As EV Sales Slide, Tesla Will Adopt Its Own Semi Electric Trucks - CleanTechnica

Source: cleantechnica
Author: @cleantechnica
Published: 11/13/2025
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Read original articleTesla CEO Elon Musk first announced plans for a Tesla-branded heavy-duty electric truck, the Tesla Semi, in 2017. After several delays, volume production is set to begin in 2025. However, the electric truck market in the U.S. faces challenges, including the loss of federal tax credits and increased competition. To address potential inventory issues, Tesla appears to be leveraging other Musk-affiliated companies such as SpaceX and xAI, which have taken delivery of multiple Cybertrucks, possibly to help absorb unsold units. So far, only PepsiCo has deployed the Semi at scale, primarily within its Frito-Lay operations in California, with plans to expand its fleet.
Several major logistics and delivery companies, including UPS, FedEx, Walmart, J.B. Hunt, Sysco, DHL, and thyssenkrupp Supply Chain Services, have shown interest or conducted pilot programs with the Tesla Semi. Thyssenkrupp, in particular, completed a successful three-week
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energyelectric-vehiclesTesla-Semielectric-trucksfleet-electrificationclean-transportationsustainable-logistics