TravelCenters of America and Nikola plan California hydrogen stations

Exploring a network

The latest move in that direction is a collaboration with TA, the largest publicly traded operator and franchisor of full-service travel centers in the United States. It has 270 locations in 44 states and Canada.

As a first step in exploring mutual development of a hydrogen station network, Nikola and TA will collaborate to install public hydrogen fueling stations for heavy-duty trucks at two existing TA-Petro sites in and around greater Los Angeles and north through California’s Central Valley. The stations would target opening in the first quarter of 2023.

It is not a done deal. Nikola has seen several planned collaborations fall apart — notably a tie-up with General Motors (NYSE: GM) in which the automaker would have taken an 11% stake in the company. 

Nikola has long talked about a network of 700 hydrogen in the U.S. and Canada to support its Class 8 fuel cell electric trucks scheduled for production in 2023.  

“Our collaboration in Southern California will form a basis for building an expanded network of hydrogen fueling stations for Nikola vehicle customers and for industry use overall,” Koziner said in a press release. “This collaboration forms an essential part in delivering the hydrogen-based ecosystem required to advance zero-emission solutions for commercial trucks.”

Cutting other deals

Nikola recently cut a deal with an Arizona utility to buy discounted electricity it would use to make hydrogen by splitting hydrogen and oxygen molecules — an electricity-intensive process. Nikola expects its first public hydrogen station to be open by the end of the year. 

Russell describes the buildout of the hydrogen station network in station pairs along repeatable routes that fleets travel. Nikola’s business plan is to lease a fuel cell truck, along with maintenance and fuel, to a customer for seven years.

The interest in hydrogen as a long-haul trucking fuel is gaining momentum as one of several zero-emission technologies to reduce planet-warming greenhouse gas emissions. 

Last week, Nikola said it would collaborate with its European manufacturing joint venture partner IVECO and German transmission system operator OGE to distribute hydrogen via a 745-mile network of natural gas pipelines in Europe.

Hydrogen is a part of the transportation industry’s transition to zero-emission trucking, TA CEO Jon Pertchik said. The company has established a new business unit called eTA to deliver sustainable and alternative energy to the marketplace.  

“Now is the optimal time to sharpen our focus on sustainability, particularly in light of the Biden administration’s infrastructure plan,” he said. “This is a pivotal moment in our company’s 50-year history, and we believe that the actions we are taking today will support the next 50 years of profitable growth at TA.”  

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