Connect with us
tesla semi tesla semi

News

Tesla Semi’s EPA range rating will simply never exist…Here’s why

Credit: Tesla

Published

on

You’ll never know how far the Tesla Semi, the Volvo VNR, or other electric semi-trucks will go according to EPA testing standards. The answer is incredibly complex, but simply put, the EPA does not test or evaluate heavy-duty trucks for range ratings. Don’t expect the agency to tell you how far the Tesla Semi or other EV trucks will go because testing simply does not happen.

This allows manufacturers of heavy-duty electric vehicles and semi-trucks to have a profoundly unique ability to control the narrative that surrounds how far their product can go on a full charge. As crazy as it sounds, customers leaping into the all-electric Class 8 sector are putting trust in the companies they buy from when weighing what is arguably the most important metric of the EV ownership experience: range.

Following the certification of the Tesla Semi by the EPA in late October, which Teslarati exclusively reported on, we were bombarded with questions surrounding the vehicle’s EPA-rated range. Light-duty passenger electric vehicles and their success can almost always be gauged by how customers react to range ratings during unveiling events. When Lucid announced it had successfully reached an EPA-rated 520 miles of range on a single charge in the Air Dream Edition, the EV world was astounded. While the vehicle has felt heavy demand on order logs, Lucid still fulfills them to this day.

Meanwhile, other manufacturers bring vehicles to the market with relatively “light” range projections or ratings. It is always disappointing to see a vehicle with so much potential offer so little of what EV owners want: driving range. People do not want to stop at EV chargers. They want to continue their journey on the roads.

Advertisement

Polestar’s recently-unveiled Polestar 3 comes to mind when I (and some others) think of an astounding vehicle with not-so-astounding range and efficiency. Despite its 111 kWh battery pack, the Polestar 3 only offers 379 miles of WLTP-rated range. WLTP ratings are usually much more generous than EPA ratings, so I am anticipating the vehicle to reach around 300 miles of range when the U.S. agency gets its hands on it.

When light-duty vehicles are assessed, approved, and granted Certificates of Conformity from the EPA, they are available for the public to read and include results on efficiency and range testing. This is where heavy-duty vehicles and the testing process differ vastly from light-duty ones.

While these are both vehicle classes that are purchased and used by consumers on public roads, only light-duty vehicles are assessed for range ratings, while heavy-duty vehicle manufacturers do not have their products’ range “evaluated, reported, or included” in an application for certification, the EPA said in an emailed statement.

The EPA has numerous documents relating to this idea, as well as the Society of Automotive Engineers (SAE). However, the documents never directly specified why heavy-duty vehicles are not required to be tested by federal agencies. That does not mean that reasoning is not available.

Advertisement

The fact of the matter is the agency may not have been prepared to test heavy-duty electric vehicles for range ratings, especially this soon. A document found in the Federal Register that was submitted by the EPA and Department of Transportation (USDOT) in 2016 titled, “Greenhouse Gas Emissions and Fuel Efficiency Standards for Medium- and Heavy-Duty Engines and Vehicles— Phase 2,” which established rules to reduce greenhouse gases, includes an interesting tidbit regarding electric vehicles:

“Given the high up-front costs and the developing nature of this technology, the agencies do not project fully electric vocational vehicles to be widely commercially available in the time frame of the final rules. For this reason, the agencies have not based the Phase 2 standards on adoption of full-electric vocational vehicles. We received many comments on electric trucks and buses. Specifically, EEI provided information on the total cost of ownership for electric trucks, and some applications may see attractive long-term cost.”

The time frame of the final rules is set to end in 2027 and apply to model year 2027 vehicles, according to the document.

The agency recognized in 2016 that these technologies may be in development, and we all know they are. As the EPA and NHTSA may not have been able to predict how quickly all-electric heavy-duty trucks would become a prevalent piece of American logistics, the agencies were aware that this technology was coming in the future:

Advertisement

“Phase 2 will include technology advancing standards that will phase in over the long-term (through model year 2027) to result in an ambitious, yet achievable program that will allow manufacturers to meet standards through a mix of different technologies at reasonable cost. The terminal requirements go into effect in 2027, and would apply to MY 2027 and subsequent model year vehicles, unless modified by future rulemaking. The Phase 2 standards will maintain the underlying regulatory structure developed in the Phase 1 program, such as the general categorization of MDVs and HDVs and the separate standards for vehicles and engines. However, the Phase 2 program will build on and advance Phase 1 in a number of important ways including the following: basing standards not only on currently available technologies but also on utilization of technologies now under development or not yet widely deployed while providing significant lead time to assure adequate time to develop, test, and phase in these controls.”

So, how do manufacturers determine range?

This is where things get very tricky because if the EPA is not testing the range itself as an unbiased government organization, it means manufacturers are required to test the vehicles themselves, leaving consumers to trust the companies that they are buying from.

Technically, manufacturers could say whatever they want regarding their electric trucks. Tesla has maintained significant range ratings for the Semi throughout its development, with Elon Musk recently stating the vehicle will have 500 miles of range per charge, with a sizeable payload. Of course, Tesla has been testing its vehicle internally and with the help of verified customers, like Frito Lay, who will take delivery of the first Semi on December 1.

It really comes down to independent testing. Volvo, for example, tested the range of its all-electric VNR Class 8 heavy-duty truck through a pilot program with third-party companies. Through its LIGHTS (Low Impact Green Heavy Transport Solutions) project, Volvo had companies like NFI Industries test the VNR through its commercial operations to prove and demonstrate the truck’s ability.

Advertisement

“By participating in the Volvo LIGHTS project, NFI is helping to prove that Volvo’s VNR Electric trucks can handle the daily rigors of freight movement. NFI continues to be a leader in sustainability, and it comes across in everything they do,” Peter Voorhoeve, president of Volvo Trucks North America, said. “NFI is realizing the immediate value the electric VNR provides—not just by eliminating emissions but creating an enthusiastic workforce complimenting the experience of driving these electric truck models.”

The LIGHTS project ran through 2021 and provided Volvo with “real-world operational data critical to the successful commercial scaling of these vehicles.”

So how do you know how far an all-electric Class 8 heavy-duty vehicle goes? You might literally have to find out for yourself, or you can trust the manufacturer’s word for it.

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.

Advertisement

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

Advertisement
Comments

Elon Musk

ARK’s SpaceX IPO Guide makes a compelling case on why $1.75T may not be the ceiling

ARK Invest breaks down six reasons SpaceX’s $1.75 trillion IPO valuation may be justified.

Published

on

By

ARK Invest, which holds SpaceX as its largest Venture Fund position at 17% of net assets, has published a detailed investor guide to why a SpaceX IPO may be grounded in a $1.75 trillion target valuation.

The financial case starts with Starlink, SpaceX’s satellite internet constellation, which has surpassed 10 million active subscribers globally as of early 2026, with 2026 revenue projected to exceed $20 billion. ARK’s research puts the total satellite connectivity market opportunity at roughly $160 billion annually at scale, and Starlink is adding customers faster than any telecom network in history. That growth alone would justify a substantial valuation.

Additionally,  ARK notes that SpaceX has reduced the cost per kilogram to orbit from roughly $15,600 in 2008 to under $1,000 today through reusable Falcon 9 hardware. A fully operational Starship targeting sub-$100 per kilogram would represent a significant cost decline and open markets that do not currently exist. SpaceX executed a staggering 165 missions in 2025 and now accounts for approximately 85% of all global orbital launches. That infrastructure position took decades to build and would be nearly impossible to replicate at comparable cost.

SpaceX officially acquires xAI, merging rockets with AI expertise

Advertisement

The February 2026 merger with xAI added a layer to the valuation that straightforward financial models struggle to capture. ARK argues that at sub-$100 launch costs, orbital data centers could deliver compute roughly 25% cheaper than ground-based alternatives, without power grid delays, permitting friction, or land constraints. Musk has stated a goal of deploying 100 gigawatts of AI computing capacity per year from orbit.

The $1.75 trillion figure itself is not a conventional earnings multiple. At roughly 95x trailing revenue, it prices in Starlink’s adoption curve, Starship’s cost trajectory, and the orbital compute thesis together. The public S-1 prospectus, due at least 15 days before the June roadshow, will give investors their first complete look at the financials to test those assumptions. ARK’s position is that the track record earns the benefit of the doubt. Fully reusable rockets were considered unrealistic for years. Starlink was considered financially unviable. Both happened on timelines that surprised skeptics.

Continue Reading

Elon Musk

Ford CEO Farley says Tesla is not who to look at for EV expertise

Interestingly, Farley has been one of the most hellbent CEOs in terms of a legacy automaker standpoint to push the EV effort. It did not go according to plan, as Ford took a $19.5 billion charge and retreated from its EV push in late 2025.

Published

on

elon-musk-jim-farley-tesla-ford

Ford CEO Jim Farley said in a recent podcast interview that Tesla is not who Americans should look at to beat Chinese carmakers.

The comments have sparked quite a bit of outrage from Tesla fans on X, the social media platform owned by Elon Musk.

Farley said that Chinese automakers are better examples of how to beat competitors. He said (via the Rapid Response Podcast):

“If you’re an American and you want us to beat the Chinese in the car business, you’re all going to want to pay attention, not necessarily to Tesla. Nothing against Tesla—they’ve been doing great—but they really don’t have an updated vehicle. The best in the business for us, cost-wise and competition-wise, supply chain, manufacturing expertise, and the I.P. in the vehicle, was really BYD. In this next cycle of EV customers in the U.S., they want pickups and utilities and all these different body styles. But they want them at $30,000, not $50,000. Like the first inning, they want them affordably.”

Advertisement

Despite Farley’s synopsis, it is worth mentioning that Tesla had the best-selling passenger vehicle in the world last year, and in China in March, as the Model Y continued its global dominance over other vehicles.

Musk responded to Farley’s comments by stating:

“This is before Supervised FSD is approved in China. Limiting factor is production output in Shanghai.”

Interestingly, Farley has been one of the most hellbent CEOs in terms of a legacy automaker standpoint to push the EV effort. It did not go according to plan, as Ford took a $19.5 billion charge and retreated from its EV push in late 2025.

Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges

Instead, Ford is “doubling down on its affordable” EVs and said it would pivot from its previous plans.

Advertisement

Reaction from Tesla fans was pretty much how you would expect. Many said they have lost a lot of respect for Farley after his comments; others believe he is the last CEO anyone should be taking advice on EVs from.

Nevertheless, Farley’s plans are bold and brash; many consider Tesla the most ideal company to replicate EV efforts from. It will be interesting to see if Ford can rebound from this big adjustment, and hopefully, Farley’s plans to replicate efforts from BYD work out the way he hopes.

Continue Reading

Elon Musk

SpaceX wins its first MARS contract but it comes with a catch

NASA awarded SpaceX a $175 million Mars rover contract while the White House proposes cutting the mission.

Published

on

By

NASA just signed a $175.7 million contract with SpaceX to launch a Mars rover that the White House is simultaneously trying to defund. The contract, awarded on April 16, 2026, tasks SpaceX’s Falcon Heavy with launching the European Space Agency’s (ESA) Rosalind Franklin rover from Kennedy Space Center in Florida, no earlier than late 2028. It would mark the first time SpaceX has ever sent a payload to Mars.

Under NASA’s Rosalind Franklin Support and Augmentation project, known as ROSA, the agency is providing braking engines for the rover’s descent stage, radioisotope heater units that use decaying plutonium to keep the rover warm on the Martian surface, additional electronics, and a mass spectrometer instrument, as noted by SpaceNews.

Those nuclear heating units are the reason an American rocket was required at all. U.S. export controls on radioisotope technology mean any payload carrying them must launch on a domestic vehicle, which narrowed the field to SpaceX and United Launch Alliance. Falcon Heavy’s pricing made it the practical choice.

SpaceX is quietly becoming the U.S. Military’s only reliable rocket

Advertisement

Falcon Heavy debuted in February 2018 and has 11 launches to its record. The rocket has not flown since October 2024, when it sent NASA’s Europa Clipper toward Jupiter. The three-core design, built from modified Falcon 9 first stages, gives it the lift capacity needed for deep space planetary missions that a single Falcon 9 cannot reach.

The Rosalind Franklin rover has been sitting in storage in Europe for years. It was originally due to launch in 2022 as a joint mission with Russia, but Russia’s invasion of Ukraine ended that partnership, leaving the rover built but stranded without a launch vehicle or landing hardware. NASA stepped back in through a 2024 agreement with ESA to rescue the mission. The rover is designed to drill up to two meters below the Martian surface in search of evidence of past life, a science objective no previous mission has attempted at that depth.

The contradiction at the center of this story is hard to ignore. The White House’s fiscal year 2027 budget proposal included no funding for ROSA and did not mention the mission at all in the detailed congressional justification document released April 3.

Musk has long argued that reaching Mars is not optional. “We don’t want to be one of those single planet species, we want to be a multi-planet species.” Whether this particular mission survives Washington’s budget fight, the Falcon Heavy contract means SpaceX is now formally on record as the rocket that could get humanity’s next Mars science mission off the ground.

Advertisement

The timing of this contract carries extra weight given that SpaceX filed confidentially with the SEC in early April and is targeting an IPO roadshow in the week of June 8. It would be the largest public offering in history.

Continue Reading