Semi Truck new version?

ldjessee

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Has anyone done a visual comparison of the new Tesla Semi as compared to the old?
Like a side by side, pointing out the differences?
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If they are going to sell for around 150K then they are going to be priced in line with diesel Commercial Vehicles.
Average price for a low end sleeper truck is between 150 and 200 depending on how you equip it.
The selling point on electric semis is going to be cost to operate and reliability.
Until there is a huge network of Commercial Vehicle chargers these trucks will be best suited to fleets that operate trucks out of a distribution center on a route that takes them to stores with Superchargers installed. The established freight lines that have regularly spaced terminals and run relay drivers will also be a big buyer once production is ramped up and they put chargers in their terminals.
The Love's truck stop near me has eight chargers for cars but once the semis become mainstream most of them will install the big chargers needed to charge Class 8 trucks.
The last drivers to buy them will be Owner Operators that run irregular routes and may have trouble finding a charger.
With the price of diesel soaring BEV semis will eventually take over the market as companies find ways to cut overhead.
 


charliemagpie

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Yep.
We heard the first reports of cost savings using Tesla's from Police etc It basically started the ball rolling very quickly across government and business fleets.

Even if Pepsi doesn't publish its results, its orders for more Semi's will signal all other companies to follow. (if they aren't smart enough already)

What is exciting is the commercial aspect to all this. Up to now, it's been Government grants and Tesla and a relative trickle of others building the charging network. Some countries more committed than others.

Now we have a business reason. No more peace meal.
 

Ogre

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The cost savings from electrification isn’t going to be the big market mover here.

It might start the ball rolling. But whichever vehicle automation gets released first will crush the market. Even if it just means drivers can do 18 hour shifts letting the truck drive but being there to herd the truck through docking and fueling, it would be such a massive cost savings it would upend the industry.

Electrification is a huge savings and it’s coming, but driver automation is likely to be the bigger market mover.
 

Cyberman

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The cost savings from electrification isn’t going to be the big market mover here.

It might start the ball rolling. But whichever vehicle automation gets released first will crush the market. Even if it just means drivers can do 18 hour shifts letting the truck drive but being there to herd the truck through docking and fueling, it would be such a massive cost savings it would upend the industry.

Electrification is a huge savings and it’s coming, but driver automation is likely to be the bigger market mover.
I'm not sure if FSD will ever apply to commercial rigs, at least not in the near future, so I don't think that will be a compelling factor. Fuel savings, on the other hand, are substantial, and will be a big deal. Fuel cost make up a big percentage of semi costs.
 

rr6013

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If they are going to sell for around 150K then they are going to be priced in line with diesel Commercial Vehicles.
Average price for a low end sleeper truck is between 150 and 200 depending on how you equip it.
The selling point on electric semis is going to be cost to operate and reliability.
Until there is a huge network of Commercial Vehicle chargers these trucks will be best suited to fleets that operate trucks out of a distribution center on a route that takes them to stores with Superchargers installed. The established freight lines that have regularly spaced terminals and run relay drivers will also be a big buyer once production is ramped up and they put chargers in their terminals.
The Love's truck stop near me has eight chargers for cars but once the semis become mainstream most of them will install the big chargers needed to charge Class 8 trucks.
The last drivers to buy them will be Owner Operators that run irregular routes and may have trouble finding a charger.
With the price of diesel soaring BEV semis will eventually take over the market as companies find ways to cut overhead.
“Its the Driver” that’s the big disruption to Class 8. Cut $60–100kUSD/yr driver expense out of everybload delivered. That’s the coming revolution that will hit freght, yard shag tractors and route distribution.

Once Tesla solves for class 8 the lower classes are vulnerable to cargo multi-modalities that cut into cargo load factors. The whole of transportation will restructure.

“Last mile delivery” remains the unsolved conundrum for which brute force stubbornly remains. An Uber gig solution in the works maybe…
 

Ogre

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I'm not sure if FSD will ever apply to commercial rigs, at least not in the near future, so I don't think that will be a compelling factor. Fuel savings, on the other hand, are substantial, and will be a big deal. Fuel cost make up a big percentage of semi costs.
There are absolutely massive reasons to get driver automation working for trucking. If Tesla doesn’t lick this, someone else will. Whoever does it will Own the market.
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