Bifalgorithm post
500 electric trucks in a single order. That is the biggest Tesla semi-deal anyone has signed. The buyer is Einride, a Swedish freight company, and deliveries reportedly start next month. The 500 trucks roll out over 24 months across California, Texas, New Jersey, Illinois and Georgia. The same weight class as a diesel long-haul rig built at a plant next to Gigafactory Nevada. The long-range version carries an 822 kWh battery. Tesla rates it at up to 500 miles fully loaded, pulling 82,000 pounds gross combined weight. Three motors sit on the rear axles with peak drive power of 800 kW. That is roughly 1 roughly 1070 horsepower. Energy use averages 1.7 kilowatt hours per mile. Tesla's semi-director Dan Priestley says that is where the case sits. Lower cost per mile from fuel savings, less maintenance and better uptime than diesel. Charging is the other piece. The semi pulls up to 1.2 megawatts and hits 60% in about 30 minutes. Standard range gets 548 kilowatt hours and about 325 miles. Einreid is not paying out a pocket. A third party finances the deal which Einreid says converts around $800 million of potential annual recurring revenue into real capacity. The catch sits on Tesla's side. Semi-volume depends on four 680 cell supply and that has been the bottleneck all along. The previous record order was 370 trucks set in May by WAT-EV.
500 electric trucks in a single order. That is the biggest Tesla semi-deal anyone has signed. The buyer is Einride, a Swedish freight company, and deliveries r…
Ideas in this flowchart
- Tesla Semi Deal Overview
- Deal Details
- Order Size
- 500 Electric Trucks
- Buyer Information
- Einride, Swedish Freight Company
- Delivery Schedule
- 24 Months Across 5 States
- Truck Specifications
- Weight Class
- Same as Diesel Long-Haul Rig
- Battery and Range
- 822 kWh Battery, 500 Miles Range
- Performance
- 800 kW Power, 1070 Horsepower
- Energy Use
- 1.7 kWh per Mile
- Financial Aspects
- Financing
- Third Party Financed
- Revenue Conversion
- $800 Million Annual Revenue
- Challenges
- Supply Bottleneck
- Dependence on 4680 Cell Supply