Tag: semi trailer repair

The Tesla Semi is a heavy duty tractor hauler aimed at disrupting the shipping industry. The specs on the Tesla Semi are ridiculous:

– It goes 0-60 in 20sec with an 80k lb load (3628kg)

– On the top end, it goes up to 500 miles on a charge (804km)

– It can go up a 5% grade at a constant 65mph (104kph)

The Tesla Semi has four independent motors controlling the powertrain which can be improved over time by software updates, giving it potential for over their updates that improve range and efficiency

The reported energy consumption is under 2kWh per mile, which if you multiply by the 500 miles of distance, give you an estimated battery pack of 1,000 kWh or 1MWh

Tesla reports a fuel savings of $200K and a year payback period, meaning, you’ll earn back the extra upfront cost in just two years time.”

The Tesla Semi is a Class 8 Truck aimed at tackling long haul routes. While the range is only 500 miles per charge, after 8 hours of driving, the drivers are required to take a 30min break, and coincidentally that’s the exact time it will take to recharge the truck with up to 400 miles of range at a newly announced MegaCharger. Yep, MEGACHARGER!

In the US trucks move around 70% of the countries freight and bring in over $700B in revenues. That’s a massive market. In comparison the cell phone market each year is under 80B. So almost a full order of magnitude smaller. This is due in large part to the rise in online shopping sites that promote couch-based consumerism. We’re all buying more stuff every day, and it has to get to us somehow.

Walmart recently reported they’ve ordered 15 of these new Semi’s, and at the event, there were many more partners in an exclusive VIP area that reportedly have also placed orders.

It’s unlikely we’ll know exactly how many until a future earnings call, but I’d say it’s safe to assume they have a couple of hundred orders already. Enough to fund the operation and manufacturing needed to produce them.

Tesla just recently unveiled the “expected price” of the trucks to be 150K for the 300mi version and 180K for the 500-mile version. Considering this likely has a 1MWh battery, this hints at a significant breakthrough in battery technology if they can sell them this cheap.

Previously statements from Tesla and others in the industry indicated that the price per kWh for a battery was around $145. So if you have a 1,000 kWh pack at $145 per kWh you’d be upwards of 145K before spending a dime on the cab itself. Not to mention the margin you need to cover the costs of producing the truck.

This leads me to believe there are a couple of possible explanations here:

1 – Tesla made a breakthrough in battery tech that allows them to either manufacture batteries for a dramatically reduced cost

OR

2 – Tesla is selling these trucks at a loss

I’m inclined to go with #1 since Tesla is operating on a dangerously high cash burn ratio. So for the price of the truck alone, we’ll put this at 180K for our estimate.

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