Tesla’s New Silent Competitor, Nikola Motors

The Tesla Cybertruck is getting the enthusiasm CEO Elon Musk had hoped for, bragging that 200,000 pre-orders have already been placed for the futuristic electric pickup launched Thursday night. But he’s yet to respond to Nikola Motors CEO Trevor Milton’s offer to share his company’s even cooler fuel cell pickup design to reach a “broader market.”

Nikola Motors is at the center of a surge in support for hydrogen and fuel cell vehicles that had been missing. Musk for years has dismissed and ridiculed hydrogen fuel cell vehicles, but the truck segment is grabbing hold of it — along with cleantech and green power advocates — who had previously always chosen electric vehicles over the fuel cell. Consulting firm Cleantech Group calls it a new path to “decarbonize transportation.”

Nikola, Toyota, and Hyundai are being given credit for opening up the “hydrogen highway” through what they’re bringing out in hydrogen-powered commercial trucks. Daimler Trucks, Kenworth, and truck engine maker Cummins are also entering the race. Fuel cell buses are another segment gaining support.

Hydrogen vehicles offer the performance and instant torque of battery electric vehicles, while providing greater range than any pure EV on the market today — which is a big deal for a trucking fleet looking to switch over from diesel. Another advantage is that refueling times are comparable to gasoline cars, another way its beating EVs — even those being juiced up through the fastest chargers. Electric pickups like Rivian’s R1T (which received a 100,000-unit order from Amazon) and what Ford and GM have in the works, will be competing with Tesla’s Cybertruck.

But for commercial trucks, hydrogen and fuel cells may be the winner; or at least the strongest competitor to diesel, gasoline, and future electric trucks.

Budweiser brewer Anheuser-Busch has started testing Nikola semi-tractor trucks in its fleet. The beer company said it plans to buy up to 800 of the hydrogen fuel cell models for its fleet of long-haul delivery vehicles. Anheuser-Busch just took the first of these tests by delivering beer from the local Anheuser-Busch brewery to the St. Louis-based Enterprise Center using only zero-emission trucks. Nikola and electric vehicle maker BYD supplied the test vehicles.

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