As Tesla Hibernates, Other Electric Trucks Grow Globally (Part 1) - CleanTechnica

The article highlights the current status of Tesla’s Semi electric truck, which, despite its initial 2017 hype as a revolutionary long-haul freight vehicle with advanced features, has seen limited production and deployment. Since the first delivery to PepsiCo in late 2022, only about 140 units are reported in operation in the US, with no recent updates on further production or deliveries. Tesla plans to begin high-volume production in late 2025, targeting 50,000 units annually by early 2026. However, Tesla’s slow progress has created a gap in the market that other manufacturers, particularly Chinese companies, have aggressively filled by electrifying heavy-duty truck fleets on a large scale. China’s electric truck industry has rapidly advanced from simple diesel engine conversions to purpose-built electric trucks designed for efficiency, load balancing, battery swapping, and multiple motor configurations. Leading Chinese manufacturers such as BYD, China National Truck Company, Dongfeng, Foton, and others collectively hold about 61% of