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Tesla Semi electric truck is finally about to go into production

Tesla Semi electric truck is finally about to go into production-ELECTREK

After years of delays, Tesla is finally about to start production of Tesla Semi, its all-electric semi-truck.

The whole truck industry is watching.

While there are already a few electric trucks on the road, none of them have the specs enabling longer range hauling in a class 8 semi-truck, like the Tesla Semi is promising.

When launching Tesla Semi in 2017, the automaker said that the electric truck’s production versions, a class 8 truck with an 80,000-lb capacity, will have 300-mile and 500-mile range options for $150,000 and $180,000, respectively.

It would also have the lowest cost of operation of any semi-truck, making it extremely disruptive in an industry where every cent counts.

However, the electric vehicle has seen many delays that cost it its momentum.

When unveiled in 2017, Tesla said that it would come to market in 2019, and it started taking reservations from many companies looking to electrify their fleets.

Tesla couldn’t deliver the truck in 2019. So it was delayed in 2020, which became 2021, but now things are really starting to move.

In March, Electrek exclusively reported that Tesla was building a production line for the Tesla Semi at a new building near Gigafactory Nevada to produce five Tesla Semi electric trucks per week by the end of the year.


Now sources familiar with the matter told Electrek that the drive axle production line is ready and the general assembly line is going through its final debugging before starting production.

It is one of the last steps before starting production of the all-electric truck.

Last summer, CEO Elon Musk told employees in an email obtained by Electrek that “it’s time to bring Tesla Semi to volume production” without updating the timeline.

More recently, Tesla has indicated that the electric truck would enter production this year with some deliveries to customers, but the company didn’t release any details about the planned production.

Tesla has revealed that it plans to use the first few Tesla Semi trucks for its own operations, but some long-time reservation holders are also expected to take delivery this year.

We reported on Tesla hiring service technicians for Tesla Semi in California and Ontario, Canada, which would indicate that the first deliveries are likely to happen in those regions.

PepsiCo, one of Tesla’s biggest Tesla Semi reservation holders, has recently stated that they expect to take delivery of 15 Tesla Semi trucks for their Frito-Lay facility in Modesto, California.

Electrek‘s take​

This is exciting.

If Tesla sticks to its specs and price point for the Tesla Semi, it’s hard to overstate the impact that it could have on the trucking industry.

Electrifying the trucking industry would have a massive impact on emissions, but in a highly competitive industry where every cent per mile is crucial, the decisions are often made with a spreadsheet.

That’s where Tesla Semi comes in with a capacity capable of covering most US trucking routes while delivering a lower cost of operations thanks to fuel and maintenance savings.

They already attracted the attention of major fleet owners, like Walmart, Pepsico, and trucking companies.

Now if it can finally deliver those electric trucks to those customers with the promised capabilities and pricing, it will likely start a massive shift in the trucking industry.

Tesla Semi production close to kicking off as assembly line tooling finishes up, report says​

The Semi was supposed to reach production two years ago, but now a new report says it's finally ready for prime time.

Tesla Semi
Enlarge Image

Beep beep, hopefully coming soon.

Tesla has a funny way with deadlines, and its Semi electric truck is just one of many vehicles hit with numerous delays. After all, we first saw the towering electric semi revealed back in 2017. It was meant to start trucking along in 2019, at that. But, after the delays, a new report from Electrek on Tuesday says production is so close to beginning.

Specifically, the blog cites an unnamed source with information on the new facility neighboring the Nevada-based Gigafactory. This new facility will supposedly churn out five Tesla Semi trucks a week, and according to the blog's information, the axle production line is ready to roll and the general assembly line is undergoing final bug checks. After that, workers should start to assemble the trucks. Tesla does not operate a public relations department to field requests for comment. However, a leaked email from CEO Elon Musk told employees last year it was "time to bring the Tesla Semi to volume production."

If it does finally begin production, it will be another smashing success from Tesla, despite the numerous delays over the years. The electric Semi immediately garnered the attention of massive corporations looking to ship their goods across the US and Canada with fewer emissions. PepsiCo, Walmart and more all placed reservations for a bushel of Musk's electric, long-haul delivery trucks.

Tesla won't be the first to market with an electric semi truck, but it will likely make the biggest splash, simply due to the Tesla name. Numerous other automakers are itching to enter the electric semi market, and Daimler even shipped its first eCascadia semisto the US back in 2019 to start trucking duties.
2023, per latest Earnings Call.
PepsiCo CEO expects the first ones Q4 2021.

PepsiCo CEO expects the first ones Q4 2021.

Either Tesla or Pepsi is lying. 🤷‍♂️
PepsiCo CEO expects the first ones Q4 2021.

PepsiCo is about to learn about “Tesla/Elon time”. Which is going to be an interesting thing to see unfold. Tesla obviously has no problem jerking it’s car customers around with delays, I wonder how that’ll play out with businesses.
I don't see what's so hard about this. Take a good regular diesel truck, strip it down, take out all the diesel stuff, add the electric drive components and screens and things, and there you go. How hard is this, Tesla? You should be paying me as an outside consultant.
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The holdup is the 4680. As of January Kato had only made 1000000 cells. Total. 1 mln to date, through all of last year and up to the end of January. The 4680 is needed for the model y with the structural battery packs and dual castings that were designed with this in mind. So, it goes slowly, the scaling that is. Until they figure out production I don't see a semi happening at any scale, not this year, maybe next year but not likely. In 2024 Panasonic is going to have a production line up on 4680. Til then I would just relax and wait, even if a few get made it won't be scalable.

The CT is also going to require this form factor and the more expensive cells. So...a long wait is in order as the supply chain and process engineering gets worked out. Waiting..just waiting. I don't like waiting.