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Tesla’s Semi, solar and battery storage to help Frito Lay cut emissions at CA plant

(Credit: The Modesto Bee)

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American snack company Frito Lay has announced that they will make its Modesto, California distribution plant eco-friendly in an attempt to significantly decrease the amount of carbon-emissions the company is producing during its day-to-day operations. The snack-maker will utilize a number of companies to complete the operation, including Tesla.

“We are going to replace 75 pieces of distribution equipment with zero, or near-zero, emissions new equipment across forklifts, tractors, yard tractors within our Modesto operation,” Vice President of Supply Chain for PepsiCo. Michael O’Connell stated in an interview with The Modesto Bee. Frito Lay is a subsidiary of PepsiCo.

Frito Lay has already put down a deposit on 100 Tesla Semi units, 15 of which will be deployed to the Modesto site. The company placed these deposits down on the Silicon Valley-based manufacturer’s new Semi when it was unveiled on November 16, 2017.

The new plan that will cut emissions significantly will be funded by a $15.4 million grant from the California Air Resources Board, also known as CARB. Along with the grant, Frito Lay is investing $13.5 million of its own money, as well as $1.8 million from American Natural Gas. The combined total of the project is $30.8 million.

The company will use battery-powered vehicles from companies other than Tesla. They will also have six electric Peterbilt box trucks and three electric yard tractors available. Frito Lay will also utilize 38 Volvo semis that will run on natural gas.

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Interestingly, Tesla will also be involved in helping the company set up a large solar system coupled with industrial-grade battery storage units on the site. Details about this initiative are still quite slim, though a filing from PepsiCo with the San Joaquin Valley Air Pollution Control District mentioned Tesla’s involvement in the project.

“(Tesla) will deliver 15 highly anticipated Tesla Semis along with battery electric truck charging infrastructure, a large-scale solar PV system, and two energy storage systems for facility peak shaving and heavy-duty electric truck charging,” the filing indicated.

The project is planned to be completed by 2021, but Frito Lay and parent company PepsiCo are not stopping at the Modesto plant. The company plans to cut greenhouse emissions by 20 percent across the board by the year 2030.

Tesla’s Semi will have a 300 and a 500-mile range and will cost buyers anywhere from $150,000 to $200,000. The vehicle is powered by four Model 3-derived independent motors on rear axles, allowing for a 0-60 MPH time of 20 seconds at maximum load. The Semi is expected to enter production sometime next year.

Watch a feature on Frito Lay’s Modesto, CA site and its Tesla Semi orders in the video below.

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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

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Elon Musk

Tesla Energy shines with substantial YoY growth in deployments

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Credit: Tesla Megapack

Tesla Energy shined in what was a weak delivery report for the first quarter, as the company’s frequently-forgotten battery storage products performed extraordinarily well.

Tesla reported its Q1 production, delivery, and deployment figures for the first quarter of the year, and while many were less-than-excited about the automotive side, the Energy division performed well with 10.4 GWh of energy storage products deployed during the first quarter.

This was a 156 percent increase year-over-year and the company’s second-best quarter in terms of energy deployments to date. Only Q4 2024 was better, as 11 GWh was recorded.

Tesla Energy is frequently forgotten and not talked about enough. The company has continued to deploy massive energy storage projects across the globe, and as it recorded 31.5 GWh of deployments last year, 2025 is already looking as if it will be a record-setting year if it continues at this pace.

Tesla Megapacks to back one of Europe’s largest energy storage sites

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Although Energy performed well, many investors are privy to that of the automotive division’s performance, which is where some concern lies. Tesla had a weak quarter for deliveries, missing Wall Street estimates by a considerable margin.

There are two very likely reasons as to why this happened: the first is Tesla’s switchover to the new Model Y at its production facilities across the globe. Tesla said it lost “several weeks” of production due to the updating of manufacturing lines as it rolled out a new version of its all-electric crossover.

Secondly, Tesla could be facing some pressure from pushback against the brand, which is what many analysts will say. Despite the publicity of attacks on Tesla drivers and their vehicles, as well as the company’s showrooms, it would be safe to assume that we will have a better picture painted of what the issue is in Q2 after the company reports numbers in July.

New Tesla Model Y was a best-seller in China in March 2025

If Tesla is still struggling with lackluster delivery figures in Q2 after the Model Y is ramped and deliveries are more predictable and consistent, we could see where the argument for brand damage is legitimate. However, we are more prone to believe the Model Y, which accounts for most of Tesla’s sales, and its production ramp is likely the cause for what happened in Q1.

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In what was a relatively bleak quarter, Tesla Energy still shines as the bright spot for the quarter.

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Tesla bull Wedbush responds to Q1 deliveries: ‘A disaster on every metric’

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Credit: diagnosticdennis/Instagram and @smile__no via Tesla Owners of Santa Clarita Valley/X

Tesla bull Wedbush has responded to the company’s lackluster Q1 delivery figures, which were released on Wednesday morning in a new note from analyst Dan Ives.

Tesla reported deliveries of 336,681 vehicles in the first quarter of the year, a far cry from the Wall Street estimate of 352,000 and whisper numbers of roughly 350,000. At first glance, it seems to be a disaster, but Tesla said it lost “several weeks of production” in Q1 due to the ramp of the new Model Y at all four of its vehicle production factories.

Tesla (TSLA) reports 336,681 vehicle deliveries for Q1 2025

This could be part of the reason that the company experienced a quarter of this performance, but there are also factors stemming from CEO Elon Musk’s involvement in the U.S. government, which has created some pushback in various markets.

It’s tough to say how much of each issue caused this type of quarter, but Ives wrote in a note to investors that Wedbush could not look at this “with rose-colored glasses,” as the performance “was a disaster on every metric.”

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Ives believes it is time for Musk to make a move:

“The Street and us knew a bad 1Q was coming but this was even worse than expected. The time has come for Musk….it’s a fork in the road moment. The more political he gets with DOGE the more the brand suffers, there is no debate. This quarter was an example of the damage Musk is causing Tesla. This continues to be a moment of truth for Musk to navigate this brand tornado crisis moment and get onto the other side of this dark chapter for Tesla with much better days ahead.”

Interestingly, the stock dropped over 5 percent after the delivery report. It quickly rebounded 8 percent and is currently up over 5 percent on the day after a report from Politico stated that Musk and President Donald Trump have discussed the CEO stepping back from the Department of Government Efficiency (DOGE).

Based on that, it seems that investors were looking for Musk to step back from his government duties and show more public attention to Tesla. Realistically, we do not know how much of his time is being devoted to Tesla and its EV initiative. However, it seems investors were ready to hear something along the lines of Musk being more involved and speaking openly about Tesla and its projects.

It’s not all bad. Ives still recognizes Tesla’s prowess with the rollout of robotaxi and Full Self-Driving and how much impact it could have moving forward:

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“Autonomous remains the biggest transformation to the auto industry in modern-day history and in our view, Tesla will own the autonomous market in the US and globally with the launch of unsupervised FSD in Austin kicking off the autonomous era at Tesla that we value at $1 trillion alone on a sum-of-the-parts valuation…”

With that being said, he also wants Musk to balance responsibilities with DOGE and Tesla:

“BUT…Musk needs to stop this political firestorm and balance being CEO of Tesla with DOGE. The future is so bright but this is a full blown crisis Tesla is navigating now and its primarily self-inflected. We remain firmly bullish on the long-term Tesla story but Musk needs to get his act together or else unfortunately darker times are ahead for Tesla.”

Tesla shares are trading at $283.01, up 5.42% at 1:57 p.m. on the East Coast.

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Tesla shares Optimus’ improved walk in new update video

The video featured an Optimus robot confidently walking in a humanlike manner.

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Credit: Elon Musk/X

During Tesla’s Q1 2025 All-Hands meeting, CEO Elon Musk stated that the company will attempt to produce its first “legion” of humanoid robots this 2025.

A recent video from Elon Musk suggests that work continues to be underway to refine the humanoid robot before it enters production.

A Better Walk

Tesla’s new Optimus update video was shared on social media platform X by CEO Elon Musk, who described the video with the words, “Accurate actuators accelerate automation.” The video featured an Optimus robot walking confidently, in a manner that is significantly more humanlike than its previous iterations.

A post from Tesla Vice President of Optimus (Tesla Bot) Milan Kovac shared more context about the new video. As per Kovac, the short clip demonstrates the humanoid robot’s latest walk, with “straight knees, smoother heel-to-toe gait, and arms sway.” Kovac also noted that the humanoid robot was “Entirely trained in simulation with RL.”

Optimus’ Quick Progress

Optimus was initially announced in 2021 during Tesla’s AI Day event. At the time, Tesla only had a static model of the humanoid robot, as well as a literal man in a suit. Fast forward to today, and Optimus has already undergone several iterations. Several of its components have also been vastly improved, such as its hands, which is expected to feature 22 degrees of freedom when it enters production.

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Tesla seems determined to start production of Optimus quickly. During the Q1 2025 All Hands meeting, CEO Elon Musk stated that the Fremont Factory had produced its first humanoid robot from its Optimus production line. Musk also noted that while Tesla is internally aiming for enough parts to produce 10,000 to 12,000 Optimus robots this year, the company could very well be capable of producing 5,000 units of the humanoid robot this 2025. 

“So this year, we hopefully will be able to make about 5,000 Optimus robots. We’re technically aiming for enough parts to make 10,000, maybe 12,000, but since it’s a totally new product with a totally new, like everything is totally new, I’ll say we’re succeeding if we get to half go the 10,000. But even 5,000 robots, that’s the size of a Roman legion, FYI,” Musk stated.

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