Harbinger Motors says its EVs will beat diesel trucks in price by end of year
Harbinger Motors, a startup building medium-duty electric commercial vehicle chassis, has just opened its manufacturing facility in Garden Grove, CA, with an aim to deliver the first upfront cost-competitive medium duty EVs by the end of this year.
We headed over to Harbinger’s grand opening for its new facility to have a look at their technology and their big plans to shake up the medium duty market. It’s new Garden Grove facility is the first EV manufacturing plant in Orange County, CA – Rivian and Hyundai have headquarters here, but manufacturing is elsewhere.
The company is still quite new – it was only founded in 2021, and has a team of about 100 people total. But that team includes plenty of EV experience, with executives and engineers who formerly worked at Coda, Faraday Future, Canoo… and, of course, Tesla. Most notably, Harbinger’s Chief Production Officer is Gilbert Passin, who led Tesla’s production efforts in setting up its Fremont factory at the beginning of the Model S ramp.
The goal is as you’d expect – to disrupt and electrify the medium-duty commercial market, specifically in the class 4-6 range of vehicles. These classes cover a large variety of vehicles, like walk-in vans, bucket trucks, beverage delivery, school buses and so on. And these vehicles do a lot of miles, use a lot of gas, and make a lot of pollution, often specifically in places where people live – so the potential gains for electrification are high (which is a big reason why California recently released big new truck regulations).
But Harbinger’s model is a little different from other entrants in the space. These types of vehicles can be sold as finished vehicles, as chassis-cab combinations, or as a stripped chassis. In the latter two cases, buyers will go to an upfitter to build their desired solution onto the vehicle chassis.
Harbinger is focusing on delivering stripped chassis, rather than finished vehicles or chassis-cab combinations. This allows for greater flexibility and simpler manufacturing for the company itself, and given that buyers are often going to need an upfitter anyway, there’s no sense in building up a whole vehicle when this way buyers can get exactly what they need.
To this end, Harbinger has recently delivered its very first customer chassis, to THOR Industries, an RV maker (and contributor to Harbinger’s Series A investment round). It was delivered to Thor’s Innovation Lab, to explore how electric chassis could be implemented into the company’s product design.
At its grand opening, Harbinger showed off several alpha versions of its chassis, and its in-house designed motors and battery packs. The company uses a modular battery pack structure, with each pack holding 35kWh and chassis being configurable with 2-6 packs depending on application and length (wheelbase options go from 158″ to 208″). Packs are filled with standard 2170-sized cells from a top automotive cell provider (Harbinger wouldn’t tell us which one, but we did see some shipping labels on some crates in the battery area…).
In-house design of components is an important distinguisher for Harbinger, which it says will help keep costs down. By building its own battery packs, its own driver-assist systems, using drive- and steer-by-wire – all of this means Harbinger says it will be able to offer lower prices than the competition.
In fact, it claims that not only will it start delivering the final product by the end of this year, but that it will deliver EV chassis with “zero price acquisition premium” over equivalent gas and diesel-powered chassis.
This is quite the claim – so far, we usually have a hard time even getting any price quoted from medium and heavy duty vehicle manufacturers. This is often because, well, they’re usually quite high in upfront cost compared to diesel vehicles. Due to lower long-term fueling and maintenance cost (Harbinger says its motors will last 450k miles) many businesses can save money long term with an EV, and economics are only getting better over time – but Harbinger isn’t promising lower longterm costs, it’s promising lower upfront cost as well.
Now… part of this is due to recent incentives. The Inflation Reduction Act includes a $40,000 incentive for commercial vehicles, which certainly does a lot to bring the economics into balance for buyers (and note: diesel vehicles still benefit from the massive subsidy for ignored pollution costs). But even with all of that taken into account, Harbinger’s price-equivalence would be a first, and a first by a longshot, as far as we can tell.
Not only does Harbinger promise to be price-competitive with gas and diesel, it also says it will offer similar payload capacity. Harbinger told us that, in the 4-pack configuration, its vehicle is lighter than a Freightliner MT55 diesel chassis.
In the world of cargo hauling, payload is important – if you can carry more weight you can make more money, at least if you’re “scaling out” your capacity (as opposed to “cubing out,” filling up the vehicle’s volume with lighter goods). So losing out on payload to a bunch of batteries can be a no-go for some haulers, but Harbinger says you won’t have to make that decision.
The 4-pack is estimated to offer somewhere around 165 miles of range on a 140kWh battery pack. This is more than enough for a lot of applications, but due to its modular design, Harbinger can offer configurations with less range (for campus or other low range vehicles, for example) or with over 200 miles of estimated range for the larger 5- or 6-pack options. Of course, range depends highly on use case, upfit solutions, how much you’re hauling, and many other factors.
Harbinger also wants to bring more driver assistance into the medium duty space. It’s not making any promises about automated driving (we couldn’t get them to say anything more than level 2, which is what nearly all consumer-available systems operate at these days), but it does want to add electronic aids to monitor driver attention and the surroundings of the vehicles, both to avoid accidents and potential loss of goods. It’s designing its own systems for this, detecting and tagging objects, and selling ADAS kits along with its vehicles that it will instruct upfitters how to install and calibrate.
All that in-house design means it won’t have to purchase solutions and pay extra margins to other providers – but it also means a lot of work for a small company, especially one that wants to start delivering by the end of this year.
Electrek’s Take
This isn’t the first we’ve met the Harbinger team, as we saw them last year at ACT Expo and had a quick drive around the parking lot in an early demonstration vehicle. And this drive was fine, the truck worked, it had been running for hours with lots of drivers, and felt about as we expect an electric medium duty vehicle to feel (that is, better than the diesel version – more nimble, more quiet, more clean).
But at the time and now, we were skeptical of Harbinger’s big claims. It’s not that we have any particular reason not to believe them, except that the claim of price parity from a startup when nobody else has even gotten close are extraordinary. And extraordinary claims require extraordinary evidence, so we have to wait and see. If they can follow through on them, it will be a revelation.
And there is plenty of talent within the ranks with EV industry experience. Some of it comes from famous failures like Coda and companies that have never quite got off the ground like Faraday Future, which we can optimistically hope has helped provide warnings about overpromising. And what Harbinger is promising isn’t that crazy, it’s just a commercial van – but the price still seems hard to deliver.
But the presence of Gilbert Passin as Chief Production Officer, who led the early stages of bringing Tesla into the volume manufacturing business with the Model S, certainly lends a lot of credence. Passin most recently headed up Wrightspeed, Tesla co-founder Ian Wright’s attempt to electrify garbage trucks, and has previously worked at several large traditional automakers as well.
So we remain quite interested in what Harbinger has to do, and if they deliver on these promises, it will be a Really Big Deal™. We just wouldn’t be surprised to see them slip a little… but even if they do slip, the product could still be a solid offering anyway.
One last thing to note – at the event, Harbinger parked 5 food trucks inside the huge factory building. This was neat and provided a lot of food options, but between the vehicle exhaust driving in and out, and the smoke coming out of the BBQ truck, my eyes and nose were starting to hurt by the end of the event, to the point where I sheltered myself in the battery area of the factory (which has its own separate climate control) for respite.
Wouldn’t it be nice if those medium-duty commercial trucks had an option to avoid exhaust in similar situations? I wonder where we might find an option like that…
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Volvo has been steadily applying its Scandinavian minimalist ethos to its EV lineup, as the all-new EX90 SUV is set to launch in the US. But the brand also wanted to significantly spruce up the EX90’s older sibling, the XC90 – the brand’s most popular vehicle since its debut and the de facto family car for hordes of Americans and Europeans. This month, Volvo invited Electrek to test-drive the revised XC90 on its home turf and experience its new and improved “electrified” functionality. Here’s how it went.
Introduced in 2003, the XC90 was the brand’s first foray into the SUV market. It has been modified in recent years as a hybrid and plug-in, but it’s still the company’s top seller, despite almost a decade since its last full redesign. For 2025, the XC90 comes in three variants: two mild hybrids, the B5 and B6, and a T8 PHEV – which the company says is one of the few plug-ins with a seven-seat option, giving drivers space to haul kids or gear on short daily trips with its limited 33 miles of electric range.
Of course, restyling the XC90 itself after all of this time sidesteps the brand’s original goal of 100% electric cars by 2030. That’s no longer the case, as Volvo has backtracked, as has Mercedes, with a new target of 90% electrified vehicles by the same date. Clearly, that’s not the same thing.
First-drive impressions – safe, comfortable, and very Volvo-esque
Mid-November, Volvo flew journalists out from the US, with me flying over from France to Copenhagen for four days of quality time with the new variants and meet-and-greets with designers, propulsion experts, and interior specialists. From Copenhagen, we paired up in twos for a full day and a half of driving from Denmark across the famed Oresund Bridge on the border between Sweden and Denmark (fans of the Swedish series The Bridge will know it well) to cruise around the mellow Swedish countryside, stopping by fishing villages, a chocolate factory, and into Malmö on a gloomy afternoon, as the sun started to set at 3:30 p.m.
The T8 plug-in – which we drove along with the B5 hybrid – is the brand’s most powerful and efficient of the XC90s, offering 310 horsepower with 295 pound-feet of torque and a 0-to-60 mph time of 5 seconds. It has an inline four-cylinder gas engine with an electric motor and 400-volt three-layer lithium ion 18.8 kWh battery with 14.7 kWh of usable energy. The fact that drivers can do most of their short daily drives on pure electric power is a plus, of course, but you need to put in the time to recharge it. Its 6.4 kW onboard charger takes five hours to go from empty to 100% charged (or 10 hours on an ordinary 120-volt outlet).
As for the test drive, rural southern Sweden is picturesque, but the course itself was flat, unvaried, and sparsely populated except for our roving caravan of some 20 beige SUVs. But we had plenty of time to tinker with the infotainment and the advanced driver assist systems – including loads of state-of-the-art bonuses like intelligent speed assist, pilot assist, parking assist, and a truly incredible head-up display. It also comes with five drive modes, including off-road, but this vehicle is about quiet luxury, not thrill rides.
Of course, testing the electric range was a short-lived experience, so after those 33 or so miles, we spent the rest of the day gas-guzzling via a high-performance four-cylinder petrol engine with advanced e-boost and turbo technology. Honestly, it was hard to feel the difference, and the transition from electric to gas was quick and unnoticeable despite trying out some fast acceleration (smooth as butter) and maneuvering. Plus the interior of the car feels like a cocoon – it’s so quiet. The refresh includes enhanced sound insulation and suspension, so it’s like you’re traveling in a safe, protective Scandi-bubble. And that’s Volvo’s goal.
Exterior refresh – lots of tweaks, new wheels, new color
Looking at the outside of the car, the new XC90’s exterior changes offer a fresh new take on the brand’s “Thor’s Hammer” T-shaped headlights, flanking a new asymmetric grille, layered with the Volvo trademark. The new front sheet metal has seen a few tweakments, with an overall cleaner, fresher look, while the rest of the profile looks relatively unchanged. Of course, a proper refresh comes with a new color and some new wheels, and there are new designs in 20-, 21-, and 22-inch sizes, along with a new red paint option called 739 Mulberry Red. While we tested the “Bright Dusk” T8, the deep Mulberry Red version was on view at a mid-drive event, and it was a nice surprise from the grays and beiges.
The driving experience – smooth, safe, and so very quiet
The most significant upgrade to the XC90 is to the interior, which has been revamped to accommodate an 11.2-inch infotainment screen complete with built-in Google apps. Volvo says it has a higher pixel density and faster response time than earlier versions. Both the EX90 and the XC90 get the latest version of Volvo’s Google-based infotainment system with a ton of updated menu items that, in theory, allow you to gain access to commonly used functions with fewer steps. But do people only want access to opening the glove box via the infotainment system? I guess that’s all part of the minimalism. While Volvo says it is as intuitive as a smartphone, there is a small learning curve if you’re not already familiar with it.
Stepping into the vehicle, comfort is clearly the focus, with Volvo touting it as an “upgraded Scandinavian living room.” It leans into a premium feel without any garish touches, relying on a rich, tasteful, unfettered design. It feels good. New to the XC90 are the tailored dashboard in grained charcoal vinyl and recycled textile decors. Two new stunning “responsibly produced” upholsteries are added, in new bio-attributed leather-free Nordico and recycled-textile Herringbone Weave. And just like the EX90, this vehicle gets the new Bowers & Wilkins speaker mesh for the instrument panel and door panels, and the sound quality of the system is rich and crisp.
T8 Vehicle specs
- Seating capacity: six or seven
- Upgraded powertrain (T8): turbocharged 2.0-liter four-cylinder PHEV
- Horsepower (T8): 455
- Peak torque (T8): 523ft. lb.
- Pure electric range (T8): 33 miles
- Transmission: eight-speed automatic
- Drivetrain: all-wheel drive
- Fuel economy, EPA: 58 MPGe
- Co2 emission, combined: 30 g/km (WLTP)
- Acceleration 0-60 mph: 5 seconds
- Overall length: 195 inches
- Wheelbase: 117.5 inches
- Height: 69.6–69.7 inches
- Width (not including mirrors): 84.3 inches
- Curb weight, PHEV 7 seater: 1,565 lb.
- Maximum towing capacity: up to 5,000 pounds when properly equipped
- Fuel tank capacity: 18.8 US gallons
- AC charging time 0–100%: 5 hours (240v, 16a)/10 hours (120v, 16a
- On-sale date: end of 2024
Final thoughts on the XC90
The new facelift is pretty much that, loads of superficial changes to the interior and exterior, as well as a new user experience and a larger, faster touchscreen, all designed to stretch out this hybrid a few more years before the EX90 takes over completely. Like its EV sibling, the focus is on a safe, comfortable, luxurious vehicle to haul kids and loads of gear around, with a few ecological Scandi touches that give it special appeal.
The XC90 competes in a crowded three-row midsize luxury SUV market against the Audi Q7, Lincoln Aviator, and Genesis GV80, among so many others. But saying that, plug-in hybrids like the XC90 T8 in the category are a rare breed, giving you the option to take your daily drives on pure electric before switching to fuel. But with a range of 33 miles, you of course won’t get very far. Plus while Volvo is pushing the seven-seat option, it seemed a bit tight to me, and only optional for kids or very quick trips, not big road trips.
Set to go on sale next month, prices for the B5 mild hybrids start at $58,450, with the XC90 T8 AWD plug-in seven-seater starting at a very reasonable $73,000 for the quality and pure good looks of the thing. Owned by China’s Geely, Volvo tells me that all of its US-bound XC90s will be made in Sweden. Volvo is targeting the US market for the XC90, followed by China, and thirdly, Europe.
Size-wise, I guess it’s perfect for loading up your car at IKEA. In Sweden, we certainly passed many IKEAs, and it was tempting. With a pure electric range of 33 miles, I suppose you could make at least part of the trip before having to switch over to gas power. The whole concept is a bit of a conundrum, but Volvo says it is giving the people what they want – a plug-in hybrid SUV that can go the distance – and it’s betting this vehicle will be a big winner for years to come.
Photos: courtesy Volvo
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Digital render of NEOM’s The Line project in Saudi Arabia
The Line, NEOM
In Saudi Arabia’s northwestern desert, a sprawling construction site replete with cranes and pile drivers sits encircled by a recently-built road. A pair of tracks cuts through the site like deep gashes through the sand, comprising the spine of what planners say will be a high-speed rail system.
The skeletal infrastructure forms the foundations of The Line, a multi-billion dollar high-tech city that its architects say will eventually house 9 million people between two 106-mile long glass skyscrapers more than 1,600 feet high.
The project, whose estimated cost is in the hundreds of billions, is just one of the hyper-futuristic venues planned in Neom, the brainchild of Saudi Crown Prince Mohammed bin Salman and a region that the kingdom hopes will bring millions of new residents to Saudi Arabia and revolutionize living and technology in the country. It’s a core pillar of Vision 2030, which aims to diversify the Saudi economy away from oil revenues and create new jobs and industries for its burgeoning young population.
The cost of Neom has been estimated to be as high as $1.5 trillion. In the years since it was announced, Saudi Arabia’s Public Investment Fund, the mammoth sovereign wealth fund now overseeing $925 billion in assets, has poured billions into overseas investments, with ever-increasing waves of foreign investors flying to the kingdom to raise cash.
This year, however, has seen a sharp change in direction in terms of spending, with a stated emphasis on keeping investments at home along with reports of cutting costs on megaprojects like those in Neom. The changes come as the Saudi deficit grows and the outlook for oil demand, along with global oil prices, sees sustained lows.
Construction for The Line project in Saudi Arabia’s NEOM, October 2024
Giles Pendleton, The Line at NEOM
That begs the question: does Saudi Arabia have enough money to meet its lofty goals? Or will it have to be more flexible to make its spending trajectory sustainable?
One Gulf-based financier with years of experience in the kingdom told CNBC: “The PIF’s pivot towards domestic investments, widely acknowledged but now officially admitted, suggests that there is still a lot of spending needed. Saudi Arabia has poured tens of billions into projects that have yet to hint of any financial returns.”
The financier spoke anonymously as they were not authorized to speak to the press.
Andrew Leber, a researcher at Tulane University who focuses on the political economy of the Middle East, believes that the current pace of spending won’t last.
“The number of ‘we pay up front and hope for economic returns later’ giga projects that are currently underway is not sustainable,” Leber said.
“With that being said,” he added, “the Saudi monarchy has shown itself to be somewhat flexible whenever economic realities assert themselves. I do think that eventually, a number of projects will be quietly shelved in order to bring its fiscal outlays back into greater sustainability.”
Digital render of NEOM’s The Line project in Saudi Arabia
The Line, NEOM
Saudi Arabia in October cut its growth forecasts and raised its budget deficit estimates for the fiscal years 2024 to 2026 as it expects a period of higher spending and lower projected oil revenues. Real gross domestic product is now expected to grow 0.8% this year, a dramatic drop from a previous estimate of 4.4%, according to the ministry of finance.
The kingdom’s economy also swung dramatically from a budget surplus of $27.68 billion in 2022 to a deficit of $21.6 billion in 2023 as it ramped up public spending and decreased oil production due to its OPEC+ supply cut agreement. Its government forecasts a deficit of $21.1 billion for 2024, projecting revenue at $312.5 billion and expenditures at $333.5 billion.
Saudi authorities expect that the budget will remain in deficit for the next several years as it pursues its Vision 2030 plans, but they add that they are fully prepared for this.
“Our non-oil revenues have grown significantly, now it covers about 37% of expenditure. That’s a significant diversification, and that gives you a lot of comfort that you can maneuver and be stable despite the fluctuation in oil price,” Saudi Finance Minister Mohammed Al-Jadaan told CNBC in October. “Our aim is to make sure that our plans are stable and predictable.”
“We are not going to blink, we have significant fiscal resource under our disposal, and we are very disciplined in our fiscal position,” the minister said.
Saudi Arabia has an A/A-1 credit rating with a positive outlook from S&P Global Ratings and an A+ rating with a stable outlook from Fitch. That combined with high foreign currency reserves — $456.97 billion as of September, a 4% percent increase year-on-year, according to the country’s central bank — puts the kingdom in a comfortable place to manage a deficit, economists told CNBC.
Riyadh is successfully issuing bonds, tapping debt markets for more than $35 billion so far this year. The kingdom has also rolled out a series of reforms to boost and de-risk foreign investment and diversify revenue streams, which S&P Global said in September “will continue to improve Saudi Arabia’s economic resilience and wealth.”
When asked if the kingdom’s spending trajectory is sustainable, Al-Jadaan replied: “Absolutely, yes,” adding that the government recently published its numbers for the next three years and that “we think it is very sustainable.”
Still, many analysts outside the kingdom, as well as individuals working within the kingdom and on NEOM projects, are skeptical of the megaprojects’ feasibility. Reports that some projects have been dramatically cut down — in the case of the Line, its size target slashed from 106 miles to 1.5 miles and population target down from 1.5 million by 2030 to less than 300,000 — attest to that concern on a higher level.
Neom executives acknowledge that the current phase of work on The Line is for a building length of 1.5 miles — which would still make it the longest building in the world. However, the eventual goal of 106 miles has not changed, they say, stressing that cities are not built overnight and that construction is continuing apace.
For Tarik Solomon, chairman emeritus at the American Chamber of Commerce in Saudi Arabia, “it’s promising to see transparency and some project cutbacks.”
“The Kingdom’s rising external borrowing reflects challenges with Vision 2030 feasibility,” he told CNBC.
“Though debt remains manageable at 26.5% of GDP, continued small pressures add up, underscoring the need for fiscal discipline and achievable goals.”
Solomon pointed to the desire of many Saudi residents for improvements to the infrastructure they use in their daily lives — like Riyadh’s public transport, network connectivity, schools, and health care.
“The road to resilience for Saudi Arabia isn’t in figuring out ski slopes in the desert but in building with innovation, complexity, and the courage to pursue what’s truly impactful,” he said.
Tesla and Rivian have been embroiled in a lawsuit in which the former accused the latter of having stolen battery technology by poaching Tesla employees.
It sounds like the two automakers are finally about to settle the lawsuit, which has been going on for 4 years.
In 2020, Tesla filed a lawsuit against Rivian over allegedly stealing trade secrets by hiring former Tesla employees and encouraging them to bring documents. Rivian has denied the allegations.
When Tesla filed the lawsuit, it wasn’t clear what trade secrets Tesla was claiming Rivian had stolen. However, we noted that the employees listed in the lawsuits were two recruiters, an EHS manager, and a manager of Tesla’s charging networks.
The automaker claimed that these employees brought “documents consisting of highly sensitive trade secret, confidential, and proprietary engineering information” when they went to work for Rivian.
A year later, Tesla expanded the lawsuit, claiming more specifically that Rivian was “stealing the core technology for its next-generation batteries.”
At first, the companies tried to settle out of court, but it didn’t work out, so the lawsuit was moved to court last year.
Over a year later, we now learn that Tesla had notified the court that it expects to file to get the lawsuit dismissed after reaching a conditional agreement with Rivian. The company didn’t disclose the details of the settlement (via Bloomberg):
Tesla didn’t disclose specifics about the agreement in a court filing, but told a California state judge that it expects to seek dismissal of the case by Dec. 24 upon satisfactory completion of the terms.
Neither Tesla nor Rivian have commented on the reported settlement.
While Tesla has claimed that it somewhat open-sourced its patents, we have previously noted that it’s not exactly the case. Tesla claims to let other companies use its patented technology as long as they themselves don’t sue them over patent rights.
And in this specific case, Tesla alleges that Rivian has specifically hired employees to steal technologies. Again, Rivian has denied the allegation.
Electrek’s Take
The terms are unknown, but in similar cases, it often involves things like some level of access to make sure that no proprietary technology is being used or has been used.
The lawsuit is not exactly clear, but based on the timeline and the allegations of “next-gen batteries”, Tesla could have been talking about its 4680 battery cells, although those are cells. It could also be the structural battery pack.
Rivian is expected to use a taller 4695 battery from LG Energy Solutions for its next-generation vehicles.
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