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Tesla Semi to kick off Yandell Truckaway’s transition to an all-electric fleet

The Tesla Semi visits Yandell Truckaway. (Photo: Arash Malek)

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Following its visit to Pixar HQ for the esteemed animation studio’s green day celebration for employees, the Tesla Semi headed to the headquarters of another reservation holder: veteran transportation, logistics, and warehousing company Yandell Truckaway, which as been in the trucking business since 1945. Yandell had ordered 10 units of the Semi’s 300-mile version for its fleet, as part of its efforts to fully embrace sustainable solutions.

Yandell aims to utilize its Tesla all-electric trucks for its asset-based trucking division, with the vehicles operating in Northern California and catering to the area’s temperature controlled wine transportation and storage industry. This makes the Semi’s 300-mile variant perfect for Yandell’s business, as the trucks would likely have enough range to perform their day-to-day tasks and simply charge at night. In a statement, Yandell Truckaway COO John Yandell III remarked that the Semi is a perfect match for the company’s history of embracing bleeding edge technologies. 

The Tesla Semi visits Yandell Truckaway. (Photo: Arash Malek)

“For over 70 years Yandell Truckaway has been serving the Northern California wine industry. Throughout that time we have prided ourselves by staying at the forefront of technology, making our operations more efficient and environmentally friendly. With the introduction of the Tesla Semi truck, we are looking forward to ushering in the most substantial and groundbreaking piece of technology the trucking industry has ever seen,” the COO said. 

The executive made it clear that the 10 Tesla Semis Yandell Truckaway ordered are intended to replace the trucks that the company is currently using. Eventually, Yandell plans to transition its fleet into zero-emissions trucks. With this in mind, the trucking veteran is laying the groundwork to prepare for the deployment of its Tesla Semi fleet, as well as its succeeding sustainable initiatives. A huge part of this will be the company’s charging infrastructure, which will likely be a key factor in determining whether or not its EV trucking push will succeed. 

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The Tesla Semi visits Yandell Truckaway. (Photo: Arash Malek)

To address the charging needs of its upcoming electric truck fleet, the COO stated that Yandell is looking to set up a new building that will include solar panels that will help provide the power that will charge its Tesla Semis. Other electric trucks that the company plans to use, as well as electric-powered forklifts for its warehousing operations, will be charged using this upcoming building as well.

The Tesla Semi holds the potential to disrupt the lucrative trucking market. To allow the vehicle to be competitive, Tesla designed its truck to capitalize on the strengths of EVs as much as possible. The Semi is equipped with four Model 3-derived electric motors, which allow the long-hauler to accelerate from 0-60 mph in 5 seconds flat while bobtailing. With a full load, the Semi is capable of hitting highway speed in around 20 seconds, far quicker than diesel-powered trucks. The Semi will also feature a unique “Convoy Mode,” which would allow multiple trucks to semi-autonomously draft close to each other.

The Tesla Semi was initially announced for production in 2019, though this date has been adjusted for 2020. The company has hinted at improvements in the Semi since its unveiling, with Elon Musk teasing that the production long-range variant of the truck will have closer to 600 miles of range per charge.

Watch some sleek drone footage of the Tesla Semi in its visit to Yandell Truckaway in the video below.

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https://youtu.be/JLtJ7SeZehQ

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Elon Musk

Tesla Board Chair discusses what is being done to protect CEO Elon Musk

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Credit: xAI

Tesla Board Chair Robyn Denholm met with Bloomberg this morning to discuss a variety of topics, but perhaps one of the most interesting was her comments on what is being done to protect company CEO Elon Musk.

After the assassination of right-wing political commentator Charlie Kirk this week, there have been concerns about Musk’s safety, as well as that of other high-profile business leaders and political figures.

Earlier this week, Musk said himself that his security detail would be increased significantly following Kirk’s death, a move that many investors and fans of the company had requested because of political violence.

Elon Musk assures Tesla investors he will enhance his security detail

“Definitely need to enhance security,” Musk said. Tesla spent $3.3 million on Musk’s security in 2024 and January and February 2025. For reference, Meta spent over $27 million on Mark Zuckerberg’s security last year, which is higher than any other tech CEO.

During Denholm’s appearance on Bloomberg TV earlier today, she stated that the company has been focused on Musk’s security detail for “many years,” especially considering he is one of the richest people on Earth and holds an incredible amount of influence.

“It is something that we take very seriously; he takes it very seriously as well. So, again, from a board perspective, it is something we’ve discussed at length,” Denholm said.

Denholm added that she believes “there is not anyone in a boardroom that is not touched by what has happened with Charlie Kirk.”

Although Musk’s political involvement has toned down significantly in the past, he still has enemies, especially based on groups that oppose him and the company specifically. Based on this week’s events, it feels that increased security is a necessary expense Tesla must account for.

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Investor's Corner

Tesla bear turns bullish for two reasons as stock continues boost

“I think from a trading perspective, it looks very interesting,” Nathan said, citing numerous signs of strength, such as holding its 200-day moving average and holding against its resistance level.

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Credit: Tesla Manufacturing

A Tesla bear is changing his tune, turning bullish for two reasons as the company’s stock has continued to get a boost over the past month.

Dan Nathan, a notorious skeptic of Tesla shares, said he is changing his tune, at least in the short term, on the company’s stock because of “technicals and sentiment,” believing the company is on track for a strong Q3, but also an investment story that will slowly veer away from its automotive business.

“I think from a trading perspective, it looks very interesting,” Nathan said, citing numerous signs of strength, such as holding its 200-day moving average and holding against its resistance level.

He also said he believes a rally for the stock could continue as it heads into the end of the quarter, especially as the $7,500 electric vehicle tax credit is coming to an end at the end of the month.

With that being said, he believes the consensus for Q3 deliveries is “probably low,” as he believes Wall Street is likely underestimating what Tesla will bring to the table on October 1 or 2 when it reports numbers for the quarter.

Tesla shares are already up over five percent today, with gains exceeding nine percent over the past five trading days, and more than fourteen percent in the past month.

While some analysts are looking at the performance of other Mag 7 stocks, movement on rates from the Federal Reserve, and other broader market factors as reasoning for Tesla’s strong performance, it appears some movement could be related to the company’s recent developments instead.

Over the past week, Tesla has made some strides in its Robotaxi program, including a new license to test the platform in the State of Nevada, which we reported on.

Tesla lands regulatory green light for Robotaxi testing in new state

Additionally, the company is riding the tails of the end of the EV tax credit, as inventory, both new and used, is running extremely low, generally speaking. Many markets do not have any vehicles to purchase as of right now, making delivery by September 30 extremely difficult.

However, there has been some adjustments to the guidelines by the IRS, which can be read here:

Tesla set to win big after IRS adjusts EV tax credit rules

Tesla is trading at around $389 at 10:56 a.m. on the East Coast.

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Tesla lands regulatory green light for Robotaxi testing in new state

This will be the third state in total where Tesla is operating Robotaxi, following Austin and California.

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Credit: Tesla

Tesla has landed a regulatory green light to test its Robotaxi platform in a new state, less than three months after the ride-hailing service launched in Texas.

Tesla first launched its driverless Robotaxi suite in Austin, Texas, back on June 22. Initially offering rides to a small group of people, Tesla kept things limited, but this was not to be the mentality for very long.

It continued to expand the rider population, the service area, and the vehicle fleet in Austin.

The company also launched rides in the Bay Area, but it does use a person in the driver’s seat to maintain safety. In Austin, the “Safety Monitor” is present in the passenger’s seat during local rides, and in the driver’s seat for routes that involve highway driving.

Tesla is currently testing the Robotaxi platform in other states. We reported that it was testing in Tempe, Arizona, as validation vehicles are traveling around the city in preparation for Robotaxi.

Tesla looks to make a big splash with Robotaxi in a new market

Tesla is also hoping to launch in Florida and New York, as job postings have shown the company’s intention to operate there.

However, it appears it will launch in Nevada before those states, as the company submitted its application to obtain a Testing Registry certification on September 3. It was processed by the state’s Department of Motor Vehicles Office of Business Licensing on September 10.

It will then need to self-certify for operations, essentially meaning they will need to comply with various state requirements.

This will be the third state in total where Tesla is operating Robotaxi, following Austin and California.

CEO Elon Musk has stated that he believes Robotaxi will be available to at least half of the U.S. population by the end of the year. Geographically, Tesla will need to make incredible strides over the final four months of the year to achieve this.

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