Tesla has delivered its Tesla Semi, an electric semi truck, to a new customer for a pilot program that has reportedly pushed the electric vehicle “well beyond expectations.”
The Tesla Semi program has seen some significant delays – even since it has officially entered production.
It was first unveiled in 2017, and it was supposed to come to market in 2020, but it only officially entered production in late 2022.
Despite entering production more than a year ago, the program has been very limited.
Tesla was supposed to expand production of the truck at a Gigafactory Nevada expansion announced last year, but the automaker only recently broke ground on the construction project.
Now, we learn that Tesla has at least also delivered electric semi-trucks to another customer: Martin Brower (MB), a large logistics company specializing in restaurant supply chains.
MB recently confirmed that it used two Tesla Semi trucks in a pilot program earlier this year:
A group of five MB drivers, Frank Solari, Leo Alvarez, Casey Kamp, Carlos Nava, and Javier Hernandez, were trained to operate the Tesla Semi, which uniquely positions the steering wheel and driver’s seat in the center of the cockpit and has other design features to increase driver visibility and safety. Overall, our drivers had positive feedback on how the vehicle performs.
One of the drivers who got to use one of the electric trucks, Casey Kamp, commented on the Tesla Semi:
The Tesla Semi rises above any other tractor with mobility, center seat configuration, and precise movement that allows the driver to navigate safely
Megan Yamaguchi, Assistant Transportation Manager at MB, added that the Tesla Semi trucks were pushed “well beyond expectations”:
“The Tesla Semi experience has been impressive since day one. Our drivers had no problem learning the systems and maximizing the features that set these tractors apart. We’ve been able to push these tractors well beyond expectations and look forward to our electric future.”
Tesla Semi can travel up to 500 miles with a full load, which the company claims is competitive with diesel semi trucks with a much lower cost of operation.
Dan Priestley, Tesla Semi lead engineer, commented on MB’s test program:
These demonstrations with the Tesla Semi have provided great product feedback on how to make the best class 8 truck while also showing customers how it can fit in their operations. Thanks to Martin Brower and our other verypatient customers for working with us to test, develop, and refine the Semi. Keep an eye out for them on the road!
MB operates hundreds of trucks based at dozens of distribution centers. The company says that it will review the results of the pilot program and move to electrify its fleet from there.
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BYD Shenzhen, the world’s largest car transport ship (Source: BYD)
EV sales continue to rise, but the last two years of headlines falsely stating otherwise would leave you thinking they haven’t. After so many lies, it would be nice for everyone to stop pushing this false narrative that they could find the truth behind by simply looking up one single number for once.
(This is an update of a previous article which remains largely true today, but apparently bears restating, since this misinformation remains pervasive)
Here’s what’s actually happening: Over the course of the last two years or so, sales of battery electric vehicles, while continuing to grow, have posted lower year-over-year percentage growth rates than they had in years prior. EV sales used to grow at 50%+ per year, but for the last couple years, they have grown closer to ~25% per year.
This alone is not particularly remarkable – it is inevitable that any growing product or category will show slower percentage growth rates as sales rise, particularly one that has been growing at such a fast rate for so long.
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In some recent years, we had even seen year-over-year doublings in EV market share (though one of those was 2020->2021, which was anomalous). To expect improvement at that level perpetually would be close to impossible – after 3 years of doubling market share from 2023’s 18% number, EVs would account for more than 100% of the global automotive market, which cannot happen.
Clearly, growth percentages will need to trend downward as a new product category grows. It would be impossible for them not to.
To take an extreme example, it would be odd to say that sales are slumping in Norway, which just set a record at 98.3% BEV market share in September with 14,329 units moved, because BEV sales only went up 14.6% compared to the previous September’s 96.4% BEV number (incidentally, 2024 YoY sales were up 10%, so sales growth actually is accelerating, but market share growth cannot at such high percentages).
And yet, this mathematical necessity has been reported time and time again in media, and by anti-EV political forces, as if EV sales are down, despite that they continue to rise.
The actual short-term status of EV sales – they’re still up
Instead of the perpetual 50% CAGR that had been optimistically expected, we have seen a global EV sales growth rate of 23% in the first 10 months of this year, according to a report just released by Rho Motion (recently acquired by Benchmark Mineral Intelligence). That includes a +32% bump in Europe, +22% bump in China, +4% in North America, and a big +48% bump in the “rest of the world.” Notably, this 23% global growth rate is higher than last year’s YTD growth rate, which was 22% at this time.
It’s clear that EV sales growth rates have been held back by falling Tesla sales, the company which had previously been the global leader in EV sales. Outside of this last quarter which saw a pull-forward in demand due to credit expiry, Tesla sales have been dropping for about two years in most territories it sells in.
(Musk himself even spread disinformation about EV sales on Tesla’s 2024 Q3 earnings call, when he said “a lot of the industry are seeing year over year declines in order volumes,” even as EV sales were growing – showing his disconnection with the trends of his own industry as he falls deeper into social media addiction).
Even “slower growth” isn’t really correct anymore
In covering these trends, some journalists have attempted to use the less-wrong phrase “slower growth,” showing that EV sales are still growing, but at a lower percentage change than previously seen.
But for the first nine months of this year, that isn’t true – EV sales are up more in 2025 than in 2024 by a percentage basis.
Going back to 2023, 10.7 million EVs were sold globally. Then in 2024, 13.3 million were sold, a difference of 2.6 million. And so far in 2025, 16.5 million EVs have sold, a difference of 3.2 million. Not only are the numbers getting bigger, but the growth in unit sales is getting bigger as well.
So while EV sales growth is lower than the earliest days when the market was brand new, and lower than the post-covid boom, it is so far higher this year than last year, and we are likely to close out the year with a larger increase in unit sales than was seen from ’23-’24, even taking into account US tax credit expiry.
But the US is one country worth focusing on, as the US is dragging behind the rest of the world right now.
Overall, though, the EV market has increased so far this year, with 11.7% US EV sales growth YTD. That said, that is changing.
In one specific month so far, October, the US saw a YoY -38% drop in EV sales, which is a major contributor to the 10% month-over-month drop in the table above. This is because EVs were inflated in cost by $7,500 (by republicans, with the support of Elon Musk), while gas cars continue to benefit from $20k+ in ignored costs over their lifetimes. Obviously, this is going to distort the market, and will continue to going forward for the time being.
But we’ve seen this happen before, we’ve seen everyone grouse about it, and we’ve seen EV sales continue to rise regardless.
In late 2023, Germany abruptly ended its EV incentives, leading to a period of depressed sales. In their case, the end wasn’t even telegraphed, it just happened quickly, so EVs didn’t get to benefit from a chunk of buyers who pulled forward their purchases in order to get the incentives before they disappeared.
This resulted in around a year of depressed sales for EVs, and since Germany is Europe’s biggest auto market, it depressed European sales too – making it seem that the continent had lost enthusiasm for electric vehicles, even though sales continued to grow basically everywhere in Europe but Germany.
But now, EV sales are up again in Germany. The country brought back a partial incentive recently, but EV sales had already started going back up before then. The end of incentives slowed progress, but not for long.
We expect to see a similar thing happen in the US. EV buyers aren’t suddenly going to go back to inferior gas vehicles now that they already know EVs are better, and new buyers will continue to find out they’re better over time. The pace will slow in one country for some period of time, but will likely pick back up after an adjustment period.
Meanwhile, the rest of the world will continue to electrify rapidly, and the single country and single political party that has decided to jeopardize its nation’s competitiveness will cause the temporary pain for Americans that is their overall goal, while having no significant effect on the rest of the world’s growth (and, in some ways, encouraging that growth).
Finally, some have suggested that this is a natural part of any technology adoption curve, as a technology transitions from being used by “early adopters” to “early majority.” Most consider the “chasm” between these groups to be somewhere around the 10-20% adoption range. It is possible that certain countries, like the US, are seeing this chasm and may eventually come around to the reality that EVs are just better.
EIA graph showing relative market shares in US. Note: this is market share, and data has not been updated since the start of this year (hm, wonder why).
In terms of US hybrid sales, much has been made of customers “shifting from EVs to hybrids,” which is also not the case. Conventional gas-hybrid sales are indeed up and plug-in hybrids, which have grown more slowly than gas-hybrids/BEVs, have also shown some growth lately.
But gas-hybrid sales have not come at the cost of EV sales, rather at the cost of gas-only car sales. Because as the above graph shows, both are increasing rapidly, and gas car sales are the ones going down.
Gas car sales are actually going down
Because that’s just the thing: the number of gas-only vehicles being sold worldwide is a number that actually is falling. That number continues to go down year over year.
Sales of new gas-powered cars are down by about a quarter from their peak in 2017, and show no signs of recovering. It is exceedingly likely that 2017 will be the high-water mark of gas-powered cars ever sold on this planet.
And yet, somehow, virtually every headline you read is about the “EV sales slump,” rather than the “gas-car sales slump.” The one you keep hearing about isn’t happening, but the one you rarely hear about is happening.
These numbers are easily verifiable in moments. No matter what region of the world you’re in, EV sales were up in the first 9 months of this year. This has been true for most recent quarters when taking into account year-over-year numbers (the traditional way to measure car sales, since car sales are seasonal), though these false headlines have persisted.
Why does it matter? These lies influence policy – and cause more pollution
All of this matters because the constant incorrect reporting is causing changes in plans for both automakers and governments who are pulling back on EV plans, and contributes to incorrect consumer perceptions which in turn actually can affect demand, all of which dooms humanity to worse health and climate outcomes.
Early on as this pattern of lies started to show itself in the media, David Reichmuth of the Union of Concerned Scientists suggested that one motivation behind the false headlines could be to influence regulations. The idea goes that, by pretending EV sales were “cooling,” despite that they were not, automakers could convince governments to pull back on their future commitments, thus allowing automakers to continue business as usual instead of having to put in effort to make actually good cars that don’t poison everything around them.
But those regulations already passed and timelines were loosened after automaker whining, so congratulations, you got what you wanted, you get to poison people a bit more for a few more years. But apparently that’s not enough, because now certain entities are still looking to poison you more.
It even happened for a short time in China, but there the car dealers’ association merely asked for a temporary reprieve to sell off remaining gas-powered inventory, while demanding that automakers stop sending a glut of unsellable gas cars. Slightly different from the Western automakers who keep begging to poison people just a little bit longer.
And yet, the headlines have continued, and so many outlets continue to push the same false narrative that they have for two years now claiming that EV sales are down. Some number of consumers who hear these constant falsehoods may have their EV buying decisions delayed as a result, which could in turn actually be suppressing EVs below the even higher level that they would be at without so much incorrect reporting.
It has also influenced brands to change their plans. Porsche, for example, just said it will take a $6B loss and delay future EV models, claiming low demand. However, Porsche’s electric car sales are up 27% globally YTD, while its combustion-only sales are down, showing that even manufacturers are not immune to this misinformation, even in reference to their own sales numbers.
And Toyota, who were never serious about EVs anyway and are one of the worst climate companies in the world, also lied about EV demand last week when it delayed a battery plant. Outlets took Toyota’s lie at face value, and uncritically repeated this false information (including Nikkei Asia, who refused to fix the falsehood despite yours truly sending in a correction).
These are not the only two companies who have canceled plans citing the same falsehood. Maybe it’s strategic, maybe they’re looking for an excuse, but they’re going against the global trend, which is usually not the best for business.
More importantly, it’s also not good for the planet and everything on it. Higher EV sales growth rates would be preferable to the current status quo and are needed to meet climate targets – so this would be objectively better from the perspective of all life on Earth. Or rather, a faster decline in gas car sales is what’s truly needed, and would be beneficial to all living beings on this planet.
The environment cannot wait, and humans can’t spend the next 10-20 years breathing down the poison coming out of the tailpipe of each gas-powered vehicle sold today. This needs to end and it needs to end now. The faster we act, the easier it will be for the world to reach carbon reductions that are objectively necessary to achieve.
So stop lying about EV sales trends
But overall, the point of this article is that media headlines suggesting some slowdown in EV sales are simply incorrect, and leave out the bigger picture that gas car sales actually are dropping, and that’s a good thing. And it’s hard to imagine that these headlines, which have gone on for over two years now, are not intentional at this point.
Each journalist who has spent the last two years perpetuating the myth of an EV sales slowdown could have read any one of our articles, or googled a single number showing year-over-year EV sales in any region or for most countries and most brands, and found that they are still going up. The information is out there and easy to find.
And if misinformation is done knowingly and intentionally despite ready access to truth, which is your job as a journalist to seek and find, it’s a lie.
So stop lying.
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Tesla’s Supercharger network — already the most reliable fast-charging network in the world — just became a little easier to use. Google Maps now displays live availability data for Tesla Superchargers, showing how many stalls are currently available at each location.
The new integration means users can now see real-time charger status directly inside Google Maps, similar to what Tesla owners have long seen inside their vehicles or in the Tesla app.
When searching for a Supercharger, Maps now lists the total number of stalls and how many are available at that moment. It’s the same information Tesla provides through its own navigation system, but now visible to anyone using Google Maps — Tesla owner or not.
Latest step in opening up Tesla’s Supercharger network
This might look like a small change, but it’s another sign that Tesla is steadily opening up parts of its once-exclusive charging ecosystem.
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The company has already begun integrating non-Tesla EVs into its Supercharger network across North America – first through the short-lived Magic Dock and then through the NACS rollout.
While this update is not particularly useful for Tesla owners, who already have this data in the in-vehicle navigation or the app, making real-time charger data available on Google Maps makes perfect sense for non-Tesla EV owners.
Electrek’s Take
Tesla has always led when it comes to charging reliability at Supercharger stations – hence why opening up the network to non-Tesla EV owners in North America over the last 2 years has been such a big deal.
But next to having non-functioning chargers, there’s nothing worse than showing up at a charging station and it is fully used.
Now, if EV owners are planning their trips through Google Maps, they will be able to avoid that more easily.
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US President Donald Trump (L), backdropped by Turbines at the European Offshore Wind Deployment Centre, also known as the Aberdeen Bay Wind Farm, walks on the first fairway after playing off the first tee to officially open the Trump International Golf Links course in Balmedie, Aberdeenshire, north east Scotland on July 29, 2025.
Brendan Smialowski | Afp | Getty Images
Two European pioneers of the modern wind power industry are sounding the alarm on the Trump administration’s clean energy cutbacks, warning Washington’s anti-climate agenda is part of a broader energy transition challenge.
Denmark’s Henrik Stiesdal and Britain’s Andrew Garrad, often referred to as the “Godfathers of wind” for their contributions in advancing the design, manufacture and deployment of wind turbines, said Trump’s war on wind appears to be a symptom of more widespread climate apathy.
Stiesdal is known for framing the early design principles for wind turbines and led the installation of the world’s first offshore wind farm in 1991, while Garrad developed computer models to optimize and certify turbine and farm designs.
“I think Trump’s approach is symptomatic of a general shift,” Garrad said, in comments echoed by Stiesdal, one that is opposed to the transition from fossil fuels to renewable technologies, such as wind and solar.
“We are facing right now, a change of mood. We had a very easy beginning, then quite a big struggle, then general acceptance, and now the worm is turning. And that’s something which we all have to address,” Garrad told CNBC.
Since returning to office at the start of the year, U.S. President Donald Trump has actively sought to disrupt the development of high-profile wind projects. His push to wipe out the offshore wind industry has included stop-work orders and the removal of green incentives under former President Joe Biden’s Inflation Reduction Act.
“Trump is symptomatic. I mean an extreme symptom of that, but you can see it I think in all Western countries certainly, perhaps not elsewhere. And that’s a big issue,” Garrad said.
“This isn’t just a wind energy problem,” Garrad said. “To do this sort of change is a very dangerous thing. And I think it has shown that this is a political business … It’s a personal decision by a politician, who happens to be a rather powerful one — and it has sent shockwaves around the place.”
‘Pathetic’ and ‘expensive’
Trump’s onslaught against the wind industry has hit the business models of renewable energy giants particularly hard. Denmark’s Ortsed, the world’s biggest offshore wind farm group, is one notable example.
Last week, Orsted reported a net loss of 1.7 billion Danish kroner ($261.8 million) for the July-September period. The result, which was slightly better than analysts feared, was significantly down from profit of 5.17 billion Danish kroner in the same period last year.
Shares of the Copenhagen-listed company, which have fallen more than 80% from a 2021 peak, notched a fresh record low in August after the Trump administration ordered the company to halt work on a near complete windfarm.
A turbine blade is lifted onto a rack near tower sections at the Revolution Wind project assembly site at State Pier in New London, Connecticut, US, on Friday, Oct. 24, 2025.
Bloomberg | Bloomberg | Getty Images
Danish wind turbine firm Vestas has also been battling industry uncertainty, in part because of the Trump administration’s policies. When asked about some of these challenges, Vestas CEO Henrik Andersen said the company has a “well-established” supply chain in the U.S.
“For us, we see the U.S., both customers and the buildout in the U.S., as some of our core responsibility to help the U.S. with,” Andersen told CNBC’s “Squawk Box Europe” on Nov. 5.
“Then sometimes maybe we have to get a bit of a slap that it is not everyone that likes the nature of a wind turbine. But I think, in general, … energy drives decision making and [the] cost of energy drives decision making,” he added.
U.S. President Donald Trump speaks during the United Nations General Assembly (UNGA) at the United Nations headquarters on September 23, 2025 in New York City.
Michael M. Santiago | Getty Images News | Getty Images
Trump has repeatedly criticized the deployment of offshore wind turbines, describing them as “pathetic” and “expensive” in a recent speech at the United Nations General Assembly.
“I’m telling you that if you don’t get away from the green energy scam, your country is going to fail,” Trump said on Sept. 23. The U.S. president also said climate change is the “greatest con job ever perpetrated on the world.”
Scientists have since condemned Trump’s characterization of climate change, pointing out that the overwhelming consensus is that climate change is already happening, with record-breaking heatwaves, flood events and hurricanes causing substantial economic damages across the globe.
Energy security
Stiesdal, who refused to comment specifically on Trump’s war on wind, said there appears to be “a fundamental misunderstanding” from those firmly opposed to the energy transition.
“A lot of people who would be inclined to vote for hard-right parties actually benefit both from the job offerings and the cost of their energy from renewables,” Stiesdal said.
“It’s not an easy thing to fight because a lot of it is kind of visceral or fundamental in the thinking about this tribal approach,” he continued. “Whenever I am confronted with that, or with discussions about that, I try to emphasize energy security, the job creation, the local beneficial effects of doing renewables and the assurances you get in society.”
King Charles III (centre) poses for a group photo after presenting the 2024 Queen Elizabeth Prize for Engineering to Andrew Garrad C.B.E. (left) and Henrik Stiesdal for their achievements in advancing the design, manufacture and deployment of modern wind power technology, during a reception for the 2025 Queen Elizabeth Prize for Engineering, at St James’ Palace November 5, 2025 in London, England.
Getty Images | Getty Images Entertainment | Getty Images
Stiesdal and Garrad were speaking to CNBC shortly before being presented with the 2024 Queen Elizabeth Prize for Engineering. The prize was presented by King Charles III during a reception at St. James’s Palace in London earlier this month.