SHADOWMODE

Freight is ~10% of US diesel demand. Every Semi delivered is grid load that used to be a diesel pump. The order book is the signal — if the contracts convert, the energy shift is real.

Compiled 2026-06-20 · jeff · power-is-the-bottleneck thesis

Conversion is happening — not vaporware
Volume production line live Apr 29 2026. Real deliveries: PepsiCo, DHL, Saia, ArcBest, Nevoya, RoadOne, Martin Brower. WattEV 370-unit order (~$100M). Old "still just reservations" framing is dead.
CA HVIP: 965 of 1,067 vouchers = Tesla Semi
90%+ of CA clean-truck voucher applications (Jan 2025–Feb 2026) — government-sourced, least-spinnable demand signal.
Stale 2017 reservations are themselves a signal
UPS (125), Sysco (50), AB (40), FedEx (20), J.B. Hunt — no 2024+ delivery update. Reservation ≠ delivery.
Govt demand signal (HVIP)
965 / 1,067
90%+ of CA clean-truck vouchers · govt program
SRC
~108
On the road (est.)
7 customers · pilot + delivered only
~370
On firm order
1 customer · deposit/order, not delivered
~180
Active reserved
2 customers · book only until delivered
~235
Stale reservations
5 customers · no 2024+ update
Tesla does not report Semi deliveries separately (buried in "Other Models") — this ledger is the only delivery proxy.
Reservation ≠ delivery. STALE rows (2017–2022, no 2024+ update) are themselves a signal.
Apr 29, 2026
Volume Line Live
First truck off high-volume production line
50,000/yr
Stated Capacity
Giga Nevada · 1.7M sq ft dedicated factory
370 units
WattEV Order
~$100M · deliveries starting 2026

Production & Charging Infra

Pricing (Feb 2026)
1,072 hp tri-motor · Standard + Long Range
$260K (325-mi) / $290K (500-mi)SRC
Federal CFI Grant (IL corridor)
Jan 2025 · Tesla ~$40M share of consortium award
$100M E-FREIGHTSRC
Megacharger — Ontario CA live
Mar 8 2026 · 4265 E Guasti Rd
1 customer-facing stationSRC
Megacharger — network mapped
Feb 2026 · 15 states on Tesla Find Us map
64 new + 2 operationalSRC
Pilot Flying J partnership
Jan 2026 · I-5 / I-10 corridors · 4–8 stalls/site
Summer 2026 first sitesSRC

Semi Contract Ledger

15 sourced rows · 8 converting · 5 stale
CustomerUnitsStatusFirst AnnouncedLatest UpdateSource
PepsiCo86 operatingOperating (pilot)2017Sept 2024: Modesto 15 / Sacramento 21 / Fresno 50SRC
DHL Supply Chain1 delivered, more for 2026Operating (pilot)2017First DHL delivery Dec 2025SRC
Nevoya5 deliveredOperating (pilot)2025July 2025: first payment-collected commercial deliveriesSRC
Saia LTL2 deliveredOperating (pilot)Jan 20251.73 kWh/mi commercial pilotSRC
ArcBest / ABF2 purchasedOperating (pilot)2025June 2026: bought after pilot (1.55 kWh/mi)SRC
RoadOneup to 10Operating (pilot)Jan 2026Expanding 1→10 on performanceSRC
Martin Brower2Operating (pilot)2024Stockton DC pilotSRC
WattEV370 ordered (~$100M)Deposit / OrderMay 2026First 50 deliver 2026; Port of Oakland drayageSRC
Walmart Canada130 reservedReserved2017May 2024: tripled 15→130SRC
Loblaw (Canada)~50 on orderReserved2017Doubled fleet; +25 on orderSRC
UPS125 reservedReserved — STALE2017No delivery / no 2024+ updateSRC
Sysco50 depositReserved — STALE20172022: still in queueSRC
Anheuser-Busch40 orderedReserved — STALE2017No delivery confirmedSRC
FedEx20 reservedReserved — STALE2022FedEx Freight LTL; no deliverySRC
J.B. HuntmultipleReserved — STALE2017No delivery / no updateSRC