The Duck Curve#freight
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FedEx orders 2,000 Harbinger electric trucks, valued at over $300 million
Harbinger announced on September 30, 2026 an order from FedEx for 2,000 of its all-electric trucks, with a total order value Harbinger says exceeds $300 million. Delivery is planned by the end of 2027 across FedEx pickup and delivery operations in the United States and Canada; Harbinger calls the transaction "believed to be one of the largest binding orders for electric medium or heavy-duty trucks in history."
Tesla Semi launch event names customers, gives no production rate or price
Tesla Semi's account on X said on September 24, 2026 that it is launching high volume production, as Tesla streamed a rollout event from its Semi factory in Sparks, Nevada; The Verge dates volume production to April 2026 and PepsiCo pilot units to 2022. Per The Verge, Tesla named customers including PepsiCo, US Foods, DHL and Einride, said first deliveries began in the week of September 21 and claimed 50,000 trucks a year of capacity; per Automotive World, it disclosed no official pricing or production volumes. Its Q2 2026 update lists the Semi line's capacity as blank, status Commissioning.
2,500 electric Class 8 trucks ordered through ZET SCALE, Tesla primary OEM
Catalyst Mobility and the Smart Freight Centre said on September 22, 2026 that their ZET SCALE shipper-carrier alliance has enabled an order for 2,500 battery-electric Class 8 trucks, which the release calls the largest electric truck order to date in the United States and says nearly doubles the US electric Class 8 fleet; the dashboard it links puts cumulative US zero-emission HD-truck deployments at 2,509 through December 2025. Tesla is primary OEM for the initial 2,500, with Kenworth, RIDE and Volvo as secondary OEMs; ZET Financial issues the purchase order and will lease the trucks.
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Käppeli Logistik orders its first Tesla Semi at IAA, 2027 delivery planned
Käppeli Logistik AG said on September 15, 2026 that it placed the official order for its first Tesla Semi at IAA Transportation in Hannover, with contract signing to follow and delivery planned for 2027, seven years after a pre-order placed at Tesla's Fremont plant in 2019. Käppeli says the tractor is to have around 1,020 PS and up to 550 km of range; Tesla Europe's September 11 post on X puts the European Semi at up to 550 km at 40 t fully loaded, with a Megacharger at up to 800 kW and a 9,100 kg curb weight, among other figures, and gives no price or delivery date.
Einride to deploy 500 Tesla Semis, tripling its electric truck fleet
Einride will deploy 500 Tesla Semi trucks on US freight corridors in California, Texas, New Jersey, Illinois, and Georgia, phased over 24 months starting September 2026. Announced August 18, the deal is the largest Tesla Semi deployment to date by the company's own description, and triples Einride's deployed electric fleet to about 750 trucks.