Noticed a statement from an oilprice.com article today on the Tesla Semi echoing some of the comments in this thread re the potential major impact on oil demand:
There are plenty of reasons to doubt Musk, and some
argue that the unveiling of Tesla’s Semi only exacerbates the company’s growing credibility problem.
But if Tesla is successful with its new Semi, the IEA’s scenario of robust oil demand for freight will quickly be thrown out the window.
Musk’s “Hardcore Smack-Down” To Gasoline Vehicles | OilPrice.com
If the semi is legit as it seems to be, it's equivalent to 34 model 3s per semi as it relates to total consumption. That is like multiplying the impact of EVs by 34x with one new product. Is the semi legit? It's legit enough to change the entire landscape. At 200-300 miles of range it was enough, at 500, it's game over. That range makes the Tesla semi viable for 80% of all semi workloads with zero sacrifices. The other 20%, is a toss up and there might be to be some minor sacrifices, none of which negativity impacts the bottom line more then what is gained. Given that, it's still going to take 30 years to totally displace ICE semis. 5 years for Tesla to ramp production, a few years to prove the product in the market and 20 years for the the existing fleets to be turned over. But the Tesla semi is a game changer and far exceeded everyone's most aggressive estimates, except mine because I'm a homer fanboi for sure. But given that it even exceeded my expectations on charging speeds.
If it's real, it's a game changer more so then anything else Tesla has done to date. The reason is that 100,000 Tesla semis = 3.4M model 3s. The semi is a force multiplier for the master plan.
The roadster? Massive amounts of free pr and advertising that is worth hundreds of millions of dollars. Model Xs beating lambos in a drag is awesome and all, but this little bastard is going to make million dollar farrari la farrari's cry for their mommies. Even though a P100D could already beat every super car, it was closer at times and those cars cought up eventually. They won't catch this car, ever. They will run out of gas first. Bugatti can go 250mph for like 7 minutes. My guess is that the roadster will out last anything chasing it.
Edit: my bad.. 10 minutes..
A set of the Super Sport's special Michelin tires costs $42,000 and may last 10,000 miles if you're careful, though they last only
15 minutes at the car's top speed (at that pace, however, the 26.4-gallon tank is sucked dry in just
10 minutes, and there's no place on Earth to safely go that fast that long anyway.
Tires are going to be an issue for Tesla, that's nuts.
