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Re: Televet post# 4479

Thursday, 06/10/2021 8:45:32 AM

Thursday, June 10, 2021 8:45:32 AM

Post# of 11381
another author who hasnt understood Mikolas business strategy.

they sell trucks to corporations to be based in one depot and deliver to a standard set of customers - Budweiser being the first

they dont need a national refueling network for that, NEL are building the 8 they need (plus I assume a system at the brewery they are based at.
They just ordered two more in California - probably as Budweiser expands their plans, or they have a second customer.

If they are delivering to Amazon or Walmart DC's they could arrange to buy hydrogen from PLUG to refill their trucks - PLUG have talked about external refueling pumps .

so the first year or two production is OK and as they get. moe orders now they can be planning and ordering any additional stations required all the while others are installing systems off their own volition.

I suspect Flying J are waiting to see the actual truck performance before committing to a roll out in their truck stops.

It was all clearly laid out in their initial plan, Trevor Milton got side tracked by pickups and PR.

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