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Tesla Semi battery weight criticisms are rooted in outdated ideas: EV expert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 As noted by an electric vehicle veteran and expert recently, however, these ideas are rooted in outdated ideas about battery weight.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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Tesla China exports 50,644 vehicles in January, up sharply YoY
The figure also places Tesla China second among new energy vehicle exporters for the month, behind BYD.
Tesla China exported 50,644 vehicles in January, as per data released by the China Passenger Car Association (CPCA).
This marks a notable increase both year-on-year and month-on-month for the American EV maker’s Giga Shanghai-built Model 3 and Model Y. The figure also places Tesla China second among new energy vehicle exporters for the month, behind BYD.
The CPCA’s national passenger car market analysis report indicated that total New Energy Vehicle exports reached 286,000 units in January, up 103.6% from a year earlier. Battery electric vehicles accounted for 65% of those exports.
Within that total, Tesla China shipped 50,644 vehicles overseas. By comparison, exports of Giga Shanghai-built Model 3 and Model Y units totaled 29,535 units in January last year and just 3,328 units in December.
This suggests that Tesla China’s January 2026 exports were roughly 1.7 times higher than the same month a year ago and more than 15 times higher than December’s level, as noted in a TechWeb report.
BYD still led the January 2026 export rankings with 96,859 new energy passenger vehicles shipped overseas, though it should be noted that the automaker operates at least nine major production facilities in China, far outnumering Tesla. Overall, BYD’s factories in China have a domestic production capacity for up to 5.82 million units annually as of 2024.
Tesla China followed in second place, ahead of Geely, Chery, Leapmotor, SAIC Motor, and SAIC-GM-Wuling, each of which exported significant volumes during the month. Overall, new energy vehicles accounted for nearly half of China’s total passenger vehicle exports in January, hinting at strong overseas demand for electric cars produced in the country.
China remains one of Tesla China’s most important markets. Despite mostly competing with just two vehicles, both of which are premium priced, Tesla China is still proving quite competitive in the domestic electric vehicle market.
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Tesla adds a new feature to Navigation in preparation for a new vehicle
After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.
Tesla has added a new feature to its Navigation and Supercharger Map in preparation for a new vehicle to hit the road: the Semi.
After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.
Elon Musk confirms Tesla Semi will enter high-volume production this year
One of those changes has been the newly-released information regarding trim levels, as well as reports that Tesla has started to reach out to customers regarding pricing information for those trims.
Now, Tesla has made an additional bit of information available to the public in the form of locations of Megachargers, the infrastructure that will be responsible for charging the Semi and other all-electric Class 8 vehicles that hit the road.
Tesla made the announcement on the social media platform X:
We put Semi Megachargers on the map
→ https://t.co/Jb6p7OPXMi pic.twitter.com/stwYwtDVSB
— Tesla Semi (@tesla_semi) February 10, 2026
Although it is a minor development, it is a major indication that Tesla is preparing for the Semi to head toward mass production, something the company has been hinting at for several years.
Nevertheless, this, along with the other information that was released this week, points toward a significant stride in Tesla’s progress in the Semi project.
Now that the company has also worked toward completion of the dedicated manufacturing plant in Sparks, Nevada, there are more signs than ever that the vehicle is finally ready to be built and delivered to customers outside of the pilot program that has been in operation for several years.
For now, the Megachargers are going to be situated on the West Coast, with a heavy emphasis on routes like I-5 and I-10. This strategy prioritizes major highways and logistics hubs where freight traffic is heaviest, ensuring coverage for both cross-country and regional hauls.
California and Texas are slated to have the most initially, with 17 and 19 sites, respectively. As the program continues to grow, Florida, Georgia, Illinois, Washington, New York, and Nevada will have Megacharger locations as well.
For now, the Megachargers are available in Lathrop, California, and Sparks, Nevada, both of which have ties to Tesla. The former is the location of the Megafactory, and Sparks is where both the Tesla Gigafactory and Semifactory are located.
Elon Musk
Tesla stock gets latest synopsis from Jim Cramer: ‘It’s actually a robotics company’
“Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session,” Cramer said.
Tesla stock (NASDAQ: TSLA) got its latest synopsis from Wall Street analyst Jim Cramer, who finally realized something that many fans of the company have known all along: it’s not a car company. Instead, it’s a robotics company.
In a recent note that was released after Tesla reported Earnings in late January, Cramer seemed to recognize that the underwhelming financials and overall performance of the automotive division were not representative of the current state of affairs.
Instead, we’re seeing a company transition itself away from its early identity, essentially evolving like a caterpillar into a butterfly.
The narrative of the Earnings Call was simple: We’re not a car company, at least not from a birds-eye view. We’re an AI and Robotics company, and we are transitioning to this quicker than most people realize.
Tesla stock gets another analysis from Jim Cramer, and investors will like it
Tesla’s Q4 Earnings Call featured plenty of analysis from CEO Elon Musk and others, and some of the more minor details of the call were even indicative of a company that is moving toward AI instead of its cars. For example, the Model S and Model X will be no more after Q2, as Musk said that they serve relatively no purpose for the future.
Instead, Tesla is shifting its focus to the vehicles catered for autonomy and its Robotaxi and self-driving efforts.
Cramer recognizes this:
“…we got results from Tesla, which actually beat numbers, but nobody cares about the numbers here, as electric vehicles are the past. And according to CEO Elon Musk, the future of this company comes down to Cybercabs and humanoid robots. Stock fell more than 3% the next day. That may be because their capital expenditures budget was higher than expected, or maybe people wanted more details from the new businesses. At this point, I think Musk acolytes might be more excited about SpaceX, which is planning to come public later this year.”
He continued, highlighting the company’s true transition away from vehicles to its Cybercab, Optimus, and AI ambitions:
“I know it’s hard to believe how quickly this market can change its attitude. Last night, I heard a disastrous car company speak. Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session. I didn’t like it as a car company. Boy, I love it as a Cybercab and humanoid robot juggernaut. Call me a buyer and give me five robots while I’m at it.”
Cramer’s narrative seems to fit that of the most bullish Tesla investors. Anyone who is labeled a “permabull” has been echoing a similar sentiment over the past several years: Tesla is not a car company any longer.
Instead, the true focus is on the future and the potential that AI and Robotics bring to the company. It is truly difficult to put Tesla shares in the same group as companies like Ford, General Motors, and others.
Tesla shares are down less than half a percent at the time of publishing, trading at $423.69.
Tesla China exports 50,644 vehicles in January, up sharply YoY
Tesla adds a new feature to Navigation in preparation for a new vehicle
