Tesla has officially unveiled its first commercial vehicle this morning, the Tesla Semi. It's an interesting move and the maximum range from a single charge – 500 miles – has surprised analysts. However, the high initial cost and lack of nationwide charging infrastructure are likely to curtail initial demand during the early phases of production. The B2B nature of the product means Total Cost of Ownership (TCO) is crucial in the competitive HGV market.

That said, this does represent an interesting new challenger in the market. Will it be a distraction from the current passenger vehicle business? Perhaps, particularly given production issues on the Model 3. However, it's another disruptive product from a company that has no shortage of ambition.