Nikola hydrogen FCEV semi completes 400 mile trip – is it enough?
The port cartage and drayage specialists at Coyote Container successfully completed a 400-mile delivery in a Nikola Tre semi truck powered by a hydrogen fuel cell.
William Hall, Managing Member and Founder of Coyote Container, drove the hydrogen Nikola over the hilly, 400-mile route that took the truck and its 17.7 ton trailer through California’s Altamont Pass and Grapevine Canyon on the I-5 interstate between the Port of Oakland and the Port of Los Angeles in Long Beach. One part of the trip, Tejon Pass, features an elevation that’s some 4160 feet above sea level.
“The truck is a dream to drive and I arrived at Pier C with about 140 miles of remaining range,” explains Hall. “I drove conservatively and did the steep climbs at 40 mph, much as I would in a diesel with that load profile, though I could have easily gone 55 (mph).”
Coyote Container’s Nikola Tre HFCEV semi was one of 35 hydrogen-powered trucks delivered to customers by Nikola late last year, and is reported to be the first such truck to complete a trip like this in customers’ hands.
The truck was able to “top off” in SoCal for its trip home thanks to a late 2023 deal Nikola formalized with FirstElement Fuel (FEF), which gives Nikola customers to access hydrogen fueling services at the new FEF multi-use heavy-duty truck station situated near the port in Oakland, California.
Big step for Bosch, doubts about Nikola remain
Covering Nikola is always something I hesitate to do. On the one hand, I very much want the new, Trevor-free Nikola to succeed. On the other, the stink of his corruption and inappropriate cousin-touching still lingers slightly, despite the concerted and above-board efforts of everyone involved to move beyond the scandals and the cons.
Indeed, everyone I’ve spoken to at the company over the course of the past few years has seemed remarkably credible. And yet, the company is about to be delisted from the NASDAQ (again), while even the most ardent Nikola supporter would have to admit that, despite the fact that Nikola and Coyote Container seem to be taking the credit for this trip’s success, the real credit here should go to Bosch.
It was the team at Bosch, after all, who developed the fuel cell used in the Nikola Tre that made this trip. I took the photos, above, at last year’s ACT Expo and this year’s CES show specifically to point out just how much of Bosch’s fuel cell tech was derived from – if not lifted directly – its existing line of automotive components, from throttle bodies and actuators to turbocharger housings and electronic control units (ECUs).
All of which, while cool from a techno-nerd perspective, just underscores how badly the legacy automakers, and their suppliers, want and/or need hydrogen to become a thing. The problem, of course, is that it’s probably not going to become a thing.
Electrek’s Take
MAN CEO, Alexander Vlaskamp, said it best when he said that it was “impossible” for hydrogen to effectively compete with BEVs. He’s right – on a level playing field, there is absolutely no reason to believe hydrogen has any kind of future.
But we don’t operate on a level playing field. Governments all over the world have subsidized oil prices for decades to the tune of trillions of dollars, holding back the progress of more sustainable fuels and energy sources alike. If the economic powers behind the oil and gas companies are backing hydrogen now – either because they have the tools, know-how, and infrastructure to do so effectively, or just as a red herring to distract from and delay battery-electric’s ultimate victory while they squeeze every last cent they can out of fossil fuel extraction – it might be just a matter of time before new subsidies make hydrogen economically viable for transport.
If that happens Nikola’s future, and Bosch’s, might be bright.
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Environment
Toyota the EV battery supplier? Honda will use them to power up its 400,000 hybrids in the US
Toyota is now a battery supplier? That’s the plan. Honda will use Toyota’s batteries to power up its around 400,000 hybrids sold in the US.
Toyota will supply batteries for Honda hybrids in the US
Toyota’s $14 billion battery plant in North Carolina is ready for business. The facility will begin shipping out batteries next month, and it looks like Toyota already has its first customer.
According to a new Nikkei report, starting in fiscal 2025, Toyota will supply batteries for the roughly 400,000 Honda hybrids sold in the US.
Honda currently uses batteries from China and Japan for vehicles sold in the US, but the company is (like most) preparing for changes under Trump.
Honda’s electrified vehicles, including EVs and hybrids, accounted for over a quarter of US sales last year. The company sold over 308,500 hybrids and 40,400 electric vehicles in the US in 2024. The batteries will likely be used in the CR-V and other Honda hybrid vehicles.
Earlier this month, an extra 10% tariff on imports from China took effect. And that’s on top of the 10% imposed in February.
With more expected, including a 25% increase in vehicles imported from Japan, automakers are tightening up their supply chains.
A 25% tariff on Japanese vehicles, up from 2.5% currently, is estimated to cost the six major Japanese automakers about $20 billion in the US.
Tariffs on imports from Mexico and Canada could cost Honda roughly $4.7 billion alone. Teaming up with Toyota to use its batteries for its hybrids is part of Japan’s broader global plans to ween off dependence on China and others for batteries and other emerging tech.
The new US plant, Toyota Battery Manufacturing North Carolina (TBMC), is over seven million square feet, or about the size of 121 football fields.
As Toyota’s first in-house battery factory outside of Japan, the plant could be a game changer as Trump’s tariffs take effect. Securing Honda as a buyer will already help Toyota cut costs as it ramps up output.
Toyota plans to ramp up electrified vehicle (EV, PHEV, and hybrid) sales in North America from around 40% last year to 80% by 2030.
Electrek’s Take
Trump’s tariffs are already causing havoc, with nearly every automaker warning that they put the US further behind. Overseas automakers are not the only ones feeling the heat, either.
The “Big Three,” GM, Ford, and Jeep maker Stellantis all build vehicles in Canada and Mexico. GM cut output at its plant in Mexico in January, where the electric Chevy Equinox, Blazer, and Honda Prologue are made. Stellantis halted operations at its Brampton Assembly Plant in Canada last month, where it was expected to launch the Jeep Compass EV production. What’s next?
For Toyota, it looks like its $14 billion bet to build batteries in the US is already paying off. Now, we just need it to introduce more EVs.
After unveiling three new electric SUVs in Europe last week, including the updated bZ4X, Toyota hinted more is on the way for the US. Check back soon for updates.
What do you think? Do you want to see more Toyota EVs in the US, like the new C-HR+? Let us know your thoughts in the comments.
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Environment
If Musk wants to sell Tesla cars to conservatives, Tesla needs stores and service in red states
Elon Musk wants to sell Tesla cars to conservatives, but if that’s the strategy, the automaker should start with having stores and service centers in red states and rural areas.
It’s no secret that Elon Musk’s approval ratings with progressives have been plummeting over the last few years and even more so in the previous few months.
Since he has control over Tesla and he is the only official spokesperson since he let go of the PR department in 2020, the CEO is dragging the automaker along for the ride.
This is a problem for Tesla as Democrats are much more likely to buy electric vehicles than Republicans:
Tesla’s sales have been crumbling over the last few months, and after the stock crashed 15% last Monday, President Trump held a controversial commercial for Tesla with Musk on the steps of the White House on Tuesday.
A day later, it was reported that Musk plans to give Trump another $100 million in political donations.
It was an apparent attempt to try to promote Tesla to Trump’s fans: conservatives.
Based on a Tesla inventory check and new order delivery timeline, we reported that the Trump ad appeared to have little to no impact on the demand for Tesla vehicles.
It could be that people see through Musk and Trump’s quid pro quo and, therefore, don’t value Trump’s “Tessler” endorsement seriously. Still, there’s also a more practical reason why Trump’s fans and conservatives generally don’t buy more Tesla vehicles: the locations of Tesla’s stores and service centers (hat tip to Ben).
Even if some Trump fans were interested in buying a Tesla after the White House commercial last week, they might have been turned off by the idea of having to drive several hours to a store or service center.
Tesla does not have stores or service centers in Alabama, Arkansas, North and South Dakota, Kansas, Montana, Nebraska, or Wyoming.
In some cases, it’s not entirely Tesla’s fault, as some of these states have laws against Tesla’s direct sale models. They force automakers to go through third-party franchise dealerships. This is an abuse of old state laws aimed at protecting dealers against unfair competition from the automakers they represent.
Car dealer lobbies use their influence on state legislatures to use these laws to block Tesla, Rivian, Lucid, and other automakers who never had franchise dealerships from operating their own stores and service centers.
But on top of not having locations in several red states, Tesla also primarily has locations in urban areas, whereas conservatives disproportionally live in rural areas.
The automaker has several dead zones and doesn’t operate locations in smaller cities and towns where there are several Ford, GM, Toyota, and other car dealers:
While it certainly does happen, it’s hard to convince someone to buy a car if they have to drive several hours to pick it up and have it serviced.
Electrek’s Take
In short, it’s not only harder to convince conservatives, on average, to buy an electric vehicle, but Tesla is also not correctly set up to sell and service cars in conservative regions of the US.
Though, I think that’s a small part of the problem.
Cars are not supposed to be political.
Even if Tesla successfully converted a significant percentage of conservatives to electric vehicles, it wouldn’t stop the company’s brand destruction.
Tesla’s reputation amongst Democrats and independents has sharply decreased over the last few years, and especially over the last few months, and that’s thanks to Elon Musk alienating them.
It’s tough to be a successful consumer product company when you have alienated 50% or so of your market.
Tesla is basically becoming the MyPillow of Trump’s second term.
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