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I saw this today which is related to the statement above https://apple.news/Aqcaq9DwBT7mJIfPub2uR9Q

Very true, but a lot of people believe Tesla is different because they make the parts themselves. In reality they design the parts, and have suppliers build them because thats they only way to make economic sense! They use similar processes to everyone else (no surprise) but what they choose the...

A lot of bigger fleets have “extra” floaters for this reason. Not everyone has them and the numbers are minimal for obvious reasons but they can’t miss a delivery for being down or they can lose a customer. Just confirming this is not a crazy thought! Super singles were the next big thing about...

I think the numbers are so low its Tesla/PepsiCo/Martin Bower are most likely the only customers. If anyone else was using them too Im sure it would be in the news, however, I clearly have no idea how many have been sold and to who. IMO this is the typical Tesla game where they claim to do big...

Thanks for the heads up. I don't seem to be able to edit that post, so here are updated links. Hopefully this works correctly as using the hyperlinks from the thread worked for me. Main page: EPA GHG Ph3 Regulation Information Page Direct links: GHG Ph3 Fact Sheet GHG Ph3 Final Rule GHG Ph3...

It’s like installing 37s and a lift on your Ridgeline to be a hardcore rig. Although the quality would be much better! The bigger tires and lift aren’t fooling anyone :)

Ah, there is a lot of different grants through various organizations in California so that makes sense! Thanks for the correction.

Haven't seen the video, but one thig that comes to mind is the depth may be beneficial to resist bending moment as the floor is structural. Thanks for the heads up its in a video though as I want to take a look!

This assumes the vehicles were actually sold at market rates. Since it looks much more like a customer test as part of validation the vehicles can be “sold” to the customer for very favorable terms so its a win win for both parties. Would not be surprised if they are lease only and will be...

Thanks. I know 4680 is the form factor and NMC or LFP etc are the chemistries in the battery. I was under the impression (maybe incorrectly) Tesla was looking to make LFP versions of the 4680 as LFP can be in cylindrical cell form factor. They can also be in pouch and prismatic too. Not sure...

I will have no problem admitting I am wrong if that is the case. I would want to see the numbers for CT only, not just mixed in with everything else to say as a whole it was profitable.

Very accurate description of Portland haha

Looks like you are correct all the current Ultium cells are NCMA. I remembered they were looking to use CATL LFP cells for the next gen bolt and other vehicles and I ASSumed the current batch of EVs would use these cells. Seems like the next next gen will use them or there will be some kind of a...

Excuse my ignorance on this question. I can look it up but I think it would be good to have here for reference. I believe the current Ultium packs use an LFP cell. Is this the case? If so is it the case for the long range battery as well? I believe the Cybertruck is using the LFP 4680 cells, is...

How much do you think Tesla loses on each Cybertruck? Keep in mind with the sale of each Silverado EV GM gets GHG credits so they don’t need to buy from companies like Tesla. There is much more to the equation for the legacy automakers. Hydrogen does not make a lot of sense for passcars as its...

I am interested in an EV truck, but I just essentially need a car with a bed so I can haul greasy/dirty things without putting them inside the vehicle. Also mountain bikes and camping gear. I realize I really need something that can work as a commuter and as a weekend toy. I don’t have room to...

Extreme policy nerd alert! The Greenhouse Gas regulation under the US EPA was just signed and its not received a lot of attention in the media so I wanted to post it here. The GHG rules are for overall fleet fuel efficiency of heavy duty vehicles and the rules are made in such a way that it is...

Keep in mind the whole hard to get suppliers to care about low production volumes applies to everyone in heavy duty, even for the ICE vehicles volumes are so small next to passenger vehicles you are always on the backburner. This is even more so the case with the electric vehicles as production...

Yeah the software is a very significant risk. How it handles errors and edge situations is where people should be concerned. The hardware is really nothing groundbreaking.

Thanks for sharing, its interesting to see some of the details and this is a good first look!

Given their lack of safety concerns with the L2 ADAS system I assume the “driver must be ready to jump in and take control at a moments notice.” Kind of kidding but would also not be surprised at all thats their plan.

I think many people do not take into account how much larger the Megachargers/Megawatt Chargers are. I mean, the number is a lot bigger and people know that, but what it takes in terms of infrastructure improvements to supply that kind of juice, and to multiple chargers simultaneously is no...

Interesting, I did not know that so thanks for pointing it out! I know in some areas they have designated routes you can haul more load on/have longer trucks where the road is built to handle it. The main feedback from driver/manuf groups is the bridges don’t give a crap if the truck is...

True, in this case I think its valid as a lot of lower cost housing is by ports and warehouse districts. Especially in LA/Long Beach which has some of the worst pollution in the nation so its not entirely unreasonable.

Interesting to talk about manufacture at giga Berlin as European semis/prime movers are cab over due to length laws. Maybe the truck is heavy enough they arent concerned sith maximizing cargo? Or will there be a cabover variant? European trucks generally have a single rear axle and heavier...

https://www.energy.gov/articles/biden-harris-administration-releases-first-ever-national-strategy-accelerate-deployment The US strategy for ZEV infrastructure. Thought it would be of interest to people here.

I really hope that was sarcasm!

Yikes!!

I'm not sure about that. It's a test performed on semi-trucks to ensure if the power steering assist goes out you can still maneuver the vehicle. This is all about having the correct design, so you have enough mechanical leverage to work in the situation. Something like the Cybertruck would be...

Here is a chart I had handy that covers the sales requirements for Calfornias ACT Class 2b-3 is commercial vans and heavier duty pickup trucks Class 4-8 is medium duty Class 7-8 is Heavy duty Model Year Class 2b-3 Group Class 4-8 Group Class 7-8 Tractors Group 2024 5% 9% 5%...

You guys can think what you want, but California is really not that big of a sales state for overall volume. It's in the top 10 but closer to the bottom of that ranking. I can't give specifics as it would be considered proprietary data. Keep in mind, the trucks you see on the road do not...

You have to remember, regulators have a job to make rules. They aren’t required to make rules that make sense! Unfortunate side effect :) This link gives some more info on the EV truck requirements: https://ww3.arb.ca.gov/board/books/2019/121219/pres19-12-4.pdf ARBs website is hard to find...

Ford and GM do not make heavy duty vehicles, they make passenger cars (and trucks) which is very different for the reasons I mentioned previously. If the HD companies can’t sell trucks in CA, its not their problem. Its a major market, but they will have the rest of the country. If the rule was...

I know the industry well, but I can’t speak to every manufacturer. In heavy duty generally if you will not be able to sell the vehicle at cost + margin you just don’t sell it. I dont expect the industry to shift from this because why would they? Thats just my opinion and I have been known to be...

Most manufacturers are not willing to take a wash to sell electric trucks. I don't know what their strategies are but commercial vehicles aren't willing to take a wash like passcar because the margins and volume are totally different. I'm not sure the selling GHG credits will work out well...

It depends on where the trucks from Mex are operating I guess. Im not sure how they handle that but I also don’t think its a giant concern. They won’t be able to idle in many states, they would not be able to deliver to a major port, etc. Oregon is starting the ACT (Adv Clean Trucks) ruling in...

Thanks for the info. All that is pretty common in steering systems that are electric assist racks that still have the steering shaft. I'm curious what Tesla did to make the steering shaft redundant as that's the concern. On other steering systems if you have an issue with the redundant systems...

I saw this and realized I forgot to answer on something. For what its worth Heavy Duty diesel engines are pulled from the field after 3 years and tested to make sure they still meet emissions. The requirement (currently) is the emission must be within spec to 435,000 miles. Yeah, trucks can rack...

Is there still a physical shaft connecting? Im curious what the triple redundancy is beyond multiple steering angle sensors. That really would only address one failure mode though. We will probably have to wait and see, but the HaRa can be manipulated to say all failure modes are covered if you...

I found this searching quickly: Can diesel engines CLEAN urban air? I will see if I can find the other study. It was in a presentation highlighting why CARB pushes hard and the positive impacts. I have hundreds of ARB presentations and papers so it might be a needle in a haystack mission. The...

Thats pretty much it. No magic here. In general its just not worth it to go to 48v and retool everything. There are a number of platforms that are micro/mild hybrids with 48v propulsion. Some have the P0 BAS and some have a P0 and P2 or P4. Generally only the systems that have high current draw...

Was the part that broke something that was modified? Its hard to find details but the truck seemed to have mostly cosmetic updates and different/wheels and tires. The way people are talking its like the suspension was all tubular links with rod ends or something more radical than what appears...

FWIW California ARB shared that the air coming out of the tailpipe was cleaner than the air going into the engine (specifically related to PM2.5, and NOx). With Diesel Particulate Filters (DPF) and Selective Catalytic Reduction (SCR) installed on all diesel engines after 2010 (in the US)...

The answer generally is no. You will see a bunch of information about how the total average power of the grid can support commercial vehicle electrification, but for many operations you don't get to choose when to charge due to better proving or off-peak demand. This is especially true as the...

They are not long haul trucks like we have in the US (assuming thats where you are). This would cover pretty much everything from dump trucks/tippers to refuse trucks to mixers to local delivery and regional haul. This is a vast majority of trucking in Europe as major destinations are much...

CARBs ACT legislation has been adopted by many states on the coasts. Can’t remember if OR is included or not. WA is. Either way there will be a lot more electric trucks soon. There is already a lot out there (non Tesla).

Im not sure the durability for the oilfield use is there with Teslas design. Maybe it is designed with that in mind but it looks like a OTR truck to me. Brands that make vocational trucks and test them to those specs make EV trucks too. Just something to consider.

The Tesla semi now uses the Megawatt Charging Standard (MCS) V2. If they make production trucks they will probably use V3, the triangular connector like everyone else so there is charging station compatibility. They could choose to make their own I suppose but I don’t know why they would as...

This is something I think many overlook. I asked the Run on Less program by NACFE to include in their analysis how many charge cycles the trucks were going through (based on mfr definition of a charge cycle since this is not a std unit) on a day at average. If they took this number divided by...

Sounds like you need to Safari (lifted car) an S or an X and make your own version :)