FINALLY A PROPER TESLA SEMI UPDATE / LANDMARK AUTONOMY LAW / FORD WINS EV CHARGING DEAL

EV Channels Review

The latest Tesla Semi update reveals significant progress and future plans. Dan Priestley, a senior engineer, shared key details at the Advanced Clean Transportation Expo, highlighting the Semi's range capabilities (300 miles standard, 500 miles long range) and impressive efficiency averaging 1.7 kWh/mile. Notably, 60% of the 1,000+ miles per day achieved during the Run On Less event were under heavy loads exceeding 70,000 lbs. PepsiCo is expanding its fleet, and Tesla aims for a 50,000 unit/year production capacity at its Nevada factory, with customer deliveries ramping up in 2026. The company is also focused on cost-effective charging infrastructure, estimating a $500/kW installation cost compared to the industry average of $1,000/kW. The review also touches upon the ongoing debate regarding powertrain agnosticism, with Tesla advocating for dedicated EV platforms. While production targets are ambitious, the overall ecosystem approach and cost efficiencies present a strong case for the Tesla Semi.