Tesla Semi

Why Is The Tesla Semi So Popular With Food & Beverage Companies?

A number of companies around the world have placed pre-orders for the Tesla Semi, and a preponderance of those orders seem to be coming from purveyors of food and beverages. PepsiCo has ordered 100, Anheuser-Busch has ordered 40, restaurant supplier Sysco is taking 50, and Canadian grocery chain Loblaw’s wants 25. Why is this particular industry so interested in electric trucks? As a recent article in Popular Mechanics points out, there are several good reasons.

Claims Tesla Semi Is Impossible Seem Illogical

I’ve been reading EV Obsession and CleanTechnica for a while now, using it to help examine electric car costs and pricing to determine how these upcoming vehicles will impact us on a cost basis, and I have read article after article about the Tesla Semi. The articles followed a pattern that it seems like happens with every Tesla product: Tesla announces a product reveal, there are articles hypothesizing about what Tesla will do, then there are articles saying it isn’t possible, then there are articles saying that other companies will do it better before it comes out and no one will care.

Will Tesla Semi Bring In $20 Billion In Annual Revenue? $3-5 Billion In Profits?

In December, I was inspired enough by Tesla’s Semi specs and the flow of orders coming in for the trucks that I decided to crunch some numbers to try to estimate various revenue and gross margin possibilities for Tesla from its semi truck offerings. I wanted to start fairly conservative but within the realm of possibility. I ran some estimates for a very modest number of orders first, and then I got more aggressive.