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Morgan Stanley conducted a comparative analysis of the Tesla Semi and existing heavy-duty BEV trucks. Analysts expect the Tesla Semi to offer a competitive payload, creating a highly efficient, long-range, fast-charging, software-controlled Class 8 truck.

“This poses a threat to Truck OEMs worldwide,” wrote analysts at Morgan Stanley, according to investing.com. The firm also believes that Volvo is the best protected OEM in the industry, thanks to its development of electric city buses.

Notably, in September, electric trucks were tested by the North American Council for Freight Efficiency (NACFE) at Run on Less – Electric DEPOT. Tesla Semi has outperformed competitors from traditional automakers such as Freightliner and Volvo. PepsiCo’s Tesla trucks logged significantly more miles per day than any other truck. For example, one of the Semis covered over 1,000 miles in one day.

Tesla has unveiled an electric truck that offers superior efficiency (~1.7 kWh/mi) and an extended range of up to 500 miles. This is superior to current offerings from traditional OEMs. In addition, its price is also likely to be significantly more affordable than its competitors can offer. According to preliminary estimates, it could be about $250,000, but this applies to pilot versions. And, it is lower than the prices other companies charge for similar electric models.

Morgan Stanley analysts expect that Tesla’s advantage in battery production will also play a major role in winning the market. Additionally, Tesla Semi is designed from the start to be a battery electric vehicle (BEV), rather than simply equipped with an electric powertrain after the fact. This improves efficiency and gives Tesla an advantage when designing its Semi with aerodynamics and electrification in mind.

Article edited by @SmokeyShorts; follow him on X

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