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Tesla Semi

Discussion in 'TSLA Investor Discussions' started by jhm, Jul 25, 2016.

  1. skitown

    skitown Supporting Member

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    Kudos for the persistence with your line of thinking @Esme Es Mejor, when others (like me) weren’t hopping on board the acquisition train. I like this idea the most so far of your posts on the subject.
     
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  2. jhm

    jhm Well-Known Member

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    For me this stood out:

    My own outlook has been that heavy duty would offer quickest return on investment. For example, if on the Tesla Semi you save 25c/mile, your savings accumulate 5 times faster if you use it 500 miles per day than just 100 miles per day. So all else equal, the economics work better for higher duty. But what works against this is whether truck makers can bring heavy duty products to market quicker than medium duty. Conventional wisdom has assumed that heavy duty would require much more tech development time. But I think this conventional wisdom is just wrong. You have to follow where the economics will pencil out first. So it is nice to see that electric truck orders seem to confirm this.
     
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  3. Esme Es Mejor

    Esme Es Mejor Member

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  4. dc_h

    dc_h Active Member

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    Anyone see satellite updates from the gigafactory second plot? It looked like a new parking lot, but perhaps now looking like a building site. Gali asked about this for the semi and got a nervous laugh from Elon.
    The building Tesla site doesn’t show the second lot.
     
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  5. BioSehnsucht

    BioSehnsucht Model 3 LR

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    I would not be surprised if it became a parking garage (hence looking more like a building site than a parking lot for now). If they go with a flat parking area they're going to need more transportation to move people to/from their cars and the building because that's a bit of a hike once you make it large enough for all employees ...
     
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  6. neroden

    neroden Model S Owner and Frustrated Tesla Fan

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    Yep, I think it would have to be a vertical garage unless they want to run shuttle buses from the parking lot to the factory like Disney used to.

    Frankly at this point they need onsite housing, "company town" style, or perhaps a commuter rail line going to a "company town". (I don't think Tesla has the capital for that right now, but Panasonic *does* make manufactured housing!) But a parking garage will probably be a decent stopgap measure.
     
  7. jhm

    jhm Well-Known Member

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  8. RobStark

    RobStark Well-Known Member

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    Get in Line: Backlog for Big Rigs Stretches to 2019

    North American freight-haulers ordered more than 300,000 Class 8 trucks in the first seven months of this year and are on track to order a record 450,000 of the heavy-duty vehicles for the full year, according to ACT Research. That would be the largest book since 2004, when orders reached 390,000, according to analysts.
     
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  9. jhm

    jhm Well-Known Member

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    Too bad Tesla does not yet have a semi product to ramp up.
     
  10. RobStark

    RobStark Well-Known Member

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    upload_2018-9-24_23-43-23.png
     
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  11. Brando

    Brando Active Member

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    Delivering Model 3 - Tesla building car carriers. I'm expecting second Tesla SEMI use to deliver Model 3s, right?
    The first Tesla SEMI VE (Validate Engineering) should be Fremont to Sparks, right?

    battery supplies may still be the forcing function even for Tesla
     
  12. jhm

    jhm Well-Known Member

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    Tesla starts making its own car carriers to support Q3's Model 3 delivery push

    I'll put this here for posterity. I am looking forward to seeing how Tesla is designing these carriers. I suspect that Tesla has been working on trailer designs in the background for quite awhile. Naturally they would want a trailer that is optimized for use with an electric semi and for carrying EVs and battery packs. In fact, if they had a trailer that could send say 24 battery packs to Fremont and return 8 cars back to the GF1 that would be very valuable. They could have a staging area in Nevada where they coordinate the shipping of vehicles to the central and eastern portions of the country. The trips between Fremont and Sparks would serve double duty and avoid logistical congestion in Fremont.

    So my guess is that they have designed a trailer that does double duty, packs and cars. Conventional car carriers do not seem well suited for carrying packs.

    And as a bonus if you are shipping packs and EVs, there is even the potential to uses these batteries to supply power for transport. So I'm curious if they are tapping that potential.

    Finally, any trailer fitted for duty with electric semi could be enhanced by adding drive units to the trailer that provide a modest boost, improved traction and regenerative braking. Other manufactures are already exploring the potential for electric trailers. I've got to believe that Tesla has been evaluating the opportunities in this area.
     
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  13. jhm

    jhm Well-Known Member

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  14. NeverFollow

    NeverFollow Member

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    #1915 NeverFollow, Sep 26, 2018
    Last edited: Sep 26, 2018

    I noticed those closed trailers commonly used by moving companies, so you can get your furniture and your car moved together.

    Since the trailers will be empty on the way back, they could be used to carry any kind of goods, like mini containers or PODS, as jhm mentioned it.

    [​IMG]
     
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  15. NeverFollow

    NeverFollow Member

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    There is also potentially a huge market for all-electric refrigeration zero emissions trailers units.

    [​IMG]
     
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  16. jhm

    jhm Well-Known Member

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    Tesla Cars Could Deliver Themselves In ~1 Year (If Regulators Approved), Tesla Buys Trucking Companies In The Meantime | CleanTechnica

    How the heck did we miss this? Tesla has bought a few trucking companies. I think this is clear indication that Tesla will be doing its own trucking on using its own electric trucks. This gives Tesla huge testing opportunities before selling trucks to the public. But Tesla can ramp production for a year or more before public sales. Clearly, they want to take on the economics of trains. If they can pioneer this, they can develop profitable trucking company that has a huge advantage over other trucking companies and trains.

    Musk is being low key about this. But I think Tesla Trucking could be a huge disruption to the hauling industry.
     
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  17. RobStark

    RobStark Well-Known Member

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    That is what happens when you skip pages in the O.T. All Purpose Thread.

    Slacker.
     
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  18. BioSehnsucht

    BioSehnsucht Model 3 LR

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    Is that the Market Action thread, or is there a thread actually titled O.T. All Purpose Thread? ;)
     
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  19. jhm

    jhm Well-Known Member

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    Ha, I've given up on trying to keep up with that thread. Occasionally I will read the most recent 3 pages skipping over what I missed.

    In any case, any discussion of Tesla Trucking should make its way into this thread IMO.
     

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