PepsiCo, Tesla’s first customer for the Tesla Semi electric truck, gave an update on how its deployment of the electric truck is going and it is going “smoother than expected”.
It even helps with driver retention.
Truck driving is a difficult, thankless job that pays well, but like many other difficult jobs, it has had serious staffing issues for a long time now.
Could electric trucks help?
This is a bit counter-intuitive as many truck drivers are petrolheads who are not your typical electric vehicle buyers. It’s hard to imagine a bunch of truckers excited to drive an electric truck, but that’s exactly what PepsiCo claims.
At the same conference today, Priestley sat down with Dejan Antunović, PepsiCo’s head of electriciation for a “case study” of the brevage and snack company’s deployment of Tesla Semi trucks:
For a “case study”, they didn’t dive too deep into details, but they did push the message that the deployment is going great.
Antunović insisted that the program is going “smoother than expected” and especially with the drivers who are giving positive feedback. The manager went as far as saying that the electric truck helps with driver retention.
First off, Antunović explained what are the company’s trucking needs and how Tesla Semi electric trucks are used in that fleet.
PepsiCo is using the Tesla Semi across three of its fleets:
Pepsi Beverages Local Delivery Fleet – These trucks operate within cities, typically covering about 150 km (93 miles) or less each day.
Pepsi Beverages Transport Fleet – This regional fleet consistently travels up to 800 km (497 miles).
Frito-Lay Fleet – These trucks handle lighter loads over regional routes.
Currently, PepsiCo’s Tesla Semi trucks are based at three depots in California: Modesto, Sacramento, and Fresno. The Modesto depot operates 15 Tesla Semis, all used for regional long-haul routes. In Sacramento, there are 21 Tesla Semis, with 18 assigned to local routes and 3 to regional long-haul routes. The Fresno depot manages 50 Tesla Semis, 45 of which run local routes, while 5 handle regional long-haul routes.
That’s 89 Tesla Semi trucks.
PepsiCo is believed to be a good test partner for electric truck deployment due to their needs for both short and long haul as well as their lighter snack loads and heavier brevage loads.
Without going into the details about cost, PepsiCo appears to back Tesla’s claims that Tesla Semi can replace a diesel truck one-for-one in term of capacity and cost.
The purchase cost is expected to be much more expensive. However, Tesla says that its focus is on Total Cost of Ownership (TCO), which benefits EVs thanks to fuel savings.
During the talk, Priestley said that efficiency has the biggest impact on Tesla Semi’s TCO as the more efficient Tesla makes the truck, the bigger the difference in fuel savings.
Fueled by incentives from the Illinois EPA and the state’s largest utility company, new EV registrations nearly quadrupled the 12% first-quarter increase in EV registrations nationally – and there are no signs the state is slowing down.
Despite the dramatic slowdown of Tesla’s US deliveries, sales of electric vehicles overall have perked up in recent months, with Illinois’ EV adoption rate well above the Q1 uptick nationally. Crain’s Chicago Business reports that the number of new EVs registered across the state totaled 9,821 January through March, compared with “just” 6,535 EVs registered in the state during the same period in 2024.
At the same time, the state’s largest utility, ComEd, launched a $90 million EV incentive program featuring a new Point of Purchase initiative to deliver instant discounts to qualifying business and public sector customers who make the switch to electric vehicles. That program has driven a surge in Class 3-6 medium duty commercial EVs, which are eligible fro $20-30,000 in utility rebates on top of federal tax credits and other incentives (Class 1-2 EVs are eligible for up to $7,500).
The electric construction equipment experts at XCMG just released a new, 25 ton electric crawler excavator ahead of bauma 2025 – and they have their eye on the global urban construction, mine operations, and logistical material handling markets.
Powered by a high-capacity 400 kWh lithium iron phosphate battery capable of delivering up to 8 hours of continuous operation, the XE215EV electric excavator promises uninterrupted operation at a lower cost of ownership and with even less downtime than its diesel counterparts.
XCMG showed off its latest electric equipment at the December 2024 bauma China, including an updated version of its of its 85-ton autonomous electric mining truck that features a fully cab-less design – meaning there isn’t even a place for an operator to sit, let alone operate. And that’s too bad, because what operator wouldn’t want to experience an electric truck putting down 1070 hp more than 16,000 lb-ft of torque!?
Easy in, easy out
XCMG battery swap crane; via Etrucks New Zealand.
The best part? All of the company’s heavy equipment assets – from excavators to terminal tractors to dump trucks and wheel loaders – all use the same 400 kWh BYD battery packs, Milwaukee tool style. That means an equipment fleet can utilize x number of vehicles with a fraction of the total battery capacity and material needs of other asset brands. That’s not just a smart use of limited materials, it’s a smarter use of energy.
As “extreme” weather events become more commonplace, the demand for reliable and portable energy continues to rise. In response to that growing demand for dependable off-grid power, Volvo has developed the new PU500 Battery Energy Storage System (BESS) designed to take electrical power when it’s needed most.
Designed to be deployable in a number of environments at a moment’s notice, the Volvo Energy PU500 BESS is equipped with approximately 500 kWh of usable battery capacity (up to 540 kWh total). More than enough juice, in other words, to power a remote construction site, disaster response effort, or even a music festival – anything that needs access to reliable electricity beyond a grid connection.
That’s great, but what sets the PU500 apart from other battery storage solutions is its integrated 240 kW DC fast charger.
“With an integrated CCS2 charger, the PU500 is designed to work with all brands of electric equipment, trucks, and passenger cars,” says Niklas Thulin, Head of BESS Product Offer at Volvo Energy. “This ensures that no matter what type of electric vehicle or machinery you rely on, the PU500 can provide the power you need, making it a truly flexible solution for any grid constrained site or location.”
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The integrated charger in the PU500 has the impressive ability to charge a heavy equipment asset (be that an electric semi truck or something like a wheel loader) in under two hours. Its on-board capacity allows to fully recharge up to 3 electric HD trucks or 20 electric cars per day, making it an incredibly versatile disaster response asset.