News
Tesla and rival Nikola listed among most innovative and disruptive companies in freight
This year, the FreightWaves Research Institute conducted a study aimed at determining which companies are the most innovative and disruptive in the freight and logistics industry. From 500 companies, a panel of experts selected by the institute narrowed down the list to 25. These 25 companies represented the best that the freight and logistics industry has to offer, in terms of innovation, tech, and potential disruption.
Dubbed as the Freight.Tech25, the institute’s list of top companies included freight logistics heavyweights such as Amazon and J.B. Hunt. Standing near the top of the Top 25 list was Tesla, which placed third overall. Tesla was among the few automakers that made it to the Freight.Tech25, beating out Daimler, which placed 11th in the study’s rankings. Trucking startup Nikola Motor Company, which makes hydrogen-electric trucks, placed 24th in the Top 25 list.
FreightWaves (a publication behind the institute that conducted the study) has traditionally been quite bearish on Tesla, and in particular, Elon Musk. That said, the publication notes that behind all the drama and controversy surrounding its CEO, it is undeniable that Tesla has “set much of the conversation around autonomous (technologies) and electrification, and incumbents and OEMs across the globe are chasing them.” Led by the Tesla Semi and vehicles like the Model 3, the electric car maker seems poised to be a true disruptor in the transportation and logistics field.
Speaking in a symposium, James O’Leary, VP of NFI Industries fleet services noted that the long-haul industry today is becoming very particular about electrification. The NFI Industries executive had a name for the trend — the “Tesla Effect.”
“Nobody in North America was talking about electric vehicles until your local news outlets picked up the rollout of the Tesla Semi. That led basically to what we call the Tesla effect. Now shippers are asking their carriers where you are with electric vehicles,” he said.
Another surprising automaker that made it to the Freight.Tech25 is Tesla rival Nikola Motor, a company that creates hydrogen-electric long-haulers. Considering that the startup is yet to start the production of any of its vehicles, the company’s place in the FreightWaves Research Institute’s list is commendable. The institute has noted, though, that Nikola’s tech has received rave reviews in terms of fleet pre-orders. Thanks in part to the company’s practice of accepting orders without a reservation fee, Nikola has also reportedly received over $8 billion in pre-orders for its lineup of hydrogen-electric trucks — the Nikola One sleeper, the Nikola Two daycab, and the Nikola Tre, which is designed for the European and Australian market.
In true Nikola fashion, the trucking startup has issued a bold, optimistic statement on its official Twitter page, stating that while it was great to have made it into the Freight.Tech25, the company believes in the notion that “If you ain’t first, you’re last.” As such, Nikola declared that it “will never be okay with 24th place.”
While it is nice getting in top 25, our company belief is that "If you ain't first you're last". Thank you Ricky Bobby, we agree. Nikola will never be ok with 24th place. Our only goal is #emissionsgameover https://t.co/x9Mwz6Nvvy
— Nikola Corporation (@nikolamotor) December 17, 2018
For now, Tesla continues to test the Semi on US roads, with the company’s prototypes being sighted across several states. Just recently, even the matte black Tesla Semi prototype, which has remained unseen for months, was sighted charging in the Kettleman City Supercharger. Nikola, for its part, is preparing to hold its most ambitious event this coming April, where it is set to unveil its new hydrogen-electric trucks.
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
