Tesla Megapack and Semi Combo

February 7, 2023 by Brian Wang

Farzad Mesbahi and Matt Smith discuss my, Brian Wang, analysis that the Tesla Semi and Tesla Megapack will need to be operated together. The Tesla Semi can save about 80% on the cost of fuel by switching from diesel to electric. This reduces the overall cost of operation by 20% initially. This savings will require …

Only an Oil Glut Would Slow a Rapid Electrification of Trucks

December 30, 2022December 29, 2022 by Brian Wang

Having the price of diesel above $3 per gallon guarantees a $30,000 per year incentive to switch from diesel to electric for heavily used Semi and large trucks. Currently, prices at the $4.5 to $5 per gallon level provide a $60,000 per year incentive to switch from diesel to electric. There will be a shift …