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EXCLUSIVE: Tesla Semi lands EPA green light to begin deliveries

Credit: Tesla

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The Tesla Semi has officially landed the green light to be delivered to customers. The EPA confirmed to Teslarati that the Semi has been assessed by the agency and granted a Certificate of Conformity to enter the stream of commerce, something Tesla had not gained from the agency in previous years after announcing imminent deliveries in 2020 and 2021.

In early October, Tesla CEO Elon Musk said Semi deliveries would begin on December 1. After the company has claimed this twice in the past two years, some may have been skeptical that the truck would actually arrive in 2022.

However, the EPA granting the Semi a Certificate of Conformity means the vehicle can officially enter the stream of commerce, permission the company had not gained previously.

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The EPA told Teslarati that the 2023 Tesla Semi has officially been granted a Certificate of Conformity, which was given to the manufacturer on September 29. The Certificate is valid until December 31, 2023.

Yesterday, we also reported that various Model S, Model X, and Model 3 trim levels had received Certificates of Conformity from the EPA for the 2023 model years.

Certificates of Conformity are granted by the EPA when a vehicle is confirmed to be conforming to the agency’s emissions and fuel economy requirements. “Every class of heavy-duty engines/vehicles and nonroad engines introduced into commerce in the U. S. must have a Certificate of Conformity, and they are valid for only one model year of production,” the EPA said.

Tesla announced in 2020 and 2021 that it planned to begin volume production and deliveries of the Semi. Battery constraints, parts shortages, and other issues related to the supply chain kept this from happening. Tesla had not previously applied for the Semi to be approved for a Certificate of Conformity based on the EPA’s list of approved heavy-duty vehicles. The EPA updates this list quarterly, and the Semi has never appeared on it. The EPA confirmed to Teslarati that the Semi would be added to the list of conforming heavy-duty vehicles in January 2023.

What the EPA Certification means for the Semi

Tesla has never gained a conformity certification from the EPA for the Semi, which is a significant indicator that the vehicle will begin deliveries soon. Even if Tesla does not deliver the vehicle to PepsiCo. on December 1 as it previously said and PepsiCo. confirmed, the company can officially use the Semi on public roads and deliver it to clients.

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As of right now, the only reason Tesla would not deliver the vehicle to PepsiCo. on December 1 is if the vehicle is not built or there is a delay in the vehicle making it to its destination. With the EPA permissions, Tesla can officially begin deliveries at any point.

In the past, Tesla has said the vehicle would be delivered that year, only to be delayed. Don’t expect another drastic delay from Tesla that would delay deliveries further, as regulatory approval is finally official.

Tesla is expected to make the first deliveries of the Semi to PepsiCo. in Modesto and Sacramento, California facilities.

Teslarati obtained the Certificate of Conformity for the Tesla Semi, which is available below.

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Ptsl2tracshd-001 Watermark (1) by Joey Klender

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla Model S makes TIME’s list of Best Inventions

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(Credit: Tesla)

Tesla’s flagship sedan, the Model S, has officially been named one of TIME Magazine’s Best Inventions of the 2000s. It joins its sibling, the Model 3, which made the list in 2017.

The Model S is among the most crucial developments in the automotive industry in the last century.

Just as the Ford Model T made its mark on passenger transportation, becoming the first combustion engine vehicle to be successfully developed and marketed at a time when horse and buggy were the preferred mode of transportation, the Model S revolutionized things a step further.

Although it was not the first EV to be developed, the Tesla Model S was the EV that put EVs on the map. In 2012, TIME recognized the Model S as a piece of technology that could truly transform the car industry.

The publication wrote:

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“This electric four-door sedan has the lines of a Jaguar, the ability to zip for 265 miles (426 km) on one charge—that’s the equivalent of 89 m.p.g. (2.6 L/100 km)—and touchscreen controls for everything from GPS navigation to adjusting the suspension.”

Looking back, TIME was right on. The Tesla Model S was truly a marvel for its time, and it, along with the OG 2008 Roadster, can be seen as the first two EVs to push electrification to the mainstream.

As TIME described this year, the Model S “proved to be a game-changing experience for electric vehicles,” and it ended up truly catalyzing things for not only the industry, but Tesla as well.

The Model S acted as a fundraiser of sorts for future vehicles, just as the Model X did. They paved the way for the Model 3 and Model Y to be developed and offered by Tesla at a price point that was more acceptable and accessible to the masses.

The Current State of the Tesla Model S

The Model S contributes to a very small percentage of Tesla sales. The company groups the Model S with the Model X and Cybertruck in its quarterly releases.

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Last year, that grouping sold 85,133 total units, a small percentage of the 1.789 million cars it delivered to customers in 2024.

Things looked to be changing for the Model S and the Model X this year, as Tesla teased some improvements to the two cars with a refresh. However, it was very underwhelming and only included very minor changes.

Lucid CEO shades Tesla Model S: “Nothing has changed in 12 years now”

It appeared as if Tesla was planning to sunset the two cars, and while it has not taken that stance yet, it seems more likely that the company will begin taking any potential options to heart.

CEO Elon Musk said a few years ago that the two cars were only produced due to “sentimental reasons.”

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Investor's Corner

Tesla analysts are expecting the stock to go Plaid Mode soon

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Credit: Tesla Mania

Tesla (NASDAQ: TSLA) has had a few weeks of overwhelmingly bullish events, and it is inciting several analysts to change their price targets as they expect the stock to potentially go Plaid Mode in the near future.

Over the past week, Tesla has not only posted record deliveries for a single quarter, but it has also rolled out its most robust Full Self-Driving (Supervised) update in a year. The new version is more capable than ever before.

Tesla Full Self-Driving v14.1 first impressions: Robotaxi-like features arrive

However, these are not the only things moving the company’s overall consensus on Wall Street toward a more bullish tone. There are, in fact, several things that Tesla has in the works that are inciting stronger expectations from analysts in New York.

TD Cowen

TD Cowen increased its price target for Tesla shares from $374 to $509 and gave the stock a ‘Buy’ rating, based on several factors.

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Initially, Tesla’s positive deliveries report for Q3 set a bullish tone, which TD Cowen objectively evaluated and recognized as a strong sign. Additionally, the company’s firm stance on ensuring CEO Elon Musk is paid is a positive, as it keeps him with Tesla for more time.

Elon Musk: Trillionaire Tesla pay package is about influence, not wealth

Musk, who achieved each of the tranches on his last pay package, could obtain the elusive title as the world’s first-ever trillionaire, granted he helps Tesla grow considerably over the next decade.

Stifel

Stifel also increased its price target on Tesla from $440 to $483, citing the improvements Tesla made with its Full Self-Driving suite.

The rollout of FSD v14.1 has been a major step forward for the company. Although it’s in its early stages, Musk has said there will be improved versions coming within the next two weeks.

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Stifel raises Tesla price target by 9.8% over FSD, Robotaxi advancements

Analysts at the firm also believe the company has a chance to push an Unsupervised version of FSD by the end of the year, but this seems like it’s out of the question currently.

It broke down the company’s FSD suite as worth $213 per share, while Robotaxi and Optimus had a $140 per share and $29 per share analysis, respectively.

Stifel sees Tesla as a major player not only in the self-driving industry but also in AI as a whole, which is something Musk has truly pushed for this year.

UBS

While many firms believe the company is on its way to doing great things and that stock prices will rise from their current level of roughly $430, other firms see it differently.

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UBS said it still holds its ‘Sell’ rating on Tesla shares, but it did increase its price target from $215 to $247.

It said this week in a note to investors that it adjusted higher because of the positive deliveries and its potential value with AI and autonomy. However, it also remains cautious on the stock, especially considering the risks in Q4, as nobody truly knows how deliveries will stack up.

In the last month, Tesla shares are up 24 percent.

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Tesla lands permission to test Full Self-Driving in new country

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tesla showroom
(Credit: NicklasNilsso14)

Tesla has landed permission to begin testing its Full Self-Driving suite in a new country: Sweden.

Tesla has been working to expand its Full Self-Driving suite across the world. Currently, it is available in seven countries: the United States, Canada, Mexico, Puerto Rico, Australia, New Zealand, and China, where it is referred to as “City Autopilot.”

Capabilities of the Full Self-Driving suite differ in each region based on the approvals given to Tesla by regulatory agencies.

In Europe, Tesla has been attempting for a long time to launch FSD in various countries, but regulatory red tape has been prolonging the company’s ability to launch the suite.

However, Sweden appears to be ready to allow Tesla to test FSD in some passenger and public locations, according to the country’s Transport Agency.

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On X, a Swedish Tesla owner named Alexander Kristensen, says he received direct confirmation from the Transport Agency that Tesla has “received permission to test automated vehicles.”

The full email said:

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“Tesla received permission to test automated vehicles last week. This includes three vehicles and all state highways and expressways in Sweden.”

Tesla has already been working with the Swedish Transport Agency on the first steps of Full Self-Driving’s approval. The company and the Transport Agency spent two weeks assessing data gathered during a Formal Site Assessment Test, or SAT.

Based on the communication from the Transport Agency to Kristensen, it appears the company has passed the SAT and will now be able to perform its own testing within the market.

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This approval seems similar to the approval Tesla received in U.S. states for Robotaxi operation. Nevada and Arizona have both given Tesla approval for Robotaxi testing, but passengers are not allowed in the vehicles quite yet.

Instead, company employees perform the testing, which is likely what will go on in Sweden until the Transport Agency gives the company a green light to roll FSD software out to customers.

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