When I was at the lightning drive event someone from a local utility, water I think, wanted to give an order for 50 trucks as soon they could get them. I think there will be plenty of fleet demand, but availability will drive a lot of that. Getting something in maybe two years doesn’t really work.
When I was at an event, one of the Ford employees said that where something like a new iPhone would have around 12 chips, each lightning has about 1800. He seemed more concerned with that than batteries.