Janus reports 124 trucks in its North American order book. Texas is a separate proposed pilot.

Janus Electric’s reported North American order book reached 124 trucks, valued at about A$64.6 million, in the source coverage logged for its November update. That is an order-book figure. It is not a count of trucks delivered or vehicles currently operating.

The October repeat order from King Fio Trucking covered six more Class 8 conversions and six JBS-650 swap batteries. The reported order value was A$3.1 million. King Fio’s total stood at twelve trucks and fourteen batteries, with the order conditional on California incentives.

Applications are not approvals

The later update described sixteen more California HVIP drayage incentive applications for Ability Tri-Modal, bringing that customer’s total to twenty applications. Four had previously been approved. The new applications should not be described as sixteen new approved awards.

That condition matters when following conversion orders. The commercial order, the incentive application and the truck entering service are separate milestones. The source coverage gives useful numbers for each stage, but it does not support rolling all of them into an operating-fleet total.

What the Texas announcement actually says

Janus and ConGlobal separately announced a non-binding memorandum of understanding for a proposed initial twenty-truck Class 8 conversion pilot at ConGlobal’s Fort Worth Intermodal Logistics Center in Alliance, Texas. The trucks would come from local fleets and owner-operators.

The plan calls for Janus-certified ConGlobal mechanics to carry out conversions and for ConGlobal to build containerised charge-and-swap stations. Possible expansion to thirty-one US depots is a longer-term part of the proposal, not thirty-one operational battery-swap sites.

The MOU runs for ninety days unless superseded by a final agreement, and the terms are confidential. The Australian truck photo used here illustrates Janus equipment. It does not show trucks at the proposed Fort Worth pilot.

Our take

The thing to watch is how much of the reported pipeline becomes funded conversions and operating trucks. Incentive approvals and a definitive Texas agreement would be clearer progress markers than repeating the largest order-book number.

Battery swapping is part of the proposed operating system, but the source notes do not establish a verified swap time for this pilot. We are leaving that number out. For now, keep the order book, the incentive applications and the non-binding pilot in separate columns.