Truck Talk: Risky business edition

Welcome back to Truck Talk. This week, we look behind the numbers at recent SPAC financial reports, including a potentially long wait for some Nikola fuel cell truck customers. Also, who reigns supreme in engine-making, Xos mobile energy refueling and more.

Behind the numbers

As young companies begin public trading once their sponsors recede to the background, investors begin to see how aligned their projections of success are with reality. Losses, sometimes really big red numbers in net and...

https://www.freightwaves.com/news/truck-talk-risky-business-edition

Transmission: Seat shortage bigger problem than chip constraint

Here’s what’s cookin’ today in Transmission:

  • Winter Storm Uri causes seat shortage
  • The future of EVs: Solid-state batteries
  • Industry news

Winter Storm Uri causes seat shortage

The United States’ infrastructure was put to the test recently when Winter Storm Uri passed through the lower half of the country. Millions of people in Texas were without power for days as the state struggled with the low temperatures. Natural gas production dropped significantly and chip production with it. Petrochemical...

https://s29755.pcdn.co/news/transmission-seat-shortage-bigger-problem-than-chip-constraint

GSCW chat recap: Circular economy for EV batteries

This fireside chat recap is from Day 5 of FreightWaves Global Supply Chain Week. Day 5 focuses on energy, mining and chemicals.

FIRESIDE CHAT TOPIC: Creating a circular economy for electric vehicle batteries with blockchain

DETAILS: Lauren Roman and Patrick Duffy discuss the importance of recycling electric vehicle batteries and how blockchain technology can help make data more visible as batteries move through the supply chain.

SPEAKER: Roman, business development director, metals and minerals...

https://s29755.pcdn.co/news/gscw-chat-recap:-circular-economy-for-ev-batteries

Analysts: Tesla Semi a ‘distraction’

Few doubt that Tesla (TSLA) has deep pockets, but some wonder whether the electric vehicle company should bite the bullet and abandon one of its most highly anticipated but long delayed product offerings: the futuristic Tesla Semi truck.

“Tesla should drop or spin off its Semi efforts to someone else,” said Michael Ramsey, a vice president and automotive analyst with Gartner. “It’s a different business and a distraction.”

That assessment was echoed by Sam Abuelsamid, a research analyst leading Gui...

https://s29755.pcdn.co/news/analysts-tesla-semi-a-distraction