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- Sep 22, 202690% CONFIDENCEfrom the source
Tesla Semi Wins the Lead Role in a 2,500-Truck Electric Order
- Catalyst Mobility (formerly CALSTART) and the Smart Freight Centre announced on 22 September 2026 an order for 2,500 battery-electric Class 8 trucks through their ZET SCALE alliance, the largest electric truck order in the US[1][3]
- After scoring bids on price, range, charging and production capacity, the alliance chose Tesla as primary OEM for the initial 2,500 trucks, with Kenworth, RIDE and Volvo as secondary options for carriers[1][2]
- Founding shippers include Microsoft and PepsiCo; ZET Financial issues the purchase order and leases the trucks at fair market value, taking residual-value risk off fleets[1][3]
- The trucks go first to 10 freight hubs, from Los Angeles, Stockton and Bakersfield to Seattle/Tacoma, Houston, Dallas, San Antonio, Chicago, Atlanta and Newark/New York; the alliance aims for 10,000 or more[1]
- Only 875 zero-emission heavy trucks were sold in the US in 2025; the order came five times the size of Einride's 500-truck Semi deal a month earlier and two days before Tesla's Nevada Semi factory event[2][3]
References 385% CONFIDENCEOverall confidence: 85%How well the pin's source and references back up its dates.Weighted average of how firmly 3 references, the source included, support the pin's start and end times; a reference counts half as much for every 180 days older than the newestShow all pins at 75% confidence or better
The first entry is always the pin's source. Overall confidence is a weighted average of how firmly each reference supports the start and end times used above; a reference counts half as much for every 180 days older than the newest.
- [1]90%calstart.org/catalyst-mobility-and-smart-freight-centre-launch-zet-scale-programcalstart.org· Posted Sep 28, 2026· Starts Sep 22, 2026 ✓· 34% of score
Catalyst Mobility release, [New York City, NY], 22 September 2026: 'Today, Catalyst Mobility ... and the Smart Freight Centre, announced ... the largest electric truck order to date in the United States'.
- [2]80%Tesla wins lead role in 2,500-truck electric Class 8 orderfreightwaves.com· Published Sep 23, 2026· 33% of score
Notes only 875 zero-emission heavy trucks were sold in the US in 2025 (0.3% of the market, ICCT) and that bids were scored on price, range, charging and production capacity.[1]
- [3]85%Tesla Semi wins 2,500-truck order, doubling US electric Class 8 fleetelectrek.co· Published Sep 22, 2026· 33% of score
Reports Tesla won the primary OEM slot through a competitive RFP, with Kenworth, Volvo and RIDE as secondary suppliers, so not all 2,500 will be Semis; ZET Financial issues the orders under its 'ZET Lease'; the order is five times Einride's 500-truck deal a month earlier.[1]
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