Tesla Semi

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Analysts for Wall Street research and brokerage firm, Bernstein, expect Tesla to unveil an all-electric Class 8 truck that will have 300 to 450 miles of driving range and mid-2019 availability.

Toni Sacconaghi Jr. and David Vernon, who maintain a $265 price target for shares of Tesla, note that the Silicon Valley-based company will face a significant uphill battle as it looks to enter the commercial trucking sector. Even with battery range as high as 450 miles (724 kilometers) per single charge, Tesla’s Semi would fall short of the 500-600 miles driven per day traveled by long-haul trucks. Tesla’s addressable market size with its initial truck would be less than half of the total semi-truck market, says Sacconaghi, Jr.

Despite the allure of Tesla’s “mind blowing” Semi, which Tesla CEO Elon Musk says could be driven like a sports car, Bernstein believes that truckers may not be keen on operating the all-electric big rig, especially if it means delaying cargo deliveries due to charging interruptions. Analysts Sacconaghi and Vernon expect Tesla to hold a 3 percent market share over five years, contributing 7 percent to Tesla’s 2025 revenue forecasts.

“On net, despite a potentially compelling value proposition, we do not see the Tesla Semi opportunity as a thesis changing initiative for the company, at least initially,” said the Bernstein analysts, according to Benzinga. “It is somewhat unclear why the company needs another major initiative (beyond Model 3, forthcoming Model Y, battery production, solar roofs and energy storage) on its already full plate.”

Bernstein’s note that the Tesla Semi will have anywhere from 300 to 450 miles of driving range is a big step up from earlier reports citing a 200 to 300 miles of range. Tesla was reportedly testing its autonomous “platooning” technology at the time.

Tesla will unveil its semi-truck this Thursday, November 16 at its Design Center in Hawthorne, California. A livestream of the event will be broadcasted beginning at 8:00pm Pacific Time.

Follow us @Teslarati to see behind the scenes event coverage beginning at 6pm Pacific Time.

 

Must See: Tesla Semi Related News

• Tesla Semi-truck: What will be the ROI and is it worth it?
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• Solving the Tesla Semi truck conundrum: here’s what it might take

 

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[James Thomas Rook Jr.]

With Artificial Intelligence, Telsa Trucks  will prove to more economical ....

 

[Guest]

Tesla has released the expected base price for its Semi, pricing the 300-mile version of its all-electric truck at $150,000, and $180,000 for the long range 500-mile variant. Those looking to kick it up a notch on the exclusivity scale will be able to buy a limited production Founders Series Tesla Semi for $200,000. Tesla notes that only 1,000 units will be produced.

Interested buyers of the Tesla Semi have an opportunity to reserve a truck by first placing a $5,000 deposit, and following it up with a wire transfer for the amount of $15,000 for the standard version, and $195,000 for the Founder Series. In essence, the 1,000 Founder Series buyers will need to pay Tesla $200,000 in full, while buyers of the base version are required to make an initial $20,000 deposit.

The $150,000 starting price makes the Tesla Semi surprisingly competitive to its diesel burning rival on cost. Factoring in the additional cost saving as a result of not having to purchase gas, and the reduced maintenance cost over the truck’s lifetime, and Tesla SemiÂ’s price point really begins to make sense.Tesla markets the Semi as having the lowest cost of ownership on its website. “Electric energy costs are half those of diesel. With fewer systems to maintain, the Tesla Semi provides $200,000+ in fuel savings and a two-year payback period.”

Beyond the cost savings, TeslaÂ’s semi-truck has unparalleled performance and can accelerate from 0-60 in 5 seconds, and 20 seconds with 80,000 lbs of payload. The vehicleÂ’s performance is helped by four electric motors that operate independently. Two motors, the same electric motors used in the Model 3, are mounted to each of the truckÂ’s rear axles. Teslarati recently had the chance to take a close up look at the truckÂ’s drivetrain assembly.

Supporting Tesla Semi’s impressive range will be its massive battery pack that’s estimated to have close to a 1 MW capacity, and the company’s “Megacharger” network for refueling. CEO Elon Musk said at the unveiling event that the high-powered Megacharger will be capable of replenishing 400 miles of range in as little as 30 minutes of charging.

Tesla Semi is expected to come to market sometime in 2019. The company has already taken on reservations from Walmart, Loblaws, J.B. Hunt, Ryder, and other freight and logistics companies looking to test the benefits of the Tesla Semi.

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[Guest]

Elon Musk went from awkward, hair-thinning, Yellow-page service provider at Zip2 to All-American trucker faster than you could crack open that next Bud Light. And Anheuser-Busch was impressed, pre-ordering 40 new Tesla Semis to optimize local operations. 

America’s favorite beer company has been investing in ways to lower its annual $120 million fuel spend 30% by 2025. And it sees Musk’s 500-mile range electric semi as the perfect solution to its 150 to 200-mile deliveries. 

Walmart must’ve felt the same way, marking itself down for 15 trucks right after the big unveiling. 

But not everyone’s cozying up to Musk. Tesla’s facing some obstacles with long-distance logistics suppliers concerned about battery weight and vehicle recharge time. 

Actually...they’re not even convinced there are enough charging stations to begin with.

Tesla’s no stranger to bumps and bruises (looking at you, Model 3), so this shouldn’t be too much of a setback. But even with a number of new orders piling in, that’s still a fraction of the 300,000 big rigs ordered industry-wide each year.

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Tesla’s new electric truck division just received a pre-order of 125 semi trucks from delivery giant UPS.

The company confirmed the order today.

Juan Perez, chief information and engineering officer, commented:

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“For more than a century, UPS has led the industry in testing and implementing new technologies for more efficient fleet operations. We look forward to expanding further our commitment to fleet excellence with Tesla. These groundbreaking electric tractors are poised to usher in a new era in improved safety, reduced environmental impact, and reduced cost of ownership.”

UPS’ order tops Tesla’s previous record order of 100 electric trucks from Pepsico just over a week ago.

They expect to be among the first fleet operators to take delivery of the new electric truck in 2019. The effort is part of UPS’ goal that one in four new vehicles purchased annually will be an alternative fuel or advanced technology vehicle by 2020.

The logistics giant has several other electric vehicle efforts, like converting ‘up to 1,500 delivery trucks’ to battery-electric in New York and it already bought some of Daimler’s new electric trucks.

While this is Tesla Semi’s biggest order yet, it’s a small fleet update for UPS, which is one of the biggest fleet operators with 108,000 delivery vehicles around the world.

At the unveiling event last month, Tesla unveiled two electric truck options with 300 and 500 miles of range.

After Tesla revealed the pricing of its electric semi trucks last month, we learned that the regular production versions for the 300-mile and 500-mile range versions will be $150,000 and $180,000 respectively, while the company is also listing a ‘Founders Series’ version for $200,000.

This means that UPS’ order alone is worth between $18 million and $25 million.

Tesla first started taking reservations with a $5,000 deposit per truck, but has changed the listed deposit price last month to $20,000 for a “base reservation” of the production version and the full $200,000 for the “Founders Series” truck.

If UPS just now placed the order, they likely had to place a $2.5 million deposit.