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Sigmetnow

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Re: Electric cars
« Reply #1850 on: September 11, 2020, 03:13:27 AM »
Oh, dear.  Nikola’s house of cards may be collapsing.

Hindenburg Research -- a noted short-seller -- accused Nikola of being "an intricate fraud built on dozens of lies" in its report published today.

Many of the falsehoods were already known, like the non-functioning Nikola One semi truck at its reveal, the much-touted “battery breakthrough” that was vaporware, and the amazingly cheap hydrogen already in production using solar (when actually the company has not produced any hydrogen, and has no solar panels at its plant).

But Hindenburg documents details such as how the “Nikola One in Motion” video was in truth just the unpowered truck rolling down a hill*; that his younger brother who previously installed driveways is “Director of Hydrogen Production/Infrastructure”; that an inverter developed “in-house” was really a commercially-available unit from Cascadia with masking tape over the label; and that a third of its reservations, $3.5 billion in orders, are from U.S. Xpress, which had only $1.3 million in cash on hand last quarter.
 
*see it here:  https://twitter.com/wholemarsblog/status/1304147059025432576

“Nikola seems to be bringing nothing to the partnership but concept designs, their brand name and up to $700 million they will be paying GM for costs related to production,” Hindenburg said on Thursday.

Unsurprisingly, two law firms have announced investigations into “allegations that Nikola may have issued materially misleading business information to the investing public.”
See:  https://twitter.com/danravicher/status/1304054582243397634

Nikola founder and executive chairman Trevor Milton responded to Hindenburg's report on Twitter, saying "This is all you got?" He also promised to respond to Hindenburg's "lies" in more detail later in the day. 
NKLA stock closed down 11% to $37.57 Thursday.

Here is the Hindenburg report.  It is not short:   https://hindenburgresearch.com/nikola/

Nikola Shares Tumble After Hindenburg Note Alleging Fraud - TheStreet
https://www.thestreet.com/investing/nikola-shares-tumble-after-hindenburg-note-alleging-fraud
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Sigmetnow

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Re: Electric cars
« Reply #1851 on: September 11, 2020, 03:31:19 AM »
^^^
When interviewed by Tesla Daily’s Rob Maurer, Trevor Milton sounded amazed at all the information required for a company to be listed on the stock exchange.  He may not yet appreciate that his habitual lying and fraud suddenly have significant adverse consequences.
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Jim Hunt

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Re: Electric cars
« Reply #1852 on: September 11, 2020, 03:03:32 PM »
V2G (Lucid will offer batteries for home and commercial storage.) One Air can charge another Air. 8)

By my reading pukka V2G was conspicuous only by its absence from the Air Global Reveal:

https://V2G.co.uk/2020/08/lucid-air-supports-ac-ccs-v2g/#Sep-10

Quote
Not only can we charge the car from your house. The car can also supply power to your house, which is a whole new world of features.

Maybe so, but that's V2H, not "vehicle-to-grid".
Reality is merely an illusion, albeit a very persistent one - Albert Einstein

NeilT

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Re: Electric cars
« Reply #1853 on: September 11, 2020, 03:46:29 PM »
Maybe so, but that's V2H, not "vehicle-to-grid".

That is more about house to grid technology than the ability to draw down on the power of the vehicle though isn't it?

I know it's a lot more technical than that, but boiling it down for the masses, the last leg is house to grid and they are supplying car to house.

Which leaves it open for others to supply the H2G solution.
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Sigmetnow

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Re: Electric cars
« Reply #1854 on: September 11, 2020, 05:21:02 PM »
Lucid “V2X”

Lucid Air to offer vehicle-to-grid and vehicle-to-vehicle charging features
August 19, 2020
Quote
A recent press release from electric car maker Lucid Motors has revealed that the company will be rolling out its flagship Air sedan with a rather interesting feature: V2X. According to the company, “V2X” refers to “vehicle-to-everything,” which means that the Lucid Air will have full bi-directional capabilities built-in, allowing the car to function in both vehicle-to-grid (V2G) and vehicle-to-vehicle (V2V) scenarios.

As noted by the company in a press release, the Lucid Air’s bi-directional home charging capabilities could provide a lot of value to owners of the luxury electric sedan. Thanks to bi-directional charging, Lucid Air owners could utilize their vehicles as an energy storage unit to power their homes, which is particularly useful during those occasional trips to off-grid areas. The company described these features as follows.

“Home charging is one of the key benefits of EV ownership. In addition to the standard Lucid Mobile Charging Cord that comes with every Lucid vehicle, Lucid has also developed the Lucid Connected Home Charging Station, one of the first AC charging stations with bi-directional charging ever offered. With bi-directional charging, owners can enjoy not just a more cost-effective charging method, but also use their Lucid Air as a temporary energy reserve to power their homes, including off-grid vacation properties,” the company noted. ...
https://www.teslarati.com/lucid-air-v2g-v2v-charging-confirmed/
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Jim Hunt

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Re: Electric cars
« Reply #1855 on: September 11, 2020, 05:26:37 PM »
A recent press release from electric car maker Lucid Motors has revealed that the company will be rolling out its flagship Air sedan with a rather interesting feature: V2X.

Believe it or not I have read the press releases.

Do you get the "joke"?

https://twitter.com/V2G_EVSE/status/1304332503994564608
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Jim Hunt

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Re: Electric cars
« Reply #1856 on: September 11, 2020, 05:39:44 PM »
Boiling it down for the masses, the last leg is house to grid and they are supplying car to house.

Which leaves it open for others to supply the H2G solution.

One of Lucid's earlier press releases explicitly mentioned:

Quote
Full bi-directionality for advanced Vehicle-to-Everything (V2X) capabilities built-in for future enablement of Vehicle-to-Grid (V2G) and Vehicle-to-Vehicle (V2V) features.

but the recent "reveal" revealed only V2H and V2V.
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Sigmetnow

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Re: Electric cars
« Reply #1857 on: September 11, 2020, 06:27:20 PM »
...
but the recent "reveal" revealed only V2H and V2V.

These are the things under Lucid’s control, with Lucid products.  V2G is not, so they cannot promise it to all potential customers.
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Sigmetnow

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Re: Electric cars
« Reply #1858 on: September 12, 2020, 03:05:12 AM »
Nikola’s Trevor Milton, yesterday on Twitter:  “Leaders stay and fight”

Trevor Milton’s plane right now: is in the air, outside of the US, current destination: Austria.  I am not joking.

See:  https://twitter.com/teslanomous/status/1304560708072267776

Edit:  Update:
Quote
Trevor Milton (@nikolatrevor) 9/11/20, 9:04 PM
Employees heading to Germany for the Nikola Tre trucks.. You know, the that were not suppose to exist according to the hit job. Lol. I'm in utah / Arizona for the weekend.
https://twitter.com/nikolatrevor/status/1304586601092136960

——
He promised a quick reply yesterday about the Hindenburg report “to all you guys.”  Posted several expletive-filled selfie videos.  Then said his reply will take longer.  Then: I’ve been working on it for 14 hours.  It may take all night, but I’ll have it out before the market opens Friday morning.  Then: Nikola has retained a law firm and I can’t say anything else at this time.

See:  https://twitter.com/iammeadows/status/1304416895932784646

—-
Quote
NikolaTeslaWorld (@NikolaTeslaNews) 9/11/20, 4:29 PM
 Lawsuits or investigations announced since yesterday against $NKLA by:
- The Schall Law Firm
- Farqui
- Johnson Fistel
- Hagens Berman
- Portnoy
- Howard G. Smith
- Rosen, National Trial
- Frank R. Cruz
- Block & Leviton
https://twitter.com/nikolateslanews/status/1304517494057701381

—-
Quote
Am I the only one who finds it ironic that the 'Hindenburg Report' is going to be responsible for the downing of a hydrogen company?
https://twitter.com/will_watt/status/1304391160459223040
⬇️ Photo below.

========

Quote
Whole Mars Catalog (@WholeMarsBlog) 9/11/20, 8:20 AM

Lucid: Presenting the Lucid Air

EV Community: oooooo

Lucid: Starting at just $169,000 next year

EV Community: [shrug?]

Hindenburg: Hey look! A Nikola rolling down a hill!

EV Community: RABBLE RABBLE RABBLE

Lucid: god damnit
https://twitter.com/wholemarsblog/status/1304394350722383874
« Last Edit: September 12, 2020, 03:51:21 AM by Sigmetnow »
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Stephen

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Re: Electric cars
« Reply #1859 on: September 12, 2020, 03:38:54 AM »
^^^
....
  He may not yet appreciate that his habitual lying and fraud suddenly have significant adverse consequences.
....
Please take your opinions about Donald Trump to the correct forum.  ;D
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Sigmetnow

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Re: Electric cars
« Reply #1860 on: September 12, 2020, 04:42:46 AM »
Trevor posted photos tonight of partially-assembled Nikola trucks in Ulm, Germany, after saying weeks ago that ‘five trucks are rolling off the line right now.’
Quote
Trevor Milton (@nikolatrevor) 9/11/20, 10:53 AM
These were planned to release later but alleged trucks didn't exist in Ulm Germany. Do these look fake? Thanks to the Ulm fab / assembly teams for showing the trolls what's up. You guys have my admiration. F@&k the haters. Well come back stronger from the lies spread about us. 
https://twitter.com/nikolatrevor/status/1304432858937741313
At the link:  photos of the exterior of a couple semi truck cabs tilted open for maintenance, and various truck sub-assemblies with documents and tools.
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Jim Hunt

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Re: Electric cars
« Reply #1861 on: September 12, 2020, 09:22:32 AM »
These are the things under Lucid’s control, with Lucid products.  V2G is not, so they cannot promise it to all potential customers.

Actually it's probably fair to say that the V2G things are more under my control than Lucid's.

Last week I was one of eight people from across Planet Earth attending a virtual meeting of the EV-DESS task force of joint working group 11 of IEC technical committees 57 and 69.

Next week there's a "Systems Committee Smart Energy" meeting that also includes TC 8, TC 13 and TC 120:

https://www.iec.ch/dyn/www/f?p=103:186:0::::FSP_ORG_ID:11825
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Sigmetnow

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Re: Electric cars
« Reply #1862 on: September 12, 2020, 10:22:45 PM »
 :o 8) Enjoy it while it lasts!

Tesla bug allows other electric cars to charge for free at new Supercharger
Quote
Non-Tesla electric cars owners were surprised to find out that they can charge, technically for free, at new V3 Superchargers in Europe, where Tesla now uses the common CCS standard.
Though it appears to be a bug and not a feature.

With the launch of the Model 3 and its Supercharger V3 in Europe, Tesla switched its main charging standard to CCS.  While most other electric cars on the road use the same standard and connector, it didn’t mean that other EVs where able to use Tesla’s extensive Supercharger network. Tesla vehicles still have to do a software “handshake” with the Supercharger before it can start charging. This handshake also handles the cost of charging to be linked to the driver’s Tesla account.

However, several reports are currently coming out showing that virtually any other electric vehicle with CCS can charge on Tesla’s new CCS V3 Supercharger in Europe.

Electric vehicle rental company Nextmove tested it out with several other EVs:
➡️http://www.youtube.com/watch?v=WqUa1-M1Cf8  [in German]

They managed to test it with a long list of electric vehicles, including with the ID.3 and it seems to work with all of them:
   •   VW e-Golf
   •   VW ID.3
   •   BMW i3
   •   Opel Ampera-e (Chevy Bolt EV)
   •   Hyundai Kona Electric
   •   Hyundai IONIQ Electric
   •   Renault Zoe
   •   Porsche Taycan

This is most likely a bug and not a feature since without a link to a Tesla account, Tesla is delivering those charges for free right now.
At this point, the leading theory is that there’s a bug in Tesla’s V3 handshake that releases the charge even if it doesn’t detect the vehicle as a Tesla car.

In the past, Tesla has often indicated that they are open to the idea of sharing the Supercharger network with other automakers, but it would be dependent on coming to an agreement on sharing the cost.
The automaker has been rumored to be in discussions with other automakers to come to such a deal, but it has never resulted in anything.
https://electrek.co/2020/09/12/tesla-bug-electric-cars-charge-free-superchargers/

Video of a non-Tesla charging (watch the range display), at this link:
https://twitter.com/wholemarsblog/status/1304673212714766337
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Sigmetnow

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Re: Electric cars
« Reply #1863 on: September 13, 2020, 05:35:29 PM »
—- Nikola
Bloomberg has independently confirmed several of the items in the Hindenburg report, and noted others, such as Nikola’s definition of “construction” being: “We have some permits.”
Quote
At a press event on July 22, ahead of the groundbreaking of Nikola’s Coolidge, Arizona, factory, Head of Global Manufacturing Mark Duchesne fielded a question on when construction would get underway. “That one is an easy answer,” he said. “Start of construction is tomorrow.”
The timeline was repeated by Milton the following day in a tweet. But “construction” turns out to be a broad term.

To facilitate the groundbreaking ceremony, the city of Coolidge issued Nikola a temporary use permit on July 13. The document, obtained by Bloomberg, allowed the company to do some limited ground clearing and preparation for holding the event, along with listing a plan for coronavirus safeguards. It didn’t allow further construction to start beyond that. The company also obtained a Pinal County dust permit around the same time, a legal requirement in Arizona.

Quote
Beer Trucks
Back in March, Nikola said in a presentation to investors that it has a “signed binding agreement” to provide Anheuser-Busch with as many as 800 hydrogen fuel cell electric semi trucks. What the presentation didn’t say was that Anheuser-Busch committed to buy fewer trucks than that, and doesn’t have to buy any at all.

Quote
Prototype Production
On July 13, Milton said European partner Iveco was already producing vehicle prototypes.
“We have a truck coming in to production right now with 720KwH, the largest battery we know of anywhere in the world coming in to production,” Milton said on the TC’s Chartcast Podcast. “We have five of them coming off the assembly line right now in Ulm, Germany.”
On Aug. 4, during the company’s debut earnings call, Russell echoed the sentiment, saying that the first five prototypes were “coming off the end of the facility at this point.”

Those statements were a mischaracterization of Nikola and Iveco’s progress in Ulm, according to two people familiar with the matter. The assembly line is still under construction and not yet operational or building prototypes, the people said. There are prototypes being built by hand in a workshop, one of the people said.
https://www.bloomberg.com/news/articles/2020-09-12/nikola-s-history-of-discrepancies-has-been-hiding-in-plain-sight

——
Nikola President Mark Russell talked with the Financial Times about the “Nikola in Motion” video truck/prototype.
“But did it actually work?
His answer, after a long pause: ‘I wouldn’t comment on that.’”
- Financial Times
From:  https://twitter.com/p3dguy/status/1304546776389529601
⬇️ FT textpic below.

——
Other damning information suggests that Nikola’s hydrogen trucks will take longer to fuel than the pure-electric Tesla semi, and faces significant technical challenges that have not yet been addressed.

“Trevor Milton claims Nikola has created, championed, & chaired a group that has already developed a heavy-duty 70 MPa high-flow hydrogen fueling protocol (H70HF).  It's called the PRHYDE project: prhyde.eu”
Video of clips of Trevor and (an investor?) claiming amazing H2 fueling specs:
https://twitter.com/ajtourville/status/1304832081286041605

Quote
According to PRHYDE's 29 July 2020 preliminary simulations, rapid high-flow 70 Mpa hydrogen fueling presents major technical challenges: filling a 350 L container with 70 MPa hydrogen (i.e. only 14 kg of hydrogen) in 15 minutes results in overheating.

As of 23 April 2020, the project had only begun assessing the shortcomings of commercially available fueling hardware and estimating the possible challenges & risks surrounding high-flow 70 MPa hydrogen fueling
Earliest estimate for when the project believes it can settle on a final protocol?
— September 2021
After which, the protocol will still have to go through an homologation process to become a standard before the hardware can begin to be manufactured

What is Nikola's role in the project?
— Testing hydrogen tanks at different pressure levels
When is Nikola scheduled to begin testing according to PRHYDE's 10 August 2020 report?
— End of 2020
Quote
From Nikola's 11 June 2020 promotional video:
1.086 – 1.031 = 0.055 kg in 1.5 sec = 2.2 kg/min
Even if the initial high-rate of flow could be kept constant throughout the fueling cycle (which it can't), it would take 36 minutes to fuel 80 kg of hydrogen!

ALEX: 36 minutes has not been achieved, not even close... and the driver probably has to stay standing there at the nozzle
< That’s asking for an accident to happen!
ALEX (@ajtourville) 9/12/20, 2:11 PM
Yup. If you read the reports on prhyde.eu you'll get a glimpse of the many challenges & risks involved with high-flow hydrogen fueling
https://twitter.com/ajtourville/status/1304842227747827712

Above is from:
⛔️ NIKOLA HYDROGEN FUELING ⛔️
Debunk of Trevor Milton's lies regarding Nikola’s ability to fuel its hydrogen truck in ~10 minutes
https://threadreaderapp.com/thread/1304832081286041605.html
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Sigmetnow

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Re: Electric cars
« Reply #1864 on: September 13, 2020, 08:47:11 PM »
Quote
Tesla bug allows other electric cars to charge for free at new Supercharger

Tesla may have been knowingly allowing this to happen at a low level, to assure Teslas were not locked out due to any software handshake issues they might have encountered.  But now that the word is out — no more!
Quote
Kevin (@kjongeling) 9/13/20, 3:37 AM
@electricfelix @Hachy_1 nu bij Tesla Apeldoorn Oost, en krijg het opladen niet meer aan de praat. Lader die het gisteren wel deed, doet het nu niet meer. Paal ernaast doet het ook niet. #corsae

[ @electricfelix @Hachy_1 now at Tesla Apeldoorn East, and can't get the charging going anymore. Charger who did it yesterday, it's not doing it anymore. Pole next to it doesn't work either. #corsae]
https://twitter.com/kjongeling/status/1305047865480413184
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Bruce Steele

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Re: Electric cars
« Reply #1865 on: September 13, 2020, 10:36:32 PM »
Sig, I have noticed Tesla owners back their cars into the chargers. I was wondering how one would charge if you were towing a trailer ? Do you know what truck charging plans might be and whether cybertruck or semi also charges from back of the truck ? I kinda think those of us who haul livestock might be persona non grata at the Tesla chargers here in our local Marriott parking lot.  So I guess I am saying anyone hauling a trailer would need to unhitch before charging or truck chargers will have different setups.

Sigmetnow

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Re: Electric cars
« Reply #1866 on: September 14, 2020, 12:27:09 AM »
Sig, I have noticed Tesla owners back their cars into the chargers. I was wondering how one would charge if you were towing a trailer ? Do you know what truck charging plans might be and whether cybertruck or semi also charges from back of the truck ? I kinda think those of us who haul livestock might be persona non grata at the Tesla chargers here in our local Marriott parking lot.  So I guess I am saying anyone hauling a trailer would need to unhitch before charging or truck chargers will have different setups.

This has long been an issue.  The short answer is, it depends.  Some charging stations have pull-through spots, which are handy for cars with trailers.  Sometimes pulling up across the end of a row will work.  The other options are parking perpendicular across several spots, which is of course uncool unless it’s off-hours and the station is ~empty.  Or, unhitching the trailer to charge.

Semi trucks will use a Megacharger, so they should be placed with trucks in mind.  Likely at existing ICE truck stops, for example.

The Cybertruck charge port on the prototypes is in the left rear, like other Teslas.  The Cybertruck and the Model Y will indeed make charging with a trailer more common. 

The TMC forum has a thread listing chargers which are trailer-friendly:
https://teslamotorsclub.com/tmc/threads/trailer-friendly-supercharger-locations.61389/

Other threads here, including “Trailering best practices”:
https://forums.tesla.com/search?adv=&search=Charging+with+trailer&title=&author=&cat=all&tags=&discussion_poll=1&discussion_d=1&comment_c=1&discussion_question=1&comment_answer=1&group_group=1&within=1+day&date=

They mention Bjorn Nyland's Model X with trailer videos on YouTube.
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Sigmetnow

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Re: Electric cars
« Reply #1867 on: September 14, 2020, 08:27:39 PM »
Volkswagen Starts Deliveries Of “ID.3 1ST
Quote
Today, on September 11, 2020, Volkswagen officially started deliveries of its long-awaited first MEB-based model, the ID.3.
The first unit of the limited edition 1ST (one of 30,000 rich-equipped 58 kWh version cars), was handed over by Volkswagen's Sales Director Jürgen Stackmann to a customer - Oliver Nicolai - at the Transparent Factory in Dresden, Germany.

Customer deliveries probably are starting already at other dealerships in Germany and possibly in other countries anytime soon now.
Volkswagen recently showed that hundreds of cars were shipped to the UK, Norway and Sweden, as well as to multiple other markets in Europe, from Italy, through the Netherlands to Ireland.

We guess that September registrations of ID.3 in Europe should skyrocket, possibly exceeding 10,000.
Soon after the first batch of ID.3 finds a way to customers, Volkswagen will unveil its second MEB-based model, the ID.4 which is already in production and scheduled for sale later this year.

The major offensive entered the stage of production and sales and we will closely look at how well the proprietary-designed BEVs from Germany will cope on the market.
The multi-billion dollars of investments leaves Volkswagen with no margin for error. The IDs must succeed (and sell in hundreds of thousands a year) or the entire company would be hit hard.
https://insideevs.com/news/443595/volkswagen-started-deliveries-id3-1st/


Germany's most influential testing publication says the ID.3 [is not very good]
https://twitter.com/wholemarsblog/status/1304148089100406784
90-sec video at the link.


——-
Below is a link to Nikola’s rebuttal to the Hindenburg report.  Of note is that the image featured at the top… shows a Nikola truck rolling down a hill. ::)

Highlights:
- We didn’t SAY the truck was moving under its own power down the hill when we made that video.  And investors at the time were all aware the Nikola One didn’t work.
- We had PARTS for the truck used in the reveal. They just weren’t in the truck.
- We moved on to other projects and never got the Nikola One working under its own propulsion.
- We didn’t SAY that that particular inverter was designed in-house, although we said we design a lot of stuff ourselves, particularly inverters and said other companies have asked to use them. We do use third-party parts in our prototypes.  Everybody does.
- That “Game-changing battery cell technology” we crowed we had?  We’re actually just “excited about potential breakthroughs.”
- Our former CFO didn’t leave; we fired him.  The fact that we returned Nikola deposits around that time is just coincidence.

- No mention of the missing “3.5 megawatts of solar up on the roof producing about 18 megawatts of energy a day in our headquarters and we’re storing 10,000 kilograms of hydrogen and using fuel cells as energy backup and batteries as energy sources as well.”  Only:  We can store and dispense 1,000 kg of hydrogen at the station at our headquarters.

  —
Nikola Corp | Nikola Sets the Record Straight on False and Misleading Short Seller Report
https://nikolamotor.com/press_releases/nikola-sets-the-record-straight-on-false-and-misleading-short-seller-report-96

  —
Nikola admits One wasn’t self-propelled in response to Hindenburg
https://www.teslarati.com/nikola-one-response-self-propelled-hill-hindenburg-report/amp/
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NeilT

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Re: Electric cars
« Reply #1868 on: September 15, 2020, 11:49:12 AM »
Quote
Volkswagen vows to overtake Tesla on tech and production by 2023

https://evcentral.com.au/volkswagen-vows-to-overtake-tesla-on-tech-and-production-by-2023/

Now lets apply the sniff test.

2 shift Shanghai producing 200kpa M3.  Stated goal 3 shift.  So 300kpa M3
Model Y capacity stated at 450kpa full 3 shift.
Fremont at 500kpa M3/Y in 2020, expect 550 in 2022.
Fremont S/X, expect continued decline to 40kpa
Berlin, phase1, stated capacity 500k
Assume 500k for Texas.

I get 2.34 million vehicles in 2022.

If the reports are correct and Berlin is sized at 2M vehicles per year, then, assuming 1m in Texas and incremental increases in Fremont and shanghai, I get 4.5m in 2023.  This is ignoring Cybertruck, Semi, new gigafactories to come online and any other major improvements in production.  Texas is 3 times the size of Berlin and 9 times the size of Shanghai, so I would expect more than 1m vehicles per year but Cybertruck and Semi may take more space for less volume.

Either way, 1.5m to meet Tesla's stated production?  Smells like BS to me.

I also expect Tesla to build at least 2 more gigafactories between now and 2023.  Meaning more production capacity than Ford and leaving VW in the starting blocks.
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Sigmetnow

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Re: Electric cars
« Reply #1869 on: September 16, 2020, 05:06:40 PM »
—- EU Emissions fines
Quote
JPR007 (@jpr007) 9/14/20, 5:49 AM
British data firm PA Consulting said 13 automakers are on track to pay a total of €14.5 billion in fines from the European Union in 2021 for failing to meet tougher new emissions standards
asia.nikkei.com/Business/Autom…
https://twitter.com/jpr007/status/1305443554253103105
~ Volkswagen shapes up as a leading offender, with carbon dioxide emissions per kilometer slated to average 109.3 grams in 2021
That would result in a fine of roughly €4.5 billion
The EU's updated corporate average fuel economy, or CAFE, standards take full effect in 2021
~ Each automaker needs to reduce average fleetwide emissions to 95 grams of carbon dioxide per kilometer
Failure to comply brings a €95 penalty per vehicle for each gram in excess of the threshold.
~ The new CAFE standards represent a roughly 30% reduction in carbon dioxide emissions from the previous targets set for 2015
Yet 20 major auto brands that sell in the EU exceeded the updated limits last year, researcher JATO Dynamics reports
~ Nissan Motor's alliance, which includes French partner Renault and fellow Japanese maker Mitsubishi Motors, faces a fine equivalent to about 130 billion yen ($1.22 billion)
Nissan already anticipates a net loss of 670 billion yen for the fiscal year ending March 2021
~ Toyota Motor's average emissions would just exceed the threshold at 95.1 grams, but the company's heavy sales volume in the EU would produce a fine of roughly 2.2 billion yen
~ The impact will be reflected in production costs
For Mazda Motor, each Mazda3 subcompact would incur as much as 400,000 yen in additional expense
~ The EU offers noncompliant automakers an alternative to fines
Manufacturers that exceed the bloc's emissions standards can buy credits from other companies that outperform the requirements, potentially paying less than they would in fines depending on the price negotiated
~ Fiat Chrysler Automobiles has reached a deal to buy emissions credits from Tesla
Fiat Chrysler faces an estimated €2.5 billion in penalties next year and is reportedly set to buy €1.8 billion in credits between 2020 and 2023
~ Manufacturers of conventional gasoline vehicles oppose the EU regulations, which they say will squeeze their finances and threaten jobs
~ The European Automobile Manufacturers' Association EMEA asked the European Commission in March to postpone implementation of the new standards. 
~ The EU holds that the stricter requirements are crucial for the fight against climate change and has not changed its stance

< So I presume 100% of the fines go directly into eco projects, new forested areas and green energy production ? Carbon offsets are a joke.
JPR007:
It will be a little more complicated than that for Das Auto
1. They get fined
2. They go borrow the money from the ECB
3. They pay the fine and it goes back to the ECB
4. Das Auto takes a tax deduction for the fine they paid
5. Das Auto get a tax rebate from the Tax Man

—- U.S. Emissions fines
US reaches $1.5 billion settlement with Daimler over emissions scandal
Daimler must also recall and repair Mercedes-Benz diesel cars that cheat the system.
September 15, 2020
Quote
US prosecutors and Daimler AG have agreed on a settlement worth $1.5 billion to lay to rest the emissions cheating scandal.

On Monday, the US Department of Justice (DoJ) said the deal, proposed between the DoJ, Environmental Protection Agency (EPA), California Air Resources Board (CARB), and Daimler -- as well as its US subsidiary Mercedes-Benz USA -- will wipe the slate clean when it comes to allegations of violating the US Clean Air Act.

Under the terms of the settlement, set in the US District Court for the District of Columbia, Daimler will agree to pay $945 million in penalties, civil and otherwise. In addition, the automaker will recall and repair every Mercedes-Benz diesel vehicle sold in the US with a defeat device, the gadget at the heart of the emissions scandal.

The emissions scandal involving Volkswagen and Daimler came to light back in 2016. So-called "clean diesel" engines were developed to enable the sale of vehicles in the United States, but engineers realized the engines were pumping out more nitrogen oxide (NOx) than legally allowed.

Defeat devices were developed to ensure tests in laboratories would show that clean diesel vehicles conformed to US laws, but in real-world situations, NOx levels were far higher.  The discrepancy and defeat devices were discovered by the US Environmental Protection Agency (EPA) and the California Air Resources Board (CARB), leading to the complaint. Volkswagen was previously ordered to pay up to $14.7 billion to resolve Clean Air Act violation charges.

The DoJ says that Daimler must recall and repair vehicles sold in the US between 2009 and 2016. At no cost to customers, the company will remove defeat devices and update vehicle software to bring cars in line with US environmental laws. In addition, the Stuttgart, Germany-based company must extend warranties for updated software and hardware in the repaired vehicles, and launch "projects" to further reduce NOx emissions from these vehicles. …
https://www.zdnet.com/article/us-reaches-1-5bn-settlement-with-daimler-over-emissions-scandal/
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Sigmetnow

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Re: Electric cars
« Reply #1870 on: September 16, 2020, 05:11:01 PM »
—- Nikola, continued
 Hindenburg says Nikola’s ‘rebuttal’ shows the allegations of fraud are correct
We View Nikola’s Response As a Tacit Admission of Securities Fraud
Quote
Last week, we issued a report that presented extensive evidence of a litany of material false statements made by Nikola’s Founder and Executive Chairman, Trevor Milton.

We included 53 questions at the end of our report that we believe shareholders deserve answers to. The company promised a full point-by-point rebuttal, but then only responded to 10 of our questions.  Of those 10 responses, the company debunked nothing. Instead it either confirmed or sidestepped virtually everything we wrote about, and in some cases raised new unanswered questions.

- Nikola Failed to Address 43 of our 53 Questions. Of Those It Touched On, It Largely Confirmed Our Findings or Raised New Questions
- Nikola Admitted That Its Deceptive “Nikola One in Motion” Video Was, In Fact, Video of The Semi-Truck Simply Rolling Down A Hill.
- The Company Says It Never Claimed the Truck Was Powering Itself, Despite Deceptive Editing and Claims That it Had “1,000 HP” With “Sports Performance”
https://hindenburgresearch.com/nikola-response/

—-
The SEC Gets Involved With Nikola
Quote
Nikola Corporation's (NASDAQ: NKLA) wild week has reached the ears of the SEC.
What Happened: After Monday's closing bell, Bloomberg reported the U.S. Securities and Exchange Commission is examining Nikola "to assess the merits of a short-seller's allegations that the electric-truck maker deceived investors about its business prospects, according to people familiar with the matter." …
https://www.benzinga.com/news/20/09/17499431/the-sec-gets-involved-with-nikola

—-
Quote
*Walter Bloomberg (@DeItaOne) 9/15/20, 4:13 AM
[Former] $NKLA CEO, Trevor Milton, disclosed he bought 41,400 shares on 09/14 at prices from $30.10-$33.60
<< I’m new to trading so I don’t know. But can he do that? After something like this?
< god no. this is illegal and now he has the sec on him .  if you say anything or do anything that can potentially pump the price the sec goes after you . just ask elon musk ;D
< Something very negative probably kicks in for Trevor if $NKLA Stock falls below a certain price...
>> A small drop in the ocean to the number of shares he currently owns (91,644,134 shares). This is just to curb the bleeding.  He will be bag holding these for a while once the SEC hammer comes down and GM flees the sinking ship.
< While he sold $90 million worth of stock prior
https://twitter.com/deitaone/status/1305781893384802306

—-
Quote
Gary Black (@garyblack00) 9/15/20, 9:10 AM
Hindenburgh has published research that verifies what I and others on this board have long suspected: $NKLA has no proprietary battery or hydrogen tech; it’s battery and FCEV trucks are a long way from production; it’s $10B order book is mostly fluff. IMO, there’s nothing there.
...
Gary Black (@garyblack00) 9/15/20, 9:10 AM
3/ Based on my own experience with the SEC (I’ve worked on two fraud cases where I was brought in after the fact), it’s pretty clear the SEC is pursuing NKLA (not the reverse) under 10(b) of the 1934 Act. I believe $GM will soon void the $NKLA deal, and NKLA will fall below $20.
https://twitter.com/garyblack00/status/1305856544966402049
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Sigmetnow

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Re: Electric cars
« Reply #1871 on: September 16, 2020, 05:15:14 PM »
Uber backup driver in fatal Arizona autonomous-car crash charged with negligent homicide
Published: Sept. 15, 2020
Pedestrian killed in 2018 crash; NTSB found driver was distracted by cell phone
Prosecutors declined in March 2019 to file criminal charges against Uber, as a corporation.
Quote
PHOENIX — The backup Uber driver involved in the first self-driving vehicle fatality has been charged with negligent homicide for being distracted in the moments before fatally striking a woman in suburban Phoenix.

Maricopa County Attorney Allister Adel’s office said on Tuesday that Rafaela Vasquez faces one count in the 2018 crash in Tempe that killed 49-year-old Elaine Herzberg. She has pleaded not guilty.

Prosecutors declined in March 2019 to file criminal charges against Uber, as a corporation, in Herzberg’s death.

Vasquez, 45, told investigators that she didn’t use her cell phones before the crash. It was not immediately known if Vasquez has an attorney who could comment on her behalf.  But the National Transportation Safety Board concluded Vasquez’s failure to monitor the road as she watched the television show “The Voice” on her phone was the main cause of the crash.

The contributing factors cited by the board included Uber’s inadequate safety procedures and ineffective oversight of its drivers, Herzberg’s decision to cross the street outside of a crosswalk, and the Arizona Department of Transportation’s insufficient oversight of autonomous vehicle testing.

The board also concluded Uber’s de-activation of its automatic emergency braking system increased the risks associated with testing automated vehicles on public roads. Instead of the system, Uber relied on the human backup driver to intervene.

The Uber system detected Herzberg 5.6 seconds before the crash. But it but failed to determine whether she was a bicyclist, pedestrian or unknown object, or that she was headed into the vehicle’s path, the board said.

The death reverberated throughout the auto industry and Silicon Valley and forced other companies to slow what had been a fast march toward autonomous ride-hailing services on public roads.
https://www.marketwatch.com/story/uber-backup-driver-in-fatal-arizona-autonomous-car-crash-charged-with-negligent-homicide-2020-09-15


—- Human drivers
Quote
Breaking911 (@Breaking911) 9/11/20, 1:04 AM
Wild video [at the link] shows a semi truck slamming into another car, pushing it into several other vehicles Tuesday on Interstate 5 in Sacramento. A total of 9 vehicles were involved in the crash. 1 person was killed, & 3 others were hospitalized.

< Holy crap!!! Immediately stop all drivers from driving and do not call human beings drivers because it gives false sense of security in the software’s abilities.
https://twitter.com/breaking911/status/1304284757853966336
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Sigmetnow

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Re: Electric cars
« Reply #1872 on: September 17, 2020, 01:48:38 AM »
Scania launches fully electric truck with 250 km range
Sept 15
Quote
Scania now launches its first fully electric truck. With a range of up to 250 km, the Scania electric truck can operate during the whole day and still return safely to its home depot for overnight charging. If there is a need for an extended range, the driver can fast charge the truck over a break or during natural stops in operation.

The truck is available with the option of either five, for a total of 165 kWh, or nine batteries totalling 300 kWh installed capacity. With five batteries the range is 130 km. The range is, of course, dependent on the weight, body type and topography.

With the combustion engine removed, space for batteries has been freed. Additional batteries are mounted on the chassis frame. The new electric motor delivers a continuous power of 230 kW or approximately 310 hp. The motor has two gears to provide high power over a wider speed span, thereby improving comfort.

Scania’s battery electric truck comes equipped with a CCS charging connector to charge from the electric grid. With 130 kW DC charging, the five battery packs will be charged in less than 55 minutes and the nine batteries in less than 100 minutes. The truck can also be charged through regenerative braking. …
https://www.scania.com/group/en/home/newsroom/press-releases/press-release-detail-page.html/3768729-scania-launches-fully-electric-truck-with-250-km-range


======
Interesting choice of date.  September 23 is the day after Tesla battery day (announced Aug 21).
Volkswagen Confirms U.S. ID.4 Reservation/Ordering Scheme
Aug 28
Quote
Volkswagen announced that the ID.4 reservation platform for the U.S. will be launched on September 23, immediately following the reveal of the car (11 a.m. EDT).
The company confirmed also that the process will start from a fully refundable $100 reservation deposit, required to secure a place in line.
...
The second step is the invitation to lock the configuration and confirm the order with an additional $400 deposit....

Meanwhile, the customer will be able to negotiate the final sales price with its dealer to complete the purchase.

This might be a weak point in the process, especially if demand will far exceed supply like we saw many times in the case of other brands. Hopefully, dealers will not go much beyond MSRP.
https://insideevs.com/news/441405/volkswagen-us-id4-reservation-ordering-scheme/
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NeilT

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Re: Electric cars
« Reply #1873 on: September 17, 2020, 03:04:35 PM »
Interesting choice of date.

It may be the day after the battery investor day, but it is the day OF the public hearing on environmental complaints for the Giga Berlin factory.  With 406 complaints logged.

It is also time to remember that the full certification for Giga Berlin has not been issued yet.

Perhaps they want to push the point a bit that it is not Just Tesla who are building low carbon transport?
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Sigmetnow

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Re: Electric cars
« Reply #1874 on: September 17, 2020, 10:00:24 PM »
Interesting choice of date.

It may be the day after the battery investor day, but it is the day OF the public hearing on environmental complaints for the Giga Berlin factory.  With 406 complaints logged.

It is also time to remember that the full certification for Giga Berlin has not been issued yet.

Perhaps they want to push the point a bit that it is not Just Tesla who are building low carbon transport?

Except that VW’s presentation is for the US audience, and very few people in the US know about Giga Berlin, let alone the complaint hearing.

Perhaps the timing is meant to boost the morale of VW workers, particularly in the US, as a counterpoint to what should be a mind-blowing Tesla reveal.
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Sigmetnow

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Re: Electric cars
« Reply #1875 on: September 17, 2020, 10:04:40 PM »
Daimler Trucks unveils Mercedes-Benz fuel-cell concept truck, previews long-haul battery-electric truck; electrification strategy
Sept 17
Quote
Daimler Trucks will start series production of a purely battery-powered heavy-duty truck next year. The range of the series-produced eActros on one battery charge will significantly exceed that of the prototype’s approximately 200 kilometers.

Daimler Trucks plans to have the eActros LongHaul ready for series production in 2024. Its range on one battery charge will be approximately 500 kilometers [300 miles].

Many of the long-haul applications in the practical operations of transport companies do not require a range greater than the approximately 500 kilometers that the eActros LongHaul will be able to cover on one charge. In addition, legal requirements regarding truck drivers’ driving times limit the need for longer ranges, depending on the case. In the EU, for example, truck drivers have to take a break of at least 45 minutes at the latest after 4.5 hours of driving.

Importance of depot charging.
With its market launch in the middle of the decade, the eActros LongHaul will be available some time before the GenH2 Truck. The required infrastructure can also be set up sooner—and at comparatively low cost—by the transport companies themselves for charging at their depots.


Daimler Trucks also unveiled the concept Mercedes-Benz GenH2 Truck, marking the beginning of a fuel-cell push by Daimler for the long-haul transport segment.  Daimler Trucks plans to begin customer trials of the GenH2 Truck in 2023; series production is to start in the second half of the decade. Due to the use of liquid instead of gaseous hydrogen with its higher energy density, the vehicle’s performance is planned to equal that of a comparable conventional diesel truck.

Daimler Trucks is currently pressing ahead with the development of the necessary tank-system technologies to make liquid hydrogen usable also in mobile applications as an energy source for series-produced fuel-cell trucks. The storage of cryogenic liquid hydrogen at -253 ˚C is already common practice in stationary applications, for example in industry or at hydrogen filling stations. This also applies to the transport of liquid hydrogen as cargo.


In April this year, Daimler Truck AG concluded a preliminary, non-binding agreement with the Volvo Group to establish a new joint venture for the development to series maturity, production and commercialization of fuel-cell systems for use in heavy-duty commercial vehicles and other applications. …
https://www.greencarcongress.com/2020/09/20200917-daimlertrucks.html
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Sigmetnow

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Re: Electric cars
« Reply #1876 on: September 18, 2020, 09:30:58 PM »
Interesting choice of date.

It may be the day after the battery investor day, but it is the day OF the public hearing on environmental complaints for the Giga Berlin factory.  With 406 complaints logged.

It is also time to remember that the full certification for Giga Berlin has not been issued yet.

Perhaps they want to push the point a bit that it is not Just Tesla who are building low carbon transport?

Except that VW’s presentation is for the US audience, and very few people in the US know about Giga Berlin, let alone the complaint hearing.

Perhaps the timing is meant to boost the morale of VW workers, particularly in the US, as a counterpoint to what should be a mind-blowing Tesla reveal.

There are still those who think the timing may be due to a VW-Tesla collaboration of some sort, although both companies have denied any such ambitions.
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Re: Electric cars
« Reply #1877 on: September 18, 2020, 09:34:27 PM »
LG Chem plans to separate battery business as electric cars take off
Quote
SEOUL (Reuters) - South Korea’s LG Chem, an electric car battery supplier for Tesla Inc and GM said on Thursday it plans to separate its battery business into a new company as the electric vehicle market takes off.

The move came after LG Chem swung to a profit in its car battery business in the latest quarter. It expects further profitability thanks to growing demand from European car makers and more sales of cylindrical batteries used in Tesla cars.
LG Chem, South Korea’s top petrochemicals maker, has long bet on car batteries as a new growth engine, but it has never made an annual profit in the business since it started making them about a decade ago.

But expectations are growing for its car battery business as automakers push for more electric vehicles, fuelled by Tesla’s rise and tougher emissions regulations in Europe. …
https://www.reuters.com/article/us-lg-chem-batteries-idUSKBN2680AC

——
KIA Plans EV Division With 7 Models, 25% EV Sales By 2030. Is That Goal Too Low?
Quote
…Sad to say, it is pretty much dead center on target with what the rest of the industry is planning and better than some of the bigger names in the car business. Based on a Google search by manufacturer using the search prompt “electric car goal 2030” or various companies, here is a summary of what we found.
   •   Volkswagen:  40% 
   •   KIA:  25%
   •   BMW:  50% but that includes hybrids and PHEVs
   •   Mercedes: 50% but that included hybrids and PHEVs
   •   GM:  5 million total EV sales by2030 
   •   Toyota: 1 million EVs a year by 2030
   •   Honda:  ⅔ PHEV and EV by 2030 
   •   Ford: Unknown. No Google result found.
   •   Nissan: Unknown. No Google result found

Non-automotive sources seem to think EV sales will be between 28% of the market [Bloomberg New Energy Finance] and 50% of the market [Boston Consulting]. Note that the Boston Consulting advice includes hybrid and plug-in hybrid vehicles as well. It is important to bear in mind while having such discussions that many industry sources conflate “electrified vehicles” with “electric vehicles,” which often leads to confusion among potential customers who do not understand such fine distinctions. …
https://cleantechnica.com/2020/09/17/kia-plans-ev-division-7-models-25-ev-sales-by-2030-goal-too-low/amp/

—-
Ford invests $700 million in EV plant, adds 300 jobs related to electric F-150
Quote
The new manufacturing center at the Dearborn-based Rouge Center, once complete, will add 300 jobs and is part of a $700 million investment in building the all-new F-150 lineup, including the first-ever F-150 PowerBoost hybrid. The new jobs will support battery assembly and production of the F-150 PowerBoost hybrid and fully electric F-150.

The new vehicles will utilize Ford’s already-existing body and paint shop, Johnson said. However, the new building should be completed “sometime next Summer.”
https://www.teslarati.com/ford-ev-plant-300-jobs-electric-f-150/amp/

—-
Ford  throws shade at Tesla and GM, says F-150 EV will be a ‘real’ work truck
Quote
Yet for all its pedigree, Ford will likely be releasing the electric F-150 significantly later than its rivals. Even today, the American automaker expects the electric F-150 to be due around the middle of 2022. By this time, the electric pickup market will be active, with vehicles from Rivian and Tesla already competing in the market. Rivian expects to start deliveries of the R1T in June 2021, while leaks from Giga Texas have revealed that Tesla may start the Cybertruck’s trial production around May 2021. …
https://www.teslarati.com/ford-throws-shade-tesla-cybertruck-not-real-work-truck/amp/
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Sigmetnow

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Re: Electric cars
« Reply #1878 on: September 18, 2020, 10:04:07 PM »
—- Nikola’s undetermined factory water source, and Facebook ads
Quote
ALEX  (@ajtourville) 9/17/20, 11:22 PM
Darrell Wilson, owner of HilgartWilson, says the source of the water for the Nikola factory in Coolidge Arizona is still “to be determined” ::)
https://twitter.com/ajtourville/status/1306795681387089923
[ ~1 min vid from the Sept 9 Coolidge Planning and Zoning meeting at the link]
< Don’t environmental impact studies have to be done prior to development?
<< Yes. You're right. When $NKLA bought the land for the factory… they should have factored in access to water & the time needed for an E.I.S. but that would entail a level of competence in the site selection team.


Quote
ALEX (@ajtourville) 7/20/20, 11:21 PM
Nikola has been sitting on its Coolidge factory site since 12 September 2018... almost 2 years now!
Fake groundbreaking ceremony is in 3 days & Trevor Milton hasn't even submitted any site plans to the city for approval
Land is a prop in the $NKLA scam
walter-unger.com/coolidge-gives…
https://twitter.com/ajtourville/status/1285414578701115393

> Never mind the hundreds of millions of gallons purified water required to produce the damn H2. Huge issue for the SW.
>> Yes! I'm not seeing anyone address this. Never mind Arizona - there's tons of states with water shortages. How are they going to get enough?

——-
Quote
( ͡° ͜ʖ ͡°) Jeremy Judkins (@jeremyjudkins) 9/17/20, 11:17 PM
Nikola Badger Vs Audi R8.  This is running as a Facebook ad.
I literally have no words.
[Vid: Actual $200k Audi sports car, vs. Badger rendering in the bg.  You can order a Badger today!]
< Funny how they quote specs for something that does not exist even in prototype form
https://twitter.com/jeremyjudkins/status/1306794538913193984

Trevor Milton has been uncharacteristicly absent from Twitter for days.  I suppose the Facebook ads are to keep his fans engaged. I doubt they are watching the Planning Commission meetings.
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Re: Electric cars
« Reply #1879 on: Today at 12:48:35 AM »


Daimler and Torc are developing Level 4 automated trucks for the real world. Here is a glimpse into our closed-course testing, routes on public highways in Virginia, and self-driving capabilities development. Our year of collaborating on the future of transportation culminated in the announcement of our new truck testing center in New Mexico.
“There are three classes of people: those who see. Those who see when they are shown. Those who do not see.” ― Leonardo da Vinci

Insensible before the wave so soon released by callous fate. Affected most, they understand the least, and understanding, when it comes, invariably arrives too late