What Tesla Electric Semi-trucks Mean for Pepsi Co. and the Trucking Industry

Elon Musk recently shipped the first order of the Tesla electric semi-trucks to Pepsi Co. with a few more companies to follow in coming months. This marks the beginning of Tesla’s new long-range hauling vehicle finally hitting the road and entering into the shipping and hauling industry.

Bob Galyen of Galyen Energy LLC notes that this is a landmark move for Musk and the trucking energy, but also wonders how the U.S. infrastructure can support Tesla electric semi-trucks.

“Elon Musk’s announcement yesterday about delivering his first cyber truck to PepsiCo is literally the tip of the iceberg for the commercial truck industry. It’s an evolutionary process that society is looking at for electrification. It’s only been a matter of time. Looking back over the timeframe of the 1990s, when the first electrification movement fizzled out cause of the federal government repealing the cafe requirements, now it’s in full swing.

And, understanding that. This podcast, “Are We There Yet?” Absolutely. We are there because the electrification era will stick this time. And Elon’s announcement yesterday was a basic testament to that because now we’re getting into the heavy-duty truck industry, not just the mobility sector being passenger car.”

 

Experts seem to be approaching this event from varying different angles. On one hand this shows a push forward for what has historically been a technology-lacking industry that hasn’t had much innovation, especially in the realm of sustainability.

Bob’s Thoughts

“The implementation of these large trucks will also carry with it a burden on the grid. And the grid itself will need structural support through the form of electrified grid. And that electrified grid may actually create even a bigger market for the battery industry because much of the world’s Electrification efforts in the past have been sustainable grids, and presently, particularly in the United States, much of our grid is becoming old and dilapidated compared to many other of the more recent countries like China that have got a very robust and structured grid because it’s been built within the last 20 years.

So our grid structure with charging these large rigs will require additional generation capacity, and part of that may require additional batteries hanging on the grid so that you can fast charge these batteries. So you see more and more battery charging of these electrified machines, not just in the truck level, but also in the past car market as well.

So we’re seeing a complete change in a, and an evolutionary charge, Part of the electrification movement on the power grid, as well as in the mobility sector itself. We’re seeing today not only things like the cyber truck, we’re also seeing mobility in vertical takeoff and landing machines, a lot of brand-new electrified boats, more and more electrification going into the locomotives as, as well as normal passenger car type and mobility sector type of vehicles.”

Follow us on social media for the latest updates in B2B!

Image

Latest

network innovations
Network Innovations
May 22, 2025

Brent speaks with Day-Vene Gilliam, VP of National Network Optimization & Business Development at Elevance Health, about how Anthem is evolving its network strategy to deliver greater value to clients and members. From expanding value-based care contracts with over 650,000 providers to leveraging digital tools like HealthOS for real-time data and gap-closure, Anthem is enabling…

Read More
food as medicine
Food As Medicine
May 22, 2025

Dr. Kofi Essel, community pediatrician and Elevance Health’s Food as Medicine Director, joins Brent to discuss how nutrition is becoming a central lever in both preventing and treating chronic disease. With millions of Americans living with diabetes, hypertension, and obesity, Dr. Essel explains how Elevance is building interventions that help members access high-quality food and…

Read More
inclusive care
Inclusive Care
May 22, 2025

Sammy Gonzalez, Regional Vice President at Elevance Health, joins Brent for a deeply personal and impactful conversation on health equity and inclusive care. Sammy shares a powerful story of medical misdiagnosis tied to cultural assumptions, underscoring how bias—even unintentional—can hinder care quality. He highlights Elevance’s work to improve diversity in provider networks, enhance cultural competency,…

Read More
sydney health
Sydney Health Demo
May 22, 2025

In this episode, Christina Firouztash, Executive Advisor of Digital Solutions at Anthem, gives a dynamic walkthrough of the Sydney Health app—Anthem’s flagship digital member experience. Christina showcases how Sydney delivers personalized, simple, and equitable navigation across benefits, including virtual care, pharmacy, financial transparency, and social services access. From contextual chatbots and ID card access to…

Read More