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Nikola can ‘easily’ do all-electric trucks like Tesla Semi, says exec in interview
New Nikola Motor president Mark Russell recently provided some updates on the company’s efforts to establish its hydrogen refueling stations across the United States, as well as his thoughts about rivals like the Tesla Semi and other hybrid trucks like the modified Kenworth-Toyota T680 long-hauler that debuted at the Consumer Electronics Show in Las Vegas last January.
Russell, who used to serve as Worthington Industries’ president and chief operating officer, notes that Nikola is notably different from other ventures that he had been involved with in the past, thanks in part to the trucking startup’s pace. “We get so much done; it’s just dizzying,” he said.
Nikola Motor had changed directions several times over the past years. At one point, the company had announced plans for the production of a truck powered by hydrogen and natural gas, before shifting to an initiative aimed at developing hybrid battery-electric and fuel cell hydrogen long-haulers. Most recently, Nikola announced that it would also be producing battery-electric trucks, placing its vehicles in even more direct competition with the Tesla Semi, a vehicle that is expected to begin production late 2019 or sometime next year.

Speaking with trucking publication FreightWaves, Russell explained that the Tesla Semi would not be competing with its long-haul vehicles like the Nikola One, due to the Semi’s limited battery range. The Tesla Semi is offered at 300-mile and 500-mile variants, though Elon Musk has teased that improvements to the vehicle’s design will place the truck’s range closer to 600 miles per charge. This is impressive for a pure-electric truck, but still less than the range of the hydrogen-powered Nikola One, which is expected to have a range of over 1,000 miles. The Nikola President notes that the Tesla Semi is rather simple, and it is a vehicle that the trucking startup could easily do.
“Their truck is our truck with a bigger battery, and we can easily do that. It Nikola’s recent electric vehicle announcement is not as big a deal as people are making it out to be. It’s not a strategy shift. Our model is still attacking the long haul market. We will sell battery electric vehicles based on the same design, and they’ll be great vehicles for those applications. If Tesla can produce their truck and meet the specs, we’ll be competing with them in that market. Tesla doesn’t have anything to compete with us in long-haul,” he said.
Russell also asserted that Nikola would be producing all its hydrogen from renewable resources. The exec further added that the use of hydrogen, provided that it is drawn from renewable energy, is even more environmentally-friendly than the use of batteries to store energy.

“That’s the problem with renewables; they only generate when the wind blows, or the sun shines, and what do you do with them when you don’t need it? You have to store it. One solution is to buy expensive batteries that consume commodities scarce on this planet and then have hazardous waste when they are done. Or you can make hydrogen. Once you’ve made hydrogen and stored it, it can sit there forever. It doesn’t degrade. It doesn’t leak. And when you turn it back into electricity, it becomes water. It’s an elegant, beautiful, simple solution for storing energy, so much better than batteries. You break down water; you put it back together,” he said.
With regards to other hybrid trucks that have been unveiled recently, such as the modified Kenworth-Toyota T680 long-hauler that debuted at the CES, Russell proved mostly unimpressed, stating that such projects are more like a Frankenstein monster that’s cobbled together from existing components. The executive explained that Nikola’s trucks would be designed from the ground up to be environmentally-friendly vehicles, and this is something that will make them truly unique.
Nikola has a tendency to be quite protective of its vehicles. Last year, the trucking startup filed a lawsuit against Tesla claiming that the Semi’s design was copied from the Nikola One. Neither Nikola nor Tesla has issued an official update about the case so far. Nikola Motor is currently preparing for its Nikola World Exhibition this coming April 16-17, where the company is expected to showcase its vehicles like the Nikola Two daycab and the Nikola Tre, a vehicle designed for European markets.
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Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.
Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently.
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.
Recent Cybercab sightings
Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.
Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.
Previewing the autonomous future
Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.
The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds.
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Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
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Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.

Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.