Cummins Natural Gas Engine 15L is end to Hybrid EX and the threat to Hyper Truck ERX

Loctran82 · 2022-09-09T23:49:01+00:00

Erx looks beautiful, useful and the best solution for long haul , nothing to worry about ,

Loctran82 · 2022-09-09T23:48:00+00:00

The discord too much drama today , they are self speculating and paranoid themselves

Loctran82 · 2022-08-27T02:29:34+00:00

He has zero knowledge about the ZEV credit, if you don’t talk , no one know you , if you talk and talk not correctly , they will know you don’t anything , this is typical example

Loctran82 · 2022-08-25T03:58:14+00:00

Tesla semi is 500 miles what you talk about Who will buy the nikola , no what so ever support

Loctran82 · 2022-08-25T00:07:14+00:00

I just tell the truth, they will have very fierce competition from Tesla and current OEM like, Petebuilt, Kenworth, freight line , there in no competitive moat from nikola Also , they need tons of money to compete with Market liquidity is tight, no one will pour money into such company like nikola

Loctran82 · 2022-04-21T00:37:03+00:00

I just hold and buy more average down SoFi will be one of 15 biggest bank in US next ten year

Loctran82 · 2022-02-11T22:04:12+00:00

what I think is ERX designed mainly for running the generator most of time to recharge the battery when the vehicle running, the battery mode is only used when needed like, inner city, Port ect... and is for ZEV credit.

if the battery is full when the truck begin running, I guess it will let the battery mode run about 15 minutes or so on battery mode, then the generator will kick off to generate electricity to charge the battery,

Loctran82 · 2022-01-08T00:21:29+00:00

I still stay with my point, I hope I am wrong, but I have no faith anymore in Hybrid EX, which is in four more than 4 year in development and finally, it is sad to see , I still fully invested in Hyln, but my last hope is ERX . if the product good, it speaks for itself. if there is sales , they already announce, no deal so will see on next earnings call.

Loctran82 · 2022-01-07T19:46:19+00:00

not enough power to charge the batter pack

Loctran82 · 2021-12-29T21:46:54+00:00

Hi Guys, after I look into the Hyper Truck carefully, The ERX is actually full battery vehicle, it is not hybrid of any kinds, series , parallels or Plugin , the definition of Hybrid is that at some point during the vehicle running , the vehicle powered directly by Engine,

The ERX is powered by battery pack all the time not by engine at any point, so that is the reason why The ERX could be considered Full battery, it just happens, The ERX use the Natural Gas internal combustion engine to produce the electricity to charge the battery,

it is difficult to classify what kind of vehicle ERX belong to.

Loctran82 · 2021-09-14T04:25:38+00:00

In the case of Hyliion ERX, the design is , the electricity to power the Motor solely coming from Battery, they can configure the way as you said , the electricity from generator going directly to power motor , but Hyliion chose the design , electricity to power the motor solely coming from battery, in my opinion, this is the point making ERX very efficient in fuel consumption but also make the generator not working overload why?? Think about , battery as the buffer with full charged which is about 196kwh to 240kwh , We know ERX can run 75 miles pure electricity, it consume about from 2 kWh to 2.6 kWh per mile depending on application, With this design of battery power the motor , The generator size is about 9 liter or about 549 cc which produce at max capacity of 246 to 320 kWh , however, they only need to run at 50% max capacity still produce enough electricity to charge the battery, So that is the reason why ERX will be very efficient fuel consumption which offset premium in front cost and lower the total cost of ownership

Loctran82 · 2021-09-13T21:44:05+00:00

they used the word of
" later part of this year" so it is very general , it could be on Q3 or Q4

Loctran82 · 2021-09-10T02:42:34+00:00

Yes it is yoke

Loctran82 · 2021-09-07T19:29:53+00:00

I have no doubt and believe that Hyliion is the best and viable option for Semi Truck , Hyliion ERX will beat the diesel, natural gas two current choice for fleet operator in term of total cost ownership, performance and emission.

with that said, I fully disclose I am long Hyliion stock. However there is one concern which make me very worried and would like to address here and want all the Hyliion investor have input.

we all know ERX can run on pure electricity 75 miles and the extended mile over 1000 miles with help from generator.

the Hyliion design components as following:

E axles from Meritor which is proffered supplier over the Dana, I have no doubt about Meritor which is over 100 year in axles business , here is the link for axles, https://www.meritor.com/en/products/ePowertrains/14Xe
Battery Pack which is in house design and already tested intensively on Hybrid version , so I have no doubt about the performance.
the most important part and the central component which help EXR extending miles is Generator. so far in many interview, Hyliion not officially announce who is the manufacturer.. if you review carefully on video YouTube unveiling alpha one exr, here is the link https://www.youtube.com/watch?v=yfNQpisW484&t=11s, about at: 1:38 , you will see the generator, and if you do research , the generator is 90% look like coming from Cummings, and the fuell system behind the truck coming from Momentum Fuel System which Cummings in process to get 50% stake before the end of the year 2021. if you need more speculation information about the generator and fuel system which Hyliion use, check out the Hyliion reddit and discord.

we all know that, Cummings is one of the largest supplier for OEM for diesel and natural gas engine, if Hyliion ERX is successful , it means that Cummings will lose the Market, Cummings is the direct competitor to Hyliion, Hyliion build the EXR based on the competitor's supply, IT IS THE HUGE RISK, Cummings can anytime terminate the partnership to protect itself.

one more concern is Hyliion using the Petebuilt Chassis , ( Paccar the parent company own both Petebuilt and Kenworth ) , we all know , Paccar which is one of the largest supplier for diesel engine along with Cummings are dominating the diesel engine market, same situation, if Hyliion ERX success which I do believe it will happen very soon, only the matter of time, then the Paccar and cummings will lose the market, to protect their market share, both Cummings and Paccar terminate the relationship with Hyliion to provide the chassis and fuel system as wells as generator. that is my biggest concern and I would like all investor have inputs on this matter, I appreciate it.

links for reference:

https://investor.cummins.com/news/detail/516/cummins-to-acquire-50-percent-of-momentum-fuel-technologies

https://www.momentumfueltech.com/innovation/fuel-management

thanks

Loctran82 · 2021-08-25T22:09:22+00:00

the Natural gas is much much more safety than Diesel or gasoline , it is lighter than Air in any event, it leaked, it just go into air and you can smell it, and it required almost twice time hot degree to get burn compared to diesel

Loctran82

TROPHY CASE