Admittedly, the only electric semi that seems to be working as intended
Battery powered medium and heavy trucks are twenty percent of the medium and heavy truck market in China nowadays, with over ten thousand units sold per month, and lifecycle costs are apparently almost the same as ICE medium and heavy trucks (some sources claim a tad lower). Between natgas trucks and electric, diesel is losing market share fast--and apparently even natgas is feeling the pressure.

The big players in this space include companies like SANY and FAW.

Interestingly, among electric trucks, battery-swappable trucks are also gobbling up market share.

https://theicct.org/publication/ze-mhdv-market-china-2024-mar25/


In May 2025, IEEFA’s report found that while China’s electric heavy trucks can cost 62% to 255% more than diesel models, their total cost of ownership is 10% to 26% less. This is mainly due to the lower fuel costs and higher fuel economy of battery-electric drives compared to internal combustion engines. China’s higher purchase subsidies for electric models could also encourage fleet operators to opt for electric purchases.


1756915831906.png

https://theicct.org/publication/ze-mhdv-market-china-2024-mar25/

"In 2024, sales of swap-capable vehicles reached a total of 29,569, a 94% growth from 2023. The popularity of swap-capable vehicles has been jointly driven by policy and market developments: several policies were introduced in 2024 to support this emerging technology and pilot projects have been launched to assess use cases in several industries, including mining, steel, and port logistics."
https://global.chinadaily.com.cn/a/202505/26/WS6833cc95a310a04af22c1790.html
"Battery-swapping trucks saw particularly strong growth, accounting for 32.39 percent of approximately 30,000 new energy heavy trucks sold nationwide in the first three months of 2025, according to the Ministry of Transport."

The electric trucks are already here, in their tens of thousands. Things are apparently moving quite fast--Tesla Semi might be quite far behind the curve.
 

Attachments

  • image_01_-_high_res.jpeg
    image_01_-_high_res.jpeg
    269 KB · Views: 11
Last edited:
Battery powered medium and heavy trucks are twenty percent of the medium and heavy truck market in China nowadays, with over ten thousand units sold per month, and lifecycle costs are apparently almost the same as ICE medium and heavy trucks (some sources claim a tad lower). Between natgas trucks and electric, diesel is losing market share fast--and apparently even natgas is feeling the pressure.

The big players in this space include companies like SANY and FAW.

Interestingly, among electric trucks, battery-swappable trucks are also gobbling up market share.

https://theicct.org/publication/ze-mhdv-market-china-2024-mar25/




View attachment 783544




The electric trucks are already here, in their tens of thousands. Things are apparently moving quite fast--Tesla Semi might be quite far behind the curve.
Delivery trucks, like UPS's or Amazon's tend to have pretty short routes (an article I read several years ago said the average route for UPS -- not USPS -- trucks in Los Angeles was about 70 km or 120 km). Electrifying these is a very low-hanging fruit.
 
I could see full frame construction making a comeback if modified to accept battery cassettes with wheels extending down to the garage/road floor. Slide one out, slide another in--like the clip of a pistol. The motor would be just ahead of it--and could also slide out.

This way, the whole drive train could be switched out, with recharge/repair work being done indoors.

People used to swap horses... putting their old nag away to rest in exchange for a fresh horse.

Mythbuster Jamie wrote an article about how he had to take a fender off just to get at the bloody battery.

He and SnapOn tools need to design trucks.
 
Delivery trucks, like UPS's or Amazon's tend to have pretty short routes (an article I read several years ago said the average route for UPS -- not USPS -- trucks in Los Angeles was about 70 km or 120 km). Electrifying these is a very low-hanging fruit.
These are not delivery trucks, the ones in the heavy truck category are very much semis.

The battery is the box on the back, behind the cab, the swap station has a crane.


View: https://www.instagram.com/reel/C_EiFabNDac/?igsh=b2U0MnBodzVvNHNu


Scores of swap stations are already in operation, and the rollout is proceeding fast.
 

Attachments

  • image_01_-_high_res.jpeg
    image_01_-_high_res.jpeg
    269 KB · Views: 14
Last edited:
Delivery trucks, like UPS's or Amazon's tend to have pretty short routes (an article I read several years ago said the average route for UPS -- not USPS -- trucks in Los Angeles was about 70 km or 120 km). Electrifying these is a very low-hanging fruit.
The problem is the charging station infrastructure and the power draw at the package terminal. You'd no joke need a power delivery on the order of 5 megawatts to the charging bank. And it's going to sit unused half the day.

Getting a 220V 3 phase line run to a building is stupid expensive, as it typically requires running 3phase from the nearest substation to your building. Getting 5+ megawatts delivered is definitely requiring a whole new power line set run to the building!

Solar with batteries? That's a major capital investment, good luck convincing companies to do that.
 
There are still folk who believe you can charge your car battery overnight and plug it into the grid during the day, to make money. Good luck getting to work/retail/schools etc.

There's a phrase from a child's animated series which appears apropos, "The wheels on the bus go round and round". Not when your BEV is busy powering the grid they're not.

The powers that be (Completely bloody nuts) want folk out of cars. OK, try getting everybody into work at about the same time with what is available and will be for the future............
 
Pretty sure you can't just submit a requisition order without giving a reason.
Pretty sure you could get a totaled Cybertruck out of a scrapyard for a couple hundred bucks. Which usually falls under Petty Cash.

It might take a bit more to buy one with a working battery pack, if they want to see what happens when you hit that much stored electrical energy with a Hellfire or SDB.
 
Oh, look

“With the bonus feature of LiDAR frying the optics of bodycams and smartphones, you can now use batons to your heart’s content”

…what heart? does not compute…

Teslabot
Heuristic
Xperiment
Eleven-thirty-eight in progress.

THE NOW IS FUTURE
LVPD better know that those things are NOT bulletproof. At least not as-sold. Anything rifle-caliber will rip them up, and I'd expect 9mm NATO to reach the officers inside as well.
 
I’d flinch if a kid had a good air rifle…probably for show…hauling away drunks and such.

Taxi lesson
 
Last edited:
LVPD better know that those things are NOT bulletproof. At least not as-sold. Anything rifle-caliber will rip them up, and I'd expect 9mm NATO to reach the officers inside as well.
What *precisely* do you expect to happen in Las Vegas??? Not (yet) asking for the LVPD, let alone the FBI, at all, but genuinely curious/on alert...
 
Last edited:
The dream lives on, demonstrated by this thread. The Jaguar thread with not much to say met it's end but this one keeps on.

I have zero idea just what is news here, frankly it is a load of new clothes without an emperor.
 
I thought buy-backs consisted of gang-bangers hocking their dads rusted revolvers and using funds to buy newer wares :0
I know the idea is that Vegas is corporate now--yet some have told me the mob still runs the joint.

If so, the Teslas are just used for a few drunken tourists---with the mob handling anything more serious.
 
I thought buy-backs consisted of gang-bangers hocking their dads rusted revolvers and using funds to buy newer wares :0
You're not wrong, but sometimes you get widows or kids cleaning out Dad's gun collection.

To include someone trying to turn in an StG44 at one. You know, a gun worth most of 50k at the time. For a 200 gift card.



I know the idea is that Vegas is corporate now--yet some have told me the mob still runs the joint.
That's my understanding as well.

Going to Vegas has been out of my budget for years.



If so, the Teslas are just used for a few drunken tourists---with the mob handling anything more serious.
LVPD does still exist and deals with other stuff as well.
 
Yes, it bashes the Cybertruck and that's not unusual, but it's interesting in that it reveals the circular financing going on between Musk's companies - and it's not unique to Musk either. There's also in effect a 'Red Queen race' of continually hyping the next big thing and forgetting the previous big, now medium-sized and rapidly shrinking thing. A lot of analysts think Tesla is absurdly overvalued and risks imminent and catastrophic collapse in value. I just hope that, with all the circular financing, if that happens, Spacex isn't just another domino.

View: https://www.youtube.com/watch?v=L03EGikuNTI&t=10s
 
Yes, it bashes the Cybertruck and that's not unusual, but it's interesting in that it reveals the circular financing going on between Musk's companies - and it's not unique to Musk either. There's also in effect a 'Red Queen race' of continually hyping the next big thing and forgetting the previous big, now medium-sized and rapidly shrinking thing. A lot of analysts think Tesla is absurdly overvalued and risks imminent and catastrophic collapse in value. I just hope that, with all the circular financing, if that happens, Spacex isn't just another domino.

View: https://www.youtube.com/watch?v=L03EGikuNTI&t=10s
I am shocked, shocked to find that circular financing is going on in here...
 
I am shocked, shocked to find that circular financing is going on in here...

Welcome to the USA, there is a reason it coined the meme "fake it until you make it".

Musk has jumped from one state after another that threw subsidies at him generating huge cash flow and tax credits, when the subsidies ran out, he moved.

Texas is his latest victim.


Zero-emission vehicle credits and the $7,500 federal EV tax credit were equally pivotal. Tesla earned billions by selling regulatory credits to legacy automakers struggling to meet emissions standards. In the first nine months of 2024 alone, 43% of Tesla’s net income came from these credits. The company also profited from California’s emissions credit system through a scheme involving phantom battery-swapping infrastructure – credits that provided hundreds of millions in additional income.

Despite this, Musk now derides subsidies and regulations as government overreach and has used Doge to slash many of the same types of programs – such as renewable energy incentives and federal climate investments – that once saved his own companies from bankruptcy. These were essential to Tesla’s success, and now he wants to limit other entrepreneurs and businesses from the same opportunities.

The wicked web we weave..............

Regards,
 
Last edited:
Back
Top Bottom