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A Tesla Semi with structural batteries and 620 miles of range is a haymaker against trucking emissions
The Tesla Semi may be requiring a lot of patience among its reservation holders, but it appears that the all-electric Class 8 long-hauler will be well worth the wait. While speaking at the European Battery Conference organized by the Federal Ministry of Economics, Elon Musk remarked that the Tesla Semi will be equipped with a structural battery pack. This, together with other optimizations, should allow the Tesla Semi to have a range of up to 620 miles in the future.
“Getting a range of 500 km is I think, quite easy. And this is assuming a truck that is pulling a load of something in the order of 40 metric tons. So that’s a heavy truck. For long-range trucking, up to, we think, easily 800 kilometers, and we see a path over time, to get to about 1,000 kilometers of range. We think this is going to be extremely competitive and compelling to trucking companies,” Musk said.
The Tesla Semi’s initial range of 300-500 miles per charge is no joke, but it does give the impression that the Class 8 long-hauler is best used for short or medium routes. With a 620-mile range, however, things become very different. Together with its low operating costs, stellar safety systems, as well as built-in driver-assist features like Convoy Mode, the Tesla Semi could very well be a haymaker against the emissions of the trucking industry.
The trucking industry is among the biggest culprits in the transportation sector’s overall emissions. Following the unveiling of the Tesla Semi back in 2017, the Environmental Defense Fund published a post stating that the transportation sector accounts for 7% of total fine particulate matter globally. Commonly known as soot, particulate matter has been linked to several diseases such as cancer, heart attacks, and strokes. Freight trucks produce nearly half of the transportation sector’s total fine particulate matter.
There is no doubt that a shift to electric trucks would benefit the environment and humanity as a whole. Unfortunately, battery-electric trucks have been constrained by range so far. Even vehicles made by veteran truckers like the eCascadia are only able to travel a measly 250 miles per charge. That makes battery-electric trucks limited in their use, despite their environmental benefits. Even the Tesla Semi’s initial iteration, which was announced with 300-500 miles of range per charge, is not comparable to the range of diesel long-haulers, which are fitted with 200-gallon tanks and are capable of running over 1,000 miles with a full tank.
Things become very different with a battery-electric truck that is capable of traveling 620 miles between charging sessions. In the United States, semi truck drivers are mandated by law to drive no more than 11 hours per day with a 14-hour work day cap before they are required to rest. At highway speeds, this translates to drivers covering about 600-650 miles per shift. Considering Elon Musk’s recent statements about the Semi, it appears that Tesla is improving its Class 8 truck to such a degree that it would be a compelling alternative even to long-range diesel and gas semis.
The trucking market is pretty much dictated by the businesses that are dependent on it. With this in mind, there is a good chance that businesses using trucks for their operations would shift to battery-electric trucks once they offer more advantages compared to their traditional counterparts. In the Tesla Semi’s case, the low operating costs, better performance, and safety improvements are already there. And with 620 miles of range, businesses will likely find very little reason to stick with fossil fuel-powered trucks.
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Tesla extends FSD Supervised ride-alongs in Europe by three months
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Tesla appears to be doubling down on its European Full Self-Driving (Supervised) push, with the company extending its demo ride-along program by three months until the end of March 2026. The update seems to have been implemented due to overwhelming demand.
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Extended FSD demonstrations
Tesla EU Policy and Business Development Manager Ivan Komušanac shared on LinkedIn that the company is offering ride-along experiences in Germany, France and Italy while working toward FSD (Supervised) approval in Europe.
He noted that this provides a great feedback opportunity from the general public, encouraging participants to record and share their experiences. For those unable to book in December, Komušanac teased more slots as “Christmas presents.”
Tesla watcher Sawyer Merritt highlighted the extension on X, stating that dates now run from December 1, 2025, to March 31, 2026, in multiple cities including Stuttgart-Weinstadt, Frankfurt and Düsseldorf in Germany. This suggests that the FSD ride-along program in Europe has officially been extended until the end of the first quarter of 2026.
Building momentum for European approval
Replies to Merritt’s posts buzzed with excitement, with users like @AuzyMale noting that Cologne and Düsseldorf are already fully booked. This sentiment was echoed by numerous other Tesla enthusiasts on social media. Calls for the program’s expansion to other European territories have also started gaining steam, with some X users suggesting Switzerland and Finland as the next locations for FSD ride-alongs.
Ultimately, the Tesla EU Policy and Business Development Manager’s post aligns with the company’s broader FSD efforts in Europe. As per recent reports, Tesla recently demonstrated FSD’s capabilities for Rome officials. Reporters from media outlets in France and Germany have also published positive reviews of FSD’s capabilities on real-world roads.
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Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
Estimated delivery dates for new Tesla Model Y L orders now extend all the way into February 2026.
The Tesla Model Y L seems to be in high demand in China, with estimated delivery dates for new orders now extending all the way into February 2026.
This suggests that the Model Y L has been officially sold out from the rest of 2025 to January 2026.
Model Y L estimated delivery dates
The Model Y L’s updated delivery dates mark an extension from the vehicle’s previous 4-8 week estimated wait time. A detailed chart shared by Tesla data tracker @Tslachan on X shows the progressions of the Model Y L’s estimated delivery dates since its launch earlier this year.
Following its launch in September, the vehicle was given an initial October 2025 estimated delivery date. The wait times for the vehicle were continually updated over the years, until the middle of November, when the Model Y L had an estimated delivery date of 4-8 weeks. This remained until now, when Tesla China simply listed February 2026 as the estimated delivery date for new Model Y L orders.
Model Y demand in China
Tesla Model Y demand in China seems to be very healthy, even beyond the Model Y L. New delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025. The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV4. In China, the EV market is substantially more saturated, with more competitors than in any other market.
Tesla has been particularly kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else, such as the Model Y L. Demand has been strong for the Model Y in China, with the vehicle ranking among the country’s top 5 New Energy Vehicles. Interestingly enough, vehicles that beat the Model Y in volume like the BYD Seagull are notably more affordable. Compared to vehicles that are comparably priced, the Model Y remains a strong seller in China.
Elon Musk
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
“And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.”
NVIDIA CEO Jensen Huang appeared on the Joe Rogan Experience podcast on Wednesday and commended Tesla CEO Elon Musk for his early belief in what is now the most valuable company in the world.
Huang and Musk are widely regarded as two of the greatest tech entrepreneurs of the modern era, with the two working in conjunction as NVIDIA’s chips are present in Tesla vehicles, particularly utilized for self-driving technology and data collection.
Nvidia CEO Jensen Huang regrets not investing more in Elon Musk’s xAI
Both CEOs defied all odds and created companies from virtually nothing. Musk joined Tesla in the early 2000s before the company had even established any plans to build a vehicle. Jensen created NVIDIA in the booth of a Denny’s restaurant, which has been memorialized with a plaque.
On the JRE episode, Rogan asked about Jensen’s relationship with Elon, to which the NVIDIA CEO said that Musk was there when nobody else was:
“I was lucky because I had known Elon Musk, and I helped him build the first computer for Model 3, the Model S, and when he wanted to start working on an autonomous vehicle. I helped him build the computer that went into the Model S AV system, his full self-driving system. We were basically the FSD computer version 1, and so we were already working together.
And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.
He goes ‘You know what, I have a company that could really use this.’ I said, Wow, my first customer. And he goes, it’s an AI company, and it’s a nonprofit and and we could really use one of these supercomputers. I boxed one up, I drove it up to San Francisco, and I delivered it to the Elon in 2016.”
The first DGX-1 AI supercomputer was delivered personally to Musk when he was with OpenAI, which provided crucial early compute power for AI research, accelerating breakthroughs in machine learning that underpin modern tools like ChatGPT.
Tesla’s Nvidia purchases could reach $4 billion this year: Musk
The long-term alliance between NVIDIA and Tesla has driven over $2 trillion in the company’s market value since 2016.
Tesla extends FSD Supervised ride-alongs in Europe by three months
Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
