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Re: I-Man post# 5783

Thursday, 12/08/2022 8:06:24 AM

Thursday, December 08, 2022 8:06:24 AM

Post# of 11516
since Nikolas strategy is the fuel cell powered Semi no way will Elon do business with Nikola.

The Battery system was quicker to get to market but wont make money with current battery prices. Also seems it takes time to get the power to recharge installed at customer sites - see the 100 + waiting for delivery at the factory. (Some interesting developments there using Fuel cells to power the chargers - see NBLD's new merger partner ).

With hydrogen Nikola is providing the hydrogen infrastructure for your depots and as the range is further (less weight and big tanks) you can do round trips easily until the highway based refueling is in position. Beta FCEL Tre's are in testing now with Gammas expected in Q1 and production in H2.

If you don't already you can follow @bearsworkshop on twitter for his regular factory flyovers and discussions on Nikola, Lucid, Tesla etc.
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