Nikola vs Tesla: The Future of Trucking?
Energy Gang
Wood Mackenzie
4.6 • 1.3K Ratings
🗓️ 26 June 2020
⏱️ 58 minutes
🧾️ Download transcript
Summary
A rivalry is emerging between two companies trying to clean up the trucking industry: Nikola Motor versus Tesla Motors.
Tesla thinks battery-electric semi models are superior. Nikola thinks hydrogen is the best choice.
Neither company actually has a semi model on the road. But Elon Musk and Trevor Milton are talking up their visions for the future of heavy-duty trucks, with the hope of getting vehicles to customers in the next couple of years.
This week on The Energy Gang: Which company is best positioned to win? Which technology is superior? And who’s the bigger showman, Musk or Milton?
Then: are we finally entering the era of the electric pick-up truck? Lots of new models are hitting the internet. But when will they hit the roads?
And last, Lyft wants every car in its fleet to be electric -- in 10 years. Most of the cars don’t belong to Lyft, so how are they going to make that happen?
Co-hosts Katherine Hamilton, Jigar Shah and Stephen Lacey discuss.
Resources:
- Fast Company: 7 Things to Know About the Rising Tesla Competitor
- Bloomberg/India Times: In the battle of electric-trucks, it is Nikola vs Tesla
- HiConsumption: The 8 Electric Pickup Trucks Worth Waiting For
- Elektrek: The year of the electric truck, finally?
- Lyft: Path to Zero Emissions
- Bloomberg: Lyft Says All Rides Will Be in Electric Cars by the End of 2030
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Transcript
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| 0:00.0 | Jigger, do you say semi or semi? |
| 0:02.0 | I say big rig. |
| 0:04.0 | Catherine, semi or semi. |
| 0:06.0 | Yeah, I'm on the rig side. |
| 0:08.0 | Turbine or turbine. |
| 0:09.0 | Turbine. |
| 0:10.0 | Turbine. |
| 0:11.0 | Right. |
| 0:12.0 | It's pecan rather than pecan, it's a on rather than ant. There's a lot of things. |
| 0:16.7 | What about aluminium? The energy gang is brought to you by Sungrow, the leading global supplier of inverters for renewables during these very uncertain times. |
| 0:29.0 | Sungrow is committed to protecting its employees and serving its customers around the world |
| 0:33.3 | reliably and on time. Sungrow has also leveraged its network across the US |
| 0:37.8 | to distribute face masks to communities in need. Learn more about Sungrow's |
| 0:42.0 | work at Sungrow Power. |
| 0:44.0 | We're also brought to you by Core Power. Core Power is the leading US-based |
| 0:47.4 | developer of battery cell technology serving utility, industrial, and |
| 0:51.0 | mission critical markets across the globe, Core Power is dedicated to promoting |
| 0:54.8 | widespread energy storage adoption while maintaining control of the manufacturing process domestically |
| 1:00.0 | in order to stabilize and protect the US grid. |
| 1:03.6 | Find out more about CorePowers products |
| 1:06.3 | and their manufacturing at corePower.com, that's K-O this is the Energy Gang, weekly debates and discussions |
| 1:22.4 | about the fast-changing world of energy. |
... |
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