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Shippers’ Coalition Advances Class 8 Electric Battery Truck Adoption

  • On Tuesday, the Zero-Emission Truck Shipper-Carrier Alliance Leading Electrification selected Tesla as the primary manufacturer for 2,500 electric Class 8 trucks, effectively doubling the entire U.S. electric heavy-duty fleet.
  • Catalyst Mobility and the Smart Freight Centre operated the alliance, pooling demand from founding shippers Microsoft and PepsiCo to lower purchase prices and overcome traditional barriers to electric truck adoption.
  • ZET Financial will issue purchase orders through its 'ZET Lease' program, designed to mitigate residual-value risks for operators at 10 freight hubs including Los Angeles, Chicago, and the New York area.
  • Kenworth, Ride, and Volvo were also selected as secondary manufacturers by ZET SCALE, providing carriers with diversified options to match specific operational requirements.
  • The announcement precedes Tesla's Nevada Semi factory inauguration on Thursday, which has capacity for 50,000 trucks annually, as ZET SCALE targets deploying over 10,000 electric heavy-duty trucks long-term.
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Tesla Semi leads an order for 2,500 electric trucks in the U.S. The alliance is committed to leasing and recharging large logistics corridors.

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calstart.org broke the news on Tuesday, September 22, 2026.
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