Investor Urged Amazon and USPS to Switch to EVs
Ross Gerber cited rising fuel costs in his call for faster fleet electrification across major delivery networks.
Updated on Oct. 5, 2026 in Electric Vehicles
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Investment manager Ross Gerber has pushed Amazon and the U.S. Postal Service to abandon gasoline-powered trucks in favor of electric alternatives. He argued that high fuel prices and energy market shocks make the transition a financial necessity.
Why it matters
The call for electrification highlights the ongoing tension between private corporate strategy and recent federal rollbacks of electric vehicle incentives. Transitioning to electric fleets could insulate major logistics providers from volatile global energy costs.
Amazon currently operates more than 40,000 electric delivery vans, while the USPS plans to deploy 66,000 battery-electric vehicles by 2028. Additionally, FedEx has secured a contract for 2,500 electric trucks.
The players
Ross Gerber
He is an investment manager who frequently comments on the performance and strategic direction of major tech and automotive companies.
Elizabeth McDonough
She serves as the Senate Parliamentarian and provides rulings on legislative procedures and the limits of congressional authority.
Amazon
This multinational technology and e-commerce corporation maintains one of the largest logistics and delivery networks in the world.
United States Postal Service
The USPS is an independent agency of the executive branch responsible for providing mail service across the United States.
FedEx
This global logistics company provides courier delivery services and has been actively integrating electric vehicles into its ground fleet.
The details
Despite federal policy shifts under the Trump administration that ended EV tax credits and relaxed fuel economy standards, supporters of electrification maintain that electric fleets provide long-term operational savings. Senate Parliamentarian Elizabeth McDonough has indicated that despite the current administration's stance, lawmakers cannot legally force the USPS to abandon its existing clean energy goals.
Timeline
December 2025: USPS announced its fleet-modernization plan.
Q3 2026: Tesla saw sales performance driven by higher gas prices.
October 4, 2026: Ross Gerber posted his comments on X.
2028: Deadline for the USPS goal of 66,000 electric vehicles.
Roadmap
The push to replace gasoline trucks reflects a widening gap between corporate sustainability mandates and the current regulatory environment shaped by the Trump administration fuel economy standards. This divergence underscores how logistics leaders are prioritizing long-term energy cost stability over shifting federal policy signals.
Consumers may see changes in shipping efficiency and delivery reliability as logistics companies integrate these electric assets into their local networks. These large-scale fleet transitions are intended to stabilize delivery costs for households by insulating companies from fluctuations in gasoline prices.
The takeaway
Large-scale corporate fleet electrification is increasingly being framed as a hedge against unpredictable energy market volatility. Investors are signaling that the shift to electric vehicles is now driven more by bottom-line cost management than by regulatory mandates.
What happens next
The USPS is slated to continue its fleet-modernization program, aiming to have at least 66,000 battery-electric delivery vehicles in operation by 2028.
Further reading
For more on the current transition to battery-powered transport, explore the Electric Vehicles section.
Source note: This article includes information reported by Benzinga.
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Do you believe major delivery companies should prioritize switching their fleets to electric vehicles?
