The battery electric semi truck Tesla announced in 2017 and set for production in 2019 is running late, but its production debut could be just around the corner (again).
Tesla's fully electric Class 8 has been delayed at least four times and is five years overdue, but Vice President for Vehicle Engineering Lars Moravy said Tuesday during Tesla's earnings call that the company is finalizing the engineering of its all-electric Semi "to enable like a super cost-effective, high-volume production with our learnings from our fleet and our pilot fleet and Pepsi’s fleet, which we are expanding this year marginally," he said. "In parallel, as we showed in the shareholders’ deck, we have started construction on the factory in Reno. Our first vehicles are planned for late 2025 with external customers starting in 2026."
The shareholders deck shows Semi currently in "pilot production."
PepsiCo is the only fleet known to be piloting Semi in real world operations, running 15 Semis in the Modesto, California, area and about 21 in Sacramento.
Pepsi and two of its Semis late last year participated in the North American Council for Freight Efficiency's Run On Less program, running two different types of routes: long-haul routes that transport between 250 and 520 miles per run and with a gross vehicle weight plus load of up to 82,000 lbs, as well as other routes under 75 miles per day, hauling a diminishing load that leaves nearly full and lightens throughout the day as deliveries are made.
Many fleets have told CCJ anonymously that despite still holding reservations, and Tesla retaining the fleets' Semi deposit funds, they've not been given an update on their Semi order status or prospective delivery date in several years. PepsiCo, too, is still waiting on the balance of the 100 trucks it ordered almost seven years ago – standing in a line that includes Walmart, UPS, FedEx and many others.
Meanwhile, battery electric Freightliners are finding their way into customer hands in multiple states, and Schneider's eCascadia fleet recently eclipsed a million miles hauling freight. eCascadia recently hit 6 million customer miles in more than 55 fleets across the U.S., and eCascadia is currently the best-selling battery-electric Class 8 truck in the country.
