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Dan Priestly Semi Presentaion

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_For example, PepsiCo ran more than 1,000 miles with one of its three Tesla Semis in a 24-hour period during NCAFE’s Run on Less Electric demonstration last year, with the other two totaling 754 and 808 miles, respectively.
_ Tesla is also “putting our money where our mouth is,” introducing the Semi into its own supply chain and operations by hauling battery packs from its Gigafactory in Nevada down to support its Fremont factory operations in California.
_ “Two years ago, this route was 100% diesel – we are now electrifying it,” said Priestley. “We are able to do this because the truck has adequate range, proper infrastructure to pair with it, and the vehicle mass allows for one-for-one payload parity. But you get all of this at a lower operating cost. That is the beauty of electric heavy trucking.”
_ Currently, the Semi fleet is seeing an average of 1.7 kilowatt hours per mile, according to Priestley, and this is with larger payloads than some would expect.
_ For example, PepsiCo has been using its Semis to haul beverages, much heavier goods than its chips and other snacks. They have seen so much success that Tesla is in the process of delivering 50 more Semis to its Fresno, California, facility, as well as the mega charging to support it.
 
While not giving exact weights, they did give the top end of the weight for each variant;

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Other tidbits:
  • the Tesla Semi fleet has been run over 3.5 million miles.
  • > 95% uptime
  • Confirmed that they used an "early" version of the MCS connector, but they plan to transition to the final version as they go to volume production.
    • They couldn't wait for the standard to be finalized, they had to get stuff in the field sooner.
 
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They mention that while general deliveries are planned for 2026 they want customers to reach out now and start planning/installing charging infrastructure because it can take a long time for the utilities to get power to their desired sites. (My guess is that once deliveries start they will prioritize customers that have charging in place.)
 
Came to post this and you all were on it! It was nice to see the tare weights which eliminates some of the guessing although they ended up what was expected IMO.

One key note that a lot of people miss is the truck is not meant for all applications. There has been a lot of talk about this truck being used for vocational use cases, but it's clearly not intended for that (requires significantly more robustness).
 
This is embarrassing for a product Tesla said would begin production in 2019 and Elon said (in 2022) they'd do 50k of them in 2024.

In fact, the 2026 timeline is further out from today than 2019 was at the 2017 unveil.
Embarrassing time prediction, but it’ll be an interesting product when it comes out. Priestly warned that a huge gating factor for fleets is building the mega chargers which can easily take 2 years. So start now was the message.
 
They mention that while general deliveries are planned for 2026 they want customers to reach out now and start planning/installing charging infrastructure because it can take a long time for the utilities to get power to their desired sites. (My guess is that once deliveries start they will prioritize customers that have charging in place.)
Lead times for sites, especially ones that use an MCS charger are quite long if they can even be supported at all due to local infrastructure. If you have a site that has multiple MCS chargers that will be in use at the same time....whoa. One issue with fleets is a lot of the depot sites are leased and the landlord is not supportive of installing charger infrastructure or the company does not want to invest in it if it's not a site they will not be guaranteed to have for a long time.

Even with a BESS/microgrid the power draw requirements are pretty crazy. I am aware of a few installs going in so it will be interesting to see how the different sites handle the power requirements as I assume the ratio of BESS/public infrastructure will vary.

Rolling MCS chargers out will be at true test of how well the grid can support electrification. It will probably be bumpy, but solutions found for this will benefit the cute little car charger sites too :) Gotta try to see how it goes.
 
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Seems sad that it has taken this long.
Exactly, it takes way too long. This is why Tesla couldn't wait for CCS to get standardized and created NACS on their own way back when.

Shoot, Tesla released NACS to the public and SAE took it up and turned it into J3400 in way less time than CharIN has been working on MCS. (Tesla is a member of the CharIN MCS committee and has been pushing things along.)
 
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Semi related article:

To get standards published is pretty painful. Sometimes for good reason as you want to cover everything, sometimes due to competing interests.

J3400 was able to push through quickly because it is more or less the connector shape which has been in use so there was not a lot of testing needed there. For communication its basically the same comms as CCS so there was not a whole lot new there either!

 
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