Towing has become the battle cry against electric trucks, but is this issue as pertinent as it sounds?
With the release of electric trucks to the market (Rivian R1T, Hummer EV, F-150 Lighting), towing, in particular, has become the albatross around the necks of EV truck manufacturers. Is the issue accurately portrayed by angry Facebook commenters, journalists, and YouTubers alike? I’ll give you one guess.
To start, electric trucks offer an amazing set of benefits to recreational and commercial consumers alike. They offer supercar-like specifications, they offer new use cases to a utilitarian and active market segment, and they do both of these things while remaining cheap to operate. Yet, despite these advantages, there is no denying that EVs face a set of new and daunting challenges regarding towing.
First of all, towing is very energy intensive. There is a reason an MPG estimate isn’t placed on the window tag of a new F250, RAM2500, or Silverado 2500. Not only is the vehicle tasked with overcoming an added thousand pounds or more, but it must do so while also battling increased air resistance. EVs are not unique in this aspect, but they must also deal with both limited charging infrastructure in many rural areas, as well as decreased range compared to gas and diesel alternatives. Compounding this issue, available chargers are often not designed for trailer-mounted vehicles, sometimes forcing the driver to detach the trailer, charge, and reattach, a task not required for ICE-powered counterparts. This combined set of problems can mean that some areas of the country are unreachable by electric towing vehicles.
Rivian R1T’s first real-world towing test shows 62% range loss
Even electric truck manufacturers are acknowledging these issues. On Ford’s most recent earnings call, the company stated that they would continue to sell and develop new gas and diesel Super Duty vehicles; the vehicles often tasked with towing the largest trailers, boats, and the like.
The Fast Lane Truck did a fantastic video covering these exact issues with an F-150 Lightning, a test where they were only able to achieve a range of close to 100 miles and were not able to reach their intended destination due to lack of charging infrastructure.
However, and this is an important question, how important is this problem? This is not to say that people should not have the ability to tow, but perhaps towing can be more accurately placed on their list of needs/wants when deciding on a vehicle to own.
To start, according to a poll of 250,000 full-size truck owners conducted by Strategic Vision, only 75% of owners towed between 0 and 1 time per year, with only the remaining 25% towing more frequently than once per year. And while mileage and towing weight were not included in the poll, it seems as though there may be a vast contingent of truck owners who don’t tow at all.
Furthermore, there are many use cases of towing that would involve traveling less than 100miles; local carpenters and construction workers moving within city limits, a truck towing an incapacitated vehicle to the closest repair shop, or even people towing their boats to the local lake or waterway. These use cases would not only fit even the limited range of 100 miles, but each could find many benefits from unique features such as onboard generators offered on many electric trucks, running power tools, running appliances, etc.
Overall, consumers should be more mindful of their actual needs and more carefully weigh the countless benefits offered by new electric offerings. For many, the conclusion may be that they still need the range and capability of an ICE truck to best suit their leisure activities and/or their livelihoods, but to say that this group is more than a minority is, at least somewhat, a fallacy. For manufacturers and infrastructure planners, this should be a wake-up call; there is a contingent of people who, despite the amazing advances of EV technology, are unable to use them to achieve certain tasks. These should be some of the first things addressed in efforts to expand EV adoption.
What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com!
News
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
Tesla Europe has announced that its “Future Holidays” campaign will feature Full Self-Driving (Supervised) ride-along experiences in the Netherlands.
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
The Holiday program was announced by Tesla Europe & Middle East in a post on X. “Come get in the spirit with us. Featuring Caraoke, FSD Supervised ride-along experiences, holiday light shows with our S3XY lineup & more,” the company wrote in its post on X.
Per the program’s official website, fun activities will include Caraoke sessions and light shows with the S3XY vehicle lineup. It appears that Optimus will also be making an appearance at the events. Tesla even noted that the humanoid robot will be in “full party spirit,” so things might indeed be quite fun.
“This season, we’re introducing you to the fun of the future. Register for our holiday events to meet our robots, see if you can spot the Bot to win prizes, and check out our selection of exclusive merchandise and limited-edition gifts. Discover Tesla activities near you and discover what makes the future so festive,” Tesla wrote on its official website.
This announcement aligns with Tesla’s accelerating FSD efforts in Europe, where supervised ride-alongs could help demonstrate the tech to regulators and customers. The Netherlands, with its urban traffic and progressive EV policies, could serve as an ideal and valuable testing ground for FSD.
Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.
News
Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Investor's Corner
Tesla bear gets blunt with beliefs over company valuation
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
