Sunday, Oct 28, 2018 at 21:00
9900Eagle - I note that Anheuser-Busch have placed an order for "UP TO" 800 Nikola trucks.
That "UP TO", indicates to me, that only a portion of the order will be taken out initially, and the remaining numbers will be dependent on the vehicles meeting performance and cost criteria.
Note also, that Anheuser-Busch are not actually BUYING the Nikola trucks - Nikola are keeping ownership of the trucks, and leasing them to Anheuser-Busch at a rate of 90c a mile.
Nikola are pushing the hydrogen fuel cell development by installing the hydrogen-fuelling
infrastructure across the U.S.
It will be interesting to see how they manage the horrendous cost of that
infrastructure expenditure.
Meantimes, Daimler, Volvo, Thor and others, are proceeding at speed with electric trucks. Thor's E-axle is a leap forward in integrated electric design - and Thor was formed by truck fleet operators interested in making significant strides in electric truck development.
AxleTech and Thor to develop heavy duty electric powertrain
Interestingly Japan has decided to head towards hydrogen fuel power - but they have also run into hydrogen-fuelling
infrastructure problems - despite the Japanese Govt promoting and assisting in the
infrastructure extension.
Japan is betting on hydrogen fuelling
What is aiding hydrogen development at present is the limited range of electric motive power. Hydrogen offers a range equalling fossil fuel engines, with low emissions.
However - hydrogen may falter if a battery breakthrough is made, producing lighter batteries, that are more powerful and which recharge faster.
It's going to be an interesting period, the next 10 years, and I don't see a clear motive-power winner at this point - but that could change overnight with a technology breakthrough.
With the number of researchers and universities working on battery range and efficiency improvements, as
well as the number of people working on electric motor design improvements, I reckon my money is on electric power ending up becoming the leader in motive power, with perhaps hydrogen fuelling being a "fill-in" technology until battery range equals fossil fuel engines, and rapid recharging is a reality.
For the latter two areas, supercapacitors could
well be the devices that aid in electric motive power becoming a winner.
Cheers, Ron.
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