Tesla Semi: Delivering a disruptive electric truck (2024)

Tesla Semi: Delivering a disruptive electric truck (1)

Tesla delivered its first Tesla Semi electric trucks to customers and revealed details of its production version of the vehicle – delivering on a five-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 moving 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:

Tesla Semi: Delivering a disruptive electric truck (2)

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.

Tesla Semi: Delivering a disruptive electric truck (3)

Dan Priestley, Tesla Semi Program manager,explained that Tesla is using one of the motors 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 lb. passing a diesel truck at 6% incline on the Donner Pass as if it’s nothing:

I've watched this like 10 times. Anyone who knows anything about trucks can tell this is extremely impressive acceleration with 80,000 lbs in a 6% incline. pic.twitter.com/cZzhLaZ3n6

— Fred Lambert (@FredericLambert) December 2, 2022

Okay, it’s powerful, but can it travel long distances? Well, yes it can. Tesla promised a range of 500 miles with a full load five 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 lb. 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 Semi: Delivering a disruptive electric truck (4)

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 greater 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.

Tesla Semi: Delivering a disruptive electric truck (5)

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.

Tesla Semi: Delivering a disruptive electric truck (6)

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 it was more about delivering on the promises made five 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 five years, but no word from Tesla about it.

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Quite a bit changed on the Tesla Semi from 5 years ago. Originally, it was four Model 3 motors each driving a pair of drive wheels on one side of the semi. Model 3 motors are 400v systems. All the motors were continuously engaged with their respective drive axle via a simple gear reduction.

Now we see a 1000v system with one motor continuously engaged with a drive axle that drives both sides of the semi, and two motors with disengagement clutches each driving only one side of the semi. The disengagement clutches allow those motors to stop turning when the semi is at constant highway speed. This allows higher efficiency of operation. The two motors on separate axles is necessary to provide the anti-jack-knife capability by varying the regen force on each side of the semi to counteract the jack-knife forces.

What is still unclear to me is if the Tesla charging system is not compatible with the MCS (Megawatt Charging System) that CharIn finalized earlier this year. It seems to me that Tesla went its own way on the chargers but I'm not completely sure since the MCS system does support 1000v systems.

500 real world travel miles at full load capacity is quite an accomplishment. Trucking will change for the better with this new reality.

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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 a total limit (truck plus trailer with load) of 80,000 lb. and the tractor itself weighs between 12,000 and 25,000 lb. depending on the model. The difference is what it can carry.

Tesla only mentioned a total weight of 82,000 lb. (electric trucks are allowed an extra 2,000 lb.) 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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Tesla Semi: Delivering a disruptive electric truck (2024)

FAQs

Why real truckers don t like the Tesla Semi? ›

As they currently stand, the Tesla Truck cannot perform adequately enough to fit in a long-distance/over-the-road application. Most OTR drivers will knock out 650 miles in a standard 11-hour shift. The Tesla Truck currently only has a roughly 500-mile range under optimum conditions.

How many Tesla semis have been delivered so far? ›

Tesla's Semi Class 8 truck is nowhere near mass production status. Nearly two years after deliveries began, the American company built roughly 140 units, with approximately 100 being used by Tesla itself and 36 going to one of its biggest customers, PepsiCo.

What happened to the Tesla Semi truck? ›

Tesla finally unveiled the Tesla Semi truck in late 2022. But in June 2023, Musk said at an energy conference that "there just weren't enough batteries" for Tesla to reach "volume production" of the truck, without quantifying how many Semis that would be.

Are the Tesla semis working? ›

In November 2022, the company reported that a Tesla Semi had completed a 500 mi (800 km) drive while weighing 81,000 lb (37,000 kg). On December 1, 2022, Tesla began customer deliveries at an evening event hosted at the manufacturing facility in Nevada.

What is the range of the Tesla Semi truck in real life? ›

With less than 2 kWh per mile of energy consumption, Semi can travel up to 500 miles on a single charge. Recover up to 70 percent of range in 30 minutes using Tesla's Semi Chargers. Charging with electricity is approximately 2 times cheaper per mile than refueling with diesel.

Can Tesla Semi trucks drive themselves? ›

The Tesla Semi is a battery electric Class 8 semi-truck built by Tesla. Unlike Tesla's electric cars the Semi does not support an upgrade to Enhanced Autopilot. Enhanced autopilot adds semi-autonomous navigation on limited access roadways, self-parking, and the ability to summon the car from a garage or parking spot.

How many Tesla Semis does Pepsi own? ›

PepsiCo operates about 21 Tesla all-electric Semi trucks as part of a pilot program towards their goal to be carbon neutral by 2040.

How long does it take to fully charge a Tesla Semi? ›

The Tesla Semis have been driving over 400 miles on a single charge with full loads and average speeds of 65 miles per hour. Tesla can do 70% charge in 60 minutes and 90% charge in 90 minutes. 15-30 minutes for 15-35% topoff charges.

Are there any Tesla semis on the road? ›

PepsiCo unveiled the world's first fleet of electric Tesla Semi trucks in December 2022. Eric was the first person at Frito-Lay to officially take a Tesla Semi on the road, making the 220-mile trip from the company's Modesto facility to Reno, Nevada, for the unveiling in December.

How much does a Tesla Semi cost? ›

Tesla delivered the first consignment of Semi electric trucks to Pepsi's Frito Lay production facility in Modesto, California on the 1st December 2022. The starting price for the Tesla Semi is US$150,000 for a 300-miles vehicle and $180,000 for 500 miles extended-range version.

Is a Tesla Semi truck worth it? ›

Emissions and clean air

While diesel trucks consume more fuel, emit more pollutants, and require more maintenance, the Tesla Semi has a smaller carbon footprint. It uses less than 2 kWh per mile, and emits zero tailpipe emissions. Also, picture this real life contrast.

Is Pepsi happy with Tesla Semi? ›

Pepsi drivers praised the comfort and performance of the Semi. “We get questions every time we go to a different facility,” Rhianna Castro said. “People see us long-haul drivers there and they ask questions and I tell them it's so comfortable, it's so easy to drive.

How much does it cost to charge an electric Semi? ›

100k miles per year is 16.6k gallons per year. This is about $80k per year in fuel. The 500-mile range Tesla semi would need $17k/year in electricity at an average 10 cents per kWh wholesale price.

Why won't electric semi-trucks work? ›

Second thing is the batteries don't hold enough charges to handle some long haul routes. Many trucks today travel 500 miles or more without stopping, and you can do that with diesel, but batteries typically can't even go 300 miles with a truck currently. And the third thing is the weight of the batteries.

What is the Nikola semi truck scandal? ›

Federal prosecutors in Manhattan said Milton misled investors by stating that Nikola had built a pickup from the “ground up”, that it had developed its own batteries even though he knew it was buying them, and that it had early success creating a “Nikola One” semi-truck that he knew did not work.

Who ordered Tesla Semi truck? ›

Tesla CEO Elon Musk said the company doesn't expect to begin large-scale production of the Semi truck until the end of 2024. The Semi trucks PepsiCo received are part of an order for 100 Tesla Semis the company placed in 2017. Other companies waiting for Semi truck orders include Walmart, FedEx and J.B. Hunt.

What is the point of the Tesla truck? ›

Tesla's stated goal was to provide a sustainable energy substitute for the roughly 6,500 fossil-fuel-powered trucks sold per day in the United States.

Why are semi truck drivers protesting? ›

The truckers are making their demands even as most U.S. states have already eased many restrictions. In California, where the convoy begins, the state lifted universal mask requirements last week while requiring masks for vaccinated people only in high-risk areas such as public transit, schools and healthcare settings.

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