When you think of a tractor-trailer, you imagine a giant platform that relies on diesel to ship its cargo across the country: trucking evokes Burt Reynolds more than big tech. While semi-trucks have been part of our shipping landscape for nearly a century, Tesla’s Semi program seeks to replace more than just the fuel source of those vehicles.
After years of work, Tesla’s all-electric semi-trailer drove its first 500 miles on a single charge. Focus on this inaugural voyage and the implications of this innovation.
In late November 2022, Elon Musk announced that Tesla’s Semi program had finished a 500-mile test run with a total weight of 81,000 pounds.
The successful test is a milestone for the long term of road transport. This is a breakthrough because competitors such as Mercedes, Volvo and Nikola have not conducted long-range tests on this scale.
Tesla first announced plans to build an all-electric Tesla Semi in 2017. At the time, the company had set a deadline for 2019. However, bringing this concept to life took longer than expected.
After many setbacks in the Tesla Semi program, this long-distance test purpose was achieved regardless. This is an impressive feat that can only have primary impacts. Although it took longer than expected, six years is not so long to launch a vehicle as avant-garde and exclusive as this one.
The widespread use of all-electric semi-trailers may simply reshape the trucking industry. However, there are some implications for Tesla Semis’ entry into the trucking industry.
A successful test does not mean that the entire trucking industry is in a position to accept this change. However, some giant corporations have placed giant orders for those Tesla Semis.
For example, reports claim that UPS and PepsiCo have ordered more than a hundred Tesla Semis each.
One of the reasons corporations are interested in those all-electric semi-trucks is the opportunity to meet their emissions targets. Other reasons come with interest in autonomous driving functions and the low complexity of an electric motor.
An 800km adventure is capable and requires a lot of electrical power to recharge such a giant battery, and it’s no secret that the charging station infrastructure has long been the spearhead of the EV ecosystem. As the trucking industry begins with this option, the availability of electrical energy resources for refuelling stops is a key issue.
Electric charging stations for passenger cars are starting to look like the country. Adding electric semi-trailers to the truck will increase energy demand on the roads.
National Grid found that electrifying a dual-carriageway gas station by 2030 may require as much power as a sports stadium if most passenger cars recharge their batteries. When electric tow trucks are included, a roadside gas station in 2035 may need a similar amount of force as a small town.
If all-electric trucks follow quickly, it will mean big adjustments in the demands of the electric grid on the roads. The main investments are in network infrastructure to meet the conversion demand.
The recent Tesla Semi test marked a milestone in all-electric truck investment opportunities.
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