Read on Twitter
[THREAD] 
DEBUNKING NIKOLA
POWER & ENERGY
Nikola claims it will take surplus renewable energy when it's available & cheap to make hydrogen & dispense it on-demand to its hydrogen fuel cell trucks, thus energy costs will be cheaper than on-demand charging of BEVs. $NKLA
DEBUNKING NIKOLA POWER & ENERGYNikola claims it will take surplus renewable energy when it's available & cheap to make hydrogen & dispense it on-demand to its hydrogen fuel cell trucks, thus energy costs will be cheaper than on-demand charging of BEVs. $NKLA
2/8
From Nikola's SEC filings & Nel ASA's website:
Electrolyzer = Nel model A485
Hydrogen max. prod. rate = 485 Nm³/h
Hydrogen density = 0.08988 kg/Nm³
Hydrogen prod. energy = 61.2 kWh/kg
Hydrogen range efficiency = 7.5 miles/kg
$NKLA
From Nikola's SEC filings & Nel ASA's website:
Electrolyzer = Nel model A485Hydrogen max. prod. rate = 485 Nm³/hHydrogen density = 0.08988 kg/Nm³Hydrogen prod. energy = 61.2 kWh/kgHydrogen range efficiency = 7.5 miles/kg$NKLA
3/8
485 Nm³/h × 0.08988 kg/Nm³ = 43.6 kg/h or 1 ton/day
i.e. all 8 electrolyzers in Nikola's 8-ton per day fueling stations have to operate at max. output 24h a day, 365 days a year
No margin to do "buffering" or not enough hydrogen gets produced to fuel the trucks. $NKLA
485 Nm³/h × 0.08988 kg/Nm³ = 43.6 kg/h or 1 ton/day
i.e. all 8 electrolyzers in Nikola's 8-ton per day fueling stations have to operate at max. output 24h a day, 365 days a year
No margin to do "buffering" or not enough hydrogen gets produced to fuel the trucks. $NKLA
4/8
43.6 kg/h × 61.2 kWh/kg = 2,668 kW
i.e. each electrolyzer has to draw 2,668 kW of power, 24h a day, 365 days a year, to be able to produce 1 ton of hydrogen per day
If Nikola wants to do some "buffering" it needs to add buffer-electrolyzers at $1 million each. $NKLA
43.6 kg/h × 61.2 kWh/kg = 2,668 kW
i.e. each electrolyzer has to draw 2,668 kW of power, 24h a day, 365 days a year, to be able to produce 1 ton of hydrogen per day
If Nikola wants to do some "buffering" it needs to add buffer-electrolyzers at $1 million each. $NKLA
5/8
400 miles ÷ 7.5 miles/kg = 53.3 kg of hydrogen
53.3 kg ÷ 43.6 kg/h = 1 h 13 min.
i.e. one electrolyzer has to operate for 1 h 13 min. to produce enough hydrogen to give a Nikola truck 400 miles of range. $NKLA
400 miles ÷ 7.5 miles/kg = 53.3 kg of hydrogen
53.3 kg ÷ 43.6 kg/h = 1 h 13 min.
i.e. one electrolyzer has to operate for 1 h 13 min. to produce enough hydrogen to give a Nikola truck 400 miles of range. $NKLA
6/8
From Tesla's Semi website:
Range = 500 miles
Efficiency = less than 2 kWh/mile
Charging = 400 miles in 30 minutes
$NKLA
From Tesla's Semi website:
Range = 500 milesEfficiency = less than 2 kWh/mileCharging = 400 miles in 30 minutes$NKLA
7/8
400 miles × 2 kWh/mile = 800 kWh
800 kWh ÷ 0.5 h = 1,600 kW
i.e. Tesla Megacharger has to draw 1,600 kW of power for 30 minutes to give a Tesla Semi 400 miles of range. $NKLA
400 miles × 2 kWh/mile = 800 kWh
800 kWh ÷ 0.5 h = 1,600 kW
i.e. Tesla Megacharger has to draw 1,600 kW of power for 30 minutes to give a Tesla Semi 400 miles of range. $NKLA
