Tesla not only wants to revolutionize the automobile but almost all the mobility as we know it today. Last November he unveiled his proposal for the transport of goods: the Tesla Semi. This truck, with a range of up to 800 km and a consumption of 1.25 kWh for each kilometer traveled, according to Tesla, is a risky proposition. And is that there are still unknowns about many of its features (will not be on the roads until 2019) and especially because the transport industry does not buy a truck because it has a brutal acceleration, which can influence the purchase of a Tesla Model X, for example.
Even so, many companies take risks and have already reserved one or more units of the Tesla Semi. The last one to do so was PepsiCo Inc: it has reserved 100 units for its fleet. By the way, it thus becomes the largest client of the Tesla Semi.
One hundred units of a truck that you have not yet been able to test and whose costs of use you can not calculate yourself (only Tesla data), is a risky bet and a show of confidence towards the manufacturer. PepsiCo, which has a fleet of almost 10,000 semi trailers in the United States , begins to reduce its CO2 emissions (PepsiCo wants to reduce CO2 emissions from its activity by 20% by 2030).
These are the companies that have reserved a Tesla Semi
The PepsiCo reservation may seem ridiculous for a company that owns so many trucks and also in a region of the world where 260,000 semi-trailer trucks are manufactured every year, however, the reality is that the Tesla Semi is already making its way. In any case, the Semi arouses some interest in the transport of goods with electric trucks since some fifteen companies, some European, have already reserved one or more Semi units. And so is the status of Semi reserves today:
- Walmart: The department store chain was the first company to trust Tesla. It is part of their investment in technology that has been carried out for a few years to rival Amazon.
- Anheuser-Busch: The beer booked this week 40 Semis.
- Sysco: This Texan distributor of prepared food and agricultural products reserved 50 Semis.
- Pepsi: PepsiCo has made what is now the largest reserve of Tesla Semi: 100 units.
- DHL: It is one of the largest couriers in the world and has reserved 10 units for its US fleet.
- Meijer: It’s a chain of supermarkets near Michigan. Four are the Semi that he has requested.
- Ryder: This transport company booked an undisclosed amount of Semi last November.
- JB Hunt: Another important carrier in the United States and Canada that has decided to buy Tesla trucks, but has not specified how many or when.
- Flexport: Ryan Peterson, the CEO of this transport company, announced that they reserved a unit.
- JK Moving: One of the largest moving companies in the United States reserved four units.
- Loblaw: After ordering 25 Semis, the Canadian supermarket chain announced its intention to have a 100% electric fleet in 2030.
- Fercam: The European logistics giant based in Italy has reserved a single Semi.
- Girteka Logistics: This Lithuanian company, one of Fercam’s main rivals, announced that it would also buy a unit of the Tesla Semi.
- Fortigo Freight Services: Another logistics company, this time Canadian, has reserved a Semi.
- Best Transportation: This important carrier would have reserved a Semi for its fleet.
- Mecca & Son Trucking: According to Jalopnik, this carrier also reserved a Semi for its fleet.
At the moment, reservations are small and do not involve a large volume. It is neither a failure nor a success of Tesla. It is that the Elon Musk plan is developed as planned. First evidence of interest in electric mobility and especially the desire on the part of these companies to have at least one unit to perform their own tests (autonomy, costs, etc.) to see if it is profitable. And if the numbers convince them, then there will be much more important orders. But for that, there are still a few years left.