i appreciate the openess of Nikola. After hindenburg this is is a good first step in the road to gaining credibility. For those complaining that Sandy should not have agreed i think you are wrong. I want Sandy evaluating these guys and helping them if they are on the right path. The fact that they have opened their doors to Munro & associates is a positive thing.

@CoffeeAndSomethingElse

2 жыл бұрын

true. If sandy thinks it is good, it is true. Or else his evaluation of tesla is also wrong. U believe in his expertise or not.

@jbbuzzable

2 жыл бұрын

I agree. Nikola has had some extremely serious credibility issues, and I also question the viability of this technology as a whole. But I do give Nikola credit for opening up their doors and showing that they are taking this project seriously.

@matthenley7641

2 жыл бұрын

Spot on, any zero emissions vehicle is a good thing, if management can get Nikola back on track then good on them. I certainly won't be investing in them anytime soon, but if they can clear out the rubbish and make an actual product then good for them. Letting Sandy in and showing so openly a very early prototype like this is pretty much unheard of, you see concepts & pre-production but not Alphas.

@markplott4820

2 жыл бұрын

NIKOLA is still a FRAUD, they are showing ONLY what Sandy wants to see.

@jbbuzzable

2 жыл бұрын

@@markplott4820 Time will tell. At this point, Sandy is only evaluating the product. No financials even mentioned.

Sandy, please don't lose your credibility. Nikola is the type of company that deserves extra skepticism and scrutiny after all the stuff it pulled. Do not put your name behind it unless you are 150% sure - and by doing this you are somewhat endorsing the company

@siegfriedkettlitz6529

2 жыл бұрын

You don't get invited into the house if you first poop on the lawn.

@markussavolainen

2 жыл бұрын

tbf it's founder Trevor Milton being a seasoned scam artist doesn't automatically mean that the company itself or the technology it uses is inherently bad.

@togowack

2 жыл бұрын

They don't have to pander to low IQ investors - go invest in Tesla

@nielsnb11

2 жыл бұрын

I agree with you. IMO he should have started by stating he was there to see what Nikola has to show. As this, it looks like a review (based solo on info from the company).

@HVM_fi

2 жыл бұрын

@@markussavolainen All current leadership were already working in Nikola while Trevor told those lies, and did nothing. Nikola was full of $hit then and still is.

It's obvious to me, that there are indeed, many smart people working on the truck. Thanks for giving the them an opportunity to show their progress. Also thanks for not just being a 'NaySayer'.

Just finished the video. Cool tech but not sold on hydrogen the slightest. The sheer complexity and inefficient process for extracting hydrogen with electrolysis just makes me wonder why anyone pursues this technology. I could even consider hydrogen for long range autonomous aircraft.. but a semi truck? Why? I'll bet that electric semis will be on the road before hydrogen semis. Just my opinion.

@PhilipBarton

2 жыл бұрын

Agriculture is probably the biggest industry for hydrogen. Most rural regions simply don't have the electrical infrastructure for BEV replacement of their equipment, and no farmer has the time to bring a vehicle in for charging... that's why farmers own their own fuel trucks. Hydrogen can be delivered to the field. That said, I am not a farmer. I'm bullish on Tesla, and that's about it.

@Mrbfgray

2 жыл бұрын

I agree but their argument, as best I understand: Batts are too heavy for long range trucks and they pretend(ed) they can create H on cheap hours grid electricity--mostly another Milton fantasy. Also the 'charging' speed. NKLA should be a penny stock regardless, falls flat economically with no path to viability. H stations will be extremely expensive with many required.

@wombatillo

2 жыл бұрын

If hydrogen starts to get used in chemical industry, electricity generation, heat generation and there starts being massive networks of pipes and tanks carrying hydrogen everywhere, maybe. I wouldn't be surprised if in the end it would be more useful to burn the hydrogen in a specialized ICE or making synthetic methane out of the hydrogen and then burning that in an ICE. The electrolysis process actually has pretty good efficiency when it takes place on an industrial scale and we will eventually get to a point where we have so much wind and solar that we don't know what to do with them. Converting the energy into hydrogen fuel might eventually be economically viable.

@grantos1361

2 жыл бұрын

Hyzon motors?

@Groaznic

2 жыл бұрын

Hey man, just wanted to say I love your channel, huge fan of your work! All the best!

1:15 "To get things rolling..." hahaha

@1472fred

2 жыл бұрын

Downhill that is

@musingsbymarco5001

2 жыл бұрын

They've made a fatal mistake then...the floor is flat! lol

@Mrbfgray

2 жыл бұрын

@@musingsbymarco5001 I'd believe they were serious if that "factory" was built on top of a hill.

@WillProwse

2 жыл бұрын

😂😂😂

@KingLutherQ

2 жыл бұрын

These guys are total amateurs. Everything in their alpha is terrible.

Nikola.............the first Gravity assisted truck. Genius! Game Over!

@ThreeSixFour

2 жыл бұрын

Investing in Nikola is a IQ test.

@paintedpony2935

2 жыл бұрын

Game Over my butt!

@patrick_test123

2 жыл бұрын

Just build every road downhill, duh.

@alejandroericklazarte

2 жыл бұрын

Great comment

@rockdadon1307

2 жыл бұрын

Yea gravity definitely makes you smoke tires!!!!! Lmmfao ancient news is your investment advice? Lmmfao

Oh yikes. As many others have already said I was a little surprised to see Sandy at Nikola. That said, I hope he gives us a fair assessment of what these guys actually have.

@zoltanszeles9394

2 жыл бұрын

They have a badge, the rest come from Bosch and Iveco.

@togowack

2 жыл бұрын

@@shortaybrown Sandy expressed interest in visiting Nikola a year ago.

@shortaybrown

2 жыл бұрын

@@togowack - he’s taking money to advertise for Nikola. That’s unscrupulous, it’s selling out.

@togowack

2 жыл бұрын

@@shortaybrown Munroe already knows people attack this company because oil money. Mostly engineers watch his channel. If Sandy can't set things straight they will have to start going after WS hedge funds no start up company is safe.

@bobwallace9753

2 жыл бұрын

@@shortaybrown If you can't back up that claim with facts then there's a good chance you're liabling Sandy.

So true on the mirrors, especially on trucks. Cameras mounted where the driver can see cyclists or pedestrians below their eyeline are so obviously better than mirrors. Sandy's right saying they are from the dark ages. Legislation needs bringing up to date fast.

@Robert-cu9bm

2 жыл бұрын

Europe, I see heaps everyday. I think Australia too. But from reviews I see online, they can be a pain because you can't move your head to adjust what you see.

*Nikola is the most Eco - friendly vehicle company.* Rolling a truck down the hill releases zero carbon emissions. ... LOL

@piccalillipit9211

2 жыл бұрын

Towing it back to the top does though

@mr.v3061

2 жыл бұрын

Also --- Hi, Trevor Milton. How's it going? I know you're watching this 🤣

@lapaleves

2 жыл бұрын

wrong. an electric can regen down the hill. i remember a special use case calculation where the truck is loaded on the top of the hill facility, and needs no charge for the way back. also mining trucks feed back into the power lines.

@jbbuzzable

2 жыл бұрын

@@lapaleves Well sort of. The mining trucks added mass at the top and removed it at the bottom.

@jonkeau5155

2 жыл бұрын

@@lapaleves I think his humor went over your head on that one, he was joking about the faked commercial Nikola did a while back, they made it look like they had a working truck when it was just a roller with no motor.

HAHA, I'm having a great time just watching Sandys facial expressions....and the lovely Sonoran Desert backdrop.

Having been a heavy truck hauler in past work lives, I can see lots of cool stuff here. The tag axle may be an issue in slippery road conditions ... But I'm sure they'll have options for that. Even as a old man, I have no issues with cab-overs. There urban maneuverability is superior. As long as the "climb aboard" route and routine is no too cumbersome, they are the way to go. Glad to see Nikola actually doing something and making progress :-)

@jaredkmcbride

2 жыл бұрын

Fair, unbiased and authentic assessment . Thanks

@zoltanszeles9394

2 жыл бұрын

Yes, they buyed some Iveco and Bosch tech, and have an empty "factory". Well that's something...

@Carl_in_AZ

2 жыл бұрын

@@zoltanszeles9394 There are other existing global manufactures building these hydrogen power trains and taking orders for truck mfgs.

@stopato5772

2 жыл бұрын

@@Carl_in_AZ There are NO existing global manufactures doing this. Nikola and Iveco partnership are on a new path of engineering. Hope they succeed and diesel and petrol trucks can be resigned to history.

*I HONESTLY THOUGHT* this was going to be a parody when it came on...

@WillProwse

2 жыл бұрын

Same 😂

@Mrbfgray

2 жыл бұрын

Probably will turn out to be.

@Carl_in_AZ

2 жыл бұрын

There are 6 other hydrogen power generation manufacturers and over half are slowly filling orders in the USA and Europe. Like the speaker at the DoE conference said about EV cars five years ago. It's time for some of you to put away your flip phone and get ready for a change.

@Mrbfgray

2 жыл бұрын

@@Carl_in_AZ Change yes, HFCL *NO* , not even close. Nikola HELL NO!

@ThisIsF-dUp

2 жыл бұрын

@@Mrbfgray NIKOLA hell yeah! Working to mesh with the new European hydrogen standardization movement, while creattng the USA's first hydrogen fueling infrastructure! Yes! Please don't be dense, Bro.

Jason Roycht, before Nikola: BOSCH, various positions in the sales, project management and customer relations area Christian Appel, before Nikola: Deutsche Accumotive & BOSCH systems engineering, seemingly on the software side (studied mathematics), for battery and electrification projects I don't see prior fuel cell experience.

@togowack

2 жыл бұрын

There won't be an abundance of this skill set for a while.

@Timo-qb1gf

2 жыл бұрын

And suprise suprise most of the HW is from Bosch.

@thegreenxeno9430

2 жыл бұрын

You don't see an abundance of experience in technology that hasn't been developed yet? Oh no. Better buy puts.

@koeniglicher

2 жыл бұрын

Elon Musk - Bachelor in Political Economy and Physics. Quit PhD course in physics in Stanford after 2 days. I don't see prior software or EV experience, nor in tunneling, nor in space applications. Sandy Munro - tool maker, machine tools in engine assembly, costing engineer. I don't see prior EV nor fuell cell experience at all. Well, think again. Yes, of course, qualification and experience matters. But all them work in teams, they combine and share their skills and knowledge. The more innovation and novelty, the less people familiar with it already. But people can learn and grow.

A good H2 joke: "do you know why H2 vehicles have such a longrange? because the next H2 station is 300 miles away."

@mattmcfly2165

2 жыл бұрын

Yeah, said the same for electric cars in y2k. Lol. It's the Fax machine problem all over again.

@irusev

2 жыл бұрын

more like 3000

@chargehanger

2 жыл бұрын

@@mattmcfly2165 H2 vehicles are just just an expensive solution to a quickly disappearing non problem. 18% electricity round trip efficiency is pure engineering nonsense.

@mattmcfly2165

2 жыл бұрын

@@chargehanger I agree.

Was not expecting that at all! Hope to see some more and also hear Sandy's final verdict on this one.

@AliKhan-fs3rm

2 жыл бұрын

Final verdict. Nikki is going to dominate long haul heavy trucking industry

@cheema33

2 жыл бұрын

I sincerely hope that this is an honest evaluation and not a paid promotion event, like what Nikola did with Diesel Brothers.

@lemongavine

2 жыл бұрын

Title says episode 1, so more to come it seems.

@hankkingsley9183

2 жыл бұрын

@@cheema33 Munro doesn't do paid promotions afaik

@cheema33

2 жыл бұрын

@@hankkingsley9183 Munro does paid consulting work. His sales email address is advertised at the end of the video. This likely is paid *consulting work*. And if true, then that would taint any verdict he renders on Nikola tech.

Efficiency: Electrolysis: 50% Compression/Liquefaction: 70% Fuel cell: 50%

@togowack

2 жыл бұрын

there have been many more ways to produce hydrogen than electrolysis. It can even be extracted out of oil refineries with some modification.

@allencrider

2 жыл бұрын

Indeed!

@RogerM88

2 жыл бұрын

You forget to input the energy costs producing a massive battery pack to a BEV truck.

@MarkLLawrence

2 жыл бұрын

@@RogerM88 that's a one time energy cost vs. on going energy cost.

@UnipornFrumm

2 жыл бұрын

Who gonna pay 5x more on fuel for a nikola truck over a tesla truck? Jesus

I'm hearing them talk about a lot of things they're going to do which makes me quite skeptical given Nikola's history.

@stephenwabaxter

2 жыл бұрын

This is a whole new ball game. If Sandy is impressed with the engineering we can be pretty confident this will go into production and into the hands of the key first customers.

@Libertylute

2 жыл бұрын

@@stephenwabaxter That's a BIG if. He was being polite in this installment, not insulting them to their faces. Let's wait and see what goes down in the remaining installments.

@gatorboy25000

2 жыл бұрын

@@Libertylute Sandy doesn't really seem like the kind of person who would hold back because of their feelings.

@daniel_960_

2 жыл бұрын

Totally looks like a real startup now. They're going to make things work. But the viability of Hydrogen is the problem. Whether they can get profitable with that. Probably will fail but they sure seem to be trying for real. Not just making renders and rolling cardboxes down a hill lol.

@pikepoke

2 жыл бұрын

@@daniel_960_ that cardboard did a pretty cool burnout. they are real.

i dont know how to say it, but i imagined the factory EXACTLY like this. A few trucks being assembled by hand and the rest empty 👍

@AreaGB

2 жыл бұрын

🤦🏻‍♂️ the Factory is still on construction.. they didn‘t Start in the US but they allready Start in Germany in Ulm to produce

@Poxenium

2 жыл бұрын

@@AreaGB yep, they are assembling kits from Europe.

@mcgmcg2792

2 жыл бұрын

kzread.info/dash/bejne/imhqksqalK6-k7Q.html

Thank you Sandy Munro and team. Nice to see actual people with actual products being worked on and discussed. I hope Nikola can make it for all the investors that have a stake in their future.

I would never trust Nikola as a consumer nor as an investor after they allowed fraud to happen. Even if hydrogen wasn't a dead end technology I wouldn't go with them. I'd go with Toyota or something.

@Pikminiman

2 жыл бұрын

You're right, except Nikola did not allow fraud to happen. Nikola was FOUNDED UPON and built exclusively on committing fraud.

@togowack

2 жыл бұрын

@@Pikminiman If that was so would they have gotten this far?

@seanermer8547

2 жыл бұрын

@@togowack Yes, this is basically exactly where this type of fraud would get you. Look at Theranos. Fraud got them to the point where they had prototypes that they were using to sell people on their company. They didn't care that nothing worked. Nikola has a product that would work better than the Edison but IMO is just as unrealistic. NKLA isn't going to roll out a global hydrogen refueling network when there is already a grid in place. Fuel cells solve the same problem as batteries but in a worse way.

@togowack

2 жыл бұрын

@@seanermer8547 I see you trolls using the same arguments in every anti-Nikola video, I bet Sandy is driving around in one of those semis in the next installment.

@pickemparty

2 жыл бұрын

so do you take the time to go call out all so called "fraud" companies ?

First Faraday Future, now Nikola… What’s next? Volkswagen diesel division? Disclaimer: I’m totally fine with anything sandy does, he’s a great engineer and I believe he will tell the truth about whatever he looks at.

@Pikminiman

2 жыл бұрын

I think we all trust Sandy to tell it like it is. The problem is, he's lending his considerable credibility to a company whose every foundation is fraudulent. The concern is, Sandy might be the latest in a long line of leaders who have been deceived and misled by Nikola. Faraday Future at least has working prototypes, and at least Volkswagen's diesel division makes working products.

@no_more_free_nicks

2 жыл бұрын

It was interesting to see a prototype. I don't care about this company.

@nielsnb11

2 жыл бұрын

@@Pikminiman I agree with you. Let's see what the next episodes bring, so far we only got what info the company told, IMO Sandy should have given a disclaimer at the beginning, with this cut it associates him too much with Nikola and fraud, in that regard it doesn't matter how clever and independent he is.

@AndrewWellsPlus

2 жыл бұрын

@@Pikminiman I don't think he's lending his credibility yet. That will come at the end of the video series where he and Cory sit down and talk about their impressions after the fact. Personally I think Sandy asked some good questions, and the only thing I wish he had pushed more on was when he would ask a direct question about the status *today* and they'd talk about what their goals are. I also thought it was clever for them to talk about "high speed" situations at >= 35mph when talking about longevity... makes me wonder how well these things really perform.

@ThreeSixFour

2 жыл бұрын

He’s should ask to see the Nikola one prototype, the one that was rolled down the hill.

I love the fact that Sandy is more interested in getting his hands an eye’s on it, an less on what he’s being told about it. 😂😂🇬🇧🙏🏻

@drkastenbrot

2 жыл бұрын

Not surprising given how new EV companies are giving as little technical data as possible and do vague marketing instead

@ernestgalvan9037

2 жыл бұрын

‘Laying on of hands and eyes’.. the mark of an avid Engineer.

Apparently over 1/2 the commenters didn't read the title intro. It is Part 1 or a 5 part series. So you've only seen 20% of the total video on Nikola. Anyone who knows Sandy Monro will realize that there will be a complete and honest assessment at the end and it won't be done at the Nikola site. It will be at Sandy's co. Hdq. I have my own opinions on how that will go, but will not speculate.

@markplott4820

2 жыл бұрын

Hydrogen does NOT work. BEV Semi is superior.

@ChannelInfinity82

2 жыл бұрын

@@markplott4820 BEV Semi is superior if you dont carry loads

@stephenwabaxter

2 жыл бұрын

Once we see someone with a Munro jacket behind the wheel on the Interstate - then we will believe!

@markplott4820

2 жыл бұрын

@@ChannelInfinity82 - FALSE, Tesla semi can carry 80k legal load 500+ miles

@cbromley562

2 жыл бұрын

@@ChannelInfinity82 That’s a ridiculous statement. Explain why.

Isn't the whole reason the "Alpha" looked so refined is because all of these components are supplied by their "technology partners" and this is essentially an assembly plant?

@markplott4820

2 жыл бұрын

Correct, Trucks are supplied by IVECO and come 90% assebmled, NIKOLA adds the Drivetrain & Fuel Stack provided by BOSCH.

@albertkdavies

2 жыл бұрын

This is why it’s embarrassing to see Sandy Munro lend his channel to a group founded on fraud and lacking any original technology, overlooking the significant challenges to commercial production.

@OnionKnight541

2 жыл бұрын

and the guy said it hasn't even ever started yet 🤦‍♂️ they had it out there fueling for a show, but it's never been started... jeez...

@koeniglicher

2 жыл бұрын

Tesla started in a similar fashion with components supplied by technology partners: car bodies/gliders provided by Lotus, EV powertrain supplied by AC propulsion, standard size cells sourced from major cell vendors and early Tesla being essentially an assembly shop, believing in the technological approach and integrating all of the components into one actual product.

@markplott4820

2 жыл бұрын

@@koeniglicher - that was Because the 2 Founders were IDIOTS , and were NOT even good Engineers. ELON, changed that with the Model S.

Dear Munro Team, did Nikola pay for a consultation or was this done for free

Hopefully Sandy will get around to asking them the REAL key question: How far along are they in solving the fueling station problem? Without a nation-wide network of fueling stations, a fuel cell semi will be pretty useless. Also, where are they getting all the hydrogen to fuel the trucks? And will the hydrogen supply be cost-effective and environmentally friendly? Electricity is everywhere-hydrogen, almost nowhere.

@T330d

2 жыл бұрын

Green hydrogen is (and will always be) verry rar, as it will be needed to make CO2 neutral Steel (and for other energy intensive processes with no alternative). Dont think its gonna be „wasted“ for the transport sector.

@bobh9492

2 жыл бұрын

We already know the answer. They have no functioning hydrogen infrastructure, green or otherwise. Hydrogen will always be less efficient than the giant fusion reactor in our sky.

@whowhy9023

2 жыл бұрын

They will use blue hydrogen from the oil majors. It’s dirtier than brown coal (quit an achèvement) so everyone will be happy. The tailpipe emissions are clean so they will sell it as clean.

@MrZrryan2

2 жыл бұрын

@@whowhy9023 There is no infrastructure and the hydrogen comes from refineries as an off-gas stream. (i.e., this makes it "blue" or "dirty" hydrogen.) Even "dirty" hydrogen, taken as an off-gas from refineries, then purified and compressed, is still WAY WAY more money per mile than either electric or diesel. Despite this huge fuel costs, the actual costs of buying this equipment is enormous. This is not a viable business.... unless you are rolling it down a hill and hyping it in the media to pump your stock price 😂😂😂

@tonywalker3793

2 жыл бұрын

Electricity is not a form of energy storage - that's what hydrogen and batteries are for. Nations area looking at hydrogen so they can be energy independent. With batteries, most nations would still be dependent on the minerals and production of the batteries.

A huge advantage you have with purely EV semi is that they can be charged at the docks while loading/unloading. I doubt you will find many companies going to the expense of putting in hydrogen fueling stations. But installing superchargers along a dock is simple and a no-brainer.

@linmal2242

2 жыл бұрын

Yes, everyone everywhere has electricity on tap . To build out a hydrogen supply will be limited and restricted to maybe depots, point to point!

@Libertylute

2 жыл бұрын

Absolutely! Watch a few videos on the JustTruckin channel. He spends large amounts of time almost every day waiting for someone to load or unload his trailer.

@deankoch7305

2 жыл бұрын

The government can pick up the tab for the expense of the fueling stations. It's their stupid idea to go 0 for fake global warming.

@Robert-cu9bm

2 жыл бұрын

Ok and when you get turned away from the delivery because your late or to early ... How do you recharge to get to the next destination?

@Libertylute

2 жыл бұрын

@@jonathanlyng3442 If the client owns the truck (and those will be the first to adopt electric trucking - - cf. Pepsi ) they are already paying for the diesel fuel to operate the truck, either at a station where they resent paying the oil company markup or from a bulk tank on their own premises that is expensive and messy to maintain. Why would they not pay a few hundred dollars to install a charging outlet in a convenient location for refueling during normal truck downtime, when the whole proposition will save them a large percentage of their transportation costs?

"We have a lot to validate and a lot to learn." Fake it til you make it! (Or go bankrupt)

@kennyg1358

2 жыл бұрын

Or go to jail for fraud

Why all the negative comments? Sandy has full access here. No better man to give a final report on these guys.

Man...kudos to these guys. Just to have survived Trevor and still have the wherewithal to keep going deserves a lot of respect. I shiver just looking at the sheer complexity of the system and all the failure points, that will need attention as these trucks get put to the real test. Economies of scale is something I think Nikola will have a hell of a time achieving - with today's technology. Elon and Tesla faced similar hurdles in the past and one can only hope Nikola has what it takes to pull this off. Skeptically optimist.

@AliKhan-fs3rm

2 жыл бұрын

They got a bunch of ex Tesla employees..

@brianborkowski5977

2 жыл бұрын

They are trying to avoid jail for fraud. They can't leave and sell their shares so they know they must try to be successful. Most of their leadership were present when Trevor was lying

@bigdaddy1279

2 жыл бұрын

You are overthinking it. It is still the same scam. These are the scammers that are left behind after Trevor has taken the fall. There is no there there. Nothing. It doesn't work. It is nonsense. So no kudos, please. It's just a scam. These guys are the remaining barnacles. Sandy looks like an idiot being here.

@fernandosousa4657

2 жыл бұрын

@@bigdaddy1279 I am an engineer...so I tend to overthink, you know, that critical thinking thing pestering me all the time. Kudos may be too strong a word and I sense you might be thinking I should curb my enthusiasm whenever the word Nikola is within earshot. I feel your anger given what Milton pulled off on the financial side, although I think the market is always ripe for con men and women such as Elizabeth Holmes to show up and teach the uneducated, greedy so called investors a good lesson. The body language on these guys in front of Sandy was a bit uncomfortable, almost as if they are afraid of what Sandy is going to find out. Still, they finally have something to show, something one can touch and feel. It looks nothing like the hyped up truck revealed by Milton and the question remains: Will it move under its own power? Yet to be seen. My cautious optimism has to do with my way of always looking at the glass half full. The probability is greater than zero that a breakaway tech will bring Hydrogen production to economies of scale and IMHO this is what keeps the hydrogen crowd barely alive. If that happens, then all sides would win as Hydrogen would also me used to generate power to charge batteries on the BEV side of things, yes? And the planet would be a little better off, so I will lower my "kudos" to just a "nod". In Sandy's defense, he is also an Engineer and a common sense curious guy. In order to have an impartial opinion, he must see as many sides of the sphere as he possibly can. Good luck tearing one of those beasts apart, though. My engineering brain will not override my financial brain. No. Unless I win the lotto jackpot and have money to burn, no...I will not invest a single dime on Nikola. In ten years I may eat my words, but hey...I have been wrong before.

@aitorbleda8267

2 жыл бұрын

@@brianborkowski5977 Also, very obvious lies. I could see them as obvious, the numbers were obviously false.

This is such a great company. Truly inspiring what Nikola is doing.

@kennyg1358

2 жыл бұрын

I burst out laughing everytime I come across you in the comments Daniel. You're either a massive sucker or a paid pumper.

@danieldeblasio9368

2 жыл бұрын

@@kennyg1358 I am an engineer drop out. I now drive a truck for a living part-time. I am backing this company 100%.

@kennyg1358

2 жыл бұрын

@@danieldeblasio9368 you could back a dozen other companies doing more with less. With no fraud and lies.

@danieldeblasio9368

2 жыл бұрын

@@kennyg1358 A FCEV will be the preferable choice for trucking fleets. Battery will create nothing but problems for long haul trucking companies.

@kennyg1358

2 жыл бұрын

@@danieldeblasio9368 why won't you address how shady this company has been? You could support other FCEV makers.

Was the Nikola factory in Hollywood, on a movie set? Did anything actually work, or were they convincing looking props?

@VVashabi

2 жыл бұрын

It was big green screen.

@13:15 -- 270 horsepower seems a bit weak. Most diesel semis are in the range of 400 to 600 HP while the Tesla Semi is 1,000 HP. The Model Y long range has 350 HP and the performance has over 450.

I'm still behind battery electric for trucking. Hydrogen will always be too expensive compared to electric. Maybe charging time will be a bit longer, but we cannot assume that all trucks are interstate long-haulers. Most can do their thing on a single charge and be recharged at night after work.

@gehtdichnixan4704

2 жыл бұрын

The industry will learn that a little less flexibility can pay off big. Better planning software will make that happen.

@Cloxxki

2 жыл бұрын

Batteries are barbaric, but so is liquid fuel. We need to reduce both to a minimum. Where are the billions that should be invested in reverse engineering Nikola Tesla's best work? even HE didn't really like batteries.

@quixomega

2 жыл бұрын

I'm not, I'm in the "long haul trucking is doing it wrong" crowd. Electric freight trains are massively more efficient than any sort of BEV or fuel cell truck. In town, yeah BEV is the way to go, but you don't need a huge battery for that..

@bahamatodd

2 жыл бұрын

Which is why Nikola has fuel cell and battery-only options

@pwells10

2 жыл бұрын

@@quixomega there's a train track a few miles from my house. I only get caught by the train once in a blue moon but when I do it's a min 10 min delay. I can't imagine having to deal with trains in a daily basis. Semis are always going to do most of the hauling.

700 bar, 10,000 psig. How often do those tanks need to be inspected and tested? Do they have to be stamped?!? Also, no degradation? Pretty sure membranes can deteriorate like everything else in this world. I wonder what their life cycle cost for that would be. Not even getting into the thermodynamic crime of producing and compressing Hydrogen to use as a transportation fuel. Hope they figure all of that out though! Great video! Thanks Sandy!

@MarcoNierop

2 жыл бұрын

The tanks in a Toyota Mirai have a service life of 10 years, and renders the car total loss at the time they need to be replaced, because these tanks are so expensive. I know these tanks are different but gives you a ball park where this might be going.

@1djbecker

2 жыл бұрын

@@MarcoNierop An additional reason it's a throw-away vehicle: fuel cells wear out. They probably aren't going to last much longer than a decade of driving. An expensive tank replacement can't be justified when the fuel cells might fail soon after.

@rhamph

2 жыл бұрын

The degradation was probably the lowest point of the video. What they were actually saying is both batteries and fuel cells degrade substantially but batteries tend to be rated using as-new range while their fuel cells would be rated using their degraded range. Mind you the context was only the kW output, not the total range of the vehicle; I'm unsure how much the degradation affects efficiency and thus range.

@giovannifoulmouth7205

2 жыл бұрын

@@MarcoNierop That doesn't make any sense, they're just plain carbon fibre empty tanks, how fkn expensive can an empty tank be, 1000 bucks?

@lockbert99

2 жыл бұрын

@@MarcoNierop Which is more expensive, Mirai hydrogen tanks or EV batteries?

A camera based "mirror" system can have the cameras mounted much lower and remove the massive blind spot which all trucks have on either side. This would save lives immediately.

@jmc2204

2 жыл бұрын

Its already used in europe trucks for decades now.

2x 100kW? Fuel Cell net output? 272 metric horse power? Are they going to stick with avoiding uphills?!

Nikola inviting Sandy is one of the biggest votes of confidence that I can think of - wow

It is simply AMAZING to me that people do not know that Nikola already has a pure EV SEMI, not just FCEV Semi. SO if you do not think Hydrogen fuel cell is the way to go...fine...there is their EV Semi.

@jaredkmcbride

2 жыл бұрын

Most these folks haven't followed nikola for over a year and are still stuck in the 2020 Milton Era. Nikola has made huge strides.

really surprised Sandy decided to come close to NIKOLA ... Not interested even if they send it to MARS (downhill ofcourse)

Hydrogen fuel cell EVs are just regular EVs with extra steps.

@no_more_free_nicks

2 жыл бұрын

They also need batteries.

@mariofornarelli1067

2 жыл бұрын

Hydrogen fuel cell electric trucks have better range, doesn't lose range in cold temperatures, refuels in 15mins for trucks, can haul more cargo because of weight limits on roads. More cargo equals more revenue

@zoltrix7779

2 жыл бұрын

Its market is niche for long distance trucking, that doesn't mean its pointless.

@4literv6

2 жыл бұрын

@@mariofornarelli1067 maybe look into scania for better clarification. They actually already operate multiple heavy use commercial h20 vehicles. In customers hands with continuous feedback coming to them from those customers. Yet they announced earlier this year they are abandoning all h20 vehicle development. And sticking strictly to building out their commercial use ev lineup of vehicle's. 🤔

@mariofornarelli1067

2 жыл бұрын

@@4literv6 look into Hyundai fuel cell electric trucks they already have 100s of them in Switzerland

I'm really interested to hear and see if Sandy thinks this company can turn themselves around after Milton's shenanigans.

@markplott4820

2 жыл бұрын

NIKOLA is still a MORMMAN Fraud.

@dzerres

2 жыл бұрын

@@markplott4820 The LDS Church is pretty much a Mormon fraud.

@steveperreira5850

2 жыл бұрын

The two engineers Sandy interviewed, they seem sincere, they are doing good work, the problem is I fear they have a losing proposition which is fuel-cell, and I don’t need Elon to tell me that. Consider this: With a battery electric vehicle you have to usethree major components Power conversion components before you get to the drive train: Batteries, inverter, and motor. The hydrogen vehicle, not even looking at the problem with hydrogen cost, etc. you have these components in front of the drive train: Super high pressure tank, expensive fuel cell, possibly batteries for surge power, then the inverter and the motor. Unless these hydrogen vehicles have some extremely superior range proposition and super Duper fast refuel, I don’t see the advantage. Even then I’m dubious. The principle that should be applied is the KISS, “ keep it simple stupid.“ I’m not against hydrogen, and maybe this is a niche where it will work. Maybe I’m all wrong. But I doubt it. I think the range and fast recharge will be there with pure battery electric Heavy duty trucks, and they will win out in the long run. It will be interesting to see what happens.

@steveperreira5850

2 жыл бұрын

@@dzerres : The Mormon church, it is the quintessential American church, built and sustained by goddamn salesman. Every goddamn one of them. The most useless type of people in the world are the kind that run the Mormon church, people that build nothing and parasitically leech on society

@JillesvanGurp

2 жыл бұрын

@@steveperreira5850 You nailed it; this thing is designed to have a 500 mile range ... just like the Tesla semi. Another interesting point in this video is that the fueling is going to be not super quick.They are talking an hour now and getting it down to 10-15 minutes. With some very high pressures required for that. This is not at all like fueling up a diesel tank. The Tesla semi will charge to about 80% in 30 minutes with a 750kw charger. So, not a whole lot of extra range, much higher operational cost and it boils down to a 20 minute advantage refueling, at best. That basically sounds like combining it with regulation required breaks (min. 30 minutes) would be the deal. I believe the Tesla Semi also has a stronger engine (1000HP). I'd say, rip out the hydrogen bits and put a decent battery in and you end up with a better truck. As they said, the electrical bits are the same anyway. Nikola of course started out with that plan and could not get it done. The trucking business is very cut throat and not at all driven by things like range anxiety or other irrational/emotional crap that consumer car manufacturers deal with. It has to be competitive dollar for dollar. This doesn't look like it ever will be. Not even close. Probably not even with diesel trucks.

You can tell the whole system has a lot more complexity, than what you would see in any BEV truck. There are just many pipes and wires, which will be costly to install and maintain. This technology is really better for planes, where there are many people doing the careful maintenance work. With the electric highway system BEV trucks can also charge while driving now, so the only advantage of hydrogen for trucks is gone now as well.

@togowack

2 жыл бұрын

The future is going to be more sophisticated. NIkola is an example of how people will crucify new companies that bring change. Most people only understand 100 year old gas engines.

@635574

2 жыл бұрын

Nobody has charging highways and that is also expensive

@togowack

2 жыл бұрын

@SciFi Author B.L. Alley hydrogen is locally sourced. While expensive infrastructure, no oil wars or lithium mining required.

@4literv6

2 жыл бұрын

@@togowack terrible loses in the conversion processes. Specialist catalyst materials some of which are from rare earths, wear out quickly and require mining for them. What about disposal and recycling of the catalyst elements? Infrastructure doesn't exists right now to support it. But we have plenty of grid infrastructure that can much more easily be upgraded to support the ev transition. Plus h20 still requires large batteries and electric motors to function. So how exactly is hydrogen better again? 🤔

@andrasbiro3007

2 жыл бұрын

@@togowack Except Nikola was proven to be a massive fraud. Also the company that brought massive change is Tesla, everyone else is just riding on their success. Also lithium can be locally sourced too. It's literally everywhere, it's just cheaper to extract in some areas. For example Tesla bought a lithium deposit in Nevada that's plenty enough for the entire US.

500 miles and takes up as much space as 500 miles of batteries. Hydrogen currently costs around 15,- per kg. Or about 900,- for 500 miles. And electricity would cost about ,16 per kWh or for a 750kWh battery 112,- for 500 miles. Now drive that vehicle for 1 million miles which it should last. Lets not talk about the fuel cells they have to be serviced ever few thousand miles. Lets talk about the cost difference. Say hydrogen can be produced @ 5,- per kg. Then its 120.000kg x 5 = 600.000,- US$ Energy cost. And about 225.000,- US$ for electricity. Case closed.

@RogerM88

2 жыл бұрын

Do you really think the kWh and Lithium are staying the same if there is a massive increase in demand? Fuel Cell just lacks the supply infrastructure.

@andrasbiro3007

2 жыл бұрын

@@RogerM88 No, long term the price will go down, because of increasing supply, innovation and economies of scale. There's plenty of lithium, it's not going to be an issue.

@bobwallace9753

2 жыл бұрын

@@RogerM88 The price of battery materials and the cost of electricity are almost certainly going to decline. Economies of scale for materials and the move from nuclear and fossil fuels to wind/solar for electricity. Fuel cell vehicles will have to pay 2x to 3x more for electricity due to all the energy loss with electrolysis and compression. And user will have to pay for the infrastructure to generated and store hydrogen. It looks like Tesla may put their first battery powered semis in private hands in the next couple of months. If they perform like Tesla has stated then the FC semi is a dead dog.

@andrasbiro3007

2 жыл бұрын

@SciFi Author B.L. Alley Actually, EVs use orders of magnitude more batteries than anything else, so yes, demand is growing like crazy. But fortunately supply is growing too, so it's fine.

@levysrugo6861

2 жыл бұрын

Those tanks are much bigger than I expected. And I haven't seen any (credible) plan to make hydrogen cheap enough to be viable

This video was extremely informative. Sandy went to the Nokola factory and they did not have a vehicle which could move under it's own power. That's all I needed to (not) see.

@Zorkmid123

2 жыл бұрын

Andrew Beattie They have vehicles that can move on their own power now, and they are going to start delivering them to customers in December (next month.). We have seen there FCEV trucks drive on their own power in Bear’s Workshop videos, and Sandy indicated that he drove one of their trucks for this series, so that will likely be in a future episode.

Finally!!! a video about Nikola that is not edited by Nikola and not scripted, no matter how good or bad the news are, I'm very glad that Munro got involved to explain this mess. looking forward for the next episodes

@HarryHawk

2 жыл бұрын

Feel they (Munro) are getting used... Taken for a ride so to speak

@ALEXPERTOS.

2 жыл бұрын

I'm going to wait for his opinion before buying anymore stocks

@debendragurung3033

2 жыл бұрын

But still they are not honestly open about who is supplying them the technology. As far as we know they have no in-house power train.

@ALEXPERTOS.

2 жыл бұрын

@@debendragurung3033 100% True they own none of the technologies: - Bosch made e-motor, fuel cell, fuel cell converter - Iveco made the chassis - Batteries made by LG so it's a German - Italian car with Nikola logo on it the reason why I bought the stock at 9€ was because I trust the German-Italian engineering, not because I trust Nikola :D

@debendragurung3033

2 жыл бұрын

@@ALEXPERTOS. such scam of a company should have been dead and burned in hell already. Didn't the company also get the government's grant? Fooling general public , and taxpayers hard earned money. How can the founder get away with all these? Is there no justice.

In the unlikely event Nikola actually started to make real hydrogen trucks, you can clearly see that due to the complexity of hydrogen tanks and fuel cells this technology is doomed to fail.

@Mrbfgray

2 жыл бұрын

Also fueling works out to be some 2X more expensive than diesel in an optimistic case. DOA, probably just attempting to limp the stock along until they can all sell.

@iddqd339

2 жыл бұрын

Toyota is 20 years ahead of these guys on hydrogen tech, they just insist on applying it exclusively to products that make no sense. They should be working on a truck, and a railroad locomotive.

@deluexemusic9172

2 жыл бұрын

Thank you for your interpretation Mr. Engineer. You definitely know how it works!

@Mrbfgray

2 жыл бұрын

@@jonathanlyng3442 Elon: "Hold my BEER"

@Robert-cu9bm

2 жыл бұрын

@@Mrbfgray Unicorn truck.

These massive hydrogen chargers required, Tesla must be laughing. It’s much easier to put in electrical chargers than install new hydrogen chargers. Thank you sandy for showing us the NOT future. Maybe one of the Chinese companies will buy this factory once Nikola fails.

@RogerM88

2 жыл бұрын

Fuel Cell lacks the infrastructure, and makes more sense as a range extensor and in applications that requires a quick refueling and the maximum payload. Hauling an expensive and massive battery pack, doesn't seems very efficient.

@lithiumox

2 жыл бұрын

@@RogerM88 aka niche market aka not worth the upfront investment 9/10x

@jbbuzzable

2 жыл бұрын

@@RogerM88 The battery weight is pretty competitive with current power unit and drive train weights.

@Robert-cu9bm

2 жыл бұрын

Energy density, batteries do not come close to the speed of recharge or the energy density of hydrogen. Both very crucial things in haulage.

@lithiumox

2 жыл бұрын

@@Robert-cu9bm hydrogen has shit efficiency so think about that chump.. imagine having to build 3x the solar panels just so your truck can feul up 10 minutes faster.

Batteries might have slightly less range at end of life but still much better efficiency then hydrogen. So who cares if the fuel cell retains its full capacity. Good job Nicola by not ever mentioning efficiency

@TheJttv

2 жыл бұрын

"efficiency" is a game of semantics of how you want to look at a problem

@dasgibtes9

2 жыл бұрын

If you want to drive in the night and charge at daytime, when the photovoltaic are running, hydrogen efficiency is worse.

@quixomega

2 жыл бұрын

Not always, weight can affect the calculation. The more weight your truck is carrying the less cargo you can carry. So it's not that simple.

@card4510

2 жыл бұрын

They talk like their membrane surfaces won't degrade.

@bjrntofteeng6100

2 жыл бұрын

You batterymorons have one thing in mind. Efficiency. When big utilities prefer fuel cells, it`s not because they are stupid, it`s because efficiency is NOT the most important factor to concider. It`s the TCO. Battery electric is perfect if you need less range than 3-400 km. With long haul FCEV is the answer. Every ton of battery the truck has means less cargo/profit. Tesla fanatics either pretend to be stupid, or worse, they really are.... The choice for a fleet owner between a BEV or a FCEV depends on one thing only. What will make the most profit for them 🤦‍♂️ Beside, Nikola makes both BEV`s and FCEV`s. They let the customers decide what to choose. They don`t tell the customer that you are a fool if you choose anything else than pure batteries., like some do...... And, Nikola actually make trucks. Tesla has just a fantasyproduct that was suposed to be launched in 2019.... Emissions are the enemy morons.

Hydrogen is Tesla's worst nightmare ! Nikola is definitely a winner here.

Back in 1990, l was part of the 'ground crew' to set the wheels in motion for the Corrola/Nova plant inside the old GMH Plant in Dandenong! This NICOLA Factory looks to be a looooooong way from start of series production! Good luck to all involved! I have a sense of the blood sweat and tears to get to production scale! Like Elon says, 'PRODUCTION IS HARD'

@no_more_free_nicks

2 жыл бұрын

It is empty.

@togowack

2 жыл бұрын

The Nikola plant is for assembly. The GM plants would have included manufacturnig. The layman won't understand that though. The parts for the most part come from Europe.

@DR.LingeringFrey

2 жыл бұрын

The trucks are made by IVECO in Germany.

@togowack

2 жыл бұрын

@@DR.LingeringFrey The electric parts are mostly IVECO the H2 parts sourced elsewhere.

@lockbert99

2 жыл бұрын

This part is just for hand assembly or prototyping. They are building an extension which I presume is (or they switch) going to mirror their Ulm, Germany Iveco/Nikola joint venture factory and have automated guided vehicles that drive the truck through to various stations where there is specialized equipment and operators to assemble the truck. They have had equipment sitting outside for months that is said to be for the expansion area.

That nice Iveco / CNH Industrial (*corrected from Stellantis*) truck chassis has been in production for a few years as the Diesel S-Way. New sheet metal, badging, replacing the engine with 2 fuel cells and adding 5 Hydrogen tanks and a bunch of batteries does not make it a "new truck". Though maybe adding the extra heavy armor does. It is currently made in Ulm, Germany. Also of concern is the mention that in the future they need to add some "intelligence" and continuous monitoring to aid in fueling and operation.

@lockbert99

2 жыл бұрын

Iveco is currently a part of CNH Industrial, not Stellantis. The Iveco S-Way that this is based on is made in Spain.

@ThisIsF-dUp

2 жыл бұрын

@shazam Your opinion of what make a new truck is not interesting. Instead, consider the benefit of having said truck.

@markplott4820

2 жыл бұрын

NIKOLA is a FRAUD.

@lockbert99

2 жыл бұрын

@@markplott4820 That's right. I am astonished Sandy Munro did not notice that truck was a hologram.

@shazam6274

2 жыл бұрын

@@lockbert99 My mistake, Iveco is indeed part of CNH Industrial not Stellantis. It is made in Ulm, Germany in a joint venture factory.

Sandy was there just to analyse the product, not to analyse the entire company. Anyway, there will be 5 parts, I would wait for the final conclusion and Sandy's option before saying anything else...

I wouldn't trust these guys are far as I could roll them. Their answers, too convoluted, too full of we can.... but that hose should have been a real one in the first place - graduates from the School of Milton.

This is just a really late April Fool’s joke, right?

H2: 18% efficiency from electricity, 35% from natural gas - need refueling stations, transport, etc. Autonomy: similar to BEV in best cases I am surprised they still try to push H2 fuel cells. May the best technology win!

@chargehanger

2 жыл бұрын

The best tech has already won. it's BEV. FCEV have approx 0% market share.

@LawpickingLocksmith

2 жыл бұрын

kzread.info/dash/bejne/amyaubeTmLzIYJc.html

@giovannifoulmouth7205

2 жыл бұрын

@@chargehanger I like hydrogen as a complement to BEVs but godammit you're so right lol

@kleinzach007

2 жыл бұрын

Normally Sandy is spot on, but I don’t understand his pro hydrogen stance. It is an expensive fuel to produce as well as the logistics.

@matthenley7641

2 жыл бұрын

You need to keep in mind a very important factor for long range haulage. There are maximum load limits for trucks and that's not set by the manufacturer, a truck can only weigh so much, so if you have a truck with 10 tonnes of batteries in it it's payload will be very small, charging times high and efficiency goes out the window when looking at a cost factor. Sometimes a more expensive fuel is worth the increased payload and reduced time per load. Just a matter of doing the math on each situation. Also on long haul you won't actually need that many fueling stations, so that helps.

You have got to be kidding me. 👎

@geraldh.8047

2 жыл бұрын

I guess it’s „everybody who is paying can get airtime at Munro“, even the scammers.

@togowack

2 жыл бұрын

Not everyone appreciates change I guess

@craazyy22

2 жыл бұрын

@@togowack You don't know the story. The company have scammed the public for so long. Their "Working and driving prototype" didnt work or drive. It was pushed down a hill to make it seem like it could drive. There is a lot of stuff they have done to fake technology advances. I will replay with a link to a video, If links are banned you wont see it sadly.

@togowack

2 жыл бұрын

@@craazyy22 I've heard the story. They promised a BEV and fuel cell vehicle and are delivering on both according to a developmental timeline. Whether they took a video rolling down a hill as pre production demo, how is that fraud?

Love the video and what Nikola does . Wish Nikola success. Come 2022 , shorts be will be paying over $20 for stock .

@Mrbfgray

2 жыл бұрын

More like $0.20/share, they are apparently just attempting to limp it along long enough to sell out. Not a chance this fake Co. will ever accomplish anything other than it was originally designed to--fleece the naïve and reckless looking for the next Tesla which doesn't and never will exist, although some Chinese names may thrive.

How HOT is it?? Please ask: 1) What is the operating temperature of the fuel cell? 2) How long does it take to get there from ambient 25 c, 0 c and -20c? 3) Will the truck drive on battery power while waiting for the fuel cells to heat up? 4) If "high speed" means 35 Mph, what is the performance at 65 Mph? Most people don't realize that fuel cells operate at elevated temperatures ~ 250c and above. It takes big batteries and heating elements to heat those fuel cells from -20c and also provide energy for driving while taking quite a while for them to heat up.

@sameroulis

2 жыл бұрын

The problem is that "Hydrogen" sounds flashy and cool. The practical obstacles with this technology have always been immence. Hyln has the most practical solution out there and have physics on their side. The only question is if they can deliver.

Push it hard down the hill.

Seems to me that every company that needs some kind of redemption is inviting Sandy for an open interview. I see GM calling him some time next year.

@per619

2 жыл бұрын

After the scandal they are still alive.? Impressive crisis management.

@happydays8171

2 жыл бұрын

And Fiat after GM.

Mirrors are a good idea for one reason: cyclist and pedestrian can view the driver through the mirror and see if he has spotted them. With a camera that isn’t possible. That is why some countries in Europe are looking to ban cameras because they aren’t safe in busy cities. Perhaps something which is less important in the US, because there aren’t many cyclist or pedestrians on the road.

No mention of the heavy involvment of German industrial giant Bosch, Chief engineer Christian Appel is a Bosch employee and together with various other Bosch associates Appel is responsible for the technical coordination of the Bosch components in the truck. To be honest this German imput gives me a lot of confidence in the project, but it also means the European truck industry will soon make a big leap forward.

Legacy truck manufacturers to Nikola: "Look at that machine's incredible complexity- this is going to be wonderful for our maintenance schedules and profit margins, great work guys!"

@eldictator1

2 жыл бұрын

Logistics companies.. tell me about that low fuel cost and maintenance

Wow, I am proud of Nikola! Knowing that Nikola is going full steam ahead without Trevor Milton is amazing!

Good job we need this type of trucks in Africa

Great episode! --> Production feedback: The audio is fine, except if it was me, I'd put a limiter on the final output & set it so it only limits the very loudest parts. (that also makes it possible to raise your average volume. --> Why I thought of it: Sandy had a couple of good laughs that echoed off my neighbor's house. (I was outside)

Interesting to see- these guys are smart fellas! So, firstly : Most hydrogen is not green- most is made from fossil fuel, and anything BUT green. However if it’s made from electricity, it’s absolutely horribly inefficient. Secondly : Running cost is very high (which has a lot to do with that lack of efficiency) - higher than diesel as I understand and much much higher than electric. (Running cost is critical for a trucking company.) Thirdly : Owing to a very small battery, very little regen will be available Eg: descending a mountain range. That’s another huge disadvantage compared to an electric truck. Perhaps remind me again- how is hydrogen a good idea for trucks compared to electric?

If I was Nikola I would build my factory on top of a mountain, to take advantage of the Gravity Drive.

@no_more_free_nicks

2 жыл бұрын

Ha ha ha good one!

@kentonian

2 жыл бұрын

Lol love it 😂

Using Sandy to try to save your reputation?! Genius!

Please correct me if I'm wrong, 170 bar is about 2,465 psi. I thought that typically hydrogen stations are able to deliver 5,000 (H35) and 10,000 (H70) psi. Granted, it's Nikola's test/Alpha equipment.

An hour to fuel the truck? Doesn't that kind of defeat the purpose of not using BEV trucks? I've always had people trying to sell me on how you can just pull up and refuel just like gas. Of course that ignores the fact that there are almost no hydrogen fueling stations but holy cow. It seems like the more you dig into hydrogen fuel cells, the less they make sense.

@togowack

2 жыл бұрын

Did you listen to the video, 15 minutes with commercial fueling pipe.

@nielsnb11

2 жыл бұрын

Yeah his comment doesn't make sense for those of us listening.

@seanermer8547

2 жыл бұрын

@@togowack I heard them say that it takes an hour currently but they are targeting 10 minutes. What that means to me is "we want to sell you on capabilities we hope we can achieve". Sorry if I don't trust Nikola's claims given their past...

@togowack

2 жыл бұрын

@@seanermer8547 This isn't a Nikola sell, its whoever builds the stations that sets the refueling time.

@Zorkmid123

2 жыл бұрын

@@seanermer8547 Once hydrogen stations are open they can refuel in 10 minutes. The only time it takes longer is when they are using a portable hydrogen dispenser which has less pressure. But a hydrogen fueling station will provide more pressure.

With battery energy density climbing so quickly I fail to see why any trucking company would bother with the complexities of hydrogen in the medium term.

@MarkRose1337

2 жыл бұрын

They'd have to win with range. Many parts of the world don't have good charging infrastructure. It will be tough though.

@davidgillman5368

2 жыл бұрын

No charging structure equals even fewer hydrogen stations, the latter being so much more complex and dependent on a developed industrial infrastructure. Hydrogen will simply not happen!

"First phase to get things rolling", I'm crying already, I hope Sandy keeps this up! :D

When watching the drone flyovers I’m always gripped with a feeling of sadness at the enormity of this undertaking. Knowing the people tasked with the project has got no hidden agenda, but bring this thing to fruition. After the meeting with Munro and his interaction with the two guys from Nikola, my anxiety has not been abated, to a novice like myself, this look like mission impossible.

This guy in jeans from Nikola, never gives a straight answer to any question. He would be a very good politician.

We need to know this. Those two are Bosch employees. Nikola is entrusting the hydrogen fuel cell to Bosch. Nikola can't be trusted, but Bosch is reliable.

@635574

2 жыл бұрын

As long as you know who to subcontract even shitty brands like VW can make cars. For hauling the efficiency is not a problem you need the long distance.

@MegaSoarer

2 жыл бұрын

the same Bosch which made emissions cheating software? No, thanks.

@alexanderkromer240

2 жыл бұрын

@@MegaSoarer It`s the same BOSCH that wrote automotive history several times in the past (spark plugs, ignition systems, injection systems for gas and diesel engines, ABS/ESP, lambda sensor for exhaust gas system, components and systems for all motorsport classes worldwide). Do you know who equipped the Formula 1 winner cars of the wolrd champion ship during the last 7 years in a row or the 24 h race of Le Mans for tthe last 20 years in a row ? Without Bosch components/sytems the race cars could not drive outside of the pit

@eeblatter

2 жыл бұрын

They also look like brothers. Twins?

Sandy your first Question was spot on. That’s a Bomb on the road!!

Nice Guys and happy mood and that truck is also good.. all right up

The elephant in the room with H2 fuel cell trucks is the cost - the purchase or lease costs, and fuel plus maintenance . Scania which operated the largest fleet of test fuel cell trucks stopped pursuing the fuel cell heavy trucking business in Jan 2021 choosing to focus on battery electric. Chief among their concerns were cost and energy efficiency which is 1/3 that of battery trucks. Can Nikola with little original IP in fuel cells make money by purchasing an Ivenco truck body and integrating Bosch fuel cells? What is Nikola's competitive position doing this? Second and perhaps most important, how do the full life cycle costs compare to diesel and existing and planned EV trucks? Nikola and the analyst community skirt these questions on conference calls, instead focusing on superficial issues like how many prototypes are being built.

@jhindson88

2 жыл бұрын

Exactly. It is about life cycle costs and cost per ton mile. H2 cannot compete with diesel or battery-electric or battery electric with a constant speed diesel range extender. The achilles heal for H2 is volumetric energy density and that everytime you touch H2 there are additional energy inputs

@acchaladka

2 жыл бұрын

@@jhindson88 a fair comparison of hydrogen to existing infra would point out that battery weight / tech in heavy transport doesn't work at much more than local delivery truck range, and that diesel is one of our great public health challenges - 520 additional cancers per million people exposed to their emissions, in addition to about a thousand premature deaths per million from lung and heart disease related - that's in addition to global warming potential from the petroleum value chain. My point is not that hydrogen is some perfect solution but that the argument in favor of diesel and battery tech in tricks is not stronger. There are already plenty of customers for this tech for reasons.

@randolphtorres4172

2 жыл бұрын

THANKSGIVING

i hope i get answers in the series for the following questions: (projected) price of fc, any aging over lifetime (wasn't clear for me in this vid if there is none or just less than battery), startup time, cost of pushing from 700bar storage to 700+x bar to 700bar truck. i know this is a work in progress, but for the projected "15 min" system.

Drawbacks of FCEV trucks versus BEV trucks: - Vehicle cost - Vehicle maintenance cost - Fuel cost - Round-trip energy efficiency (electricity->hydrogen->electricity) versus (electricity->battery->electricity) - Lack of fueling infrastructure - Cost of fueling infrastructure - Reliability of fueling infrastructure - Safety Because all of the above are physical in nature, no amount of development will EVER cause FCEVs to get better than BEVs in the above areas. According to the video, FCEV trucks also do not offer any benefits in the following areas: - Range - Refueling time Maybe(?) they can beat BEVs in one area, but likely only for a few years: - Weight Is that enough to EVER make this vehicle successful? No. (OTOH, I will say this looks like a very interesting engineering project!)

@theuncalledfor

2 жыл бұрын

BEV trucks don't really have "fuelling" infrastructure either... but the infrastructure is a lot easier to build and install.

@zapeirsky

2 жыл бұрын

NOTHING REMOTELY SIMPLE ON THIS TECH…….ALOT OF ENGINEERING WITH EXPENSIVE PRICE TAG….

@rhamph

2 жыл бұрын

The refueling time could end up very nice. The 1 hour refueling time is with is with a bodged refueling system, basically just to test the rest of the system. Probably doesn't use a pressure any higher than the tanks themselves, which means flow rate trickles off greatly as it fills up. A properly designed system would be much faster, although I have no idea if they'll reach the 10 minutes they stated. For comparison the Tesla Semi is supposed to take 30 minutes to charge up to 400 miles of range. That's likely starting at 0 range though and cutting off the top of the charge as it begins to trickle. It really depends on how they're used and how well it lines up with existing shift length/break time requirements. A mandatory 30 minute break could be sufficient to charge up the Tesla Semi for the rest of a shift and thus have the slower charging never become an issue.

@RegGuheert1

2 жыл бұрын

@@rhamph Agreed on all your points. Yes, the 10-minute refuel would be nice IF they can achieve it. That said, note that faster refueling of an FCEV requires MUCH more power at the point of refueling to cool the hydrogen more rapidly before it enters the tanks on the truck. (Cooling the hydrogen to very low temperatures before being compressed into the tank is REQUIRED to prevent the tanks from melting.) Bottom line: Faster FCEV refueling equals lower efficiency FCEV travel.

@RegGuheert1

2 жыл бұрын

@@shakumpum Where to start when you lead and end with ad hominem attacks? Certainly not there... You lost a lot of credibility right there, but in case others are unaware of the truth of the matter, I will provide more details: - Safety: BEVs are incredibly safe compared with other vehicles on the road. If you have any information to the contrary, please post it here. It is true that there have been few, if any, FCEV accidents, but there are also precious few of them on the roads. But hydrogen IS dangerous. Here are some facts many do not know about our lightest element: - Safety: Hydrogen is the most flammable element on the periodic table: The National Fire Protection Association gives hydrogen a rating of "4" for flammability. (There is no "5".) This is because it can ignite with very low and very high concentrations and with very low energy ignition sources. - Safety: Hydrogen flames are nearly invisible in daylight. On top of that, they emit very little IR energy. As a result, many people who are burned in a hydrogen fire do not even know there IS a fire until they are already in it. - Efficiency: A modern Li-ion battery has about 98% ROUND TRIP energy efficiency (DC-in to DC-out) in a BEV application. To get overall BEV energy efficiency (grid AC to electrical motor signals), you have four energy conversions (each arrow): AC->DC->Li-Ion->DC->AC The 98% number above is for BOTH the charging AND discharging of the battery. That leaves both AC/DC converter and the DC/AC inverter. All together, the efficiency of that train is about 90%. Now lets look at a FCEV: The energy conversion chain looks like this: AC->DC->electrolysis->hydrogen storage losses->cooling and compression losses->fuel cell->DC->AC. In case it is not clear to everyone, you can see that the already-98%-efficient "->Li-ion->" part of the BEV chain is replaced by "->electrolysis->hydrogen storage->cooling and compression losses->fuel cell->" in the FCEV chain. That is NOWHERE NEAR 98% efficient!! In fact, the THEORETICAL MAXIMUM EFFICIENCY of a hydrogen fuel cell is 83%. Add in all of the other items and you need 2X to 3X as much electricity to travel the same distance with a FCEV as a BEV. To put this efficiency issue into perspective, I can install four 60-cell PV panels on my roof (with inverters) for about $2000, pay another $1000 to have an EVSE installed and then provide all of my driving needs with a BEV for the next 25 years. Let's say I want to drive an FCEV instead. I will need AT LEAST eight PV panels, perhaps twelve, to drive the same distance every day ($4000 to $6000) AND I need to install about $250,000 of noisy, unreliable equipment to be able to refuel it. But the FCEV supporters want to ignore the fact that it takes 2X to 3X as much PV to power the fleet AND they want the refueling infrastructure to be paid using OPM (as is being done in CA today to make FCEVs more palatable). Yes, the above calculation was for a private car application, but, guess what? Trucking companies will have to make the EXACT SAME CALCULATION. So when they sit down and compare a $200,000 BEV truck with a $400,000 FCEV truck and then see that it will cost 2X to 3X to drive EACH MILE, how many of them will sign on the bottom line? That's right: NONE. It's moronic. Without OPM, there is no way forward for FCEVs. Period.

Quantum Scape and now Nikola Motors. I'm concerned that both are using Monroe for leverage. Monroe needs to ask more aggressive questions. For example, with QS interview, he should have asked questions about successful production of the ceramic separator which is their "secret sauce." How much separator does QS have to produce before having a ceramic separator that works and doesn't crumble during the automated battery process. Is it 50% while 50% is waste. Worse case,, maybe only 2% of ceramic separator is produced without flaws and works. Do they they take that 2% and build 2 layer semisolid battery by hand (not automated) and then demo that product as success. I have doubts about QS. Same doubts about Nikola. Instead of a hydrogen-electic hybrid, which is a differentiator from many other all electric class A trucks, they are now competing head to head with all electric class A trucks. Nikola sold themselves to the public as a hydrogen electric truck, not an all electric truck. This was a significant deception to the retail investor

Sandy, there is no way a camera will work the same on a tractor trailer as it does on a passenger vehicle. I have a Class A, and I can tell you that backing a trailer up is the most difficult thing a truck driver does. Being able to move your head to change your perspective is very important. Unless they supplement the cameras on the tractor with cameras on the tractor (my last semi had a backup camera on the trailer) and come up with a standardized plug and power system for them, it probably won't work.

@mjcamp01

2 жыл бұрын

Mirrors need to go, I hope/feel like if Tesla can train 'autopilot' to work similar to the human eye, then engineers are capable of designing and training a camera system to assist HGV drivers to reverse their trucks. Even the company I work for has CCTV that detects and follows movement in the car park.

Hydrogen is not a naturally occurring element. It has to be synthesized. The overall efficiency of hydrogen powered vehicle is less than 35%, which is power plant electricity to hydrogen and back to electricity. Diesel engine efficiency is 25% to 30%. I fail to understand how an engineer would paddle this technology.

@duffgaryduff

2 жыл бұрын

Yep, physics is a bitch. Good luck beating physics guys.

@airdogg1979

2 жыл бұрын

Hydrogen is the most abundant naturally occurring element in the universe bud. It's the base element that all others are derived from. But I agree using it in this application is stupid.

Thank you for your honesty and transparency MunroLive.

They said that the fueling pressure could be from 350 to 700 bar. That equates to 5,000 to 10,000 psi. That is extremely dangerous! And it also explains why the fuel supply line is so small in diameter. A normal safety factor for such a line is typically about 2.5. That would mean the line should withstand about 12,500 psi (for 350 bar) or 25,000 psi (for 700 bar) prior to bursting. That’s small diameter thick walled hard lines needed to survive that.

I don't know, but it feels like not much is happening in the facility as it should considering the hype and valuation

If there was a way to clean up the mess that happened with their initial demo - it would be to let sandy scrutinize every single bolt on their truck

Sandy is the best source I have for insider investor information because I always base my thesis around the company, the brand, the customer reviews, and the tech, not excel spreadsheets, and analogy. Been following sandy since he took heat from his statements about Tesla on Autoline after hours.

For a non-car enthusiast, I really appreciate Sandy and team's easy to understand explanation of the automotive industry. I learn something every video I watch

This is a sad day. Not sure why Munro would ever want to be associated with a fraud like Nikola.

@Pikminiman

2 жыл бұрын

Sandy's a smart guy. Hopefully, he will reverse course, do some research, and publicly condemn this fraud of a company.

@stefyyy1994

2 жыл бұрын

Why? He was just seeing what they got! Since when is that forbidden?

@Pikminiman

2 жыл бұрын

@@stefyyy1994 : Sandy is using his considerably influence to bring attention to Nikola, without mentioning their unwavering history of fraud. People are going to watch this video and think Nikola is a legitimate company. Nothing forbidden about that, but it sure is unethical.

@dr-k1667

2 жыл бұрын

If they want to get some credibility they surely didn't pick someone who doesn't know what they are talking about. They are still in business (I don't know how) and it appears they have actual qualified people (unlike their ex president's brother) so those who are now without that fraud, they may actually have hired or had hired people who believe in this tech and can get it done. They don't deserve a PASS but if they want to show they are serious then no one would be better to go over them with a fine tooth comb. Sandy is about the engineering and this is going to take a LOT. They have way more to prove than anyone else in the industry and I doubt they think otherwise. Let's just watch, clearly this part two of a saga.

@stefyyy1994

2 жыл бұрын

@@Pikminiman And what will happen if they think its legitimate company? Do they have any products yet? How in the world would anyone be affected with it? Sandy is engineer just like me and wants to explore what poeple have. You fanboys really need to chill a little bit beacuse this behavior is getting sick!

200 KW power output? is that not incredibly weak for a truck that has to pull huge loads?

@ForeverNeverwhere1

2 жыл бұрын

Kinda, but with loaded trucks it is more about torque than HP. A 1000 hp LS engine would make an utterly crap truck engine, electric drive trains have significant torque at a wide variety of rpms advantage over a diesel which tend to have peak power over a 300 rpm band, why they have so many gears. I am not sure the peak hp in this case is overly relevent.

Nikola seems to have a bright future in the Industrial Transport sector, Since it will be atleast 6-7 years until actual long range battery trucks and machinery

Very skeptical of Nikola, but now that Trevor Milton is gone, hopefully there are some real engineers working on true running and driving prototypes.

@ThreeSixFour

2 жыл бұрын

So all of that fraud and money that was stolen, just because Trevor Milton is gone… everything is forgiven? The whole company exists because of fraud, you don’t get to just start working on new stuff based on fraud.

@FutureAZA

2 жыл бұрын

@@ThreeSixFour Not forgiven, but it improves their odds of survival above 0%, where it was under his "leadership".

@paintedpony2935

2 жыл бұрын

Remain skeptical. They knew what Milton was up to and at best did nothing to stop him, at worst encouraged and supported him.

@MrRizzo89f

2 жыл бұрын

@@ThreeSixFour not true. Yes, Milton did lie about certain things, but he’s been out of Nikola for well over a year, and the company has gone through some very decent changes, partnering with the right companies (Bosch, etc), and they have some contracts for vehicles. We should be seeing the first set of deliveries being made by the end of this year.

@DouglasEKnappMSAOM

2 жыл бұрын

@@MrRizzo89f THey just need to rename the company to signify a new change of leadership and direction.

It looks very complex, what will the cost to produce this truck? Will the fuel be as low as electricity to charge an EV battery? Weight? Cost per mile to operate?

@Cloxxki

2 жыл бұрын

You need to place these scary big refueling stations everywhere a truck wants to stop. A trucks with multiple stops a day could go on 350 kW on each short (un)loading and never run dry. Many or all destinations can install chargers, ever less big of a deal. Hydrogen, not the same thing. Batteries are shity technology though and progress has been pedestrian the past decade. Look at Tesla's energy density since the 2012 Model S, or even the 2008 (?) Roadster.

@patreekotime4578

2 жыл бұрын

It has ALL of the same components of a BEV *plus* fuel cells, hydrogen tanks, and all of the specialized hydrogen safety equipment. They stated in the video the truck needs to last twice as long as a diesel truck to pay off its cost. Nikola claim(ed) they will be able to fuel the trucks for cheaper than diesel, but that plan depended on them doing their own fracking and processing to get the cheapest possible hydrogen cost. That talk swiftly switched to them working with partners as they admitted they dont do much of anything in house.

@Mrbfgray

2 жыл бұрын

@@Cloxxki Price of batts has gone from around $100k to $10k in that decade and charging speed greatly increased along with longevity. Only significant problem I see for long range semis is batt mass, everything else should be relatively easy.

@G8YTZ

2 жыл бұрын

@@patreekotime4578 Exactly my thoughts, if they end up getting a truck on the road with a real customer I reckon it will be all electric…

@markplott4820

2 жыл бұрын

G8YTZ - TESLA is cheaper to OPERATE and ROI is just 18 mos in a TESLA.

Love the video....thanks Sandy...I always like to learn...

Well done to Nikola, moving forward despite the adversity and ridicule. Wish them the very best and those laughing will be hyping the stock in time. Still a long way to go though. With that said, there're tonnes of parts on that truck. Hopefully, that is something Munro could help them with. To conclude, there's so much scepticism with Nikola- rightly so but give them a chance to prove them self. Remember how the media and industry did not give Tesla a chance? Most are doing exactly the same today.

@markplott4820

2 жыл бұрын

NIKOLA is a MASSIVE FRAUD. they DONT make battery CELLS and NIKOLA does NOT make the Trucks either.

@andrewpaulhart

2 жыл бұрын

Wishing Nikola well is just wishing that they can continue scamming investors. The only thing that we know for certain about Nikola is that it was founded and run by a frauster

Any extra visibility into their technology will only benefit science, engineering and share holders confidence, you can't catch them in a lie if you don't listen to them after all. They could be putting on a show just to salvage their credibility by inviting Sandy Munro. So just keep asking questions and let them talk, if they're lying they'll give themselves away.

Only just started the video so I'm hopeful that these points will be addressed but the main issue with fuel cells is that hydrogen is 1) far less efficient than BEVs and 2) either more expensive if it comes from renewables or not green at all if it comes from fossil fuels (steam reforming instead of electrolysis). If all of these 2 (3) problems can be overcome reliably, then hydrogen can make sense for ships and super long haul trucking. That's a galaxy sized IF, though. Doesn't matter how nice the truck looks or what tech is in the truck. These are FUNDAMENTAL issues.

@cybrtrkguy

2 жыл бұрын

Agreed completely. From what I understand the hydrogen trucks may have the ability to drive much longer distances on one tank, making them appealing for niche markets of macro-regional routes or trains. That said, BEVs are absolutely more cost effective and efficient, especially today.

@dagtheger8993

2 жыл бұрын

I think there are two technologies already close to availability that will make this viable. 1. The carbon storage system shown here kzread.info/dash/bejne/h2t3pdNtn6XNp5c.html and an alternative may be using Aluminum Batteries that have longer range but have to be replaced as discussed by Joe Scott.

@patreekotime4578

2 жыл бұрын

Nikola was supposedly investing in fracking wells to produce their own hydrogen from steam reforming. (No clue where they are with that). I suppose one could argue for solar powered steam reforming, but there is no way around the sheer amount of energy required for the process and the knock-on impacts of methane leaking from fracking wells. That this technology is billed as zero-carbon or even low-carbon is just green-washing plain and simple.

@qinby1182

2 жыл бұрын

@@patreekotime4578 They have invested in a company that will produce "Green Hydrogen" meaning "steam reforming + sequestration" Really not green and certainly NOT CHEAP.

@iddqd339

2 жыл бұрын

Hydrogen makes sense in any application where you care about mass efficiency far more than anything else, especially cost (which is the biggest drawback). Great for long-haul cargo (trucks or trains), merchant marine ships, although those are huge enough that they're far better served by nuclear reactors. If you skip the fuel cell and just burn the hydrogen, it's also attractive in aviation.