Tesla Semi Could Save DHL Lots Of Money

Tesla Semi

MAR 11 2018 BY MARK KANE 11

DHL Supply Chain notes that the numbers are starting to add up for Tesla Semi and one could have pay back within a year-and-a-half!

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The company was among the first to order Semi – in case of DHL, it was 10 units ordered.

Jim Monkmeyer, president of transportation at DHL Supply Chain, sees the purchase as a test run for switching the majority of the fleet to EVs years from now.

The advantage of electric trucks are savings on fuel and maintenance of up to tens of thousands of dollars every year.

“We are estimating that we could have pay back within a year-and-a-half based on energy usage as well as lower maintenance cost,”

“The maintenance savings can be enormous as well. Just because the engines are much simpler in terms of the number of parts and the complexities of the parts.”

Apparently, Daimler also targets two-year payback timeline for its upcoming electric vans.

All the numbers needs to be proven though to make companies willing to order more electric trucks.

See Also – The Tesla Semi Costs

The big question for DHL is still how to charge those trucks – hundreds at a depot and seamlessly on routes nationwide.

“The biggest issue is going to be how is that grid provided and how is it supported and how quickly can we get a network out there for use nationwide, throughout North America, throughout the world,”

“That’s a big question mark. So that to me would be one limiting factor.”

Tesla probably will try to surprise the industry with a Megacharger network by installing the first units in stealth mode and launching it when the Semi trials begin.

Source: Reuters

Categories: Charging, Tesla, Trucks

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11 Comments on "Tesla Semi Could Save DHL Lots Of Money"

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Where IEV’s cost estimate goes off the rails is on battery costs. BNEF’s battery survey for the industry has prices declining from $1,000 in 2010 to $209 in 2017 implying a CADR if 17.8%. Inserting that price and decline rate into IEV’s model yields a battery cost of $120 pkWh instead of the $140. That adjustment alone inserted into IEV’s model makes the Tesla semi financially viable for anyone with access to batteries at industry average prices.

Tesla’s costs are below industry average. In April of 2016 Tesla VP Jeff Evanson confirmed Tesla’s costs were below $190 pkWh at the pack level. Plugging in 3.5 years of depreciation at the conservative long term CADR of 17.8% into the IEV model yields a cost just below the $83.33 pkWh implied by the price difference between the 300 mile and 500 mile Tesla semis. That assumes IEV’s battery capacity estimates are accurate.


Oops. I assumed the battery in the 300 mile version was 60% of the 500 mile version. IEV estimates were 510 and 900 kWh. That yields ~$77 per additional kWh.

Jim Monkmeyer at DHL Supply Chain said:

“The biggest issue [of EV commercial trucking] is going to be how is that [charging] grid provided and how is it supported and how quickly can we get a network out there for use nationwide, throughout North America, throughout the world.”

That there is reason #1 why Tesla Semi will be the leader in electric commercial trucking for at least the next 10 years.

Tesla will aggressively build out a robust convenient & reliable supercharging network for Tesla Semi as Tesla has done for all its other EV offerings. The other electric commercial truck makers (including Daimler) will make a much less aggressive effort to provide a charging infrastructure… their belief is that like traditional fuel stations that’s not their job to make that happen.

Ultimately country governments in cooperation with regional electric utilities will step in to build-out robust nation-wide charging infrastructures for both regular consumer cars & commercial trucking but that’s many years down the road.

It’s unfortunate that the traditional automotive makers don’t have the foresight & ability to form a consortium and get that aggressively done now… any efforts along those lines have thus far been mostly talk.

You do realize that in many countries Tesla’s network is inferior to the one created by utilities and others?

Your source for that statement?

What does that even mean, it is vague.

If Tesla can deliver solar & storage at destination sites, that’s not an issue either, with these big companies with planned routes.

There is no grid impact, they won’t be on the grid.

Without having done any calculations, I feel that the size of the solar installation necessary to power a Megacharger that’s not connected to the grid would almost certainly be larger than would be practical in most locations. Maybe someone with the knowledge to make such a calculation will prove me wrong.

Nope, you’re right. And add the fact you might have trucks lining up one after the other, that requires continuous power availability, not some battery store and charge later scenario.

It would be at least 4 acres for 4 trucks per day.

I guess this is just testing the waters in the US, but in Germany, they have partnered with a local university (an offshoot of a uni at least) to build something like 5000 electric vans per year.