The Tesla Cybertruck undergoes testing in water.
The Tesla Cybertruck undergoes testing in water.
  • Dealers lose in the race to get an electric truck in consumers' driveways.
  • Dealers have more to lose than manufacturers, who book revenue once the truck leaves the factory.
  • Order banks are only going to get riskier as EV adoption increases.

In an electric truck market where buyers are placing bets on what will arrive first, dealers are likely to be the ones left in the lurch.