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Tesla Semi battery weight criticisms are rooted in outdated ideas: EV expert
A good number of skeptics critical of battery-electric long-haulers like the Tesla Semi typically argue that the weight of the vehicles’ batteries makes them ineffective against competitors that are powered by diesel or hydrogen. As noted by an electric vehicle veteran and expert recently, however, these ideas are rooted in outdated ideas about battery weight. And if one considers more recent battery tech, electric Class 8 trucks may not only be feasible; they may actually be closer than expected.
In a recent piece on Bulk Distributor Magazine’s November/December 2020 issue, Auke Hoekstra, Senior Advisor for Electric Mobility at the Eindhoven University of Technology, noted that contrary to popular belief, long-haul trucks would not be the last vehicles to become battery-powered. This is in no small part due to the advancement of battery technology. Hoekstra noted that within five years, he believes that “electric trucks will become the logical choice for many bulk transporters” And within 10 years, vehicles like the Tesla Sei will likely dominate new sales.
The stunning progression of battery technology could be seen in just how much batteries have gotten better and cheaper over the years. Hoekstra noted that myths about electric trucks being too heavy were true 20 years ago, but not today. If electric long-haulers existed 20 years ago, they would likely be powered by lead-acid batteries, and assuming a battery size of 1 MWh, such a vehicle will require a pack that will likely weigh about 25 tons. That’s more than the entire payload of the truck. This is, of course, not the case today.
Hoekstra noted that when he wrote his first book about electric vehicles for the Dutch Ministry of Road Transport 13 years ago, lithium-ion batteries had started to emerge. Lithium-ion batteries offered reductions in weight, resulting in a 1 MWh pack weighing only about 10 tons. Today, this is even better, with modern electric cars having batteries that weigh about 5 kg per kWh or 5 tons per MWh. “I expect that with five years, that weight will be down to 3.5 tons. And it doesn’t stop there,” the EV veteran wrote.
Class 8 trucks like the Tesla Semi, which are designed from the ground up to be electric, will likely offer even better weight advantages. Hoekstra estimated that Tesla would see further weight reductions of about 2.5 to 3 tons due to the vehicle’s all-electric platform. “The electric motor is lighter, and you can get rid of the diesel tank and exhaust treatment. Then you place the electric motors between the wheels and lose the differential, driveshaft, and a host of other components,” he wrote.
What’s particularly interesting is that these estimates don’t even take into account the innovations that Tesla unveiled in its Battery Day event. Once Tesla’s 4680 tabless cells and structural battery packs enter the equation, the Semi becomes an even more compelling alternative to diesel-powered trucks. Hoekstra estimated that Tesla’s structural battery packs could save another ton to the Semi’s overall weight, seeing as the battery would practically displace the steel beams that give traditional Class 8 long-haulers their rigidity. With this in mind, the EV veteran noted that “battery weight will soon be a problem of the past.”
There are other advantages to electric trucks that were highlighted by Hoekstra in his piece, such as the cost savings that will result from the use of a fleet of electric trucks. This is something that Tesla has highlighted in the past, with CEO Elon Musk stating during the vehicle’s unveiling that the Semi will vastly undercut diesel-powered rivals when it comes to operating costs. Couple this with the low maintenance requirements of EVs, as well as the fact that batteries now last much longer, and trucks like the Tesla Semi will likely become very attractive options for operators in the very near future.
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LG Energy Solution pursuing battery deal for Tesla Optimus, other humanoid robots: report
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
A recent report has suggested that LG Energy Solution is in discussions to supply batteries for Tesla’s Optimus humanoid robot.
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
Humanoid robot battery deals
LG Energy Solution shares jumped more than 11% on the 28th after a report from the Korea Economic Daily claimed that the company is pursuing battery supply and joint development agreements with several humanoid robot makers. These reportedly include Tesla, which is developing Optimus, as well as multiple Chinese robotics companies.
China is already home to several leading battery manufacturers, such as CATL and BYD, making the robot makers’ reported interest in LG Energy Solution quite interesting. Market participants interpreted the reported outreach as a signal that performance requirements for humanoid robots may favor battery chemistries developed by companies like LG.
LF Energy Solution vs rivals
According to the report, energy density is believed to be the primary reason humanoid robot developers are evaluating LG Energy Solution’s batteries. Unlike electric vehicles, humanoid robots have significantly less space available for battery packs while requiring substantial power to operate dozens of joint motors and onboard artificial intelligence processors.
LG Energy Solution’s ternary lithium batteries offer higher energy density compared with rivals’ lithium iron phosphate (LFP) batteries, which are widely used by Chinese EV manufacturers. That advantage could prove critical for humanoid robots, where runtime, weight, and compact packaging are key design constraints.
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Tesla receives approval for FSD Supervised tests in Sweden
Tesla confirmed that it has been granted permission to test FSD Supervised vehicles across Sweden in a press release.
Tesla has received regulatory approval to begin tests of its Full Self-Driving Supervised system on public roads in Sweden, a notable step in the company’s efforts to secure FSD approval for the wider European market.
FSD Supervised testing in Sweden
Tesla confirmed that it has been granted permission to test FSD Supervised vehicles across Sweden following cooperation with national authorities and local municipalities. The approval covers the Swedish Transport Administration’s entire road network, as well as urban and highways in the Municipality of Nacka.
Tesla shared some insights into its recent FSD approvals in a press release. “The approval shows that cooperation between authorities, municipalities and businesses enables technological leaps and Nacka Municipality is the first to become part of the transport system of the future. The fact that the driving of the future is also being tested on Swedish roads is an important step in the development towards autonomy in real everyday traffic,” the company noted.
With approval secured for FSD tests, Tesla can now evaluate the system’s performance in diverse environments, including dense urban areas and high-speed roadways across Sweden, as noted in a report from Allt Om Elbil. Tesla highlighted that the continued development of advanced driver assistance systems is expected to pave the way for improved traffic safety, increased accessibility, and lower emissions, particularly in populated city centers.
Tesla FSD Supervised Europe rollout
FSD Supervised is already available to drivers in several global markets, including Australia, Canada, China, Mexico, New Zealand, and the United States. The system is capable of handling city and highway driving tasks such as steering, acceleration, braking, and lane changes, though it still requires drivers to supervise the vehicle’s operations.
Tesla has stated that FSD Supervised has accumulated extensive driving data from its existing markets. In Europe, however, deployment remains subject to regulatory approval, with Tesla currently awaiting clearance from relevant authorities.
The company reiterated that it expects to start rolling out FSD Supervised to European customers in early 2026, pending approvals. It would then be unsurprising if the company secures approvals for FSD tests in other European territories in the coming months.
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Tesla owners in Sweden get direct attention from pro-union groups
As part of their efforts, the group has started distributing informational leaflets to Tesla vehicles across Stockholm, urging them to pressure the electric vehicle maker to sign a collective agreement.
Amid Tesla Sweden’s ongoing conflict with trade union IF Metall, a group of pro-union supporters has begun directing their attention to actual Tesla owners.
As part of their efforts, the group has started distributing informational leaflets to Tesla vehicles across Stockholm, urging them to pressure the electric vehicle maker to sign a collective agreement.
Leaflets on parked Tesla vehicles
As noted in a Dagens Arbete (DA) report, participants of the protest place yellow information slips on parked Tesla vehicles across parts of Stockholm. The slips resemble parking notices that contain information related to the unions’ ongoing strike against Tesla Sweden.
Participants involved in the activity said the leaflets were intended to inform consumers rather than target individual owners. The action was carried out in public areas, with leaflets placed on windshields of parked vehicles. When vehicle owners are present, organizers said they provide verbal explanations of the labor dispute.
Tesla has not commented publicly about the matter as of writing.
Recurring demonstrations against Tesla
The leaflet distribution effort follows weekly demonstrations that have taken place outside Tesla’s workshop and office in Upplands Väsby, where protesters typically gather to express support for a collective agreement. Those demonstrations have included informational outreach to customers and workers and, at times, police presence, according to prior reporting.
In a comment, one of the protesters stated that even Tesla owners must be concerned about the unions’ conflict with the electric vehicle maker. “You may think it doesn’t concern you, as you only drive a car. But it does, as we all have a responsibility for the rules in Sweden.
“We are not looking to hunt down individual Tesla owners. Rather, this is a way to spread opinion and increase pressure on Tesla. It should have some impact if several Tesla owners come in and say that you should sign a collective agreement,” one of the protesters stated.
LG Energy Solution pursuing battery deal for Tesla Optimus, other humanoid robots: report
Tesla receives approval for FSD Supervised tests in Sweden
