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Tesla’s pickup truck and Rivian’s R1T can topple the mighty Ford F-150
The mighty Ford F-150 might see a legitimate challenge in the near future, if the veteran automaker neglects to prepare adequately for the arrival of two all-electric pickup trucks on the market — the Tesla Truck and the Rivian R1T.
The disruption of battery-powered pickup trucks was highlighted in a note from Morgan Stanley analyst Adam Jonas on Thursday. Addressing the firm’s investors, the analyst stated that an electric pickup successfully launched by a new player like Tesla or Rivian “could be a serious problem for the Detroit-based traditional automakers.” With the arrival of compelling vehicles, Jonas noted that experienced carmakers like Ford could lose the opportunity to gain a “first mover advantage” in the electric pickup market.
Promising Challengers
The Wall St analyst’s points hit the nail on the head, considering that the innate characteristics of electric vehicles such as instant torque and generous towing capacity are factors that are vital to the pickup truck market. The Rivian R1T, for example, is listed with a towing capacity of 11,000 pounds, though CEO RJ Scaringe noted in a recent interview that the truck could tow far beyond its official rating. Thanks to the R1T’s four electric motors, the truck is also able to hit 60 mph in just 3 seconds.
The Tesla Truck, on the other hand, has been mentioned several times by Elon Musk in recent months. Last year, Musk held a Twitter brainstorming session with his social media followers to list down features that are important for pickup truck owners. By the end of the session, Musk noted that the Tesla Truck would have two electric motors and dynamic suspension, a range of 400-500 miles per charge, four-wheel steering, a 240-volt connection for heavy-duty tools, and even an air compressor to run other equipment. Musk also noted that the vehicle could tow as much as 300,000 pounds.
Tesla’s Acid Test
Anyone skeptical of the potential disruption from an electric vehicle does not need to look very far. Over the past year, Tesla’s Model 3 midsize sedan all but shook the United States’ passenger car market, creeping up on ubiquitous vehicles like the Toyota Camry and dominating in revenue rankings. By the end of 2018, the Model 3 was the US’ best-selling luxury vehicle, despite being a sedan in a market that prefers SUVs and pickup trucks.
With a battery-powered pickup truck that is reasonably priced and well-equipped with features, carmakers such as Tesla and Rivian could challenge even the US auto industry’s biggest sellers, including the Ford F-150. One thing that would be a hindrance to this potential disruption, of course, would be the capability of electric car makers to scale production, especially considering the demand for pickups in the US. In this light, Rivian must still prove itself, since the production of the R1T is yet to begin. Tesla, on the other hand, is already learning the art of mass production, as shown by its growing pains with the Model 3 ramp.
A Way to Maintain the Status Quo
Despite the upcoming challenge and Wall Street’s recent warning, Ford does have a way to maintain the status quo in the pickup truck market. Last month, Jim Farley, Ford’s president of global markets, announced that the F-series would be going electric. Farley later added that the decision to adopt all-electric and hybrid power is a way to “future-proof” the company’s most successful vehicle line.
If recent sightings are any indication, it appears that Ford is at least testing an electric prototype of the F-150. As noted in a recent sighting, a camouflaged electric F-150 has been spotted charging at a station. The vehicle looked a lot like a regular truck, save for its charging port and its higher ride height, which appeared to be the result of batteries installed underneath the vehicle. Provided that Ford does not show some ill-timed hubris by giving the electric F-150 mediocre specs and range, the company could very well weather the storm of electric trucks coming its way.
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Tesla Supercharger network delivers record 6.7 TWh in 2025
The network now exceeds 75,000 stalls globally, and it supports even non-Tesla vehicles across several key markets.
Tesla’s Supercharger Network had its biggest year ever in 2025, delivering a record 6.7 TWh of electricity to vehicles worldwide.
To celebrate its busy year, the official @TeslaCharging account shared an infographic showing the Supercharger Network’s growth from near-zero in 2012 to this year’s impressive milestone.
Record 6.7 TWh delivered in 2025
The bar chart shows steady Supercharger energy delivery increases since 2012. Based on the graphic, the Supercharger Network started small in the mid-2010s and accelerated sharply after 2019, when the Model 3 was going mainstream.
Each year from 2020 onward showed significantly more energy delivery, with 2025’s four quarters combining for the highest total yet at 6.7 TWh.
This energy powered millions of charging sessions across Tesla’s growing fleet of vehicles worldwide. The network now exceeds 75,000 stalls globally, and it supports even non-Tesla vehicles across several key markets. This makes the Supercharger Network loved not just by Tesla owners but EV drivers as a whole.
Resilience after Supercharger team changes
2025’s record energy delivery comes despite earlier 2024 layoffs on the Supercharger team, which sparked concerns about the system’s expansion pace. Max de Zegher, Tesla Director of Charging North America, also highlighted that “Outside China, Superchargers delivered more energy than all other fast chargers combined.”
Longtime Tesla owner and FSD tester Whole Mars Catalog noted the achievement as proof of continued momentum post-layoffs. At the time of the Supercharger team’s layoffs in 2024, numerous critics were claiming that Elon Musk was halting the network’s expansion altogether, and that the team only remained because the adults in the room convinced the juvenile CEO to relent.
Such a scenario, at least based on the graphic posted by the Tesla Charging team on X, seems highly implausible.
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Tesla targets production increase at Giga Berlin in 2026
Plant manager André Thierig confirmed the facility’s stable outlook to the DPA, noting that Giga Berlin implemented no layoffs or shutdowns amid challenging market conditions.
Tesla is looking positively toward 2026 with plans for further growth at its Grünheide factory in Germany, following steady quarterly increases throughout 2025.
Plant manager André Thierig confirmed the facility’s stable outlook to the Deutsche Presse-Agentur (DPA), noting that Giga Berlin implemented no layoffs or shutdowns despite challenging market conditions.
Giga Berlin’s steady progress
Thierig stated that Giga Berlin’s production actually rose in every quarter of 2025 as planned, stating: “This gives us a positive outlook for the new year, and we expect further growth.” The factory currently supplies over 30 markets, with Canada recently being added due to cost advantages.
Giga Berlin’s expansion is still underway, with the first partial approval for capacity growth being secured. Preparations for a second partial approval are underway, though the implementation of more production capacity would still depend on decisions from Tesla’s US leadership.
Over the year, updates to Giga Berlin’s infrastructure were also initiated. These include the relocation of the Fangschleuse train station and the construction of a new road. Tesla is also planning to start battery cell production in Germany starting 2027, targeting up to 8 GWh annually.
Resilience amid market challenges
Despite a 48% drop in German registrations, Tesla maintained Giga Berlin’s stability. Thierig highlighted this, stating that “We were able to secure jobs here and were never affected by production shutdowns or job cuts like other industrial sites in Germany.”
Thierig also spoke positively towards the German government’s plans to support households, especially those with low and middle incomes, in the purchase and leasing of electric vehicles this 2026. “In our opinion, it is important that the announcement is implemented very quickly so that consumers really know exactly what is coming and when,” the Giga Berlin manager noted.
Giga Berlin currently employs around 11,000 workers, and it produces about 5,000 Model Y vehicles per week, as noted in an Ecomento report. The facility produces the Model Y Premium variants, the Model Y Standard, and the Model Y Performance.
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Tesla revamped Semi spotted, insane 1.2 MW charging video releases
These developments highlight Tesla’s ongoing refinements to the vehicle’s design and infrastructure.
Tesla is gearing up for high-volume Semi production in 2026, with the Class 8 all-electric truck’s revamped variant being spotted in the wild recently. Official footage from Tesla also showed the Semi achieving an impressive 1.2 MW charging rate on a charger.
These developments highlight Tesla’s ongoing refinements to the vehicle’s design and infrastructure.
Revamped Tesla Semi sighting
Tesla Semi advocate @HinrichsZane, who has been chronicling the progress of the vehicle’s Nevada factory, recently captured exclusive drone footage of the refreshed Class 8 truck at a Megacharger stall near Giga Nevada. The white unit features a full-width front light bar similar to the Model Y and the Cybercab, shorter side windows, a cleared fairing area likely for an additional camera, and diamond plate traction strips on the steps.
Overall, the revamped Semi looks ready for production and release. The sighting marks one of the first real-life views of the Class 8 all-electric truck’s updated design, with most improvements, such as potential 4680 cells and enhanced internals, being hidden from view.
1.2 MW charging speed and a new connector
The official Tesla Semi account on X also shared an official video of Tesla engineers hitting 1.2 MW sustained charging on a Megacharger, demonstrating the vehicle’s capability for extremely rapid charging. Tesla Semi program lead Dan Priestley confirmed in a later post on X that the test occurred at a dedicated site, noting that chargers at the Semi factory in Nevada are also 1.2 MW capable.
The short video featured a revamped design for the Semi’s charging port, which seems more sleek and akin to the NACS port found in Tesla’s other vehicles. It also showed the Tesla engineers cheering as the vehicle achieved 1.2 MW during its charging session. Dan Priestley explained the Semi’s updated charging plug in a post on X.
“The connector on the prior Semi was an early version (v2.4) of MCS. Not ‘proprietary’ as anyone could have used it. We couldn’t wait for final design to have >1MW capability, so we ran with what had been developed thus far. New Semi has latest MCS that is set to be standard,” the executive wrote in a post on X.
Check out the Tesla Semi’s sighting at the Nevada factory in the video below.
Tesla Supercharger network delivers record 6.7 TWh in 2025
Tesla targets production increase at Giga Berlin in 2026
