the supply chain for trucks goes through these customization firms that will take the manufacturers base chassis and systems and put on the relevant extras required.
Lightening doing big business with Rivian for Amazon I think , many battery installations and the Fuel Cells for Amazon Prime/PLUG. This revenue for pLUG was being counted towards the warrants - now vested in advance. Pretty sure some big numbers being talked about once the initial conversions are road tested. Class 3 and Class 6 trucks used by Prime to ship between DC's and FC's. I have seen 3 on a 1 hour drive on a Sunday on I95 so they have a lot to be converted...
A number of SPACs like GIK in the e-Truck/e-car space.
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