Insights

Andrew Oliver's Freight Market Brief

Not "electric is amazing", not "diesel is dead": straight answers on what works, what it costs and what changed this week.

Get Andrew's take on buying, selling and financing trucks, electric and diesel.

What Andrew covers

Market updates

September 24–25, 2026
Tesla starts high-volume Semi production in Nevada
Trade press reports a dedicated Semi factory next to Gigafactory Nevada, designed for up to 50,000 trucks a year. Tesla hasn't published a current production rate.
Source: Electrek Tesla Semi specs and charging
September 22, 2026
ZET SCALE orders 2,500 electric Class 8 trucks
The alliance run by Catalyst Mobility and Smart Freight Centre picked Tesla as primary maker, with Kenworth, RIDE and Volvo as secondary makers. First freight hubs include Houston, Dallas and San Antonio.
Source: Catalyst Mobility What ZET SCALE is and who it's for
July 1, 2026
Federal charger credit (30C) ends
Chargers placed in service after June 30, 2026 no longer qualify. The federal credit for new electric trucks (45W) had already ended for trucks acquired after September 30, 2025.
Source: IRS Incentives that are still open

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