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Tesla Semi-like aerodynamic trucks will be mandated in Europe to make roads safer
Trucks that look similar to the Tesla Semi will soon be the norm in Europe, with members of the European Parliament voting for a law that will require manufacturers to produce vehicles that are more aerodynamic and energy efficient. It is estimated that by adopting these changes, the region’s long-haul industry will produce less carbon dioxide, consume less fuel, and even save lives.
Under the regulations, truck makers will be allowed to lengthen the design of their vehicles’ cabs by up to 80-90 cm, provided that the extra space is utilized to provide drivers with better vision. Extending the cab will likely result in Europe’s next-generation trucks looking quite similar to the Tesla Semi, which features a large wraparound windshield that gives drivers a commanding view of the road and the vehicle’s surroundings.
These changes are expected to make trucks safer for the public, as the curved cabs could deflect pedestrian and cyclists during collissions in a safer way. Pedestrians that are hit by conventional, brick-shaped trucks run the risk of going under the vehicle’s wheels after the impact. This risk is significantly reduced in trucks that have more rounded edges in front.
The European Federation for Transport and Environment (also known as Transport and Environment or T&E) notes that Europe sees around 4,000 fatalities per year from truck-related incidents. From this number, around 1,000 are comprised of cyclists and pedestrians. James Nix, freight director at T&E, noted that the new law is ultimately a win for both the trucking industry and the public. “The truck of the future will be sleeker, reducing fuel bills and emissions. It will also be safer through better driver vision of cyclists and pedestrians in particular,” he said.
Apart from making long-haulers safer to the public, the shift to more aerodynamic truck designs is expected to reduce the industry’s carbon emissions by 7-10%. The reforms are also estimated to help reduce fuel bills by up to 5% in long-haul trucks and up to 10% in vehicles that are fitted with more advanced engines.
Europe’s aerodynamic trucks are expected to start getting deployed beginning September 2020, a target that has been met by a rather tepid response from the European Automobile Manufacturers Association. Before the proposal was confirmed by members of the European Parliament, the association proved quite skeptical of the initiative, stating that the redesigned vehicles will likely not be ready for the 2020 goal, as noted by The Irish Times.
This recent regulation, as well as the hesitation from the European Automobile Manufacturers Association, all but opens a large market for electric trucks like the Tesla Semi, which already conforms to the design suggested in the new regulations. Add the benefit of the Semi’s low operating cost and its zero-emissions due to its all-electric construction, and the vehicle all but becomes tailor-fit for Europe changing trucking market.
It’s not just Tesla that can take advantage of Europe’s new initiative, either, as companies like hydrogen-electric truck maker Nikola could also deploy its aerodynamic long-haulers like the Nikola One and Nikola Two to the region. Nevertheless, Nikola might need to revisit its plans for Europe, as the vehicle it created for the region, the Nikola Tre, features a conventional brick-like design.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
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Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla has expanded the footprint of a massive safety feature worldwide with a recent Software Update labeled as 2026.20.6. The expansion of the “Blind Spot Warning While Parked” feature represents the more widespread availability of the feature, which aims to prevent “dooring.”
Dooring is when a driver or passenger opens a car door into the path of an oncoming road user, usually a cyclist or motorcyclist. It is among the most common types of cycling accidents, the League of American Bicyclists says.
For this reason, Tesla created a feature that warns occupants not to open the door because an object is approaching. The feature will sound a chime, and it will also delay the opening of the door to prevent an incident.
The release notes state (via Not a Tesla App):
“If you attempt to open a door while an approaching object is detected in your blind spot (for example, a bicyclist approaching from behind) a chime sounds, and your door will not open upon initial button press. Wait a short time and press the button a second time to override the warning.”
Tesla initially rolled out this feature back in 2024 with the Model 3 “Highland.” However, it remained with the Model 3 exclusively for over a year; that was until Tesla added it to the Cybertruck this past Spring.
Now, it is making its way to the new Model Y, 2021 and newer Model S, and 2021 or newer Model X.
The prevention of dooring incidents could eliminate many injuries to cyclists, especially in an urban setting. Dooring accounts for 10-20 percent of bike-related crashes in major cities, and over 17,000 dooring-related incidents were treated in the U.S. over the course of a decade. These usually involve fractures, contusions, and head trauma.
Tesla confirmed this morning that it has sent the first production units, manufactured with no steering wheel or pedals, to on-road testing in Austin, sharing video of the first rides with no human controls.
The lack of steering wheels and pedals in the Cybercab aligns with Tesla’s self-certification of Robotaxi as Level 4 SAE, a platform it plans to make widespread through internal vehicles and customer-owned cars that will operate and generate revenue for individuals.
The start of these engineering tests is a major signal for Tesla, which plans to bring driverless, wheel-less, and pedal-less Cybercabs to market in the coming months. With production already well underway at Gigafactory Texas, where the Cybercab is built, there is some inclination to believe the first public rides could happen sooner rather than later.
Engineering tests of the first production Cybercab have begun in Austin pic.twitter.com/fk3KQvcE8a
— Tesla (@Tesla) June 30, 2026
Tesla’s engineering tests will put the Cybercab in real-world scenarios, testing not only the hardware, but more importantly, the software that drives the car around Austin with nobody supervising it within the car.
This is perhaps the biggest part of the internal testing process, especially prior to allowing regular, everyday people to hail the Cybercab for an autonomous ride. These early rides serve as a true benchmark for Tesla: How many rides can it achieve safely? How many miles did it travel consecutively without needing an intervention? What scenarios challenge the Full Self-Driving suite the most?
The proper precautions have already been put into place as well, as Tesla released the First Responders Guide to Cybercab over the weekend, ensuring that emergency services have 24/7 access to Robotaxi Assistance, as well as other boundaries, such as Geofencing features that can be used to redirect autonomous vehicle traffic due to accidents, road closures, construction, or maintenance.
Cybercab seems genuinely close to being added to the Robotaxi fleet in Austin, but Tesla has prioritized safety throughout this entire process. Therefore, we think it could be months before it truly starts giving rides to the public. People have been frustrated with this, but Robotaxi in Austin has a tremendous safety record so far, so the slow rollout has kept people safe and accidents to a minimum.
The most important thing is that Tesla continues to show consistent progress in the Cybercab’s ramp-up toward fleet addition. A few weeks back, we saw the EPA reward the Cybercab a Certificate of Conformity, allowing it to enter the stream of commerce. Then, we saw Tesla add decals, signaling that it was likely about to start testing it publicly. That has now happened.
The next big move will be the announcement of the first rides, so this Summer should be filled with anticipation.
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