The author of the article is a Tesla investor.
The cost of 7cents per kwh is way off. The national average is 15 cents per kwh. Using the national average the cost is $60. In addition, the time to recharge an electric truck is almost 2 hours. So if a truck is 4th in line it will take almost all day to recharge (assuming one can find a charging station). Trucks are expected to make their deliveries within a time frame or be penalized Frequent all day delays could be expensive.
Then we have the ongoing issue, with a lithium shortage, overdependence on China, blocking of lithium mining in the US, the current US electrical is close to maxed out & the blocking of new electrical plant construction.