Head of the Class 8? With Its Semi, Tesla Promises a Trucking Alternative

Steph Willems
by Steph Willems

Even though a next-generation Tesla Roadster unexpectedly rolled out of the back of one, it was still beyond weird to see the world’s automotive press converging on a California warehouse for the reveal of a big rig on Thursday night. But this is the scene we’ve grown accustomed to when something occurs in the Tesla universe.

The delayed reveal of the automaker’s electric semi truck, which surely has the Tesla fan base downloading C.W. McCall’s Convoy on Spotify this morning, is a proposition to trucking companies. Buy this Class 8 transport and save.

The Semi’s specifications are straightforward, even if the economics surrounding the vehicle are not. For a currently undisclosed price, Tesla plans to sell a day cab semi-trailer with a gross vehicle weight rating of 80,000 pounds, with power provided by four Model 3 motors.

Up front, a center-seated driver cocooned in carbon fiber panels monitors the vehicle (and the blind spots) through two display screens mounted to his or her left and right. An Enhanced Autopilot system would handle lane-keeping duties and apply the brakes if needed. From this perch, a driver can pilot the truck for 300 or 500 miles, depending on variant, then dump 400 miles into the massive under-cab battery pack via a 30-minute charge courtesy of the currently hypothetical Megacharger network.

According to the American Transportation Research Institute, 62 percent of U.S. pickups and deliveries fall within the longer-ranged model’s range.

Wowing the assembled journos and Teslarati, company CEO Elon Musk touted the truck’s scorching acceleration times — hardly top of mind for fleet operators, but this is Tesla, after all. The company claims a 0-60 mph time of five seconds for an unburdened rig, or 20 seconds hauling a trailer bursting at the seams. On a 5-percent grade, Tesla says the Semi can maintain 65 mph.

Speed is nice, but cost is key for any operator. And unpacking the Semi’s economics proved difficult. The operational cost figure tossed out by Tesla is $1.26 per mile, with rival diesel models pegged at $1.51. Chalk up the difference to reduced fuel costs (Tesla claims a $200,000 fuel savings over the life of the vehicle, which is guaranteed for 1 million miles), plus reduced maintenance. As the model employs regenerative braking, Musk touted the Semi’s brake pads as having a “quasi-infinite lifespan.”

TTAC’s own Bozi Tatarevic takes issue with Tesla’s math, claiming that maintenance costs would need to fall nearly to nearly zero in order to reach the stated operational costs. Of course, the model’s mysterious price doesn’t help the calculations.

“Average maintenance cost for diesel trucks is around $0.166 now and considering how Tesla runs parts and service, I am hard pressed to believe that they can reduce that to $0.03 or so,” Tatarevic said in a Twitter post (one of many that raised the ire of the Tesla fan base).

So, are you interested? If so, be prepared to wait until 2019 for production to begin, but the company will take your $5,000 reservation now. According to the terms and conditions of those reservations, “the timing of your order may depend on development, manufacturing and production schedules, among other factors.”

Given that the company’s main focus right now is clearing assembly and supply hurdles for the Model 3 sedan — which recently saw its production ramp-up pushed back by a quarter of a year — you might not want to set that calendar date in stone. No one knows where Tesla plans to build the thing, as its Fremont assembly plant won’t have the spare capacity after the company reaches its passenger car production goals. The company’s currently burning through all available cash to iron out issues delaying the ramp-up. (Maybe that’s where the $250,000 upfront price for the first 1,000 Roadsters comes in.)

As well, the Megacharger network exists only on paper. How the company plans to juggle all of these balls (and pay for them) at the same time remains a nagging question. Still, it won’t be a shock to see the automaker’s stock soar once trading opens this morning. That’s just how it goes in Teslaland.

[Images: Tesla]

Steph Willems
Steph Willems

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  • Yurpean Yurpean on Nov 18, 2017

    It seems many just reflectively diss Tesla because they want them to fail. Yet, those with money at stake seem to find this a lretty good idea and to me it’s fairly clear why: Most trucks travel between ports, distribution hubs, and warehouses. I am pretty sure the fleet managers, accountants, and controllers have a very good idea what their diesel costs are and how much they could save by generating their own fuel by plastering warehouse rooftops with solar panels. I also don’t get the recharge reasoning. A semi is not an uber where the “cargo” is loaded and unloaded in half a minute. Once a truck pulls up to a supermarket to unload, it stays there for quite a while. The panels on the market roof charge the truck and once emptied the tryck is fully charged.

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    • Art Vandelay Art Vandelay on Nov 20, 2017

      @brandloyalty Some truckstops already have RV type electrical hookups so the driver doesn't have to idle to run all the electrical stuff in the cab during stops. This would be a natural extension.

  • HotPotato HotPotato on Nov 21, 2017

    "Shore power" to run refrigeration units etc. Yep, they pack a lot of power.

  • KOKing I owned a Paul Bracq-penned BMW E24 some time ago, and I recently started considering getting Sacco's contemporary, the W124 coupe.
  • Bob The answer is partially that stupid manufacturers stopped producing desirable PHEVs.I bought my older kid a beautiful 2011 Volt, #584 off the assembly line and #000007 for HOV exemption in MD. We love the car. It was clearly an old guy's car, and his kids took away his license.It's a perfect car for a high school kid, really. 35 miles battery range gets her to high school, job, practice, and all her friend's houses with a trickle charge from the 120V outlet. In one year (~7k miles), I have put about 10 gallons of gas in her car, and most of that was for the required VA emissions check minimum engine runtime.But -- most importantly -- that gas tank will let her make the 300-mile trip to college in one shot so that when she is allowed to bring her car on campus, she will actually get there!I'm so impressed with the drivetrain that I have active price alerts for the Cadillac CT6 2.0e PHEV on about 12 different marketplaces to replace my BMW. Would I actually trade in my 3GT for a CT6? Well, it depends on what broke in German that week....
  • ToolGuy Different vehicle of mine: A truck. 'Example' driving pattern: 3/3/4 miles. 9/12/12/9 miles. 1/1/3/3 miles. 5/5 miles. Call that a 'typical' week. Would I ever replace the ICE powertrain in that truck? No, not now. Would I ever convert that truck to EV? Yes, very possibly. Would I ever convert it to a hybrid or PHEV? No, that would be goofy and pointless. 🙂
  • ChristianWimmer Took my ‘89 500SL R129 out for a spin in his honor (not a recent photo).Other great Mercedes’ designers were Friedrich Geiger, who styled the 1930s 500K/540K Roadsters and my favorite S-Class - the W116 - among others. Paul Bracq is also a legend.RIP, Bruno.
  • ToolGuy Currently my drives tend to be either extra short or fairly long. (We'll pick that vehicle over there and figure in the last month, 5 miles round trip 3 times a week, plus 1,000 miles round trip once.) The short trips are torture for the internal combustion powertrain, the long trips are (relative) torture for my wallet. There is no possible way that the math works to justify an 'upgrade' to a more efficient ICE, or an EV, or a hybrid, or a PHEV. Plus my long trips tend to include (very) out of the way places. One day the math will work and the range will work and the infrastructure will work (if the range works) and it will work in favor of a straight EV (purchased used). At that point the short trips won't be torture for the EV components and the long trips shouldn't hurt my wallet. What we will have at that point is the steady drip-drip-drip of long-term battery degradation. (I always pictured myself buying generic modular replacement cells at Harbor Freight or its future equivalent, but who knows if that will be possible). The other option that would almost possibly work math-wise would be to lease a new EV at some future point (but the payment would need to be really right). TL;DR: ICE now, EV later, Hybrid maybe, PHEV probably never.
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