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Ford halted shipments of the 2024 F-150 Lightning electric pickup earlier this month, as reports say hundreds, if not thousands, of Ford trucks have piled up in holding lots around Detroit.

Ford stops 2024 F-150 Lightning shipments

All 2024 Lightning models have been halted over an undisclosed quality issue. Meanwhile, shipments of the gas-powered 2024 F-150 began again last week after hundreds (or even thousands) of trucks piled up in Detroit lots.

A Ford spokesperson told Automotive News the automaker stopped Lightning shipments on February 9th. They did not say when the stop-ship will be cleared.

According to the spokesperson, Ford continues building F-150 Lightning models at its Rouge EV plant on the outskirts of Detroit. “We started shipping the first newly designed F-150 pickups to dealers this week.”

Ford’s 2024 “Lightnings started shipping last month,” the spokesperson said.”. We expect to ramp up shipments in the coming weeks as we complete thorough launch quality checks to ensure these new F-150s meet our high standards and delight customers.”

Ford-Lightning-shipments
Ford F-150 Lightning production at Rouge EV plant (Source: Ford)

Although shipments are still expected within Ford’s “early 2024” timeframe, some trucks have been piling up in lots since December. One commercial customer said their order has been delayed by eight weeks so far for nearly 100 trucks alone.

Piling up in lots

Another Ford spokesperson said F-150s have piled up in lots around Detroit and would begin to empty as they are shipped to dealers.

According to the Detroit Free Press, Ford stopped F-150 Lightning production in January due to a battery issue. Ford spokesperson Emma Bergg said on February 15, “During a standard Lightning pre-delivery quality inspection, one vehicle displayed a battery issue. We believe we have identified the root cause of this issue.”

Ford-Lightning-shipments
Ford F-150 Lightning (Source: Ford)

Bergg added, “By the end of next week, we expect to conclude our investigation and apply what we learn to the truck’s battery production process; this could take a few weeks.” This was less than two weeks ago.

The company is “not aware of any incidents of the issue in the field and do not believe F-150 Lightnings already in customers’ hands are affected.”

Ford-F-150-Lightning-Flash
2024 Ford F-150 Flash (Source: Ford)

CEO Jim Farley said quality was a top priority on the company’s Q4 earnings call. Farley mentioned, “Quality now factors into 70% of the short-term incentives” for Ford’s management.

The new comes as Ford introduced new incentives on the 2023 F-150 Lightning last week. Ford’s 2023 F-150 Lightning Lariat, XLT, and Pro trims are eligible for a $7,500 retail credit.

2024 Ford F-150 Lightning trim Price Range
(EPA-est miles)
Pro $54,995 240
XLT $64,995 240
Flash $73,495 320
Lariat $79,495 320
Platinum $84,995 300
Platinum Black $92,995 300
2024 Ford F-150 Lightning prices

Other bonuses include $7,500 bonus cash on the Lightning XLT Extended Range. A $5,000 retail cash bonus for the Lariant Standard and ER versions. And a massive $12,500 in retail bonus cash for the Platinum trim.

If you’ve been eyeing Ford’s all-electric pickup, now is the best time to start shopping. The automaker is clearing out 2023 models. We can help you find the right model at the right price. You can use our link to find deals on the 2023 and 2024 Ford F-150 Lightning at a dealer near you.

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‘This is a unique time’: ARK Invest’s chief futurist tackles tech innovation from AI to robotics

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‘This is a unique time’: ARK Invest’s chief futurist tackles tech innovation from AI to robotics

Private lives – why hot tech is shying away from IPOs

ARK Invest’s chief futurist lists five groups that should give tech investors an edge.

According to Brett Winton, robotics, artificial intelligence, multi-omics sequencing, public blockchain and energy storage are key areas because they’re all entering the marketplace at the same time.

“We believe that this is a unique time in technological economic history,” he told CNBC’s “ETF Edge” this week.

Winton collaborates with ARK Invest CEO Cathie Wood to maintain the ARK Venture Fund (ARKVX), which allows investors to buy into the private technology space.

According to the firm’s website, the goal of the fund is to make venture capital offerings of innovative spaces in the market accessible to individual investors. As of April 10, it shows the fund’s top holdings include Epic Games, known for online video game Fortnite, and biotech companies Freenome and Relation Therapeutics.

“Our emphasis is that we are investing in innovation over the long term and going to support management teams,” said Winton.

He contends it’s a strategy that’s often not prioritized.

“That’s a real challenge a lot of public market investors don’t have that long-term view,” Winton added.

The ARK Venture Fund is down more than 7% so far this year. However, it’s up almost 39% percent over the past 52-weeks.

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World’s first hydrogen station for commercial trucks opens – is it too late?

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World's first hydrogen station for commercial trucks opens – is it too late?

FirstElement Fuels has opened the world’s first large-scale hydrogen fueling station for heavy-duty commercial trucks just outside the Port of Oakland.

FirstElement is calling their new filling station, which opened to the public this week for tours and demonstrations, the first of its kind. Located near the Port of Oakland, the company claims its hydrogen pumps can “fill” a truck’s hydrogen tanks in as little as ten minutes, which works out (in their math) to as many as 200 trucks per day.

As for customers, the company says there are 30 Hyundai Xcient semi trucks using the fueling station currently, as well as a number of Nikola hydrogen fuel-cell-powered trucks.

A ceremony to mark the station’s opening was held Tuesday, and was attended by state officials including Liane Randolph, chair of the California Air Resources Board (CARB) and Tyson Eckerle, clean transportation advisor for Gov. Gavin Newsom’s business development office. Primary funding for the Oakland station was provided by CARB and the California Energy Commission.

Eckerle notes that the US federal government is handing out $8 billion to jump-start what it calls the “hydrogen economy,” and expects sufficient funding to build up to 60 more hydrogen truck stations like this one in California – which would, theoretically, be enough to serve 5,000 trucks and 1,000 buses.

All well and good, but …

What if it’s already too late for hydrogen?

Coyote Container completes historic trip in fuel cell truck
Image via Coyote Container.

MAN Trucks 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, and comments like Eckerle’s, along with an $8 billion federal budget and a number of supposedly genuine industry experts touting its usefulness as a fuel, mean we have to take hydrogen seriously (at least, for now).

Even so, it seems like the tide of public opinion is already starting to turn against hydrogen. Outlets that may never have questioned a manufacturer’s claims about a hydrogen-fueled vehicle a few years ago now seem more than willing to call those claims out. Here’s just one example:

Producing hydrogen itself can be very dirty. Most hydrogen produced today requires methane, which is a fossil fuel and a strong greenhouse gas contributor. The industry is working on production alternatives, including carbon capture and storage from the burning of methane, or quitting methane altogether to make green hydrogen, using an electrolyzer to split water’s hydrogen and oxygen.

Both alternatives are prohibitively expensive without government subsidies.

RUSS MITCHELL, AOL/Los Angeles TIMES.

So far, it’s not clear that FirstElement’s claims about either the sustainability of its hydrogen or the practicality of its filling station will convince many battery electric absolutists.

Take the company’s hydrogen production process as an example. FirstElement says that its supplier, Air Liquide in Las Vegas, uses natural gas as “feedstock” for its hydrogen. It buys biogas to blend with natural gas in order to create hydrogen – and that, because the gas used is more than 60% renewable, the hydrogen qualifies as “green.”

FirstElement hydrogen production

Infographic by First Element; via TruckNews.

Additionally, the claim of 10 minute fast fills should come with an asterisk or two. That’s because FirstGreen is using new “cryopump” technology from Bosch Rexroth to allow for filling at 900 bar (15,000 psi). While that seems like more enough to push 100 kg into a tank in about ten minutes, cryogenically cooling hydrogen is an energy intensive technology that requires a lot of electricity to function properly. Electricity that it says will come from the stored hydrogen.

In fairness, however, Bosch has some ideas here to help station owners maximize the usefulness of all that electricity.

“Cold is like gold,” says Dave Hull, regional vice-president, Bosch Rexroth. “You’ve got all this cold energy. All my career I worked to get rid of heat. You can take that energy and run a whole station’s refrigerators for Rock Star energy drinks, or air conditioning. Bosh has a whole division of heat pumps and building technologies.”

Whether or not that added efficiency adds up to actual energy and cost savings, rather than a lifeline for the gas industry and tier 1 auto suppliers like Bosch however, remains to be seen. Meanwhile, hydrogen costs continue to rise.

Platts last assessed California’s retail hydrogen price at $33.48/kg Jan. 4, 2023, which is the weighted average hydrogen price offered at retail fueling stations across the state. The price has risen 112% from when Platts began the assessment in September 2021, according to S&P Global Commodity Insights data.

SP GLOBAL

Despite the high cost of hydrogen (“green” hydrogen is more expensive, still), Shane Stephens, one of FirstElement’s founders and its chief development officer, remains undeterred.

“We, at FirstElement Fuels, have a lot of confidence the market is coming,” says Stephens. “We see the regulations on the horizon, the OEMs and fleet owners are going to have to respond to that, especially when it comes to goods movement, and hydrogen and fuel cells are the best – if not only – solution that will work for many of those use cases.”

Electrek’s Take

As a light vehicle fuel – despite the efforts of Hyundai, Toyota, and (more recently) Honda – things aren’t going well for hydrogen. As a fuel for massive semi trucks and even bigger heavy equipment, however, it might stand a chance against current battery technology.

But battery tech isn’t stagnant, and lighter, better, faster charging battery news that used to come every year, and then every month, now seems to be coming every week – and I’d argue that you’d be foolish to assume batteries that are twice as energy dense at half the weight won’t be here well ahead of California’s 2035 ICE ban.

But that’s just me. You guys are smart. Head on down to the comments and let us know what you think.

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Maritime Transport begins electrification of trucking fleet

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Maritime Transport begins electrification of trucking fleet

One of the UK’s leading road and rail logistics companies, Maritime Transport, is making some big moves in a bid to electrify its trucking fleet – with fully 18 all-electric, three axle tractor units from Scania leading the charge.

As part of the UK’s Zero Emission HGV and Infrastructure Demonstrator (ZEHID) program, Maritime Transport has put 48 battery electric and hydrogen fuel cell-powered semi trucks on order, with the initial order of 18 big Scania trucks arriving first.

“This investment places us at the forefront of our industry’s transition to sustainable operations and we are excited to initiate this phase of our environmental strategy,” says Maritime Transport Deputy Chief Executive, Tom Williams. “Our active participation in ZEHID and pioneering initiatives like eFREIGHT 2030 over the next five years is set to yield vital insights for the government’s long-term infrastructure decisions to make road freight more sustainable and reduce greenhouse gas emissions. Acknowledging the variations in range and payload, we believe these vehicles will substantially contribute to our efforts in providing sustainable and efficient services to our customers, complementing our growing network of rail freight services and terminals.”

The new, three axle Scania semi trucks are rated for 42 tonnes, and offer of a range of 300-500 km (up to 310 miles), allowing them to serve Maritime Transport’s eight existing rail freight terminals from each of the major UK ports.

Maritime says the introduction of these trucks is a core component of the company’s environmental agenda, which will effectively lead to their moving more containerized product by rail with electrically-driven trucks on first and last-mile deliveries. The trucks are planned to begin arriving at Maritime’s ports later this year and into early ’20’25. High-powered EV charging stations will also be installed across the company’s network of 41 depots, terminals, and container storage sites.

Electrek’s Take

Image via Scania CV, AB.

Electrifying everything at a container yard – from the biggest material handlers to smaller scissor and fork lifts – is no-brainer. In a contained, controlled environment with predictable routes and known loads, electrification is the most affordable and practical solution, and we can’t wait to see the data confirming that.

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