Between Stellantis (Peugeot, Fiat, Ram etc) which has BEV van dominance in several markets resulting from historical leading role in various van types in the major EU markets, along with Ford and VAG depending on the market. Right now all three have BEV vans in numerous markets, with more coming. All of them are doing well with them, not least because of the typical EU large city prohibition/restriction of non-BEV vehicles in center cities.
The Americas are beginning to receive some of those, both North and South, although the progress in the Americas is not so robust.
Many people watching these developments wonder why Tesla is not entering the van markets. I don't pretend to know, but my guess is that the existing players are both deeply entrenched and moving very aggressively for BEV vans and larger trucks also. Further, when including busses and minivan passenger vehicles, there are BEV's, both BYD and many others that are already highly successful. Given the Tesla mission, my thought is that Tesla will continue to focus on Tesla Energy, with large commercial storage (Megapack+ with worldwide high success) and mass Residential (numerous projects with large developers) and individual residential also. All of that has built from the base with South Australia Hornsdale Power Reserve which has given Tesla global respect. That Tesla advantage still continues as they only promote global (i.e. anywhere) commercial projects. We often understate the scope of what Tesla has already done in this area (65 countries and counting) and just how complete is their offering:
Utilities | Tesla
Every year, electrical grids around the world add more renewable energy. Learn more about how Tesla utility-scale batteries and software controls can dispatch this energy, lower lifecycle costs and create a more stable and sustainable grid.
In short, Tesla is going where few to no competitors have gone, and develops attractive markets from zero, with South Australia and Kauai as prime examples.
OK, cars may not be growing so much this year. Energy is growing! Before anybody loses their composure, everyone should know that large commercial projects also almost always work on 'project financing terms' which almost always provide basic cash flow as project advances but the profit margin almost always happens only at the end. Cash flow is usually decent, but the P&L is very lumpy.
In sum, what would Tesla make vans when they are being made well by many? Making excellent cars is driving more stogy competitors to improve quickly. Tesla still must lead the non-Chinese markets and keep incentivizing all fmajor car OEM's to do better. Some, such as Siemens, Huawei and BYD are beginning to bring integrated commercial solutions to market. Siemens always partners with others for batteries, Huawei is still vestigial outside China for complete solutions, but their electronics first approach is gaining markets. Right now BYD is the only one other than Tesla that offers complete turnkey solutions for residential, commercial and utility level.
The result of all that is that Tesla Energy has already created that market and is ready to have massive growth in coming years. Why? Because thermal solutions for 'peaker plants' are both slow and expensive. The only instant solution most utilities know to to install huge diesel container-sized generators. Expensive!! Only Tesla and BYD offer container-sized ready to go battery storage(BESS). Those can constantly solve most peaker problems. Solar and wind both demand that storage but nearly all the world is till stuck using those ancient peaker solutions. That lag in BESS is harder than it looks because of the software and sensors required to manage energy stability (i.e. grid services). That is the Tesla secret sauce with only BYD offering a complete solution even close to equal.
Hopefully we still have people such as @Paracelsus who know much more than do I about these issues.
