Elon Musk has confirmed Tesla Semi’s efficiency at 1.7 kWh per mile, which means it has a roughly 900 kWh battery pack. It’s an important piece of information, but there are still more questions to answer before Tesla Semi can officially be a truly disruptive product.
At the event, Tesla described an electric truck that could truly disrupt the trucking industry.
However, we noted that there were a few pieces of information that Tesla omitted from the event that could really be major difference makers.
The two main ones are the weight of the actual truck and its price:
After digesting yesterday’s Tesla Semi presentation, Tesla has potentially a massively disrupting product on its hands, but it omitted two things that need to be confirmed to make it official: weight of the tractor and its price. I wish I could ask Tesla or Elon about it…
The trucking industry is all about the economics of moving products by the pound. The main thing that will drive that is the cost of operation per mile, which is mainly affected by the vehicle’s efficiency.
Tesla has already reported an efficiency under 2 kWh per mile which is impressive, but not exactly clear when you are trying to determine your cost per mile for electricity.
On Twitter last night, Tesla CEO Elon Musk confirmed that it is 1.7 kWh per mile. That’s more precise, and truck operators can input their electricity rates to get an idea of fuel costs and savings compared to diesel.
It also gives us an idea of the Tesla Semi’s battery pack. It’s not perfect since we don’t have the exact range of the truck. At 500 miles, which Tesla claims, that’s 850 kWh, but the pack generally has a buffer, and based on the 500-mile trip it completed, it looks like the electric truck might have some more in it.
Now what we need to know is how much cargo can a Tesla Semi carry. A class 8 truck fully loaded needs to weigh 80,000 pounds or less as per regulations, but electric trucks have been allowed an extra 2,000 pounds.
In order to know that, we need to know the weight of the truck itself. You have to deduct the weight of the trailer, which is about 10,000 pounds for a 53-foot trailer, and the weight of the truck from the 82,000-pound limit.
Tesla says that it will roughly have the same capacity as a diesel truck, but diesel tractors have a wide range of weight from roughly 12,000 to 25,000 pounds. The Tesla Semi’s power would certainly need to be compared more to the higher end of that range, but at the end of the day, trucking companies want as much cargo capacity as possible.
The automaker hasn’t confirmed the weight of the Tesla Semi, but we can deduce from its load test with concrete blocks that it is around 27,000 pounds, but that’s unconfirmed at this point.
That’s not the best, but it would still give the Tesla Semi the capacity to move about 45,000 pounds of cargo, which still makes the vehicle super useful. Also, it is safe to assume that the number will improve greatly over the years as battery technology improves.
But nonetheless, it would be useful if Tesla could confirm the weight of the Tesla Semi.
Then we need the actual price of the truck. In 2017, Tesla said the trucks would be $150,000, $180,000, and $200,000, depending on the model, but those prices are expected to have changed over the last five years.
Those prices with that capacity would make the Tesla Semi revolutionary since it would pay itself back in about three years just from fuel savings in most markets, but we don’t know that for a fact without the official price.
Electrek’s Take
This is pretty wild. We are super close to being able to confirm that the Tesla Semi can change the entire paradigm of the trucking industry, but Tesla just needs to release a few more pieces of information to make it happen.
The fact that Tesla doesn’t let the press into its events and only superfans is really a bad look for the company at this point. Yes, the press can be annoying, even malicious in some cases, and I don’t say they should let those people in, but there are also plenty of people whose goal is just to keep their readers as best informed as possible, and they would ask important questions at those events that need answering – questions that a lot of fans don’t bother asking. Everything Musk says is good enough for them.
I can’t ask any of those questions because Tesla doesn’t have a PR department, and the only official comments you can get these days are from Musk on Twitter, where he blocks me and surrounds himself with sycophants:
This is basically confirmed now. Here’s the chronology:
1- Elon announced a wave spam accounts being banned.
2- Several of his top supporters get banned because they are indistinguishable from bots by the algo.
This is just not how a company that aims to be transparent should operate. And obviously, I’m not talking about trade secrets here.
Anyway, the rant is over. I hope Tesla is going to release that information soon, and if it is on the right side, I’ll be the first to celebrate Tesla revolutionizing the trucking industry.
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EnBW He Dreiht offshore wind farm (Photographer: Rolf Otzipka)
Germany’s largest offshore wind farm hit a big milestone: The first turbine at EnBW’s He Dreiht project has produced its first kilowatt-hour of electricity and sent it into the grid.
More turbines are expected to come online over the coming weeks. European energy provider EnBW has already installed 27 of the wind farm’s 64 turbines, all of which are scheduled to be commissioned by summer 2026.
Peter Heydecker, EnBW board member for Sustainable Generation Infrastructure, described the November 25 milestone as a “significant moment for EnBW.” With 960 megawatts (MW) of total capacity, He Dreiht is now Germany’s largest offshore wind farm.
Vestas supplied the 15 MW turbines, marking their world debut. Nils de Baar, president of Vestas Northern and Central Europe, said the giant turbine’s technology sets a new standard for offshore wind. “Its efficiency and performance enable a significant increase in energy yield per turbine.”
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Just one rotation of the 15 MW turbine’s rotor can power the equivalent of four households for a day. The hub stands 142 meters (466 feet) tall, and the rotor’s 236-meter (774-foot) diameter sweeps a 43,742-square-meter (10.8-acre) area — roughly the size of six football fields. To put the scale into perspective, EnBW’s first offshore project, Baltic 1 in 2010, used 2.3 MW turbines.
EnBW wrapped up the wind farm’s internal cabling in August. Those lines connect all the turbines and feed into a converter platform operated by transmission system operator TenneT. That’s where the power is collected, converted from AC to DC, and sent to shore through two high-voltage DC cables.
Once complete, He Dreiht will generate enough electricity to power about 1.1 million households. The project is being built without state funding and sits roughly 85 kilometers (53 miles) northwest of Borkum and 110 kilometers (68 miles) west of Heligoland. EnBW’s offshore office in Hamburg is coordinating the build.
A partner group made up of Allianz Capital Partners, AIP, and Norges Bank Investment Management owns 49.9% of the project. Total investment comes in at around €2.4 billion.
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The Yangwang U8L is among the most expensive Chinese vehicles, starting at about $180,000. To prove it’s built for just about anything, BYD dropped a 2-ton tree on it, three times, and the ultra-luxury pretty much brushed it off.
BYD drops a tree on its ultra-luxury SUV during testing
BYD launched the Yangwang U8L in September, a long-wheelbase version of the U8 off-road SUV. The U8 was first introduced in September 2023 as the first vehicle from BYD’s ultra-luxury sub-brand, Yangwang.
Yangwang is a new energy vehicle (NEV) brand that sells high-end plug-in hybrids (PHEVs) and 100% battery electric (BEV) vehicles as BYD expands into new segments.
The U8L is Yangwang’s fourth vehicle, following the U8, U9, and U7. It’s available in China with a quad-motor extended-range electric vehicle (EREV) system, delivering a CLTC range of 200 km (124 miles) on battery power alone.
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A 2.0-liter turbocharged gasoline engine serves as a generator, delivering a combined CLTC range of 1,160 km (720 miles).
Measuring 5,400 mm in length, 2,049 mm in width, and 1,921 mm in height, the Yangwang U8L is even bigger than the Rolls-Royce Cullinan and Range Rover Long Wheelbase.
BYD’s ultra-luxury SUV is priced from 1.28 million yuan ($180,000), making it one of the most expensive models from a Chinese brand.
It may look pretty, but the Yangwang U8L is built for far more than just good looks. Like the U8, the long-wheelbase version is equipped with advanced features such as emergency float mode, which allows it to float on water for up to 30 minutes, tank turns, crab walking, and more.
To prove its durability, BYD engineers put the luxury SUV through the paces, dropping a massive 2-ton tree on it, not once, but three times.
During the final drop, the company said the maximum impact energy reached 50.4 kJ, or about 37,200 lb-ft. After three consecutive drops, the Yangwang U8L barely even got a scratch. The body structure remained intact, the door still opened, the columns didn’t bend, and the vehicle could even drive like normal.
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Former reality TV contestant Sean Duffy. Photo by Gage Skidmore
The White House will formally announce its planned hike in US fuel costs by $23 billion tomorrow, according to Reuters.
Since the beginning of this year, the occupants of the White House have been on a mission to raise costs for Americans.
This mission has encompassed many different moves, most notably through unwise tariffs.
But another effort has focused on changing policy in a way that will raise fuel costs for Americans, adding to already-high energy prices.
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The specific rollback tomorrow focuses on a rule passed under President Biden which would save Americans $23 billion in fuel costs by requiring higher fuel economy from auto manufacturers. By making cars use less fuel on average, Americans would not only save money on fuel, but reduce fuel demand which means that prices would go down overall.
The effort to roll back this rule was initially announced on the first day that Sean Duffy started squatting in the head office of the Department of Transportation. Duffy notably earned his transportation expertise by being a contestant on Road Rules: All Stars, a reality TV travel game show.
Then in June, Duffy formally reinterpreted the Corporate Average Fuel Economy (CAFE) standard, claiming falsely that his department does not have authority to regulate fuel economy.
Republicans in Congress even got into effort to raise your fuel costs, as part of their ~$4 trillion giveaway to wealthy elites included a measure to make CAFE rules irrelevant by setting penalties for violating them to $0. In addition, it eliminated a number of other energy efficiency and domestic advanced manufacturing incentives.
Duffy’s department then told automakers that they would not face any fines retroactively to 2022, which saved the automakers (mostly Stellantis) a few hundred million dollars and cost American consumers billions in fuel costs.
Tomorrow, Duffy is expected to make an announcement formally changing CAFE rules, lowering the required fuel economy for 2022-2031 model year vehicles, even despite all of the other changes in trying to make the rules unenforceable. The theory behind this would be to make it harder to later enforce the rules, and to allow automakers to get off with more pollution, and to increase fuel demand and fuel prices for longer until a real government returns to power and starts doing its job to regulate pollution.
We don’t know the specifics yet of what exactly the announcement will entail, but given the general trend of recent announcements, it will likely be a full rollback of the improvements to the rule made by President Biden.
Tomorrow’s announcement is expected to be attended by executives from the Big Three American automakers – GM, Ford, and Stellantis (formerly Chrysler).
Their presence on stage suggests that their prior commitments to energy efficiency and electrification were not serious, as they are now joining in an effort to increase your fuel costs, just to save themselves a few engineering dollars on having to provide something other than the disgusting, deadly land yachts that are a blight on the nation’s roads and are murdering pedestrians at a 50-year high.
Tomorrow’s announcement is just one many efforts currently being undertaken by executive departments to try to raise your fuel costs.
One of the largest is the EPA’s attempt to delete the “Endangerment Finding,” the government’s recognition of the scientific fact that climate change is dangerous to humans. The EPA is undertaking this effort so that it can then eliminate other rules intended to reduce pollution, with the goal of making you more beholden to fossil fuels.
Even the Energy Department’s own numbers, signed off on by oil shill Chris Wright, say that changes sought by the White House will increase gas prices by $.76/gal.
Like most other governmental changes, today’s change will likely go up for public comment, as required by the Administrative Procedures Act. We’ll let you know when they do.
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