Tesla Semi: delivering a disruptive electric truck
Tesla delivered its first Tesla Semi electric trucks to customers and revealed details of its production version of the vehicle – delivering on a 5-year-old promise.
Today, the company held its Tesla Semi Delivery Event in Nevada.
As expected, Tesla delivered the first electric trucks to Pepsico, a long-time reservation holder, and held a presentation to reveal more details about the production version of the Tesla Semi.
There wasn’t any big surprise during the presentation.
Tesla basically delivered on its original promises made in 2017 when it first unveiled the prototypes of the Tesla Semi.
Despite the lack of major changes, it’s still a big moment since the electric truck has the potential to change the trucking industry for good by eliminating emissions and significantly reducing costs.
The company started out by explaining why it is going from making consumer electric vehicles to an electric class 8 truck. That’s pretty simple: even if semi trucks only account for about 1% of vehicles in the US, they account for about 20% of emissions:
Obviously, battery-electric class 8 trucks have an opportunity to greatly reduce those numbers.
But they need to be just as if not more capable than diesel semi trucks in order to take over the market, and that’s exactly what Tesla claims to be delivering.
In terms of the technology powering the truck, things have changed since the original prototypes, but not in any major ways.
Tesla is now using a tri-motor drivetrain that is basically the same as in the Model S and Model X Plaid.
Dan Priestley, Tesla Semi Program Manager, explained that Tesla is using one of the motor for cruising speed geared toward peak efficiency at highway speeds and the two other motors are used for torque when accelerating in order to create a smooth driving experience never seen in a class 8 truck before.
To prove the capacity, Tesla shared a very impressive video of a Tesla Semi loaded at 82,000 lbs passing a diesel truck at 6% incline on the Donner Pass as if it’s nothing:
Ok, it’s powerful, but it can it travel long distances. Well, yes it can. Tesla promised a range of 500 miles with a full load 5 years ago and it delivered on the promise.
Tesla shared data on a 500-mile trip with a full load of just under 82,000 lbs total with the tractor. It started out in the Bay Area with a 97% state of charge and ended up in San Diego with still 4% charge:
Tesla reiterated that it can achieve a less than 2 kWh per mile efficiency, which means that trucking companies can achieve up to $70,000 in fuel savings per year depending on their cost of electricity.
Once the battery pack is depleted after 500 miles or so, you can expect blazing-fast charging thanks to the new 1-megawatt charging technology developed by Tesla. The automaker also said it will make it to the Cybertruck.
I felt like I was back in 2012 with the event as Elon Musk was again listing some basic benefits of electric vehicles that people coming from internal combustion engines wouldn’t necessarily be familiar with, like truck drivers who haven’t had the opportunity to go electric just yet.
Things like regenerative braking, which can greatly improve safety in trucks, and the millisecond reaction time of electric motors resulting in great traction control.
Tesla also unveiled several quality-of-life features for Tesla Semi drivers like an automatic suspension dump for easy latching to trailers, a cabin that you can stand in, and easy light checks for inspections.
There’s no doubt that the interior of the vehicle is cool and quite a change compared to most diesel trucks on the market today.
Now these machines are in the hands of customers for the first time starting with Pepsico/Frito Lay.
Electrek’s Take
There was no major surprise out of the event aside from maybe that the Cybertruck will have the same charging technology, but that’s not really about the Tesla Semi.
It felt like was more about delivering on the promises made 5 years ago and they mostly did that to their credit.
There are only two major points that Tesla didn’t discuss that I think are important and we should know about: the price and the weight.
Tesla didn’t update the price, which originally was $200,000. I have a feeling that it might have changed after 5 years, but no word from Tesla about it.
The other thing is the weight of the actual tractor, which is critical since the weight of the tractor dictates the weight of the load and the load is the trucking business. How much a truck can carry means how much money a trip can make up to a certain degree.
Class 8 trucks have total limit (truck plus trailer with load) of 80,000 lbs and the tractor itself weight between 12,000 and 25,000 lbs depending on the model. The difference is what it can carry.
Tesla only mentioned a total weight of 82,000 lbs (electric trucks are allowed an extra 2,000 lbs) during the event, but it never confirmed the weight of the Tesla Semi or load capacity. It would be important information to have.
Aside from the lack of those two important pieces of information, I feel like the event was impressive and Tesla might have a new very disruptive product on its hands.
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Wind energy powered 20% of all electricity consumed in Europe (19% in the EU) in 2024, and the EU has set a goal to grow this share to 34% by 2030 and more than 50% by 2050.
To stay on track, the EU needs to install 30 GW of new wind farms annually, but it only managed 13 GW in 2024 – 11.4 GW onshore and 1.4 GW offshore. This is what’s holding the EU back from achieving its wind growth goals.
Three big problems holding Europe’s wind power back
Europe’s wind power growth is stalling for three key reasons:
Permitting delays. Many governments haven’t implemented the EU’s new permitting rules, making it harder for projects to move forward.
Grid connection bottlenecks. Over 500 GW(!) of potential wind capacity is stuck in grid connection queues.
Slow electrification. Europe’s economy isn’t electrifying fast enough to drive demand for more renewable energy.
Brussels-based trade association WindEurope CEO Giles Dickson summed it up: “The EU must urgently tackle all three problems. More wind means cheaper power, which means increased competitiveness.”
Permitting: Germany sets the standard
Permitting remains a massive roadblock, despite new EU rules aimed at streamlining the process. In fact, the situation worsened in 2024 in many countries. The bright spot? Germany. By embracing the EU’s permitting rules — with measures like binding deadlines and treating wind energy as a public interest priority — Germany approved a record 15 GW of new onshore wind in 2024. That’s seven times more than five years ago.
If other governments follow Germany’s lead, Europe could unlock the full potential of wind energy and bolster energy security.
Grid connections: a growing crisis
Access to the electricity grid is now the biggest obstacle to deploying wind energy. And it’s not just about long queues — Europe’s grid infrastructure isn’t expanding fast enough to keep up with demand. A glaring example is Germany’s 900-megawatt (MW) Borkum Riffgrund 3 offshore wind farm. The turbines are ready to go, but the grid connection won’t be in place until 2026.
This issue isn’t isolated. Governments need to accelerate grid expansion if they’re serious about meeting renewable energy targets.
Electrification: falling behind
Wind energy’s growth is also tied to how quickly Europe electrifies its economy. Right now, electricity accounts for just 23% of the EU’s total energy consumption. That needs to jump to 61% by 2050 to align with climate goals. However, electrification efforts in key sectors like transportation, heating, and industry are moving too slowly.
European Commission president Ursula von der Leyen has tasked Energy Commissioner Dan Jørgensen with crafting an Electrification Action Plan. That can’t come soon enough.
More wind farms awarded, but challenges persist
On a positive note, governments across Europe awarded a record 37 GW of new wind capacity (29 GW in the EU) in 2024. But without faster permitting, better grid connections, and increased electrification, these awards won’t translate into the clean energy-producing wind farms Europe desperately needs.
Investments and corporate interest
Investments in wind energy totaled €31 billion in 2024, financing 19 GW of new capacity. While onshore wind investments remained strong at €24 billion, offshore wind funding saw a dip. Final investment decisions for offshore projects remain challenging due to slow permitting and grid delays.
Corporate consumers continue to show strong interest in wind energy. Half of all electricity contracted under Power Purchase Agreements (PPAs) in 2024 was wind. Dedicated wind PPAs were 4 GW out of a total of 12 GW of renewable PPAs.
Read more: Renewables could meet almost half of global electricity demand by 2030 – IEA
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In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week’s episode, we discuss the official unveiling of the new Tesla Model Y, Mazda 6e, Aptera solar car production-intent, and more.
The show is live every Friday at 4 p.m. ET on Electrek’s YouTube channel.
As a reminder, we’ll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in.
After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps:
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The Chinese EV leader is launching a new flagship electric sedan. BYD’s new Han L EV leaked in China on Friday, revealing a potential Tesla Model S Plaid challenger.
What we know about the BYD Han L EV so far
We knew it was coming soon after BYD teased the Han L on social media a few days ago. Now, we are learning more about what to expect.
BYD’s new electric sedan appeared in China’s latest Ministry of Industry and Information Tech (MIIT) filing, a catalog of new vehicles that will soon be sold.
The filing revealed four versions, including two EV and two PHEV models. The Han L EV will be available in single- and dual-motor configurations. With a peak power of 580 kW (777 hp), the single-motor model packs more power than expected.
BYD’s dual-motor Han L gains an additional 230 kW (308 hp) front-mounted motor. As CnEVPost pointed out, the vehicle’s back has a “2.7S” badge, which suggests a 0 to 100 km/h (0 to 62 mph) sprint time of just 2.7 seconds.
To put that into perspective, the Tesla Model S Plaid can accelerate from 0 to 100 km in 2.1 seconds. In China, the Model S Plaid starts at RBM 814,900, or over $110,000. Speaking of Tesla, the EV leader just unveiled its highly anticipated Model Y “Juniper” refresh in China on Thursday. It starts at RMB 263,500 ($36,000).
BYD already sells the Han EV in China, starting at around RMB 200,000. However, the single front motor, with a peak power of 180 kW, is much less potent than the “L” model. The Han EV can accelerate from 0 to 100 km/h in 7.9 seconds.
At 5,050 mm long, 1,960 mm wide, and 1,505 mm tall with a wheelbase of 2,970 mm, BYD’s new Han L is roughly the size of the Model Y (4,970 mm long, 1,964 mm wide, 1,445 mm tall, wheelbase of 2,960 mm).
Other than that it will use a lithium iron phosphate (LFP) pack from BYD’s FinDreams unit, no other battery specs were revealed. Check back soon for the full rundown.
Source: CnEVPost, China MIIT
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