Emily Phillips’ Post

ACT Now! Tesla remains SERIOUSLY AMBITIOUS with Semi Report from #ACTExpo Part 1 "Tesla is turning the impossible into merely late." Today, the first day of ACT Expo 2024, by far and away the biggest highlight was Dan Priestley speaking about the Tesla Semi. Here's 9 fascinating things we learned: 1) Tesla Semi production is scaling BIGLY Tesla Semi is, well, VERY late; having been announced nearly 7 years ago. However, as Dan pointed out, Tesla is now a very different company: MUCH larger and stronger Because of this, it's now time for Tesla to scale the Semi. This year and next year more large customers will begin receiving trucks, with volume production starting in 2026, with a ramp up to 50,000 units annually. 2) Tare weight is very LOW Dan also revealed the tare weight of both trucks: Semi 500 mile: Under 23,000lbs Semi 300 mile: Under 20,000lbs Once you include the extra 2,000lb exemption, the 300 mile is very competitive with load capacity with diesel trucks. By way of comparison, the Nikola Tre BEV weighs >29,000lbs for a 360 mile range, and the Tre FCEV weighs 26,000lbs. 3) Efficiency is very HIGH Tesla efficiency remains outstanding with an average of 1.7 kWh/mile over 3.5 million miles. Low weight loads are around 1.5 kWh/mile, with around 2kWh/mile at the 82,000lb max. By way of comparison, a Cybertruck uses about 0.9kWh/mile when towing. 4) Uptime is excellent Uptime has been >95%, making the trucks very reliable, with little time off the road for maintenance and repair. Tesla has leveraged many parts off the cars and will leverage that parts supply chain for trucks. 5) Semi is truly a complete diesel replacement Because the Tesla Semi is easily capable of over 1,000 miles a day with Megachargers, they can replace diesel trucks 1 for 1. 6) The truck battery can power refrigerated trailers Refrigeration trailers usually have separate diesel engines, and they have TERRIBLE emissions. Tesla Semi neatly solves this problem. 7) Tesla plans to roll out public Megachargers Charging is still core to Tesla, and there's a realization they need to repeat Supercharger roll out with Megachargers, at half the price of today's Megawatt level chargers. 8) Truck charging interoperability is crucial Tesla has a unique plug right now (an early MCS design) but they will adopt the industry standard, ie the final MCS design, when volume production starts. 9) A ground up electric truck design is crucial Adopting an IC platform for EV results in a heavy, inefficient and uncompetitive truck. Every OEM that wants to be best in class cannot take this route. What do you think of this extra Semi information? Is it still the benchmark? Let me know your thoughts in the comments below #automotive #automotive #climatechange #electricvehicles #electricvehicles #sustainability #cleanenergy #renewableenergy