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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An Oakland, California, school district is the first in the US to transition to a 100% electric school bus system with vehicle-to-grid (V2G) technology.
Modern student transportation platform Zum has provided Oakland Unified School District with a fleet of 74 electric school buses and bidirectional chargers. Utility Pacific Gas and Electric (PG&E) supplied 2.7 megawatts (MW) of load to Zum’s Oakland EV-ready facility. The fleet will be managed through Zum’s AI-enabled technology platform.
“Oakland becoming the first in the nation to have a 100% electric school bus fleet is a huge win for the Oakland community and the nation as a whole,” said Kim Raney, executive director of transportation at Oakland Unified School District. “The families of Oakland are disproportionately disadvantaged and affected by high rates of asthma and exposure to air pollution from diesel fuels.”
The 100% electric school bus fleet is not only emissions-free but also plays a critical dual role as a Virtual Power Plant (VPP), giving 2.1 gigawatt hours (GWh) of energy back to the power grid at scale annually. Here’s how it works:
Student transportation is the largest mass transit system in the United States, moving 27 million students twice daily. Today, over 90% of the US’s 500,000 school buses run on carbon-based fuels, releasing over 8.4 million tons of greenhouse gases annually.
Zum, which already has a presence in 14 states, says its next step is to electrify the school bus fleets of San Francisco Unified and Los Angeles Unified school districts, which have fleets three and six times the size of Zum’s Oakland fleet, respectively.
Read more: EPA announces $1B in grants for electric school buses and heavy-duty vehicles
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China’s leading electric car maker, BYD, just hit a new YTD EV sales record last week in its home country. BYD expects the momentum to continue with new EVs rolling out in key segments globally.
BYD hit a new weekly EV sales record in May
New data from Morgan Stanley (via Investing.com) shows electric vehicles outpaced their gas-powered rivals last week after recovering from the recent holiday in China.
Domestic brands had the biggest gains, with automakers like BYD, Li Auto, and NIO all seeing double-digit week-over-week (WOW) sales improvements. BYD had the biggest WOW improvement, with registrations up 30% to 69,500 last week.
Through May 12, BYD had 101,300 registrations in China. BYD sold 300,114 EVs globally in the first three months of the year, up 13.4% YOY. In April, BYD sold another 134,465 EVs, up 17% over April 2023. Through the first four months of 2024, BYD sold 434,579 electric cars.
Other domestic EV makers like Li Auto saw sales climb 50% WOW to around 8,000. NIO had a 23% improvement with new promotions pushing sales to 4,400 units.
NIO introduced the first EV, the L60 electric SUV, under its mass-market Onvo brand Wednesday. Starting at just $30,500 (219,900 yuan), NIO aims to compete with Tesla’s Model Y.
Meanwhile, Tesla’s sales declined 11% in China last week, with around 9,800 units sold. According to China Passenger Car Association data, Tesla sold 31,421 cars in China in April, down nearly 50% from the 62,398 sold in March.
New models launching
BYD launched its own Tesla Model Y rival last week, the Sea Lion 07. The BYD Sea Lion 07 starts at $26,250 (189,900 yuan) as the first EV based on its new e-Platform 3.0 Evo.
Designed by ex-Lamborghini and Audi designer Wolfgang Egger, you can see influence from the iconic brands integrated into the electric SUV’s design.
The new electric SUV is available in three powertrains, two single-motor, and one dual-motor AWD option.
| BYD Sea Lion 07 trim | Starting price | Range (CLTC) |
| 550 Standard | 189,800 yuan ($26,250) | 550 km (341 miles) |
| 610 Long Range | 199,800 yuan ($27,625) | 610 km (379 miles) |
| 610 Smart | 219,800 yuan ($30,389) | 610 km (379 miles) |
| 550 4WD Smart Navigation | 239,800 yuan ($33,154) | 550 km (341 miles) |
The single motor variants are offered with 71.8 kWh or 80.64 kWh BYD Blade batteries for up to 550 km (341 mi) or 610 km (341 mi) CLTC range, respectively. The dual motor model gets up to 550 km (341 mi) CLTC range.
BYD’s new electric SUV undercuts Tesla’s best-selling Model Y, which starts at 249,900 yuan ($34,550) with up to 554 km (344 mi) CLTC range.
The new electric SUV comes after BYD revealed a series of lower-cost “Honor Edition” versions of its most popular EVs. For example, its cheapest Seagull EV Honor Edition starts at just $9,700 (69,800 yuan).
BYD plans to launch a new Seal electric car, which currently competes with the Tesla Model 3. Little is known about the new EV, but it’s expected to debut in June.
The automaker is expanding into new segments like luxury with its Yangwang brand launching several new EVs.
Most recently, BYD introduced its first PHEV pickup, the BYD Shark, this week in Mexico. The BYD Shark will start at 969,800 pesos ($58,100) to rival the Toyota Hilux and Ford Ranger.
Source: CnEVPost, Investing.com
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