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Tesla’s electric trucking business just had its most important week in years — and it may finally be growing out of its pilot-project phase.
The headline: a new consortium called ZET SCALE (Zero-Emissions Truck Shipper-Carrier Alliance Leading Electrification), whose members include PepsiCo and Microsoft, has placed a 2,500-truck order for the Tesla Semi. Tesla is the primary supplier, with Volvo, PACCAR’s Kenworth, and RIDE as secondary manufacturers. That’s the first genuinely institutional-scale fleet commitment the Semi program has seen.
The timing is deliberate. Tesla is holding an event tonight at 9 p.m. ET to celebrate its new purpose-built Semi factory in Sparks, Nevada. The Semi production line started running this April — before that, Tesla was effectively assembling trucks by hand. Add in existing orders from DHL, Einride, IMC Logistics and WattEV, and this week also follows an Austin Cybercab robotaxi showcase earlier this month and precedes an Oct 1 Roadster unveiling. Diesel is above $6 a gallon, which materially improves the electric-trucking math.
Now the caution, and it matters: Tesla has a long history of announcing Semi orders — PepsiCo ordered back in 2017 and didn’t receive trucks until 2022. What matters now is execution and delivery cadence, not announcements. The market seems to agree so far: TSLA slipped about 1% Thursday on broader weakness and is down roughly 15% year-to-date — this business isn’t being priced in yet. If the Sparks factory actually ramps, that could change.
Source: https://www.investors.com/news/tesla-semi-elon-musk-electric-vehicles-truck-trucking-diesel-prices-pepsico/
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