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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 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.
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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.
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.
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
Tesla sees sharp November rebound in China as Model Y demand surges
