You’ll never know how far the Tesla Semi, the Volvo VNR, or other electric semi-trucks will go according to EPA testing standards. The answer is incredibly complex, but simply put, the EPA does not test or evaluate heavy-duty trucks for range ratings. Don’t expect the agency to tell you how far the Tesla Semi or other EV trucks will go because testing simply does not happen.
This allows manufacturers of heavy-duty electric vehicles and semi-trucks to have a profoundly unique ability to control the narrative that surrounds how far their product can go on a full charge. As crazy as it sounds, customers leaping into the all-electric Class 8 sector are putting trust in the companies they buy from when weighing what is arguably the most important metric of the EV ownership experience: range.
Following the certification of the Tesla Semi by the EPA in late October, which Teslarati exclusively reported on, we were bombarded with questions surrounding the vehicle’s EPA-rated range. Light-duty passenger electric vehicles and their success can almost always be gauged by how customers react to range ratings during unveiling events. When Lucid announced it had successfully reached an EPA-rated 520 miles of range on a single charge in the Air Dream Edition, the EV world was astounded. While the vehicle has felt heavy demand on order logs, Lucid still fulfills them to this day.
Meanwhile, other manufacturers bring vehicles to the market with relatively “light” range projections or ratings. It is always disappointing to see a vehicle with so much potential offer so little of what EV owners want: driving range. People do not want to stop at EV chargers. They want to continue their journey on the roads.
Polestar’s recently-unveiled Polestar 3 comes to mind when I (and some others) think of an astounding vehicle with not-so-astounding range and efficiency. Despite its 111 kWh battery pack, the Polestar 3 only offers 379 miles of WLTP-rated range. WLTP ratings are usually much more generous than EPA ratings, so I am anticipating the vehicle to reach around 300 miles of range when the U.S. agency gets its hands on it.
When light-duty vehicles are assessed, approved, and granted Certificates of Conformity from the EPA, they are available for the public to read and include results on efficiency and range testing. This is where heavy-duty vehicles and the testing process differ vastly from light-duty ones.
While these are both vehicle classes that are purchased and used by consumers on public roads, only light-duty vehicles are assessed for range ratings, while heavy-duty vehicle manufacturers do not have their products’ range “evaluated, reported, or included” in an application for certification, the EPA said in an emailed statement.
The EPA has numerous documents relating to this idea, as well as the Society of Automotive Engineers (SAE). However, the documents never directly specified why heavy-duty vehicles are not required to be tested by federal agencies. That does not mean that reasoning is not available.
The fact of the matter is the agency may not have been prepared to test heavy-duty electric vehicles for range ratings, especially this soon. A document found in the Federal Register that was submitted by the EPA and Department of Transportation (USDOT) in 2016 titled, “Greenhouse Gas Emissions and Fuel Efficiency Standards for Medium- and Heavy-Duty Engines and Vehicles— Phase 2,” which established rules to reduce greenhouse gases, includes an interesting tidbit regarding electric vehicles:
“Given the high up-front costs and the developing nature of this technology, the agencies do not project fully electric vocational vehicles to be widely commercially available in the time frame of the final rules. For this reason, the agencies have not based the Phase 2 standards on adoption of full-electric vocational vehicles. We received many comments on electric trucks and buses. Specifically, EEI provided information on the total cost of ownership for electric trucks, and some applications may see attractive long-term cost.”
The time frame of the final rules is set to end in 2027 and apply to model year 2027 vehicles, according to the document.
The agency recognized in 2016 that these technologies may be in development, and we all know they are. As the EPA and NHTSA may not have been able to predict how quickly all-electric heavy-duty trucks would become a prevalent piece of American logistics, the agencies were aware that this technology was coming in the future:
“Phase 2 will include technology advancing standards that will phase in over the long-term (through model year 2027) to result in an ambitious, yet achievable program that will allow manufacturers to meet standards through a mix of different technologies at reasonable cost. The terminal requirements go into effect in 2027, and would apply to MY 2027 and subsequent model year vehicles, unless modified by future rulemaking. The Phase 2 standards will maintain the underlying regulatory structure developed in the Phase 1 program, such as the general categorization of MDVs and HDVs and the separate standards for vehicles and engines. However, the Phase 2 program will build on and advance Phase 1 in a number of important ways including the following: basing standards not only on currently available technologies but also on utilization of technologies now under development or not yet widely deployed while providing significant lead time to assure adequate time to develop, test, and phase in these controls.”
So, how do manufacturers determine range?
This is where things get very tricky because if the EPA is not testing the range itself as an unbiased government organization, it means manufacturers are required to test the vehicles themselves, leaving consumers to trust the companies that they are buying from.
Technically, manufacturers could say whatever they want regarding their electric trucks. Tesla has maintained significant range ratings for the Semi throughout its development, with Elon Musk recently stating the vehicle will have 500 miles of range per charge, with a sizeable payload. Of course, Tesla has been testing its vehicle internally and with the help of verified customers, like Frito Lay, who will take delivery of the first Semi on December 1.
It really comes down to independent testing. Volvo, for example, tested the range of its all-electric VNR Class 8 heavy-duty truck through a pilot program with third-party companies. Through its LIGHTS (Low Impact Green Heavy Transport Solutions) project, Volvo had companies like NFI Industries test the VNR through its commercial operations to prove and demonstrate the truck’s ability.
“By participating in the Volvo LIGHTS project, NFI is helping to prove that Volvo’s VNR Electric trucks can handle the daily rigors of freight movement. NFI continues to be a leader in sustainability, and it comes across in everything they do,” Peter Voorhoeve, president of Volvo Trucks North America, said. “NFI is realizing the immediate value the electric VNR provides—not just by eliminating emissions but creating an enthusiastic workforce complimenting the experience of driving these electric truck models.”
The LIGHTS project ran through 2021 and provided Volvo with “real-world operational data critical to the successful commercial scaling of these vehicles.”
So how do you know how far an all-electric Class 8 heavy-duty vehicle goes? You might literally have to find out for yourself, or you can trust the manufacturer’s word for it.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
News
NHTSA just escalated its Tesla Cybercab investigation in a big way
NHTSA escalated its Cybercab audit into a sworn Special Order with a September 30 deadline.
Federal regulators have moved from asking Tesla questions about its Cybercab to demanding sworn answers. The National Highway Traffic Safety Administration issued a Special Order that requires a Tesla officer to sign an affidavit attesting to the completeness of the company’s responses, with a deadline of September 30.
The order builds on Audit Query AQ26002, which NHTSA opened on September 3, the same day Tesla began commercial Cybercab service in Austin. Teslarati covered that initial inquiry when it surfaced, noting the agency wanted to understand how Tesla certified a vehicle with no permanently attached steering wheel, pedals, or mirrors as compliant with Federal Motor Vehicle Safety Standards. A Special Order is a different tool and converts a fact finding review into a legally enforceable demand, the same mechanism NHTSA used against Tesla in 2023 during its Autopilot investigation.
Several of the 21 requests target a specific gap in Cybercab’s design. One asks whether Tesla used temporarily attached human controls at any point to help certify the vehicle, and if so, which standards depended on that equipment being present. Another quotes an existing rule directly: “The service brakes shall be activated by means of a foot control.” Cybercab has no foot pedal. NHTSA wants a detailed explanation of how the vehicle satisfies that requirement, and how it complies without the kind of exemption granted to Zoox in July under Part 555, the regulatory pathway built for steering wheel free vehicles.
The order does not claim Cybercab is unsafe or that Tesla broke a rule. It requires Tesla to explain, under oath, the reasoning behind decisions the company already made when it self-certified the vehicle. That distinction matters, but so does the exposure. Motor1’s reporting, summarized here, put potential civil penalty exposure as high as $139 million if NHTSA later finds the certification was flawed, on top of whatever criminal risk comes with a false sworn statement.
Tesla has not said publicly how it plans to respond. Cybercab is still carrying passengers in Austin through the Robotaxi app while the September 30 deadline approaches, and the company has continued expanding the vehicle’s footprint even as the regulatory question remains open. The Special Order does not pause any of that and just sets a date by which Tesla has to put its certification logic on the record, with a company officer’s name attached to it.
Investor's Corner
Tesla uber bull Ron Baron says ‘the time to buy the stock is now’
In a new interview on Wednesday, Tesla uber bull Ron Baron said that anyone looking to buy the company’s stock should do so as soon as they can.
Baron, founder and CEO of Baron Capital and one of Tesla’s most persistent institutional bulls, used a CNBC Squawk Box appearance on Wednesday to deliver a familiar message with fresh urgency: In his opinion, Tesla stock is a buy:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.”
The Baron Capital frontman’s case is built around Full Self-Driving. Tesla reported 1.48 million active FSD subscriptions in the second quarter, up 56 percent year over year, and company officials have said roughly 55 percent of new North American deliveries left with a subscription enabled.
Baron framed that attach rate as proof the product is moving from enthusiast extra to default expectation, and as a reason software, not just vehicle volume, should drive the next phase of value.
His conviction on Tesla shares is not theoretical, as Baron Capital made its first Tesla investment in 2014, after years of meetings that began around the 2010 IPO roadshow. The firm later built a large SpaceX position starting in 2017.
Ron Baron today in new interview on Tesla:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.” pic.twitter.com/Rv5PB0bVZ2
— Sawyer Merritt (@SawyerMerritt) September 16, 2026
Baron said those Musk-led bets have generated about $30 billion of the $71 billion in profits Baron Capital has produced for clients. He put the firm’s current exposure at roughly $25 billion in SpaceX and $5 billion in Tesla. Personally, he described SpaceX as his largest holding, at about $5 billion, with about $1.5 billion in Tesla and additional Tesla exposure through the firm’s funds.
That concentration is also a statement of loyalty. Asked about talk of a SpaceX-Tesla combination, Baron said he had already walked Elon Musk through arguments for and against a deal, then declined to repeat them on air. His public position was simpler: “Whatever you decide is better is what I’m going to support,” he said to Musk.
Baron also said that he picked up the farewell edition of the Model S after Tesla decided to sunset the vehicle earlier this year, calling it his favorite car he’s ever driven.
Elon Musk
SpaceX’s next Starship launch is about to attempt its biggest leap yet
SpaceX targets September 22 for Starship Flight 14, its first attempt to reach real orbit.
SpaceX has set September 22 as the target date for Starship’s 14th test flight, and this one carries a different goal than any of the 13 that came before it. Every previous Starship mission has intentionally flown a suborbital arc, reentering the atmosphere within the same hour it launched. Flight 14 is designed to send the craft into a genuine orbit around Earth for the first time.
The launch window opens at 7:15 a.m. Central time at Starbase in South Texas and runs for 75 minutes, pending regulatory approval, according to SpaceX’s mission description published Tuesday. If the flight goes as planned, Starship will circle the planet roughly six times at an altitude near 275 kilometers over about ten hours before a deorbit burn sends it toward a splashdown in the Pacific Ocean west of Chile, a departure from the Indian Ocean recoveries used on the last several flights.
The mission also marks the first attempt to put a working batch of Starlink V3 satellites into actual service. Flight 13 carried 20 of the new satellites in July, but because that mission never left a suborbital trajectory, the payload reentered along with the ship instead of separating into orbit.
SpaceX tells the FCC that Starship Flight 14 is going to orbit
Each V3 satellite is rated for roughly one terabit per second of downlink capacity, so a successful deployment on Flight 14 would be SpaceX’s largest single jump in network bandwidth since Starlink began flying on Falcon 9.
Flight 13 still did the heavier lifting on the technical side. That July mission flew a deliberately more stressful reentry profile to test Starship’s heat shield, and the ship survived its softest splashdown yet, intact enough for drone inspections shortly after landing. Elon Musk said the flight delivered “all the heat shield data we needed and then some,” a result Teslarati covered in detail when he later said SpaceX had solved the vehicle’s biggest reusability challenge. Flight 14 is where SpaceX starts spending that confidence on an actual orbital insertion rather than another controlled fall back to Earth.
One thing Flight 14 will not attempt is a tower catch of the ship. Musk floated the idea right after Flight 13, but walked the timeline back in August, saying a catch attempt was more likely “in a few months.” The Super Heavy booster will still aim for its own recovery, targeting an offshore landing point in the Gulf of America, the same approach used on recent flights.
September 22 is SpaceX’s own target, not a locked date. Starship’s schedule has slipped before over hardware readiness and FAA sign off, and the company has said as much in its own mission notes. But the plan itself represents the clearest marker yet that Starship is moving from a suborbital test program into something meant to carry paying payloads and, eventually, people.