Chinese OEM Windrose brings its electric semi-trucks to the US

Chinese electric truck manufacturer Windrose has made its first delivery of a long-haul electric semi-truck in the United States, marking a significant step in its international expansion. The recipient, Texas-based logistics company Allogic, acquired the vehicle for $285,000. Founded only in 2022, Windrose has rapidly secured regulatory approval across multiple regions, including China, the US, Europe, and South America, signalling its ambition to become a global player in the electric heavy-duty vehicle market. The flagship model, the Windrose R700 Class 8 electric tractor, boasts impressive specifications tailored for long-haul operations. It operates on an 800-volt platform and is equipped with a 729 kWh battery pack, offering an estimated range of approximately 640 kilometres. The truck delivers 1,400 horsepower and supports megawatt-level charging, utilising lithium iron phosphate (LFP) cells supplied by Chinese battery maker CALB. This combination of power and range positions the R700 as a competitive option for freight companies seeking to electrify their fleets. Windrose has partnered with North American electric truck firm Xos Trucks to facilitate its entry into the US market. Xos will handle importing fully assembled R700 tractors, as well as sales, delivery, and after-sales support through its established network. CEO Dakota Semler revealed that orders have already been placed by short-haul and drayage fleets, indicating early market interest. Windrose plans to ramp up production, targeting up to 2,000 units in 2026 and aiming for 10,000 trucks annually by 2027, with a goal of delivering several hundred vehicles in the US next year. Despite the promising outlook, Windrose faces challenges related to US import tariffs on trucks, which are reflected in the current pricing. CEO Han Wen acknowledged that the company can remain profitable under existing tariff conditions but is actively exploring strategies to mitigate these costs. Potential measures include establishing an assembly or manufacturing facility in Arizona or collaborating with Xos Trucks at its Tennessee plant. These steps could enhance Windrose’s competitiveness and support its long-term growth in the North American market.