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2/21 Fuel Cell Vehicle Workshop: Trevor Milton - Nikola Motor Company — Transcript

by NorCal Clean Cities and Communities · 3,926 words · 538 segments · language en · Watch on YouTube

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0:00back in 2016 and this truck actually
0:02comes to market will be on the roads
0:04this year they're just pretty incredible
0:05so a lot of people don't know about us
0:07but we're years ahead of our competition
0:10we have over 14 billion dollars in
0:12orders were sold out for four years in
0:13production and our unveiling for the
0:17production truck happens next month
0:18essentially in about 40 days from now
0:20and people it happens at an event called
0:22Nikola world Nikola world is an event in
0:25Phoenix Arizona where we'll be unveiling
0:26the Nikola truck to the entire world and
0:29this van is it this event is incredible
0:31it's not just the Nikola a hydrogen
0:34electric truck but we also were
0:36unveiling our European hydrogen electric
0:38truck and also our us a pure electric
0:40battery electric vehicles as well we
0:43have we have four different product
0:44lineups that will be unveiled at this
0:45event and it's it's pretty cool cuz
0:48Niko's I would think is really the only
0:50company in the world that will give you
0:51a real straight opinion on what is best
0:54for your fleet we don't just build
0:56hydrogen we build hydrogen and electric
0:58so we don't really care our hydrogen our
1:01hydrogen
1:01truck can actually outperform a diesel
1:03in every category it's a lightest
1:04hydrogen production truck ever built
1:05it's the most powerful it's a it also
1:09competes with if you look at a diesel
1:11the main problem we've had so far as the
1:12is the weight in the performance the
1:14cold weather or other issues those are
1:16all now recently been been achieved so
1:20I'm going to just jump do I only have
1:22like four or five slides because I
1:23really want to just talk them through
1:24the things are actually most important
1:25to you guys but what do we do we we
1:27essentially build our company designs of
1:31hydrogen electric semi trucks electric
1:33semi trucks and what makes this very
1:35unique as we actually own the entire
1:36infrastructure of fueling we have over
1:38700 stations going up around the country
1:40each one of these stations produces up
1:42to 24,000 tons of hydrogen so just to
1:44give you an idea of one of those
1:45stations will be bigger than any station
1:47in the world the more building 700 of
1:48them these are going up all over the
1:50country we signed a 800 million dollar
1:52order with analyzer Busch those are
1:54going in 10 different locations around
1:56the country and we have 790 more
1:58stations going on
1:59continuously by 2028 so on average we
2:02have about right around about close to
2:05about a hundred stations and you're
2:06going on that would give America the
2:08entire coverage for hydrogen it's kind
2:11of like the chicken and the egg the
2:12biggest problem we've had with zero
2:13emission so far is that infrastructure
2:15fleets are willing to buy trucks but we
2:18realized if we weren't like Verizon
2:19where we didn't provide the phone and
2:21then end essentially the tower no one
2:23would ever buy the phone and it's insane
2:26he's OEM a lot of the OEMs don't have
2:29never thought about that shell or and
2:31other groups have dominate that dominate
2:34to a fueling Chevron and all these other
2:35groups they dominate that the feeling
2:37and the truck manufacturers just build
2:39trucks and you got to go find out where
2:40you're gonna fill them and we're gonna
2:41buy stuff from them so what Nikola did
2:43is we came in from the beginning and we
2:45said we're gonna solve all that problem
2:46we're going to give you the entire call
2:51it the ecosystem vertical integrated
2:53system all included with our truck so
2:55that includes your truck that glued your
2:57fuel includes your service your warranty
2:59or maintenance everything White Glove
3:00service you pay nothing other than to
3:03just drive the truck with your driver
3:04and what we've done now is we've
3:06consolidated all the problems into one
3:07very very similar like what Apple is
3:09done with the phone we always called the
3:11Nikola truck the apple of loud trucking
3:13why is that it's because Jobs has done a
3:15really good job at bringing everything
3:19into a smart phone when he came out with
3:21a camera two smart phone everyone
3:22laughed at him because they said all men
3:24no will ever put it no one will ever use
3:25her camera for a meal from I'm sorry the
3:28phone for a camera it's gonna require a
3:30massive massive camera to do that or
3:33people had their Franklin Covey planners
3:36no longer get rid of their planner and
3:38you look at all these things and
3:39essentially the the consolidation of the
3:41ecosystem is what allowed them to be
3:42successful we knew going into this would
3:45never be successful if we didn't own the
3:46entire ecosystem because we didn't have
3:47a hundred years of experience or 50
3:49years where we have station you know
3:51service networks everywhere customers
3:53all over the world we had to completely
3:55transform the market but why do we do
3:58that it wasn't just for us to win or
4:00succeed it was really to make the life
4:01of the fleet's a lot more simple so when
4:04you come in and you order anything above
4:0525 trucks we actually put the station in
4:07for you that 10 to 20 million dollar
4:08capex all on Nikola you don't worry
4:11about it you just pay for
4:12it's literally the it's the way to get
4:14over all the problems that happen with
4:16zero emission so what we built we build
4:19the truck we provide the hydrogen and
4:21maybe what a lot of people you don't
4:22know about us is we also have a power
4:24sport division this is kind of cool
4:26because it allows us to integrate our
4:27technology on these small vehicles test
4:29them and then put it back into the big
4:31truck I originally I'd love to go out
4:34the outdoors and so I I used to drive a
4:37player's my way know my belt broke a
4:40couple times I got really frustrated so
4:42I ended up calling my engineers and said
4:44let's build an electric one and I had no
4:46idea we take off like it is we'll end up
4:48with billions of dollars and cells on
4:50those already national parks are looking
4:51at banned emissions altogether in the
4:53parks and it's about game time you go
4:55hiking oh here is the way anyway you
4:57know everywhere and so it's nice because
4:59with with the nikla power sport division
5:01whether it's on water with our
5:02watercraft program coming out or it's on
5:05land with our UTV off-road program now
5:07you can drive this up in the nature and
5:09you're not you know you're not driving
5:11all the deer and the elk and anything
5:12else away from you you can actually go
5:13up and enjoy nature and they can enjoy
5:15you being part of it too so uh Nico is a
5:17very unique company very different than
5:19most people a lot of people that's how
5:22the world have you done what you've done
5:23in this because we've assembled the most
5:25world-class partnerships you could never
5:27dream up whether it's bashed web
5:29co-writer Merritt Cornell Fitzgerald
5:31Worthington ER or Pratt Miller all these
5:34different groups have major parts in
5:35helping us achieve what we've done today
5:37so far so we have not tried to do this
5:40on our own we've gone to people like
5:42mobco and we said look we need the most
5:43advanced independent suspension that's
5:45ever been built for a semi truck and
5:46WABCO said no one's ever built an
5:49independent suspension for an on-road
5:50semi truck and I said what do you have
5:52what have you ever done and they said
5:54well we have some military independent
5:55suspension I said I love it let's do it
5:57took us about four years and from the
6:01time we started till it'll going to be
6:02finalized into production and that
6:05suspension system is unique because it
6:07allows two motors to output with our
6:08pads output shafts to each will so what
6:11that means you go down the road now your
6:13wheels are taking the beating not
6:14transferring all the load into the frame
6:16so we've eliminated for the most part
6:19most all the load going
6:20to the frame so it also gives you full
6:23full traction control as well which is
6:25really nice with the normal axle you're
6:27gonna get limited slip with Nikolas axle
6:29you get full all-wheel drive all the
6:31time no matter what there's a lot of
6:34other things that go into that I could
6:35talk to you for hours about the
6:37independent suspension and why it's so
6:38awesome the reason why I know it's done
6:41is because of the cost it cost us $7,000
6:43a truck more to do independent
6:44suspension than a regular truck but
6:46ultimately I've taken all the money away
6:48from shell and Chevron and so I can
6:50afford to pay that seven thousand
6:51dollars on that on that feature to give
6:53it to you guys so what is that this is
6:56the Nikola - this will be this is it
6:58this was a rendering it actually looks
7:00like it's burnt it's very similar but it
7:02is it's it's gorgeous I just got back
7:04from from back east in a location where
7:07we were doing all the dyno testing
7:10assembly and and I couldn't believe it
7:12we showed you a couple people the final
7:14truck before the unveiling and it was it
7:16was a moment that I'll never forget for
7:18the rest of my life
7:19it is absolutely beautiful it's a 210
7:21wheelbase it has 80 kilograms of
7:24hydrogen on board it has over 200
7:27kilowatt hours of battery important why
7:29is that because we didn't build this
7:30truck to be an intercity truck we built
7:32it to be a true long-haul what we call
7:34diesel is dead truck what that means is
7:37that we built a truck that can
7:38outperform a diesel in every categories
7:40range wait lla climb at 6% grade and
7:44essentially 65 miles an hour under an
7:4680,000 pound load if you go to a partner
7:48if you go up the El Cajon Pass Diesel's
7:50will be doing 10 to 15 miles an hour
7:51will do 65 drivers right now are so
7:55regulated they're not allowed to there
7:57they're regulated on how many hours they
7:58drive which is kind of crazy I don't
8:01agree with it I think it ought to be
8:02based mainly on miles and some other
8:04things but that's okay ultimately the
8:07biggest problem for drivers ours are
8:08limited they can't they can't drive
8:10there are with them an incentive to be
8:12dangerous because if they're not getting
8:14as many miles as they can they don't get
8:16paid so what we've done is we've built
8:18the truck that allows them to go up the
8:19hill maintain that same speed they level
8:22off they maintain the same speed and
8:24that's the idea is to try to eliminate
8:25the limiting - downtime for the drivers
8:27and to give up the truck the ability to
8:31actually now compete a diesel so you can
8:33see I don't think
8:33it does have a laser okay five hundred
8:36to a thousand mile range so he built a
8:38truck that truly competes with the
8:40diesel a 20-minute refill time nickel
8:42has actually chaired and championed the
8:44the heavy duty it was just the press
8:46release just went out today actually
8:48Nikko has chaired and champion the
8:49heavy-duty fueling infrastructure I'm
8:52sorry in fueling protocols for around
8:53the world so this was a partnership that
8:55Nikola has created we we championed it
8:59we built it and then we brought six or
9:01eight another partners on board he was
9:02really cool you guys can look that up
9:04today essentially it's a whole bunch of
9:06other OEMs that have come on board and
9:08said we want to create a specific
9:09standard for heavy-duty refueling on
9:11hydrogen and we need to be able to fill
9:13trucks very fast and that does not exist
9:15right now we've done it on her truck so
9:18we're like well why create a protocol
9:20kind of like tested a we charge it where
9:21it's not compatible with others we
9:23wanted to creat one that was compatible
9:24with everybody and so we wanted to get
9:26ahead of that before it became a problem
9:28and so I don't think that Tesla saw that
9:31when they first started so I don't think
9:33it was a bad intending we just really
9:35wasn't plan and so we wanted to prevent
9:38that from happening again
9:39so that's essentially what the Nikola
9:41truck is you guys already know zero
9:43tailpipe emissions which is the most
9:44important because we produce all of our
9:47own hydrogen we actually make all of our
9:49own hydrogen out of our solar wind or
9:51hydro so our truck is really the only
9:53truck from well you know well that well
9:55the wheel that is truly zero emission
9:57from the beginning at the end we don't
9:59just build the trucks with zero emission
10:02as our factory we have the only off-grid
10:04headquarters that we know of completely
10:07off of hydrogen battery and solar we
10:09have 3.5 megawatts of solar up on the
10:11roof producing about 18 megawatts of
10:13energy a day around in quarters and
10:14we're storing 10,000 kilograms of
10:17hydrogen and using fuel cells as energy
10:19backup and batteries as as our as energy
10:22sources as well our company is truly one
10:24of the most innovative companies in the
10:26world we're doing that to our hydrogen
10:28stations also so what that means now is
10:30we use we use wind solar hydro to
10:32produce all of our hydrogen so therefore
10:34when you buy your truck you know not
10:35just the truck is your emission but the
10:37actual source of the fuel is as well and
10:39you're getting it for a fixed cost per
10:41vial
10:41usually right um it depends on the area
10:43of the country but use around a dollar a
10:45mile for a
10:45for an average and what does that mean
10:47that means now you can you just have a
10:49single class you don't worry about
10:50anything you just drive you pass a buck
10:52a mile include your truck your warranty
10:54your service and your fuel your zero
10:56emission hydrogen fuel that came from
10:58zero mission methods not from a coal
11:00plant down the road and that's the
11:02that's the advantage that we that we
11:04have with me cough this is the Nikola
11:05train this is this will be shown often
11:07april 16th as well in in phoenix arizona
11:10this will be launched in Europe about
11:12the exact same time people said this
11:14could never be done the difference
11:16between our truck and everything else is
11:17that we built this truck from the ground
11:19up specifically around hydrogen
11:20everything about it was hydrogen would
11:22we design it the frame the chassis the
11:25body and light everything about it
11:27the axles it allowed us to store about
11:2930 to 40 more kilograms of hydrogen than
11:31anyone else in the world and that is
11:33important thing in order to make sure
11:34you guys that don't have you know
11:35downtime the Nikola tre which is the
11:39European version is the same thing this
11:41has about 60 kilograms of hydrogen and
11:44currently in Europe they're only seen
11:46about 30 kilograms so we're able to
11:48almost double the hydro capacity on
11:49board because we designed the trucks
11:51specifically for hydrogen so you guys
11:55already understand that the advantages
11:57but the one thing I really liked about
11:58it is ones you control where the where
12:00the energy comes from so you know what's
12:01clean second one is 15 to 20 go to leave
12:04those on 80 kilograms now you're talking
12:06about what is the diesel as well so as I
12:11talk to you about the zero emission from
12:13beginning to end everything about it is
12:15an eco control so we can control the
12:17supply chain the network may have over
12:20700 stations we are not doing a charging
12:22network and eco doesn't do a charging
12:24network for buv but we are offering
12:25maybe the solution for those that want
12:28our trucks come in 500 kilowatt hours
12:30750 kilowatt hour and 1 megawatt hour of
12:33energy options that's a day cab with a
12:35210 wheelbase it's the actual chassis
12:40design for it's the same thing with our
12:42height our with our hydrogen alone it's
12:432,000 horsepower and it's it's three
12:47round two to three thousand foot-pounds
12:48of torque before reduction the problem
12:51that is is too much so what we've done
12:53is we've toned it down
12:54most fleets in America will need
12:56somewhere around five to six hundred or
12:58Scour
12:59but the chassis itself is actually built
13:01for that so what that means is that
13:02we'll tone a lot of the we build these
13:04electronics we build the motors we build
13:06everything for this for this high rate
13:07and then we tone it all the way down and
13:09what that does is it doubles or triples
13:11the lifespan of those parts because if
13:13they're I don't know how many of you
13:14guys fly I love to fly him a pilot as
13:16well and I have a TV of 930 flies about
13:19400 miles an hour and this plane is
13:21incredible because it's built by Pratt
13:22and Whitney and Pratt & Whitney who
13:24didn't need this engines built in 1800
13:26horsepower but it only has a continuous
13:28of 800 so you'll only top off at a 850
13:31around there what does that mean it
13:33means that that engine has never had a
13:34failure in its history that's ever
13:36caused a casualty why is that because
13:38it's only running at you know less than
13:3940 percent of it's right around about 50
13:43percent of its uh of his total output so
13:45that's what eco struck has done as well
13:47as we decided we wanted to build it and
13:48that could a truck a components that
13:50would not break we knew it would cost us
13:53more to do that it cost us about another
13:55ten thousand dollars per truck to make
13:56sure our components are built for the
13:58full lifecycle and the full power output
14:02most OEMs never would do that because
14:04they're all about the cost driving every
14:06penny out but for us it's about making
14:08sure our trucks just don't break and
14:09what they don't break and you can spend
14:11more time driving it's like an Apple
14:13computer I buy an Apple computer I know
14:15I'm spending a thousand dollars more
14:16than a PC but the thing just works and
14:18it works good and I'm happy with it I
14:20have a PC I just prefer I just don't
14:23like to use it and so that's what we
14:24want people to see we want people to
14:25look at nikla and say I have an equal it
14:28costs a little bit more sometimes but
14:30all the benefits of it are so much
14:32better I just don't want to touch the
14:33other thing and that's ultimately what
14:35we've done so if you look at Nikko what
14:38we've done is a we'll be straight up and
14:40honest with you we don't really care you
14:42can you can order an electric one you
14:43can order a hydrogen one we have no cat
14:45in the fight as they say you know we
14:46will just shoot you straight hydrogen
14:49cannot be when you're control the
14:50hydrogen cost like we do it's impossible
14:52to be hydrogen over the road class 8
14:54trucks bv doesn't even come close when
14:57it comes to over the road long haul when
14:59it comes to inner-city electric is a
15:00very good option when you're talking
15:02under I try to tell people if you're
15:04running under 300 miles electrics a
15:06great option you get over that 300 miles
15:08and it becomes a Hugh
15:09competitor and also truck up times a big
15:12deal if you need a vehicle that past
15:14have up time 20 hours a day or if you
15:16you know if you have to two shifts
15:17running sometimes even more hydrogen is
15:21a solution battery is it's a little bit
15:24more difficult because of the charge
15:25times if you start to pull a megawatt of
15:27energy out of the grid you're gonna get
15:29nailed with some high prices with
15:31hydrogen you can produce I'd vision over
15:3324 hours a day in a base load we
15:35contract that base load with our own
15:36solar farms that we put in Nikola has
15:38its own solar division we put those
15:40solar farms in those go in some
15:42somewhere either in Arizona in
15:44California in in Nevada wherever it may
15:47be and we pull the energy out of the
15:49grid you know we direct transmit it
15:51right in and then we also sell all the
15:53excess clean energy to those that need
15:55it so unique was a very unique company
15:58because it's not just a manufacturer
16:00these trucks are actually done you'll
16:02see it driving at an equal world in less
16:04than a month and a half so it's not a
16:05it's not a pipe dream it's actually the
16:08first truck going into production where
16:10they're on the road later this year with
16:12fleets we have 25 going out on the road
16:15next year and a hundred the year after
16:17and then we start production in for
16:18heavy into 2022
16:20so we're only a couple years away and
16:22that's pretty cool because everyone
16:24talks about it the no one's actually
16:25doing it and we've done it so it's kind
16:28of neat to be able to see that I would I
16:30would just one last thing I would say is
16:32I I grew up driving locomotives because
16:35what is this word all came from my dad
16:36manages the railroad for Union Pacific
16:39on the west coast and in Vegas he would
16:42send me out on locomotives and when I
16:44was a kid I said you know the the
16:45conductor looked over and he said one
16:47day they'll be smart enough to build a
16:48locomotive semi-truck I was six years
16:50old I remember the day and that was what
16:52caused me to want to build the niccola
16:54and the the essentially the locomotive
16:59semi truck was the philosophy of it
17:01we're just lucky enough nowadays then
17:03there's many people like Toyota actually
17:06that have gone out and figured out a lot
17:08of problems that existed in fuel cells
17:10and without them teaching the world
17:13about it it would be impossible to have
17:15the technology that we have now and so
17:18we're real lucky we did design our own
17:19system from the ground up it's one of
17:21the largest in the world
17:22240 kilowatt fuel cells massive but it's
17:26a lot of it does come from actually a
17:28Toyota has taught a lot of people on how
17:30to a cold start hot start a fuel cell
17:31that took about six to eight years to
17:33figure out a lot of money so by sharing
17:35that you know that intellectual property
17:37around the world teaching people and
17:38trying to promote hydrogen it's allowed
17:40the rest of the world to actually do
17:41that so my goal is over time as we
17:44become a solidified company is to
17:45actually start to retrain the world
17:47around the IP that we know so that
17:50future entrepreneurs can build around
17:51the IP that we know and can come up and
17:54exist just like we did thanks guys
17:56appreciate it

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