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Tesla Semi secures one of its biggest orders to date from US-Canada logistics company

[Credit: Emile Bouret/Instagram]

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Tesla recently received reservations for 150 Semi trucks from Pride Group Enterprise (PGE), which operates businesses in equipment, rental, leasing, logistics, and sales. While the firm has placed reservations for 150 trucks for now, PGE has also made room to increase its order to 500 Tesla Semis in the future. The EV automaker has already received the deposits for the first 150 Semis ordered by the trucking company.

According to a press release, the company has dedicated significant resources to the research of electric trucks over the past few years. It looked into the technology, infrastructure, and capital requirements that are necessary for a network to succeed. It seems that PGE concluded Tesla offered the best Class 8 all-electric truck on the market, based on its recent Semi reservations. However, PGE’s Vice President of Operations Aman Johal also stated that the company is looking forward to working with other OEMs producing Class 8 trucks in the future as well.

“With the addition of electric trucks to our portfolio of products, our service offering to our customers continues to evolve. Our reservation with Tesla is the first of many and we continue to work with all OEM partners and have more exciting projects in the works. We have put a lot of focus on growing from an equipment supplier to a complete one-stop-shop for the transportation industry. Some of the other offerings we’ve added include short-term rentals, full-service maintenance, in-house OEM warranty work and 3PL solution, to name a few,” he said.

The Tesla Semi visits Yandell Truckaway. (Photo: Arash Malek)

As noted by PGE, the 150 Tesla Semis will be distributed in locations that are particularly friendly to the electric vehicle movement. Johal also noted that the Class 8 battery-electric trucks will be a good way to gauge how the market accepts all-electric long-haul options.

“With support from one of our long-term financial partners, Hitachi Capital, we are very excited to bring this innovative product to our strong customer base, helping forge a new path in clean transportation. We believe that electrification is the way of the future as we work together across multiple industries to reduce our carbon footprint. As well, we have the option to increase our order as we gauge customer acceptance of this new technology,” he said.

Johal further emphasized that electric trucks will likely provide benefits, especially in areas where diesel-powered long-haulers are challenged such as maintenance and downtime. Granted, trucks like the Semi will have their challenges too, but the PGE executive noted that the company is already laying the groundwork for its electric truck deployment. This includes the buildout of charging infrastructure, parking lots, and full maintenance at its locations.

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(Credit: Tesla)

“Pride Group Enterprises’ vision is to invest in facilities that will support charging, full-service maintenance and a consistent supply of electric trucks on North American highways. We have first-hand knowledge of the transportation industry across multiple verticals and we (PGE) strongly believe that electric truck technology will overcome many challenges facing traditional diesel technology such as the related maintenance and associated downtime,” he stated.

PGE is one of many prominent companies that has made reservations for the Tesla Semi. PepsiCo, Walmart, and UPS are among others have invested in Semi trucks as well. PepsiCo was one of the first companies to make a significant reservation of 100 Semis to Tesla. In September 2020, Walmart Canada announced it would be tripling its Tesla Semi orders to 130.

Energy analysts Wood Mackenzie predicted the Class 8 EV truck segment could grow to over 54,000 units in the United States by 2025, an estimate that may prove conservative once vehicles like the Semi begin customer deliveries. The US electric truck industry’s growth depends on the policy and financial support receives in the next few years. According to Wood Mackenzie’s analysis, there were only 2,000 heavy-duty electric trucks deployed in the US last year. But as more companies like PGE pay more attention to local energy transition goals and become more environmentally conscious, the segment will see growth.

Maria--aka "M"-- is an experienced writer and book editor. She's written about several topics including health, tech, and politics. As a book editor, she's worked with authors who write Sci-Fi, Romance, and Dark Fantasy. M loves hearing from TESLARATI readers. If you have any tips or article ideas, contact her at maria@teslarati.com or via X, @Writer_01001101.

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Tesla rolls out most aggressive Model Y lease deal in the US yet

With the promotion in place, customers would be able to take home a Model Y at a very low cost.

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(Credit: Tesla)

Tesla has rolled out what could very well be its most aggressive promotion for Model Y leases in the United States yet. With the promotion in place, customers would be able to take home a Model Y at a very low cost.

Zero downpayment leases

The new Model Y lease promotion was initially reported on X, with industry watcher Sawyer Merritt stating that while the vehicles’ monthly payments are still similar to before, the cars can now be ordered with a $0 downpayment. 

Tesla community members noted that this promotion would cut the full payment cost of Model Y leases by several thousand dollars, though prices were still a bit better when the $7,500 federal tax credit was still in effect. Despite this, a $0 downpayment would likely be appreciated by customers, as it lowers the entry point to the Tesla ecosystem by a notable margin.

Premium freebies included

Apart from a $0 downpayment, customers of Model Y leases are also provided one free upgrade for their vehicles. These upgrades could be premium paint, such as Pearl White Multi-Coat, Deep Blue Metallic, Diamond Black, Quicksilver or Ultra Red, or 20″ Helix 2.0 Wheels. Customers could also opt for a White Interior or a Tow Hitch free of charge.

A look at Tesla’s Model Y order page shows that the promotion is available for all the Model Y Premium Rear-Wheel Drive and the Model Y Premium All-Wheel Drive. The Model Y Standard and the Model Y Performance are not eligible for the $0 downpayment or free premium upgrade promotion as of writing. 

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Tesla is looking to phase out China-made parts at US factories: report

Tesla has reportedly swapped out several China-made components already, aiming to complete the transition within the next two years.

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(Source: Tesla)

Tesla has reportedly started directing its suppliers to eliminate China-made components from vehicles built in the United States. This would make Tesla’s US-produced vehicles even more American-made.

The update was initially reported by The Wall Street Journal.

Accelerating North American sourcing

As per the WSJ report, the shift reportedly came amidst escalating tariff uncertainties between Washington and Beijing. Citing people reportedly familiar with the matter, the publication claimed that Tesla has already swapped out several China-made components, aiming to complete the transition within the next two years. The publication also claimed that Tesla has been reducing its reliance on China-based suppliers since the pandemic disrupted supply chains.

The company has quietly increased North American sourcing over the past two years as tariff concerns have intensified. If accurate, Tesla would likely end up with vehicles that are even more locally sourced than they are today. It would remain to be seen, however, if a change in suppliers for its US-made vehicles would result in price adjustments for cars like the Model 3 and Model Y.

Industry-wide reassessments

Tesla is not alone in reevaluating its dependence on China. Auto executives across the automotive industry have been in rapid-response mode amid shifting trade policies, chip supply anxiety, and concerns over rare-earth materials. Fluctuating tariffs between the United States and China during President Donald Trump’s current term have made pricing strategies quite unpredictable as well, as noted in a Reuters report. 

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General Motors this week issued a similar directive to thousands of suppliers, instructing them to remove China-origin components from their supply chains. The same is true for Stellantis, which also announced earlier this year that it was implementing several strategies to avoid tariffs that were placed by the Trump administration. 

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Tesla owners propose interesting theory about Apple CarPlay and EV tax credit

“100%. It’s needed for sales because for many prospective buyers, CarPlay is a nonnegotiable must-have. If they knew how good the Tesla UI is, they wouldn’t think they need CarPlay,” one owner said.

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Credit: Tesla Raj/YouTube

Tesla is reportedly bracing for the integration of Apple’s well-known iOS automotive platform, CarPlay, into its vehicles after the company had avoided it for years.

However, now that it’s here, owners are more than clear that they do not want it, and they have their theories about why it’s on its way. Some believe it might have to do with the EV tax credit, or rather, the loss of it.

Owners are more interested in why Tesla is doing this now, especially considering that so many have been outspoken about the fact that they would not use it in favor of the company’s user interface (UI), which is extremely well done.

After Bloomberg reported that Tesla was working on Apple CarPlay integration, the reactions immediately started pouring in. From my perspective, having used both Apple CarPlay in two previous vehicles and going to Tesla’s in-house UI in my Model Y, both platforms definitely have their advantages.

However, Tesla’s UI just works with its vehicles, as it is intuitive and well-engineered for its cars specifically. Apple CarPlay was always good, but it was buggy at times, which could be attributed to the vehicle and not the software, and not as user-friendly, but that is subjective.

Nevertheless, upon the release of Bloomberg’s report, people immediately challenged the need for it:

Some fans proposed an interesting point: What if Tesla is using CarPlay as a counter to losing the $7,500 EV tax credit? Perhaps it is an interesting way to attract customers who have not owned a Tesla before but are more interested in having a vehicle equipped with CarPlay?

“100%. It’s needed for sales because for many prospective buyers, CarPlay is a nonnegotiable must-have. If they knew how good the Tesla UI is, they wouldn’t think they need CarPlay,” one owner said.

Tesla has made a handful of moves to attract people to its cars after losing the tax credit. This could be a small but potentially mighty strategy that will pull some carbuyers to Tesla, especially now that the Apple CarPlay box is checked.

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