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The Tesla Semi’s butterfly effect will change the face of heavy-duty freight routes

Credit: /Graham Carroll

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5 years ago

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In a recent interview, Auke Hoekstra, a researcher at Eindhoven University of Technology and an electric vehicle expert, explained how battery-electric trucks like the Tesla Semi could end up dominating heavy-duty freight routes in regions like Europe. According to the EV expert, weight and range limitations that are usually associated with electric vehicles may very well be quite irrelevant when it comes to the real-world use of the electric long-haulers. 

While addressing questions from Clean Energy Wire, Hoekstra explained that skeptics of vehicles like the Tesla Semi often take the hardest business case that a diesel truck is able to manage. An example of this is a multi-day trip with a team of two drivers who cover thousands of kilometers in one trip. The EV expert explained that while traditional diesels still hold an advantage against their battery-electric competition in this scenario, this edge disappears when one looks at the greater trucking market. 

“My research in the Netherlands has revealed that 80% of trucks – even the really big rigs, the semis – travel 750 kilometers per day at the very most, and many cover far shorter distances. That’s because if you want to cover more kilometers, things become very expensive very quickly, because you have to pay overtime, etcetera. So, in general, you can’t make a driver do more than 750 kilometers per day. Therefore, this is the range you have to hit with about 80 percent of trucks. 

Tesla’s matte black Semi prototype makes a rare appearance at the Kettleman City Supercharger. (Photo: James Douma)

“Additionally, almost all trucks return to base at the end of the day – which creates ideal conditions for charging. We still have this romantic idea that truckers are on the road for weeks on end, away from home. But this scenario has become relatively rare. Most truckers simply move stuff from Rotterdam port to Venlo, halfway to Germany’s Ruhr area, to take an example from home… Many truckers do this sort of trip a couple of times per day, and then return home. So, you can charge the vehicle overnight at a default location. This means you don’t have a chicken and egg problem – you can arrange for the infrastructure and for the truck at the same time,” the EV expert remarked. 

Interestingly enough, Elon Musk has recently remarked that Tesla is looking to release the Semi with a range that falls well within Hoekstra’s numbers. While speaking at the European Battery Conference, Musk stated that he believes it is feasible to achieve 800 kilometers of range for the Semi quite easily, and he also sees a path, over time at least, for the Class 8 truck to achieve an even more impressive 1,000 kilometers per charge. Such numbers can go a long way towards shifting the market’s perception of all-electric long-haulers and their limitations. Hoekstra, for his part, noted that such a scenario has already happened before with the original Tesla Roadster. 

The Tesla Semi visits Yandell Truckaway. (Credit: Arash Malek)

“I do remember that in the car market, things really changed when the Roadster hit the market. That really changed the conversation. It changed the whole perception of electric vehicles. The conventional wisdom back then was that you can only use them on short distances in the city. And suddenly this car appeared, and everything was possible.

“Within the next couple of years, we’ll see the first Tesla semi-trucks on the road. This will have a similarly huge impact on the conversation about electric trucks. You can just point to it and say: “Look, it’s moving there, and it is doing 800 kilometers.” Suddenly, all those people who say ‘it cannot be done’ within truck companies will hear their boss replying: ‘Well, our competitor can do it – so you will have to do it, too.’” Hoekstra said. 

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What’s quite remarkable is that this is not even the most exciting part of the Semi’s butterfly effect on the trucking sector. If the Tesla Semi finds solid footing in the trucking market in the same way the Model 3 found a good niche among premium midsize sedan buyers, a “Tesla Effect” of sorts could happen on the trucking market. This could come in the form of other battery-electric trucks being developed for the long-haul market. This should, in turn, result in a massive innovation push from several truck makers, similar to what is happening now with companies like Tesla, Lucid, Rivian, and veterans like Ford and GM in the consumer EV segment. 

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla China comeback: Retail sales hit second-highest month of 2025

Tesla’s September numbers are just below the 74,127 units that were sold domestically in March.

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38 minutes ago

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October 13, 2025

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Credit: Tesla China

Tesla’s retail sales in China climbed to 71,525 vehicles in September, the company’s second-highest monthly total this year, as per data from the China Passenger Car Association (CPCA). 

The result reflects a steady rebound, narrowing Tesla’s year-on-year sales decline to just 0.93%, while showing a 25% jump from August’s weaker numbers. Tesla China’s September numbers are just below the 74,127 units that were sold domestically in March.

Tesla China’s September

Despite the uptick, Tesla China’s retail sales have now logged seven months of year-on-year declines this 2025, managing growth only in March and June, though a good portion of these lost sales was due to the changeover to the new Model Y. The Shanghai Gigafactory, which produces both the Model 3 and Model Y, continues to serve as a dual-purpose hub for domestic and export markets.

In September, Tesla exported 19,287 vehicles from its Shanghai facility, up 19.6% year-on-year but down 25.9% from August, as noted in a CNEV Post report. This is in line with Tesla China’s strategy of prioritizing exports early in each quarter. Including exports, Tesla China’s total wholesale volume reached 90,812 units in September, up 2.82% year-on-year and 9.16% month-on-month.

Model Y still leads

The Tesla Model Y still led the electric vehicle maker’s sales in China with 59,907 units sold wholesale during the month, rising 17.1% from last year, while Model 3 reached 30,905 units, dipping 16.8% year-on-year but up 27% from August. Tesla’s overall market share in China’s NEV segment rose to 5.52%, and its BEV share climbed to 8.66%, modest gains hinting at the company’s resilience in a fiercely competitive market.

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Across Q3, Tesla sold 169,294 vehicles in China, down 6.9% year-on-year, marking its second consecutive quarterly decline but a strong 31.4% recovery versus Q2. Year-to-date, Tesla’s retail total stands at 432,704 units, down 5.97% compared to last year.

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Elon Musk teases ‘Banish’ feature to pair perfectly with Summon

Tesla has long promised the possibility of completely hands-off parking: arrive, drop off at the entrance, the car parks itself, and the car retrieves you at the end of your visit.

Published

53 minutes ago

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October 13, 2025

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Credit: Tesla China

Elon Musk has once again teased the “Banish” feature that could come to Tesla vehicles in the near future. It would be a perfect pairing to the popular Assisted Smart Summon (ASS), which the company launched earlier this year.

Banish has been something Tesla has teased for years. The company has promised the possibility of completely hands-off parking: arrive, drop off at the entrance, the car parks itself, and the car retrieves you at the end of your visit.

Ultimately, even though it is technically a driverless feature, Tesla has not refined its parking portion of the Full Self-Driving (Supervised) suite enough to release Banish to the public.

Tesla recently started performing specified parking tasks at the driver’s discretion. In the FSD (Supervised) v14.1 release, Tesla has added the ability to pick your parking scenario. Drivers can choose a Charger, Parking Lot, Curbside, Street, Driveway, or Parking Garage.

To achieve Banish, Tesla would have to gather enough data with these scenarios to then gain the capability to park after dropping vehicle occupants off.

However, CEO Elon Musk recently hyped Banish to the point of stating Teslas will be capable of it “in the near future.”

His remark came in response to a video where FSD v14.1 drove around a Costco parking lot for twenty minutes looking for a spot:

Summon is a feature that has given Tesla its challenges, but the release of Assisted Smart Summon (ASS) has improved some of its capabilities.

I tested it after receiving v14.1, and it did a great job of taking the correct route and driving safely to my location:

There will likely be some time between now and when Tesla is able to release Banish. As previously noted, Tesla will need to collect enough data from real-world scenarios and obtain a proven track record of being able to handle lots and parking in a variety of environments while supervised.

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Tesla faces new blockade in Sweden as IF Metall escalates dispute

The action takes effect October 15 and will remain in place until Tesla signs a collective agreement.

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1 hour ago

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October 13, 2025

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Credit: NicklasNilsso14/X

Just over a month after the Swedish Meditation Institute threw in the towel on Tesla and IF Metall’s conflict, the labor union has announced a new industrial action aimed at disrupting the electric vehicle maker’s operations in the country. 

Potential Tesla disruptions

The latest news involves a total work stoppage by Linde Material Handling, one of Sweden’s largest forklift companies, which services industrial clients nationwide. The action takes effect October 15 and will remain in place until Tesla signs a collective agreement, as noted in a Dagens Arbete (DA) report.

The stoppage will halt all forklift-related work Linde performs for Tesla’s local subsidiary, TM Sweden, including maintenance, repair, and service of trucks used across its facilities. Simon Petersson, IF Metall’s contract secretary, shared described the union’s latest effort in a comment to the publication.

“We know that Tesla has trucks in several locations and that they are in need of service, maintenance and repair. We are stopping that now. For Linde, this is not a big deal. They service trucks for a lot of companies and Tesla is a small player in their portfolio,” Petersson noted.

Not a sure strategy

Whether IF Metall’s latest effort will succeed against Tesla remains to be seen, especially since the electric vehicle maker has been pretty firm in its stance that its employees do not need a collective agreement. Still, the IF Metall contract secretary stated that Linde’s strike against Tesla should make it more difficult for the electric vehicle maker to operate its business in Sweden. 

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“It remains to be seen. But as I have said before, it is about many small streams. This stops everything Linde does for Tesla. So not only with them, but regardless of where the work takes place. So if Tesla has problems with a truck, they will not have it repaired or serviced,” Petersson stated.

Following the decision of the Swedish Meditation Institute to end the negotiations between IF Metall and Tesla early last month, the union noted that it would still try to pressure the EV maker to sign a collective agreement. Since then, the Electricians union, as well as the postmen’s unions Seko and ST have continued to initiate blockades against Tesla Sweden.

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