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

Credit: Tesla

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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.

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.

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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.

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.”

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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:

“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.

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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.

“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.

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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

Investor's Corner

Tesla needs to confront these concerns as its ‘wartime CEO’ returns: Wedbush

Tesla will report earnings for Q2 tomorrow. Here’s what Wedbush expects.

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Credit: Tesla

Tesla (NASDAQ: TSLA) is set to report its earnings for the second quarter of 2025 tomorrow, and although Wall Street firm Wedbush is bullish as the company appears to have its “wartime CEO” back, it is looking for answers to a few concerns investors could have moving forward.

The firm’s lead analyst on Tesla, Dan Ives, has kept a bullish sentiment regarding the stock, even as Musk’s focus seemed to be more on politics and less on the company.

However, Musk has recently returned to his past attitude, which is being completely devoted and dedicated to his companies. He even said he would be sleeping in his office and working seven days a week:


Nevertheless, Ives has continued to push suggestions forward about what Tesla should do, what its potential valuation could be in the coming years with autonomy, and how it will deal with the loss of the EV tax credit.

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Tesla preps to expand Robotaxi geofence once again, answering Waymo

These questions are at the forefront of what Ives suggests Tesla should confront on tomorrow’s call, he wrote in a note to investors that was released on Tuesday morning:

“Clearly, losing the EV tax credits with the recent Beltway Bill will be a headwind to Tesla and competitors in the EV landscape looking ahead, and this cash cow will become less of the story (and FCF) in 2026. We would expect some directional guidance on this topic during the conference call. Importantly, we anticipate deliveries globally to rebound in 2H led by some improvement on the key China front with the Model Y refresh a catalyst.”

Ives and Wedbush believe the autonomy could be worth $1 trillion for Tesla, especially as it continues to expand throughout Austin and eventually to other territories.

In the near term, Ives expects Tesla to continue its path of returning to growth:

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“While the company has seen significant weakness in China in previous quarters given the rising competitive landscape across EVs, Tesla saw a rebound in June with sales increasing for the first time in eight months reflecting higher demand for its updated Model Y as deliveries in the region are starting to slowly turn a corner with China representing the heart and lungs of the TSLA growth story. Despite seeing more low-cost models enter the market from Chinese OEMs like BYD, Nio, Xpeng, and others, the company’s recent updates to the Model Y spurred increased demand while the accelerated production ramp-up in Shanghai for this refresh cycle reflected TSLA’s ability to meet rising demand in the marquee region. If Musk continues to lead and remain in the driver’s seat at this pace, we believe Tesla is on a path to an accelerated growth path over the coming years with deliveries expected to ramp in the back-half of 2025 following the Model Y refresh cycle.”

Tesla will report earnings tomorrow at market close. Wedbush maintained its ‘Outperform’ rating and held its $500 price target.

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Investor's Corner

Tesla (TSLA) Q2 2025 earnings call: What investors want to know

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Credit: Tesla Asia/X

Tesla (NASDAQ:TSLA) is set to report its second-quarter 2025 financial results on Wednesday, July 23, after markets close. With this in mind, Tesla investors have aggregated their top questions for the company at its upcoming Q&A session.

The upcoming earnings report follows a mixed delivery quarter. Tesla produced over 410,000 vehicles and delivered more than 384,000 units globally. In the energy segment, Tesla deployed 9.6 GWh of storage products, continuing momentum for its Megapack business. Tesla’s vehicle sales are currently down year-over-year, though a good part of this was due to the Model Y changeover in the first quarter.

Following are Tesla investors’ top questions for management, as aggregated in Say.

  1. Can you give us some insight (into) how robotaxis have been performing so far and what rate you expect to expand in terms of vehicles, geofence, cities, and supervisors?
  2. What are the key technical and regulatory hurdles still remaining for unsupervised FSD to be available for personal use? Timeline?
  3. What specific factory tasks is Optimus currently performing, and what is the expected timeline for scaling production to enable external sales? How does Tesla envision Optimus contributing to revenue in the next 2–3 years?
  4. Can you provide an update on the development and production timeline for Tesla’s more affordable models? How will these models balance cost reduction with profitability, and what impact do you expect on demand in the current economic climate?
  5. When do you anticipate customer vehicles to receive unsupervised FSD?
  6. Are there any news for HW3 users getting retrofits or upgrades? Will they get HW4 or some future version of HW5?
  7. Have any meaningful Optimus milestones changed for this year or next, and will thousands of Optimus be performing tasks in Tesla factories by year-end?
  8. Will there be a new AI day to explain the advancements the Autopilot, Optimus, and Dojo/chip teams have made over the past several years? We still do not know much about HW4.
  9. Cybertruck ramp is now a year in, but sales have lagged other models. How are you thinking through boosting sales of such an incredible product?
  10. When will there be a new CEO compensation package presented and considered for the next stage of the company’s growth?

Tesla will release its Q2 update letter on its Investor Relations website after markets close on Wednesday. A live Q&A webcast with management will then follow at 4:30 p.m. CT (5:30 p.m. ET) to discuss the company’s performance and outlook.

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Tesla Model Y becomes dual champ in China’s vehicle sales rankings

The Model Y’s recent accomplishments suggest that Tesla really has created something special with the all-electric crossover.

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Credit: Tesla Asia/X

The Tesla Model Y was recently deemed a double champion in China, with the all-electric crossover topping two notable sales charts in the country’s automotive sector. 

The Model Y’s recent accomplishments suggest that Tesla really has created something special with the all-electric crossover, as it has continued to outsell even vehicles that are newer and more affordable. 

Tesla China’s announcement

In a post on Weibo, Tesla China VP Grace Tao highlighted that the Model Y topped China’s sales of SUVs, as well as vehicles that are priced in the 200,000-400,000 yuan range. This is quite remarkable, as the Model Y is one of the more costly entries in both lists. She also invited everyone to try out the vehicle for themselves. “You will know the champion strength after a try,” the Tesla VP wrote.

For the first half of the year, the Tesla Model Y sold 171,491 units domestically in China. This number was enough to make it the country’s best-selling SUV and vehicle priced in the 200,000-400,000 yuan range, but it could still easily be higher in the second half of 2025.

This was because Tesla initiated a changeover in Gigafactory Shanghai to shift the facility’s Model Y line to the vehicle’s new iteration. Had Tesla sold the Model Y in full force during the first half of 2025 in China, the vehicle’s domestic sales figures would have been even more impressive.

Model Y L coming

Tesla China’s Model Y sales could see a notable boost in the second half of the year due to the addition of the Model Y L, an extended wheelbase version of the all-electric crossover. Tesla is yet to announce the details for the Model Y L, though the vehicle was listed in the MIIT regulatory catalog as a six-seater. This is game-changing, as the Model Y’s previous seven-seat configurations have caught criticism for being far too cramped and unusable for adults.

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With the six-seat Model Y in the company’s lineup, Tesla would be able to compete with popular vehicles from rivals like BYD, which have made it a point to release spacious three-row vehicles that are designed to carry the whole family. Provided that the Model Y L is priced correctly, it could very well raise Tesla’s vehicle sales this year.

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