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Electric grids do not change overnight. Power plants and other infrastructure are multi-decade investments, and it’s rare to retire them early. So, it’s a bit painful to watch how slowly they have been getting cleaned up. Even with the majority of new power plants being renewable energy power plants, the percentage of electricity coming from renewables only creeps up.

That can make 100% renewable energy or 100% clean electricity commitments seem car too far out, far too slow. A potential new requirement for utilities in the state of Oregon is one such example. If it gets through the state legislature, it will be one of the most aggressive timelines in the United States. However, it still gives the utilities nearly 20 years to fully decarbonize. Yes, 100% clean electricity by 2040 is ambitious when compared to other laws around the States. However, when looking at how much we need to cut emissions by 2040, that should be more of an average or norm than a leadership position. Nonetheless, in political context, it is something to celebrate.

Additionally, the bill as it is currently written requires that electric companies such as Portland General Electric and Pacific Power (the state’s two largest utilities) cut their carbon emissions 80% by 2030. An 80% reduction in emissions from a baseline level in just about a decade is a pretty aggressive transition for this sector. What is the baseline year, you ask? That’s actually not in the legislation. Not seeing it reported, I dug up the bill (Oregon House Bill 2021) and found this instead of a specific starting point: “Requires DEQ to determine each electric company’s baseline emissions level and, for each retail electricity provider, the amount of emissions reduction necessary to meet the established clean energy targets in the state policy.” Knowing how much these kind of things can be corrupted, I’m not thrilled to see a lack of clarity on this. However, I expect the state’s Department of Environmental Quality (DEQ) would be just about the best outfit to come up with the baseline. I hope.

Back to the state’s potential new requirement, reporting out of Oregon indicates that the legislation is likely to be passed this year. “Everyone OPB interviewed for this story suggested the bill is likely to pass this year, marking a significant milestone in Oregon’s energy policy — even if it’s one other states got to first.” It apparently has 100% opposition from Republicans in the state legislature, but Republicans don’t rule the show there. Its likelihood of passing is reportedly high despite a cap-&-trade bill dying last year as Republicans walked out of session early in order to kill it. This new bill is much narrower. Furthermore, it seems to have the support of the electric utility companies (which is something I find indicative of a not particularly aggressive legislative attempt, but I won’t get into all kinds of speculation or insinuation regarding that).

One line that rather annoyed me in the OPB reporting on the story is the following quote from Sunny Radcliffe, director of governmental affairs and energy policy at PGE, regarding getting to 100% clean electricity: “There is a lack of clarity for how we as an industry are going to get the last bits out,” Radcliffe said. “I don’t know anybody in our industry who knows how to get to zero with the technology we have today.”

I don’t know how Radcliffe doesn’t know anyone in the industry who can see how to get to 100% renewable electricity. After all, some places are already there (including places larger than Oregon), and there are these newfangled things called batteries that some people in the industry must have heard of. Also, by the way, a 2015 analysis out of Stanford showing how Oregon could get to 100% renewable electricity was referenced in the OPB article. In fact, I discovered the Oregon news because the lead author of that paper, Mark Z. Jacobson, tweeted out the story.

Anyway, let’s not harp on one quote from an industry player. Yes, we know how Oregon could get to 100% renewable electricity by 2040 — no worries.

There is plenty of good history and context on the Oregon bill over in that OPB article, so I recommend checking it out if you are curious to learn more. It’s one of the best pieces of local journalism I’ve seen on the topic of state renewable energy. The only major thing I’d change is that I’d point out what I just pointed out above. Though, the writer, Dirk VanderHart, did highlight the Stanford study in the article a bit before including that confusing quote from Radcliffe, so let’s just say that VanderHart slipped in the counterpoint preemptively and less offensively than I just did.

The article also points out key areas where the legislative shift from a cap-and-trade bill to this clean-electricity bill is evidence of somewhat deflated ambition. “Even if successful, the proposal only addresses a segment of the state’s carbon dioxide output.

“According to the DEQ, emissions from electricity accounted for 30% of the state’s greenhouse gas emissions in 2019. The entities regulated under HB 2021 are responsible for the vast majority of that, but some providers are left untouched.

“Several dozen small consumer-owned utilities around the state are not impacted by the bill. Nor is Idaho Power, the state’s smallest investor-owned utility, which was removed from HB 2021 after pressing for an exemption and touting its own decarbonization goals.”

I am certainly of the opinion that we need strong legislation to adequately deal with the climate catastrophe we are inviting upon ourselves. Though, in the case of stories like this, I am typically inspired to point out that we can each take individual action with or without such legislation. We can install record-cheap solar power on our roofs (well, some of us can) and we can switch to electric cars. In fact, the largest electric car seller in the country (by far) is also the second largest solar installer in the country and, seemingly, the one offering the cheapest solar, so you can quickly and easily go solar and go electric at the same time via a simple online store. So, whether Sunny Radcliffe knows how the whole state could run on renewables by 2040, Sunny could be driving on sunshine himself within a matter of months if he wanted to.

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Tesla is finally going to release everything we want to know about Autopilot/FSD as NHTSA forces it

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Tesla is finally going to release everything we want to know about Autopilot/FSD as NHTSA forces it

Tesla is finally going to release everything we always wanted to know about Autopilot and Full Self-Driving (FSD), but it’s because NHTSA is forcing the automaker to do it.

Last month, NHTSA announced that it was opening a new investigation into Autopilot/FSD after not being satisfied with the recall that came out of its previous investigation closed last year.

The agency said that several more crashes had been reported since the recall and is now questioning the “remedy,” which was an increase in alerts drivers get when using Autopilot.

Now, NHTSA says that “post-remedy crash events and results from preliminary NHTSA tests of remedied vehicles” is pushing them to revisit the situation.

Today, the agency released a new letter it sent to Tesla in which it requests extensive information about Autopilot/FSD. NHTSA is basically asking for all data and document that Tesla has related to these systems.

Tesla has notoriously been going out of its way not to release much data about Autopilot and its Full Self-Driving program. The automaker used a loophole to get around the CA DMV’s self-driving testing program data reporting.

Now, it is finally going to have to release everything as NHTSA warns that Tesla can face up to $135 million in fines if it doesn’t comply.

Here’s the full request from NHTSA:

Electrek’s Take

For years, I have been saying that Tesla’s reluctance to release any data on Autopilot/FSD being the very limited “safety report”, which Tesla itself stopped reporting more than a year ago, is a real red flag.

Most other companies working on self-driving programs have consistently released disengagement and driver intervention data in order to track progress, but Tesla has always resisted that.

Now, we are finally going to get actual data and not just anecdotal experiences and it only took a regulator to get involved and a threat of a $135 million fine.

If we knew that it was all we needed.

Hopefully, once the government has it, we will be able to get our hands on it, or at least a redacted version of it, through requests of information.

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Ryvid Outset launched as $5,995 US-built electric motorcycle

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Ryvid Outset launched as ,995 US-built electric motorcycle

Ryvid, the Southern California-based manufacturer of the popular Ryvid Anthem electric motorcycle, has just launched its second model based on the same platform. The new Ryvid Outset, priced at just $5,995, is set to become the most affordable highway-capable electric motorcycle in the US.

At the same time, the company announced a major price drop, lowering the Ryvid Anthem to just US $6,495 after moving into a new scaled-up production facility in San Bernadino, California.

The Anthem, which began making deliveries late last year, has largely seen use as a commuter-role motorcycle. But the new Outset is designed to offer riders more of a dual-purpose bike, expanding their commuter into a weekend off-roader as well.

As the company explained, “The scrambler-style Outset is a striking option for customers wanting an electric motorcycle for commuting and multi-road adventure. What’s more, because Outset shares a number of key components with Anthem, it opens a unique opportunity for riders to convert one into the other to suit their needs.”

Just like the Anthem, the Outset uses a folded metal frame instead of a tubular frame, which weighs in at an ultralight 12 lb (5 kg).

The Outset also includes a similar 72V system as the Anthem, and features the same 4.3 kWh removable battery. Range is variable depending on speed and terrain, but Eco mode is said to net 70 miles (120 km) per charge. It’s a small battery, but then again it’s a small bike. This isn’t your touring bike, it’s your commuter with a side of local adventure.

But being small also has its advantages. The battery pack has an onboard charger and integrated wheels, allowing owners to drop it out of the bike and wheel it inside or up to their apartment for charging remotely. For owners with street-level charging opportunities or private garages, the battery can also be charged on the bike.

The Outset’s motor is rated at 10 hp continuous and 20 hp peak (7 and 14 kW, respectively). The motor puts out 53 ft-lb of torque (72 Nm), and provides a top speed of over 75 mph (120 km/h). That electric motor also offers two key advantages of similar class combustion engine bikes: regenerative braking and reverse gear. “Why a reverse gear?” asked the reader who has never tried to park a motorcycle on even a slight incline and then wiggle it back out.

By design, the Outset shares a significant amount of DNA with the Anthem. Other electric motorcycle makers like Zero and LiveWire also use the same platform to build multiple models, helping to reduce the cost to riders.

But the Outset still differentiates itself with more than just aesthetic changes. As the company explained, the Outset “has a 33-inch seat height but its compliant suspension and narrow cushion means it will comfortably accommodate a range of riders. Further differentiating it from Anthem, Outset gets its own headlight design, mirrors, wider handlebar, seat unit and suspension. The more upright riding position also necessitated repositioning the footpegs forward and adding a longer kickstand. By removing the Anthem’s adjustable seat mechanism and employing less body panels among a raft of changes, Ryvid has been able to offer Outset at $500 less than its flagship Anthem.”

That’s right, while the Ryvid Anthem was priced at US $8,995 until recently, the company has just dropped the price to just US $6,495. As the company’s Founder and CEO Dong Tran explained, that cost reduction is thanks to several factors. “From Ryvid’s inception, our primary goal has been to provide the most accessible light electric vehicle to a broad audience. In order to disrupt the light electric mobility sector, it was essential to not only innovate our products but also our value proposition,” said Tran. “Creating a new generation of two-wheel electric adopters meant competing effectively on the specification-versus-price ratio against both existing EVs and traditional ICE vehicles. Achieving competitive pricing would be challenging until we could execute several key post-launch initiatives.”

A new San Bernadino production facility was recently brought online to expand the company’s manufacturing capabilities. The company has since been able to increase its production rate and thus negotiate better costs from suppliers. Now, with multiple models built on the same platform, Ryvid has been able to simplify its supply chain further with as many shared components as possible.

“Our team has focused on reaching these objectives over the past two years,” Tran continued. “Their relentless efforts have reached a milestone with the Ryvid Anthem. Available now, it will sell for $6,495, setting a new benchmark as one of the world’s most affordable electric motorcycles, based on specification.”

For Anthem owners who recently purchased the bike for the higher price ahead of Ryvid’s steep price drop, the company is said to be offering financial incentives as well as the option of a steep discount on a battery-less Outset, as the owners would be able to run both bikes off of their single battery.

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Nikola (NKLA) Q1 2024 by the numbers: Production and revenue down amid a keen focus on hydrogen

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Nikola (NKLA) Q1 2024 by the numbers: Production and revenue down amid a keen focus on hydrogen

Nikola Corporation has posted its Q1 2024 financial report ahead of a call with investors this morning, and the numbers detail a commercial vehicle developer growing amid setbacks that arose last year. Today’s update mainly focuses on hydrogen as Nikola looks to execute deliveries while making good on issues with its BEV trucks.

It’s been an eventual twelve months for Nikola Corporation ($NKLA). During its Q1 2023 financial report, the American commercial vehicle manufacturer hinted at a weaning down of staff and company spending to optimize hydrogen and BEV truck production.

By Q2 2023, however, Nikola was presented with a significant issue as the Romeo Power battery packs in its BEV trucks started catching fire. The fire was not an isolated incident either; it warranted an investigation from the local fire department amid multiple fires, eventually leading to the automaker’s fourth CEO stepping down while Nikola’s stock tanked.

Nikola had to recall all 209 BEV trucks in operation while it simultaneously worked to expand its lineup of hydrogen trucks. That process is going much more smoothly as Nikola delivered its first HFCEV this past February.

As such, much of Nikola’s Q1 2024 financial report mostly focuses on the progress of its hydrogen fuel cell technology, although there is an update to the BEV recall.

Nikola Q1 2024
Nikola’s BV truck / Source: Nikola Corporation

Nikola stresses ‘execution’ amid lower Q1 2024 numbers

Based on the development hurdles mentioned above, it should come as little surprise that Nikola Corporation’s Q1 2024 report details a drop in production and revenue. The automaker wholesaler 40 FCEVs to end fleets in the first three months of the year and delivered each one.

Now, through two-quarters of hydrogen truck production, Nikola has sold 75 Tre FCEVs to date. Nikola trucks produced in Q1 2024 (43) are down compared to Q1 2023 (63), but the 40 deliveries are an Improvement, up from 31 trucks year-over-year. Revenue was down in Q1 at $7.5 million compared to $10.7 million in Q1 2023, and adjusted EBITDA was slightly up ($104 million in Q1 2024 compared to $103.7 million a year ago). See below:

Source: Nikola Corporation

Nikola’s focus on hydrogen FCEV deliveries is met by positive growth in the infrastructure to support it, as the company’s HYLA arm is not only on track in its “Hydrogen Highway Plan” but ahead of schedule. The automaker has previously committed to nine additional HYLA refueling stations in California by the end of 2024 but is now expecting to hit that milestone by mid-year and aiming to put 14 hydrogen refueling stations into operation by the end of the year. Nikola president and CEO Steve Girsky spoke:

We continue to move forward rapidly and execute our plans. And please keep that in mind – we are in the execution phase, not the planning or concepting phase. Last quarter, I talked about getting on the field with the first deliveries of our hydrogen fuel cell electric trucks. Today, we are executing plays, competing, and cultivating more green shoots as we expand upon current markets and enter new ones.

As for the Tre BEV trucks, Nikola appears to have put out the fires (literally and figuratively) and has begun reintroducing the trucks into the market. Nikola shared that it has completed the first delivery of its revamped “Tre 2.0” BEV in Q1 2024 and will continue to prioritize returning those trucks to customers and dealers throughout 2024. The automaker is admittedly not out of the woods yet, however. Per the release:

Our ability to sell Nikola’s on-hand inventory, however, will be dependent upon future battery supply; we now expect to opportunistically sell on-hand inventory for revenue in 2025. We’ve also taken this opportunity to ‘future proof’ the BEV 2.0, as it now shares significant software commonality with the battery and operating systems on the FCEV, allowing customers to receive next-generation upgrades seamlessly over-the-air as they are deployed.

Nikola will hold a call with investors this morning to discuss its Q1 2024 numbers, beginning at 7:30 AM PT. You can tune into the live webcast here.

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