During the Q2 2020 Earnings Call and in Tesla's Shareholders Letter, the company confirmed its intentions. And Musk said that the new plant, near Austin, Texas, will produce Semi. At the moment, there is an active phase of preparation of the terrain for construction and the company is rapidly making solid progress.
Tesla's Shareholders Letter also states that Tesla Semi deliveries will begin in 2021. This means that the company has a clear plan to complete the construction of the new factory in 2021, although it is not specified when exactly.
We know that two Semi trucks were used by Tesla for deliveries in Q2 2020. Apparently, the company continues to actively use them. This demonstrates that they are ready for full functionality. If the company starts to use its trucks for transportation, then it will significantly reduce logistics costs in the future.
Logistics is a rather laborious process and provides for the control of the list of actions from organizing marketing and receiving orders, to establishing a production process, and to storing and developing optimal transport routes for delivery. With its own transport trucks, Tesla will become even more efficient.
Also, analysts predict that US electric truck (freight/semi) sales should surpass 54,000 units by 2025. The high demand will certainly be met by Tesla Semi, which will be produced at Giga Texas from 2021.
When Tesla CEO Elon Musk introduced Semi in 2017, a battery-powered semi-truck was projected to be 20% less expensive to operate than diesel trucks and more profitable to use than trains. At the moment, battery technology has improved, and energy costs have declined as natural gas and renewable energy sources supplanted coal as a source of generation. The facts speak for themselves: As a result of these changes, the cost of energy per mile for electric battery MDV/HDVs can be 80% less than for diesel trucks.
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About the Author
Eva Fox joined Tesmanian in 2019 to cover breaking news as an automotive journalist. The main topics that she covers are clean energy and electric vehicles. As a journalist, Eva is specialized in Tesla and topics related to the work and development of the company.