Tesla plans to deliver an extra ~500,000 electric cars next year, here’s how
Tesla disclosed that it is planning to return to growth in vehicle deliveries next year with an extra ~500,000 electric cars.
Here’s how it plans to do it.
For years, Tesla has been guiding a roughly 50% growth rate in EV deliveries leading to 20 million cars per year in 2030.
That growth crashed this year, and Tesla is now expected to be roughly flat in terms of car deliveries in 2024 compared to last year.
Interestingly, the pause in growth has encouraged Tesla to share some more precise growth guidance for the first time in a while.
Tesla has shared that it plans to grow deliveries between 20 and 30% in 2025.
If Tesla can deliver a record number of 515,000 vehicles in Q4, as guided, it will deliver about 1,850,000 in 2024.
It means that Tesla expects to deliver between 2.2 and 2.4 million electric vehicles in 2025.
Tesla has grown at a 30% rate in the past, but it has never done it when it was producing vehicles at such a high rate.
It’s going to be a difficult task, but Tesla has a plan to make it happen.
After a full year of production in 2024, Cybertruck is expected to contribute more in 2025.
Tesla currently lists a production capacity about 125,000 units. That’s likely more than twice as many Cybertrucks as Tesla is expected to deliver this year.
It remains to be seen if Tesla can find the demand for it, but the Cybertruck’s production ramp should contribute to Tesla’s growth in 2025 – although it will be far from enough to reach the goal.
The real contributors are expected to be two new vehicles that Tesla is planning to launch in the first half of 2025.
Earlier this year, we reported that Elon Musk had canceled plans for new, cheaper Tesla vehicles built on the new ‘unboxed’ platform, often referred to as “the $25,000 Tesla.”
He has instead pushed for two new vehicle programs that incorporate some of the features of the new platform, but they are still primarily based on the Model 3/Y platform – so much so that they will be built on the same production lines.
These currently unnamed new vehicles are expected to be cheaper than Model 3/Y, which currently start at $43,000 before incentives – likely closer to $30.000-$35,000.
Those vehicles are expected to contribute more to Tesla’s growth, but since they will only launch in the first half of 2025, the contribution will be somewhat limited in 2025 as Tesla ramps up production.
When discussing the growth guidance, Musk mentioned the “lower-cost vehicles” as contributing to the growth, but he also said that “the advent of autonomy” would contribute:
We can’t overcome massive force majeure events, but I think with our lower-cost vehicles with the advent of autonomy, something like a 20% to 30% growth next year is my best guess.
It sounds like he means that the improvements in Tesla’s Full Self-Driving will help Tesla sell more vehicles.
We previously reported on Musk explaining Tesla’s plan to roll out its unsupervised self-driving next year.
Electrek’s Take
I have already extensively shared my doubts about Tesla’s capacity to release unsupervised self-driving this year, so I don’t think it’s worth going too much into.
FSD will likely improve next year and it could convince some people to buy Tesla vehicles, but I doubt it will be a significant factor.
The new cheaper models are where the real opportunity is at, but like I said, it will depend on the production ramp.
I think it’s also important to think about cannibalization.
Many people think that because the new vehicles will be produced on the same production lines as Model 3 and Model Y they will look very similar, but that’s not necessarily the case. Tesla produces Model S and X on the same line, and they are fairly different.
But even if they are fairly different, they will likely steal some sales from Tesla’s lower-end vehicles.
I think Tesla can achieve that growth next year, but it won’t be easy.
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Following approval from Transport Canada, EV startup Workhorse will be bringing the W56 and W750 model electric delivery vans to commercial truck dealers in Canada as early as this spring.
Workhorse first showed its W56 medium-duty electric truck at Indiana’s Work Truck Week in 2023, and has sold the trucks to logistics and delivery companies like FedEx and Pride Group – which ordered more than six thousand of the electric vans in 2021, and continues to expand its fleet.
“This is a major step forward for Workhorse,” says Josh Anderson, Workhorse’s chief technology officer in a press statement. “Pre-clearance from Transport Canada opens up a large new market for our products throughout Canada, including with fleets that operate across borders in North America.”
As part of the approval process, Workhorse completed its registration as a foreign manufacturer under Transport Canada’s Appendix G clearance program. Transport Canada confirmed the vans’ compliance with Canadian Motor Vehicle Safety Standards (CMVSS) for both vehicles – but it remains to be seen if and how the latest tariff-driven trade war between the Trump Administration’s US and Canada will impact Workhorse’s plans to expand throughout North America.
Despite that uncertainty, Workhorse execs remain upbeat. “We’re excited that our electric step vans can now reach Canadian roads and highways, providing reliable, zero-emission solutions that customers can depend on,” added Anderson.
Canadian pricing has yet to be announced.
Electrek’s Take
There’s no other way to say it: the Trump/Musk co-presidency is disrupting a lot of companies’ plans – and that’s especially true across North American borders. But in all this chaos and turmoil there undoubtedly lies opportunity, and it will be interesting to see who ends up on top.
SOURCE | IMAGES: Workhorse, via Electric Autonomy Canada.
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![Liebherr developing giant, 140-ton Segway-style autonomous haulers [video]](https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2025/03/operational-area-earth-moving-copy.jpg?resize=1200,628&quality=82&strip=all&ssl=1)
The new Liebherr S1 Vision 140-ton hauler is unlike any heavy haul truck currently on the market – primarily because the giant, self-propelled, single-axle autonomous bucket doesn’t look anything like any truck you’ve ever seen.
Liebherr says its latest heavy equipment concept was born from a desire to rethink truck design with a focus only on core functions. The resulting S1 Vision is primarily just a single axle with two powerful electric motors sending power to a pair of massive airless tires designed carry loads up to 131 tonnes (just over 140 tons).
The design enables rapid maintenance, as important components easily accessible for quick servicing. Wear parts can be replaced efficiently, and the electric drive significantly reduces maintenance work. This helps to minimise downtimes and increases operational efficiency.
LIEBHERR
Because of its versatility, durability, and ability to perform zero-turn maneuvers that other equipment simply can’t, the Liebherr S1 Vision can be adapted for various applications, including earthmoving, mining, and even agriculture. There’s also a nonzero chance of this technology finding applications supporting other on-site equipment through charging or fuel delivery.
The S1 accomplishes that trick safely with the help of an automatic load leveling system that ensures maximum stability, even on bumpy or rough terrain. The company says this technology significantly reduces the risk of tipping while providing smooth and secure operation across various environments.
Liebherr will show the S1 Vision at this year’s bauma equipment exhibition in Munich, Germany. The design has already been nominated for the bauma Innovation Award in the Mechanical Engineering category – and my money’s on it winning.
Electrek’s Take
This is such goofy, stupid fun that if it was wheelbarrow-sized I’d have three of them. I can’t imagine the insanity of watching one of these things roll across a job site with 100 tons of granite in the bucket – and will have nightmares about the kind of damage it could do if it flipped out like a poorly made Chinese hoverboard clone whipping a toddler across a living room … which, in fairness, would probably get a billion views on Instagram or TikTok or whatever.
I can’t wait.
SOURCE | IMAGES: Liebherr.
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The HD arm of Hyundai has just released the first official images of the new, battery-electric HX19e mini excavator – the first ever production electric excavator from the global South Korean manufacturer.
The HX19e will be the first all-electric asset to enter series production at Hyundai Construction Equipment, with manufacturing set to begin this April.
The new HX19e will be offered with either a 32 kWh or 40 kWh li-ion battery pack – which, according to Hyundai, is nearly double the capacity offered by its nearest competitor (pretty sure that’s not correct –Ed.). The 40kWh battery allows for up to 6 hours and 40 minutes of continuous operation between charges, with a break time top-up on delivering full shift usability.
Those batteries send power to a 13 kW (17.5 hp) electric motor that drives an open-center hydraulic system. Hyundai claims the system delivers job site performance that is at least equal to, if not better than, that of its diesel-powered HX19A mini excavator.
To that end, the Hyundai XH19e offers the same 16 kN bucket breakout force and a slightly higher 9.4 kN (just over 2100 lb-ft) dipper arm breakout force. The maximum digging depth is 7.6 feet, and the maximum digging reach is 12.9 feet. Hyundai will offer the new electric excavator with just four selectable options:
- enclosed cab vs. open canopy
- 32 or 40 kWh battery capacity
All HX19es will ship with a high standard specification that includes safety valves on the main boom, dipper arm, and dozer blade hydraulic cylinders, as well as two-way auxiliary hydraulic piping allows the machine to be used with a range of commercially available implements. The hydraulics needed to operate a quick coupler, LED booms lights, rotating beacons, an MP3 radio with USB connectivity, and an operator’s seat with mechanical suspension are also standard.
Like its counterparts at Volvo CE, the new Hyundai excavator uses automotive-style charging ports to take advantage of existing infrastructure at fleet depots and public charging stations. More detailed specifications, dimensions, and pricing should be announced by bauma.
Electrek’s Take
The ability to operate indoors, underground, or in environments like zoos and hospitals were keeping noise levels down is of critical importance to the success of an operation makes electric equipment assets like these coming from Hyundai a must-have for fleet operators and construction crews that hope to remain competitive in the face of ever-increasing noise regulations. The fact that these are cleaner, safer, and cheaper to operate is just icing on that cake.
SOURCE | IMAGES: HD Hyundai; via Construction Index, Equipment World.
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