Janus opens a potential 31-site US pathway with Texas truck pilot

Texas Pilot Extends Janus’s US Footprint

Janus Electric Holdings Limited (ASX:JNS) is targeting a 20-truck electric conversion pilot in Texas with ConGlobal, a North American operator of intermodal, finished vehicle and depot service terminals. The proposed trial at ConGlobal’s Fort Worth Intermodal Logistics Center would take Janus beyond California and create a possible entry point into a much larger US depot network.

The trucks would be Class 8 vehicles operated by local fleets and independent owner-operators. Subject to the pilot’s success and the signing of definitive agreements, the parties intend to explore a phased rollout across ConGlobal’s 31 US locations, with individual sites assessed according to fleet demand, infrastructure availability and commercial viability.

ConGlobal to Support Conversions and Battery Swapping

Under the proposed arrangement, ConGlobal mechanics would receive Janus certification to carry out diesel-to-electric conversions, while selected facilities could host battery-swapping operations and provide ongoing maintenance. ConGlobal would also use its container-modification capabilities to manufacture charge-and-swap stations to Janus’s specifications.

The model would give Janus access to existing facilities, technical staff and industry relationships rather than requiring it to establish a standalone operation at every location. That is a potentially important execution advantage as the company moves towards its North American delivery pipeline, which was recently paired with North American funding facilities for working capital, equipment and production expansion.

Commercial Potential Remains Uncommitted

Janus would contract directly with fleet operators for conversion kits, batteries and related services. The parties also intend to develop joint marketing aimed at carriers, shipping lines and owner-operators, but the announcement does not disclose pricing, revenue expectations, investment requirements or a firm commencement date for the pilot.

The MOU is non-binding, remains in effect for 90 days from its effective date unless replaced by a definitive agreement, and leaves its commercial terms confidential. Any expansion beyond Fort Worth therefore depends on several steps that have not yet occurred: a successful pilot, fleet demand, available infrastructure, commercial viability and executed agreements.

Execution Milestones Now Matter

For Janus, the significance of the announcement lies less in an immediate order than in the proposed operating platform. ConGlobal’s network could provide multiple locations for conversions, servicing and battery swapping, while the local fabrication concept may help support infrastructure deployment. The filing, however, stops short of committing ConGlobal or its customers to purchase trucks, conversion kits or batteries.

The next meaningful evidence will be a definitive agreement, confirmation that the Fort Worth pilot has begun, identification of participating fleets and delivery of the first conversions or charge-and-swap equipment. Until then, the 31-site opportunity remains a development pathway rather than contracted business.