Mullen’s Bollinger B4 Electric Truck: A Strategic Move to Power EV Infrastructure Growth

The electric vehicle (EV) revolution is not just about cars—it’s about the infrastructure that fuels them. Mullen Automotive’s subsidiary, Bollinger Motors, is taking a bold step in this direction with its first delivery of the 2025 Bollinger B4 electric truck to EnviroCharge, a veteran-owned charge point operator. This move underscores the growing demand for flexible, scalable EV infrastructure solutions and positions Mullen as a key player in the commercial EV market.

The B4: A Truck Designed for the Future of EVs
The Bollinger B4 is a Class 4 all-electric truck designed for commercial fleets and upfitters. With a 158-kWh battery pack and a rugged, ground-up design, it’s built to handle heavy-duty tasks like cargo transport. But its most innovative application to date is its conversion into a mobile Level 3 charging unit by EnviroCharge. Equipped with custom 120-kW charging systems, these trucks can deliver rapid EV charging on demand, addressing a critical gap in infrastructure.

The first unit will debut at the Advanced Clean Trucking (ACT) Expo 2025 in Anaheim, California, where it will showcase its potential to provide mobile charging solutions in areas lacking stationary infrastructure. Additional trucks are slated for deployment in California, a state leading the charge toward electrification.

Incentives Drive Adoption: A Financial Tailwind
The B4’s commercial viability is amplified by generous government incentives. Federal subsidies under the Inflation Reduction Act provide up to $40,000 per vehicle, while state programs like California’s Innovative Small e-Fleet (ISEF) Pilot Program add up to $120,000 per truck. Such subsidies reduce upfront costs for fleets, making the B4 a competitive option for businesses.

The math is compelling: a B4’s sticker price could drop by over 50% with incentives, according to Mullen’s estimates. This pricing structure, combined with the truck’s versatility, positions it as a cost-effective solution for fleets seeking to electrify their operations.

Strategic Partnerships and Market Opportunity
The partnership with EnviroCharge highlights the B4’s adaptability. By repurposing trucks into mobile charging units, Bollinger is not only selling vehicles but also enabling a new revenue stream for partners. EnviroCharge’s vision for these units—deployed in high-demand areas like California—aligns with Mullen’s broader strategy to dominate specialized commercial EV applications.

The U.S. commercial EV market is booming, with Class 4-8 trucks expected to reach $120 billion in annual sales by 2030, according to BloombergNEF. Mullen’s early entry into this space, backed by robust incentives and a proven track record with Bollinger, could secure a significant market share.

Risks and Considerations
Despite its promise, the B4 faces challenges. Regulatory changes, such as shifts in state or federal incentives, could disrupt profitability. Additionally, competition from established players like Tesla Semi and startups like Rivian remains intense.

However, the B4’s strengths—its all-electric design, modular upfitting capabilities, and incentivized pricing—mitigate these risks. Early adopters, such as EnviroCharge, are already demonstrating demand, and the truck’s deployment in California—a state with over 1.5 million registered EVs—signals strong local support.

Conclusion: A Truck Built for Scalability and Sustainability
The Bollinger B4 is more than a commercial EV; it’s a platform for innovation in infrastructure. With incentives slashing costs, a growing need for mobile charging solutions, and partnerships like EnviroCharge, Mullen is well-positioned to capitalize on the EV transition.

The numbers tell the story: a B4 truck’s net cost could drop to as low as $40,000 after incentives (assuming a base price of $160,000), making it price-competitive with diesel trucks. Meanwhile, California’s ISEF program alone could fund $120,000 per truck, a figure that far exceeds typical grants.

For investors, the B4’s potential lies in its dual role as both a commercial vehicle and an infrastructure asset. As EV adoption accelerates, Mullen’s ability to supply trucks that address charging gaps could turn the B4 into a cornerstone of the EV ecosystem. With the first units rolling out and partnerships expanding, the B4’s success is not just about trucks—it’s about building the roads ahead for electric transportation.