After five years of development, the Tesla Class 8 tractor is ready. Do the economics make it viable?
In 2017, Elon Musk presented a prototype of a battery electric Class 8 highway tractor, predicting that electrification will fundamentally change the American trucking industry. Trucking in America is a 700-billion-dollar annual industry, and with 4 million Class 8 vehicles registered on American roads, the fleet is considerable.
While electrification looks promising, current lithium-ion battery technology suggests that 500 to 600 miles is the reasonable range that can be expected from a battery electric highway tractor. For long-haul with a single driver, this range corresponds roughly to the allowable hours of service mandated by U.S. Federal regulations, suggesting that short and medium distance intercity transportation with electric heavy trucks is feasible with current technology. With the first units now in the hands of PepsiCo, it will be possible to get real-world data on Tesla Semi performance.
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Episode Transcript:
Everything Elon Musk does is newsworthy, and nothing more so than the rollout of a new product.
The Tesla Semi, an all-electric Class 8 highway tractor, was shown in prototype form in 2017 with much fanfare, and last week, the formal rollout of a production Tesla Semi for customer use was held at a media event in Nevada.
In America, the bestseller is Freightliner, with almost 40 percent of the market; that’s 190,000 vehicles. They are followed by Kenworth and Peterbilt, who together build 150,000 trucks.
Federal Motor Carrier Safety Administration hours of service rules limit American drivers to 11 hours behind the wheel, preceded by 10 consecutive hours off duty. In terms of consecutive hours after coming on duty, the driver may not spend more than 14 hours behind the wheel. That’s important for electrification of long-haul tractors, since the Tesla Semi advertises a 500-mile range, and typical average speeds for American intercity motor freight are approximate 55 miles per hour. If the Tesla Semi can be driven to its maximum range, and the driver can then plug-in during the downtime, then the Semi will be a practical proposition for long-haul trucking.