certain hours of the day.

When I lived in New York, it was always interesting to be out on the street in the middle of the night.

All the public drunkenness aside, the really interesting thing is to see the streets of NYC empty but for a handful of tractor-trailers (which you would never see in the city outside of those hours).

But that ban is about to be extended to disallow those big trucks at any time. Cities around the world are already submitting proposals to ban heavy-duty diesel trucks from their roads.

From Los Angeles to Paris, local governments are working with their national leaders to keep diesel vehicles out of their cities.

That’s not going to stop with heavy-duty trucks, either. It will soon extend to those medium-duty trucks and vans delivering our Amazon packages.

In fact, several cities in the EU have already passed legislation to ban all internal combustion vehicles by 2035.

And these new EPA regulations are going to encourage that shift here in the United States as well.

What Can I Drive Here?

But the problem is that there really isn’t much of an option out there for replacing the internal combustion-driven delivery trucks.

We had high hopes for the medium-duty trucks Nikola was building. But then we found out that they don’t move under their own power.

And we got pretty excited that the U.S. Postal Service was ordering a bunch of EVs from Oshkosh. But that was years ago, few of those vehicles are on the road yet, and the majority of the order was for gas-powered trucks.

It almost seems like there’s no option for affordable EV delivery vehicles anywhere in the world.

That is, until you look outside the “usual suspects” and start digging into the world of EV startups…

You see, the commuter part of the EV industry is starting to mature. We’ve got “legacy companies” like Tesla and BYD that were founded on the premise of only making EVs.

And we’re seeing major automakers founded on the power of fossil fuels making a big switch to EVs.

The commercial side of the equation, however, is still in its infancy. There is no market leader and there are no legacy companies.

But that’s something I see changing in the very near future. And it’s all because of one small startup with dual headquarters in the U.S. and Germany.

Startups Will Lead the Way

You see, every new market is established by newcomers to that market. Back in the days when the automobile was a novel invention, it wasn’t the train companies that made them.

It was completely new enterprises founded entirely to build automobiles.

Legacy internet companies didn’t build the social media industry either. That fell to startups created specifically with social media in mind.

The same goes for the commuter EV industry. The legacy automakers aren’t the leaders in that industry despite their multitrillion-dollar push to catch up.

It’s a startup that was founded specifically for building EVs for consumers that’s still leading the pack.

And that’s how it’s going to be in the medium-duty truck market too. Tesla isn’t going to lead the way. Nor is Oshkosh.

Nikola already proved it was mostly a scam to steal money from investors. So who’s going to lead the way for this new sub-industry?

If you ask me, I’m convinced it’s going to be a small company that’s still privately held — that startup with the dual HQs I just mentioned.

It’s been busy building a platform for other manufacturers to use as a “turnkey” solution to building fleets of EV delivery trucks.

It’s managed to accomplish far more than it’s more famous competitors, and it’s done it with far less money.

Now it's got the only form-build, design-driven medium-duty EV truck chassis on the market. And everyone wants a piece.

The Most Lucrative Market in History

You may be wondering why I’m writing to you about a private company in a newsletter focused on public investments…

That’s because this company, while still private, is open to investment for a few in-the-know retail investors.

It’s taken advantage of a relatively new rule passed down by Congress here in the U.S. that allows everyone, even retail investors, to take part in the growth of private companies.

My investment community, Main Street Ventures, got the opportunity to help fund this company’s seed investment round.

That funding allowed the company to prove its concept, design its beta vehicle, and take that vehicle on the road to show to prospective customers and potential investors.

Now the company’s in the midst of negotiating a massive infusion of cash from several companies it’s partnered with.

That cash will help it get production running at scale so that it can become the No. 1 supplier of medium-duty electric vehicles.

But while those negotiations are ongoing, the company needs some funding to keep moving forward.

And that’s why I’m telling you about it. The members of our private investing community have been given special access to another investment round at a discounted valuation.

It’s a way for the company to thank us for helping it grow to the point where it could attract those big institutional investors.

I’m convinced this is probably the last chance retail investors will have to get a piece of this impressive company before it goes public on a major exchange.

So I wanted to extend the opportunity to you, too. But there’s a catch…

Secure Your VIP Access TODAY

The Main Street Ventures investors pay me to vet investments like this for them. And it wouldn’t be fair of me to give you something for free that they’ve already paid to get access to.

So, to keep things fair, I’m offering you a discounted membership to my investing community, where you’ll immediately get access to this and many other pre-IPO funding rounds.

I can only offer the discount today. And I can only offer it to a handful of people (we try to keep the community small so that everyone gets a chance to participate in each investment).

If you’re interested in investing in the future of commercial transportation, especially the market for medium-duty EV trucks, I highly recommend you join us.

The profits you make from this one investment (after the IPO I expect is coming soon) could pay for a lifetime of access to even more private deals.

Just don’t delay. I can only keep this offer open for a little while. Once it’s closed, so is your shot to invest in this impressive startup before it goes public.

And once the big investors put their chips in the pot, there isn’t going to be much room left for us little guys.

So take a little time today to see what investing in the private markets could do for your portfolio, and join me and the thousands of others already cashing in on our pre-IPO investments.

To your wealth,

Jason Williams

@TheReal_JayDubs

Angel Research on Youtube

After graduating Cum Laude in finance and economics, Jason designed and analyzed complex projects for the U.S. Army. He made the jump to the private sector as an investment banking analyst at Morgan Stanley, where he eventually led his own team responsible for billions of dollars in daily trading. Jason left Wall Street to found his own investment office and now shares the strategies he used and the network he built with you. Jason is the founder of Main Street Ventures, a pre-IPO investment newsletter; the founder of Future Giants, a nano cap investing service; and authors The Wealth Advisory income stock newsletter. He is also the managing editor of Wealth Daily. To learn more about Jason, click here.

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