News
Tesla Semi competition with 140 kWh battery emerges before reveal event, Tesla co-founder weighs in
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Less than a month away from the Tesla Semi reveal event, competitors are emerging to challenge the Elon Musk-led company on its first foray into the commercial trucking sector. After witnessing Tesla’s wildly successful entrance into the passenger vehicle space, existing players in the trucking industry have already realized the potential disruption Tesla could bring in their own backyard.
Just yesterday, Cummins, a massive $27 billion truck manufacturer, announced they have built an electric truck that they plan to mass produce in the next two years. The electric truck carries a 140 kWh battery pack and fast-charging technology. The 140 kWh pack will allow the vehicle to travel up to 100 miles on a single charge and capable of recharging to full capacity in approximately one hour. Cummins also plans to include a range extender to raise the overall range to 300 miles. Similar to Tesla who recently announced that their all-electric truck will have between 200 to 300 miles of range, Cummins is mainly targeting short-haul trucking needs.
Tesla CEO Elon Musk first shared his plans in July 2016 when he announced the company’s plans to shake the trucking industry to its roots. And it was revealed earlier this month that Tesla has begun testing “platooning” technology to increase battery range. Platooning would allow the trucks to drive autonomously and close together to reduce aerodynamic drag.
(Graphics: NextBigThing)
But in order for platooning to work effectively, the trucks must be able to safely navigate the dense interstates in close proximity, with little to no risk towards other vehicles. Like most things, that is easier said than done. To understand the feasibility of platooning and electric heavy duty trucks, we spoke to one of the leaders in the industry, Wrightspeed.
Ian Wright, Founder and CEO of Wrightspeed Inc. (Photo: Summer Wilson/Trucks.com)
If Wrightspeed sounds familiar, its probably because you’ve heard of its founder, Ian Wright. Ian was one of the co-founders of Tesla in 2003 and left the company in 2005 to pursue the commercial vehicle industry. Since then, Wrightspeed has designed and manufactured several different hybrid electric powertrains for buses, garbage trucks, and delivery vehicles.
Forget Platooning, Road-Trains are Coming
Here’s what Ian Wright had to say about Platooning and how he plans to tackle this issue.
“Why don’t you pull two of three trailers with one tractor, that would be a lot more efficient than platooning.” – Ian Wright, CEO and Founder of Wrightspeed.
While Wrightspeed isn’t ready to start producing a powertrain for a hybrid electric truck, they are looking at the market seriously. The company believes that in order to maximize savings for trucking operators, their still needs to be a range extender in trucks, at least until batteries are more dense. You can listen to the full interview with Ian Wright in Episode 2 on September 13th on the NextMobility podcast.
The first episode premieres next Wednesday.
To stay on top of the latest developments in AI and autonomous technology, with special guests from industry experts, be sure to subscribe to the NextMobility podcast available on iTunes.
Elon Musk
Elon Musk estimates Tesla Semi could reach Europe next year
“We’ve got the Tesla Semi coming out, the heavy truck, and that’ll be going to Europe hopefully next year,” Musk said.
Tesla is preparing to expand its all-electric Semi truck program to Europe, with CEO Elon Musk indicating that the Class 8 vehicle could arrive in the region 2027.
Musk shared his update during an interview about Giga Berlin with plant manager André Thierig, which was posted on X by the official Tesla Manufacturing account.
“We’ve got the Tesla Semi coming out, the heavy truck, and that’ll be going to Europe hopefully next year,” he said.
Tesla has already begun limited production and customer deployments of the Tesla Semi in the United States, with the company working to scale output through the Semi factory near Giga Nevada. Considering Musk’s comments, it appears that a European rollout would be the next phase of the vehicle’s expansion beyond North America.
Musk’s use of the word “hopefully” leaves room for flexibility, but the remark signals that Europe is next in Tesla’s commercial expansion plans.
Musk has consistently argued that electrification should extend beyond passenger vehicles. During the same interview, he reiterated his view that “all ground transport should be electric,” adding that ships, and eventually aircraft, would follow.
The Semi plays a central role in that strategy. Heavy-duty freight remains one of the most emissions-intensive segments of road transport, and European regulators have increasingly pushed for lower-emission commercial fleets.
Tesla recently refreshed the Semi lineup on its official website, listing two variants: Standard and Long Range. The Standard trim offers up to 325 miles of range with an energy consumption rating of 1.7 kWh per mile, while the Long Range version provides up to 500 miles, which should be more than ample for European routes.
Elon Musk
Tesla Cybercab coming next to Giga Berlin, Optimus possibly after
“From a next major product standpoint, I think most likely is the Tesla Cybercab,” Musk said.
Tesla could add the Cybercab and Optimus humanoid robot to the production lineup at Giga Berlin, as per recent comments from CEO Elon Musk.
During a recent interview with Giga Berlin plant manager André Thierig, Musk identified the Cybercab as the most likely next major product for the German factory, with Optimus potentially following after.
“From a next major product standpoint, I think most likely is the Tesla Cybercab,” Musk said. He added that there are also “possibilities of Tesla Optimus” being produced in the facility.
Tesla has already begun production of the Cybercab in Giga Texas, with volume production expected to ramp this year. Based on Musk’s comments, it appears that if conditions align in Europe, Giga Berlin could eventually join that effort.
The CEO’s comments about Optimus coming to Gigafactory Berlin are quite unsurprising too considering that Musk has mentioned in the past that the humanoid robot will likely be Tesla’s highest volume product in the long run.
Giga Berlin will likely be able to produce mass volumes of Optimus, as the Model S and Model X lines being converted to an Optimus line in the Fremont Factory are already expected to produce 1 million units of the humanoid robot annually.
Apart from his comments about the Cybercab and Optimus, Elon Musk also confirmed that Giga Berlin has started ramping battery cell production and will continue expanding Model Y output, particularly as supervised Full Self-Driving (FSD) gains regulatory approvals in Europe.
Taken together, the remarks suggest Berlin’s role could evolve beyond vehicle assembly into a broader multi-product manufacturing hub, not just a regional Model Y plant.
Energy
Tesla Powerwall distribution expands in Australia
Inventory is expected to arrive in late February and official sales are expected to start mid-March 2026.
Supply Partners Group has secured a distribution agreement for the Tesla Powerwall in Australia, with inventory expected to arrive in late February and official sales beginning in mid-March 2026.
Under the new agreement, Supply Partners will distribute Tesla Powerwall units and related accessories across its national footprint, as noted in an ecogeneration report. The company said the addition strengthens its position as a distributor focused on premium, established brands.
“We are proud to officially welcome Tesla Powerwall into the Supply Partners portfolio,” Lliam Ricketts, Co-Founder and Director of Innovation at Supply Partners Group, stated.
“Tesla sets a high bar, and we’ve worked hard to earn the opportunity to represent a brand that customers actively ask for. This partnership reflects the strength of our logistics, technical services and customer experience, and it’s a win for installers who want premium options they can trust.”
Supply Partners noted that initial Tesla Powerwall stock will be warehoused locally before full commercial rollout in March. The distributor stated that the timing aligns with renewed growth momentum for the Powerwall, supported by competitive installer pricing, consumer rebates, and continued product and software updates.
“Powerwall is already a category-defining product, and what’s ahead makes it even more compelling,” Ricketts stated. “As pricing sharpens and capability expands, we see a clear runway for installers to confidently spec Powerwall for premium residential installs, backed by Supply Partners’ national distribution footprint and service model.”
Supply Partners noted that a joint go-to-market launch is planned, including Tesla-led training for its sales and technical teams to support installers during the home battery system’s domestic rollout.
Elon Musk estimates Tesla Semi could reach Europe next year
Tesla Cybercab coming next to Giga Berlin, Optimus possibly after
