Lincoln Transportation Services has ordered 300 Tesla Semis to run a planned 150-mile zero-emission freight corridor from the Port of Long Beach to Shafter in the Central Valley, with the first 50 to 70 trucks targeted to arrive this month in what would be the largest commercial Tesla Semi drayage deployment to date.
The corridor: Lincoln, the Port of Long Beach, and The Wonderful Company signed an MOU in May to build the "Green Truck Corridor," which would move roughly 300,000 containers a year to Wonderful's 2,000-acre logistics campus in Shafter.
Amazon, Walmart, Target, and Ross Stores are named as participating shippers, though none has disclosed a binding commitment.
The port has 102 truck charging stations running and 92 more planned for later this year; who funds charging at the Shafter end has not been disclosed.
No mandate behind it: CARB voted in September 2025 to repeal its Advanced Clean Fleets drayage mandate after a legal settlement with a 17-state coalition, and no replacement rule exists. The San Pedro Bay ports still target a 100% zero-emission drayage fleet by 2035, but that is port policy without state enforcement behind it.
Lincoln is making a voluntary bet that the trucks pay for themselves.
The math it rests on: Bernstein puts the Tesla Semi at a 3% total-cost-of-ownership advantage over a Freightliner Cascadia diesel at current California fuel prices, with breakeven in under two years.
California's HVIP drayage voucher, worth up to $150,000 per truck, closes much of the gap between the roughly $290,000 Semi and a $175,000 diesel. "With diesel in California well over $7 a gallon, I'm really glad I made the choice,” said Rudy Diaz, CEO of Long Beach drayage carrier Hight Logistics, which runs 26 electric trucks.
Across the sector: Five California drayage operators ordered or piloted Tesla Semis in the same six-week window, including WattEV's 370-truck order for routes anchored by the Port of Oakland.
What's next: The June arrival window is a stated target from the announcement, and there is no public confirmation yet that trucks are running the corridor.
The San Pedro Bay ports still need roughly 17,000 zero-emission trucks to hit the 2035 goal; current charging infrastructure supports only about 800, and FreightWaves reports more than 6,200 additional charging ports are still needed.
Lincoln affiliate Voltz plans 100 more electric trucks of its own manufacture for 2027.
