To compete with traditional diesel trucks, Tesla may offer new charging solutions.
"Tesla will have to clearly address these issues at the event to be able to sell the idea of an
electric semi-truck to a deeply skeptical industry," Jonas and Shanker said in the note.
The analysts said that it is unlikely the company would include a 1,000 KwH+ battery, which would provide a range of 600 to 700 miles, because it would be too expensive.
"Instead, we believe that Tesla would choose to put in a smaller battery (around 250-300 kWh) and choose to solve the range problem either through optional battery swapping or very rapid
supercharging/flash charging," Jonas and Shanker said.