Information on Pepsi and their Tesla Semi purchases

[MP3Mike]

Some good information in this article: Exclusive: PepsiCo to roll out 100 Tesla Semis in 2023, exec says

Here are some tidbits:

O'Connell said that a 425-mile (684-km) trip carrying Frito-Lay products brings the Semi's battery down to roughly 20%, and recharging it takes around 35 to 45 minutes.

Their chargers are 750kW, it takes ~40 minutes, and would re-charge no more than 500kWh for that 425 mile trip. (i.e. less than 1.2kWh/mile for that trip with a light load of chips.)

PepsiCo Inc (PEP.O), which ordered the big trucks in 2017, is purchasing them "outright" and is also upgrading its plants, including installing four 750-kilowatt Tesla Inc (TSLA.O) charging stalls at both its Modesto and Sacramento locations in California

PepsiCo plans to roll out 100 heavy-duty Tesla Semis in 2023, when it will start using the electric trucks to make deliveries to customers like Walmart and Kroger, the soda maker's top fleet official told Reuters on Friday.

PepsiCo said it plans to deploy 15 trucks from Modesto and 21 from Sacramento.

All of the Semis going to PepsiCo will have a 500-mile (805-km) range. O'Connell added that he is not aware of when Tesla will start deploying 300-mile (480-km) trucks. When Tesla starts building them, PepsiCo "will rotate those up" into its fleet, he said.

So it doesn't sound like they are waiting to see how the Semi performs before they buy more, they are going to buy them as fast as they can get them.

 

[scottf200]

So it doesn't sound like they are waiting to see how the Semi performs before they buy more, they are going to buy them as fast as they can get them.

You have to believe that they were already involved in a lot of performance testing already.

"installing four 750-kilowatt" is about the same as power requirements as 12 stall v3 Tesla Supercharger (ie. 12=4*750/250).
12 are pretty common now: supercharge.info

 

[MP3Mike]

installing four 750-kilowatt" is about the same as power requirements as 12 stall v3 Tesla Supercharger (ie. 12=4*750/250).
12 are pretty common now: supercharge.info

The Pepsi install would be 3MW if they could all charge at 750kW at the same time. A 12 stall V3 Supercharger only has 1.4MW of power available to split across the 12 stalls. (Unless there is battery storage to supplement the grid.) So the Pepsi install is closer to a 24 stall V3 site.

 

[jabloomf1230]

The latest stats indicate that PepsiCo owns 14,300 tractors and over 15,000 trailers.

 

[Grifon]

The latest stats indicate that PepsiCo owns 14,300 tractors and over 15,000 trailers.

And you know the bean counters at PepsiCo have the Semi ROI figured down to the month/week and will be keeping an eagle eye on actual costs to how that compares to the model. I would love to see those results.

 

[scottf200]

The Pepsi install would be 3MW if they could all charge at 750kW at the same time.

Unless I missed it there have not been many details on the semi chargers.
For all we know they maybe running max on 4 'empty' trucks could only charge at 375kW so 1.5MW

 

[mongo]

The Pepsi install would be 3MW if they could all charge at 750kW at the same time. A 12 stall V3 Supercharger only has 1.4MW of power available to split across the 12 stalls. (Unless there is battery storage to supplement the grid.) So the Pepsi install is closer to a 24 stall V3 site.

I'm wondering on that 750kW number.
From Ultimate/future max charge rate of V3 superchargers?
An AC fed V3 cabinet has 350kW input, so a pair is only 700kW. However, they also have a DC bus link good for 575kW.
There are 8 cabinets for 4 posts, if the chargers are DC linked, then they have 1.4MW per bank of four (Sparks uses 4 per post). Or 2.8MW (gross) on all 8. Each cabinet can output a little under 1MW or so, which would be a bit under 2MW for a pair.

Plus, the Megapack might be DC linked which would also boost cabinet capacity from the AC only limit.

 

[RubberToe]

And you know the bean counters at PepsiCo have the Semi ROI figured down to the month/week and will be keeping an eagle eye on actual costs to how that compares to the model. I would love to see those results.

As more operators start using the Semi, there will be entire threads discussing this. I would imagine that within 6 months the Semi performance in winter/summer versus diesel trucks will be universally known.

RT