Semi

Semi cannot come fast enough.

California just passed a new Regulation for larger Diesel engines. Will increase the lifetime costs of a big rig or Motorhome by over $8,800. Probably make them run worse and use more DEF fluid. Tesla is in a sweet spot to vacuum up all the truck orders they can fill. They will earn $credits as well they can sell to legacy manufacturers.

Last week, the California Air Resources Board (CARB) approved a staff recommendation to adopt the so-called Low Nitrogen Oxide (NOx) Omnibus Regulation in order to attain the targets set in the State Implementation Plan, according to a News & Insights report by the RV Industry Association (RVIA).
This regulation will increase the cost of engines used in motorhomes significantly starting with the 2024 model year, particularly those motorhomes with diesel engines. CARB estimates that by 2031, the regulation will result in the lifetime cost of ownership increasing $8,841 for heavy-duty diesel engines and $5,814 for medium-duty diesel engines. These costs are associated with more stringent emissions certification standards, new in-use requirements, lengthened warranty requirements, enhanced durability demonstration requirements, enhanced defect reporting requirements, and increased diesel (DEF) consumption.
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