It remains unclear how much the Semi costs, or whether any other customers who ordered trucks from Tesla a half decade ago have managed to get their hands on them.
Tesla didn’t mention the model in its quarterly production and deliveries release last month, then referred to the Semi being in pilot production in its earnings deck. While Musk offered an update during the earnings call on when he expects Tesla to be making Cybertrucks in volume — not until next year — he didn’t have anything to say about the Semi.from a Nevada highway have lit up the message boards and social media networks where pro- and anti-Tesla flame wars have been fought for years.
Even before those incidents, there were still vestiges of doubt about the Semi that Musk had yet to vanquish. Analysts at RBC Capital Markets who have the equivalent of a buy rating on Tesla stock cautioned in December that the CEO may be getting ahead of himself in aiming to make 50,000 trucks in 2024. RBC was modeling for more like 4,000.
This much is for certain: there’s an urgent need for Tesla and other manufacturers to electrify big trucks. The city of Modesto has long struggled with poor air quality and high asthma rates. PepsiCo’s Frito-Lay facility spans 500,000 square feet, and the food giant’s ambition is for it to be a showcase in sustainable manufacturing, warehousing and distribution.
We should hear more about how Tesla plans to help companies like PepsiCo and cities beyond Modesto decarbonize on March 1. Musk has said the master plan he’ll deliver will chart “the path to a fully sustainable energy future for Earth.”
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