PepsiCo CEO Ramon Laguarta has shared a pleasantly surprising update on his company’s Tesla Semi orders. While speaking with CNBC‘s Jim Cramer, Laguarta remarked that the first deliveries of the Tesla Semi for PepsiCo’s operations would be starting this Q4. This bodes well for the ramp of the all-electric Class 8 truck, which has already seen several delays since its unveiling in late 2017.
“Actually, transportation is about 10% of our overall gas emissions, so it’s important, and we’re working on different solutions. We replace our fleet regularly, every ten years more or less. That’s the life of a truck. We’re already starting to buy electric trucks actually from Tesla. I don’t want to promote anybody, but that’s the brand that we’re using so far, and we’re getting our first deliveries this Q4. So it’s something we started a few years ago. We’re working with Tesla,” the PepsiCo CEO said.
This is quite interesting as Tesla has been tempering the expectations surrounding the Semi as of late, with CEO Elon Musk sharing a very conservative timeframe for the all-electric Class 8 truck’s release during the 2021 Annual Shareholder Meeting. While discussing the launch of Tesla’s next vehicles like the Cybertruck and Semi, both of which are expected to utilize the company’s new 4680 cells, Musk noted that he is looking at about 2023 for the pickup and Class 8 truck’s ramp.
“I think most likely what we’ll see is Cybertruck start production in the next year and then reach volume production in 2023. And, hopefully, we can also be producing the Semi and the new Roadster in ’23 as well. So, we should be through our severe supply chain shortages in ’23. I’m optimistic that that will be the case,” Musk said, highlighting the current challenges being faced by the auto sector due to the ongoing supply chain shortages.
That being said, reports have suggested that Tesla is making some progress in its Semi program. Back in March, PepsiCo posted a press release stating that it is looking to deploy 15 all-electric trucks by the end of the year. These vehicles were reportedly the Tesla Semi. Just a few days later, reports from EV blogs such as Electrek claimed that a pilot line near Giga Nevada has been set up for the Semi, though the output of the facility would be extremely conservative at just about five trucks per week.
More recently, aerial footage from EV advocates has hinted that Tesla is already building some Megachargers for the Semi near Giga Nevada. With this in mind, and with recent statements from Tesla suggesting that its pilot production of its 4680 cells is now going well, the PepsiCo CEO’s statements might end up proving accurate. After all, producing 15 Tesla Semis by the end of the year seems feasible, as the company would likely be able to produce enough consumer-ready 4680 cells for such a small number of trucks.
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Tesla Semis to get 18 new Megachargers at this PepsiCo plant
PepsiCo is set to add more Tesla Semi Megachargers, this time at a facility in North Carolina.

Tesla partner PepsiCo is set to build new Semi charging stations at one of its manufacturing sites, as revealed in new permitting plans shared this week.
On Friday, Tesla charging station scout MarcoRP shared plans on X for 18 Semi Megacharging stalls at PepsiCo’s facility in Charlotte, North Carolina, coming as the latest update plans for the company’s increasingly electrified fleet. The stalls are set to be built side by side, along with three Tesla Megapack grid-scale battery systems.
The plans also note the faster charging speeds for the chargers, which can charge the Class 8 Semi at speeds of up to 1MW. Tesla says that the speed can charge the Semi back to roughly 70 percent in around 30 minutes.
You can see the site plans for the PepsiCo North Carolina Megacharger below.

Credit: PepsiCo (via MarcoRPi1 on X)

Credit: PepsiCo (via MarcoRPi1 on X)
READ MORE ON THE TESLA SEMI: Tesla to build Semi Megacharger station in Southern California
PepsiCo’s Tesla Semi fleet, other Megachargers, and initial tests and deliveries
PepsiCo was the first external customer to take delivery of Tesla’s Semis back in 2023, starting with just an initial order of 15. Since then, the company has continued to expand the fleet, recently taking delivery of an additional 50 units in California. The PepsiCo fleet was up to around 86 units as of last year, according to statements from Semi Senior Manager Dan Priestley.
Additionally, the company has similar Megachargers at its facilities in Modesto, Sacramento, and Fresno, California, and Tesla also submitted plans for approval to build 12 new Megacharging stalls in Los Angeles County.
Over the past couple of years, Tesla has also been delivering the electric Class 8 units to a number of other companies for pilot programs, and Priestley shared some results from PepsiCo’s initial Semi tests last year. Notably, the executive spoke with a handful of PepsiCo workers who said they really liked the Semi and wouldn’t plan on going back to diesel trucks.
The company is also nearing completion of a higher-volume Semi plant at its Gigafactory in Nevada, which is expected to eventually have an annual production capacity of 50,000 Semi units.
Tesla executive teases plan to further electrify supply chain
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Tesla sales soar in Norway with new Model Y leading the charge
Tesla recorded a 54% year-over-year jump in new vehicle registrations in June.

Tesla is seeing strong momentum in Norway, with sales of the new Model Y helping the company maintain dominance in one of the world’s most electric vehicle-friendly markets.
Model Y upgrades and consumer preferences
According to the Norwegian Road Federation (OFV), Tesla recorded a 54% year-over-year jump in new vehicle registrations in June. The Model Y led the charge, posting a 115% increase compared to the same period last year. Tesla Norway’s growth was even more notable in May, with sales surging a whopping 213%, as noted in a CNBC report.
Christina Bu, secretary general of the Norwegian EV Association (NEVA), stated that Tesla’s strong market performance was partly due to the updated Model Y, which is really just a good car, period.
“I think it just has to do with the fact that they deliver a car which has quite a lot of value for money and is what Norwegians need. What Norwegians need, a large luggage space, all wheel drive, and a tow hitch, high ground clearance as well. In addition, quite good digital solutions which people have gotten used to, and also a charging network,” she said.
Tesla in Europe
Tesla’s success in Norway is supported by long-standing government incentives for EV adoption, including exemptions from VAT, road toll discounts, and access to bus lanes. Public and home charging infrastructure is also widely available, making the EV ownership experience in the country very convenient.
Tesla’s performance in Europe is still a mixed bag, with markets like Germany and France still seeing declines in recent months. In areas such as Norway, Spain, and Portugal, however, Tesla’s new car registrations are rising. Spain’s sales rose 61% and Portugal’s sales rose 7% last month. This suggests that regional demand may be stabilizing or rebounding in pockets of Europe.
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Tesla to open first India experience center in Mumbai on July 15
The event is scheduled for July 15 at the Bandra Kurla Complex, a premier business district in Mumbai.

Tesla is officially entering India with the opening of its first showroom and experience center in Mumbai next week. The event is scheduled for July 15 at the Bandra Kurla Complex, a premier business district in Mumbai.
Tesla imports to India signal an early-stage market entry strategy
According to Indian customs data, Tesla has imported approximately $1 million worth of vehicles, charging equipment, and merchandise into the country between January and June. The shipments include six Model Y comprised of five standard variants valued at $32,500 each and one long-range model valued at $46,000. Several Superchargers and related accessories were also imported into the country, as noted in a Yahoo Finance report.
These vehicles are expected to serve as display models and test units as Tesla gauges interest and navigates India’s high import duties, which hover around 70% on fully built vehicles. Despite the significant tariffs in the country, Tesla has opted to begin its India expansion with imported cars.
An invitation to the Tesla India launch event has been making the rounds online. As could be seen in the document, Tesla noted that July 15 would be the launch of Tesla in India through the opening of a Tesla experience centre at Bandra Kurla Complex in Mumbai.
Tesla India’s hiring and expansion efforts are underway
Tesla has filled a number of key roles from the 30+ positions it advertised earlier this year. Recent hires include store managers, service executives, and sales staff, while ongoing recruitment is focused on supply chain engineers and vehicle operators to support the company’s Autopilot program.
Indian officials have been open about their intention to encourage Tesla to establish a manufacturing hub in the country. Tesla does seem open to the idea, at least, with reports last year hinting that Elon Musk was set to visit the country to discuss or even potentially announce a domestic project. The trip, however, was ultimately canceled.
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