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Tesla and EVs’ popularity pushes car carrier companies to seek higher weight limits
With the transition to electric vehicles now inevitable, car carrier companies are urging politicians and the Biden administration to raise the truck weight limitations on the United States’ highways. By doing so, car carrier companies could transport more electric vehicles. But inasmuch as the proposal seems sound, the rail sector and safety activists strongly oppose the idea, with critics arguing that heavier trucks mean more dangerous roads.
It should be noted that even before electric vehicles like the Tesla Model 3 and Model Y became mainstream, American vehicles were already getting heavier. According to the Environmental Protection Agency (EPA), the average weight of automobiles and trucks on US highways has grown from 3,200 pounds to 4,200 pounds during the last 40 years. That was far before vehicles like the Tesla Model S surged in popularity.
For now, electric vehicles comprise less than 1% of the cars on US roads, but US President Joe Biden and his administration have pushed for half of vehicle sales by 2030 to be comprised of EVs. This is great for the environment, but pushing more EVs has an aftereffect of sorts. Since electric cars are heavier than their combustion-powered counterparts due to their large batteries, car carrier companies simply cannot transport as many of them as quickly under the current weight limits for car carrier trucks on the road, according to an Autoblog report.
Sarah Amico, executive chairman of Jack Cooper, one of the largest car carrier companies in North America, outlined some risks that come if the US government’s road weight limits maintain the status quo. “The truth is we will not be able move as many electric vehicles under the current weight limit. That could mean more trucks on the road, delays in orders, and increased costs,” Amico said.
Trailers in the United States today are restricted by federal highway safety standards to 80,000 pounds gross vehicle weight. And with the growing prevalence of EVs, the car hauling industry has pushed its lobbying efforts in an attempt to update the restrictions. The effort has some supporters, such as Illinois Republican lawmaker Rodney Davis, who serves on the House Transportation Committee. Davis noted that the auto transporter industry is looking to raise the weight limit on roads by about 5-10%.
“The auto transporter industry needs a modest 5% to 10% weight variance. Otherwise, an already-challenged supply chain will require more tractor-trailer rigs on the nation’s highways to deliver the same number of finished vehicles. That means more miles driven, more wear and tear on our roads, more fuel used, and more emissions,” he said.
While an extra 8,000 pounds may not sound like much, it could be the difference maker that could allow transporters to carry the same number of EVs as their ICE-powered counterparts. The Ford F-150 Lightning is about 1,600 pounds heavier than its gas-powered sibling, for example, and the Volvo XC40 Recharge SUV weighs about 1,000 pounds more than the combustion-powered Volvo XC40.
The efforts of car carrier companies, however, have met strong opposition from critics. Among these critics are the companies’ rivals in the freight rail industry, as well as safety experts who argue that heavier trucks are more difficult to stop, easier to roll, and cause more wear and tear on roads. Cathy Chase, President of Advocates for Highway and Auto Safety, mentioned some of these reservations. “With any incremental change comes incremental danger, and that results in more fatalities,” Chase said.
But while the concerns of skeptics are reasonable, the use of all-electric trucks like the Tesla Semi should address a number of safety concerns about heavier vehicles on the road. Electric trucks, after all, utilize systems such as regenerative braking to help the vehicles stop safely. The rollout of systems like Autopilot and FSD could also be a difference-maker in the safety of trucks, as they could ensure that pedestrians and other commuters are as safe as possible on the road.
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In a major development that will inevitably strengthen Tesla’s dominant position in the American EV market, Polestar has been effectively banned from selling new vehicles in the United States, starting with the 2027 model year.
The U.S. Department of Commerce denied Polestar authorization under the Connected Vehicle Rule, which prohibits vehicles containing certain connected technologies (Cellular, Wi-Fi, Bluetooth, etc.) linked to China or Russia due to national security risks, including potential data collection on American drivers.
🚨 A Tesla competitor goes down
Polestar will no longer sell new vehicles in the United States starting with the 2027 model year.
The U.S. Department of Commerce denied the brand authorization under the Connected Vehicle Rule, which restricts the sale of cars with software and… pic.twitter.com/TrwnQeoiES
— TESLARATI (@Teslarati) June 25, 2026
Polestar, which is majority-owned by China’s Geely Holding, could not obtain the required exemption despite producing some models domestically.
Polestar confirmed it will sell off any remaining inventory of the Polestar 3 and Polestar 4 models, while continuing service and warranty support for existing customers. No new models or major refreshes will reach U.S. buyers, and the company is pivoting its growth strategy to Europe, where it already generates the vast majority of its sales.
The outcome removes a direct premium EV competitor that had positioned itself as a stylish, performance-oriented alternative to Tesla’s lineup. The Polestar 2 challenged the Model 3, while the Polestar 3 and 4 targeted segments overlapping with the Model Y and upcoming Tesla offerings. Polestar’s U.S. sales had already been sluggish amid intense competition and slower demand, representing just 6 percent of its global volume in the first quarter of 2026.
While Polestar was not on Tesla’s level in the U.S., it still places a dent in the evergrowing field of Tesla competitors in the country, where it has long dominated EV sales.
Tesla faces none of these hurdles. As a U.S.-founded and U.S.-headquartered company with major manufacturing in Fremont, Austin, and Nevada, Tesla’s vehicles are built with compliant domestic and allied supply chains. Its Full Self-Driving technology, over-the-air software updates, and vertically integrated ecosystem were developed entirely in-house without foreign ownership entanglements that trigger national security reviews, at least in the U.S.
Of course, it did face a similar threat in China a few years back:
Elon Musk responds to reports of Tesla ban among China’s military over security concerns
The Connected Vehicle Rule, first advanced under the prior administration and upheld under the current one, is part of a broader U.S. effort to protect the domestic auto industry and critical technology from Chinese influence. High tariffs on Chinese-made EVs and related restrictions have already reshaped the market. Tesla benefits directly: it avoids these barriers while continuing to lead in U.S. EV sales volume, Supercharger network expansion, and energy storage integration.
By clearing Polestar from the new-vehicle playing field, the policy reduces competitive pressure in the premium and performance EV segments where Tesla has invested billions. American consumers seeking cutting-edge electric vehicles now have one fewer option tied to foreign adversaries — and one clearer path to the market leader that has driven the EV transition from the start.
For Tesla, this is more than regulatory relief. It is a strategic tailwind that reinforces its position as America’s premier EV innovator at a time when domestic manufacturing and technological independence matter most.
Tesla Cybercab stands to gain from new rules that the Trump Administration is aiming to enforce on autonomous vehicles. On Thursday, NHTSA, under the Trump Administration’s U.S. Department of Transportation, commenced rulemaking on the Federal Motor Vehicle Safety Standards (FMVSS).
This effort aims to eliminate the mandate for manual brake pedals in vehicles that are designed to be driven exclusively by automated driving systems. This would impact the Tesla Cybercab, which the company has stated would operate without a steering wheel or pedals.
Tesla Cybercab launch is imminent after latest sighting at Giga Texas
The Trump Administration is looking to revise FMVSS No. 135, which requires standard braking systems on light-duty vehicles.
Currently, the regulation requires light-duty cars to use traditional manual braking systems that allow operators to slow the vehicle. With the advent of self-driving in the U.S., these regulations need updating, and these are the changes that could come to FMVSS No. 135:
- Removes requirements for hand- or foot-operated brake controls for vehicles designed never to be operated by a human. Existing rules still apply to AVs that retain manual controls.
- All subject vehicles must still meet the same stopping distance performance criteria via alternative testing procedures.
- While this update ensures AVs can physically stop when commanded, NHTSA is separately developing safety performance requirements for AVs in real-world driving scenarios.
- NHTSA will continue to use its broad defect enforcement authority to investigate unsafe ADS behavior and oversee recalls.
As autonomy becomes a greater part of passenger travel, these types of rule adjustments will be more than reasonable. It will give manufacturers the ability to self-certify their vehicles and avoid any red tape that could ultimately delay the deployment of these vehicles.
Administrators are also incredibly excited about the opportunity to play a role in the advancement of self-driving vehicles.
“We are at the cusp of the greatest technological revolution in vehicle technology since the innovation of the Model T,” NHTSA Administrator Jonathan Morrison said. “If we want America to lead the way, we have to reimagine our regulatory framework. That’s why under Secretary Sean Duffy’s AV Framework, NHTSA is tearing down pointless barriers to innovative designs while strengthening the fundamental safety requirements that matter and holding AV developers accountable for safe performance.”
The Cybercab entered mass production at Gigafactory Texas in April. Tesla ultimately plans to push the vehicle into its Robotaxi fleet, potentially when frameworks like these are established.
Tesla plans to boost production at its Gigafactory Berlin plant in Germany following a sharp rebound in sales and demand in Europe after a softer 2025.
The plans put Tesla in a better position to compete with strengthening companies in Europe and potentially other markets; demand indicators show Tesla is much better off than in 2025.
Last year was a tough year for Tesla in terms of overall demand in Europe. The company produced over 200,000 vehicles at the German plant last year, a soft figure compared to the 375,000 vehicles Tesla lists as its current capacity at the factory.
🚨 Tesla said this morning it will ramp up production at Gigafactory Berlin to a volume of 7,500 vehicles per week.
This is a 20 percent boost in production. Tesla will hire 1,000 new employees to help with the increase.$TSLA pic.twitter.com/kravKfRO5n
— TESLARATI (@Teslarati) June 25, 2026
Tesla’s overall European sales dropped significantly last year due to a variety of factors. However, sales are rebounding, and demand is strong once again, and only getting stronger. Tesla is now planning to bump production of Model Y vehicles at Giga Berlin upward by about 20 percent. It will also bring 1,000 new jobs to the plant.
Tesla confirmed the details of its planned production expansion in Germany this morning. It is a strategy to keep up with strengthening demand.
In Q1, Tesla saw a record 61,000 vehicles produced at Giga Berlin. European registrations rebounded sharply, with Model Y seeing 117 percent increases in March 2026 compared to last year. Germany alone saw stark increases, with a quadrupling in registrations to 9,252 units.
This trend continued in other key European markets, including France, Denmark and Sweden. Tesla registrations were up over 46 percent in some of these markets, and Model Y continued its trend as a top BEV in the market.
Demand has been recovering strongly in 2026, giving Tesla a reason to expand production efforts at the factory. These increases signal management’s confidence in sustained or growing European pull for Berlin-built vehicles.
One of Tesla’s biggest threats just got banned in the U.S.
Tesla Cybercab stands to gain from new Trump autonomy rules
