Another Nikola truck has caught on fire in Phoenix today. It is the 4th fire incident involving Nikola trucks in just a few months – yet the company insists they are safe to drive.
In June, the Phoenix fire department confirmed that five Nikola semi-trucks caught on fire at its headquarters.
The situation was quite strange as the company was quick to tell the public it believed “foul play” was involved in the fire, but it didn’t have a lot of evidence to back the claim. It only mentioned that a vehicle was spotted on the scene prior to the fire.
We were suspicious of the situation as we learned from inside sources that Nikola had a major battery defect in the modules produced by Romeo, a battery supplier it acquired last year.
Last month, Nikola ended up recalling all 209 BEV trucks that it had produced over a battery defect.
At the time, the company refused to completely walk away from its claim of “foul play”, but it claimed that a coolant leak was “the probable cause of the truck fire” without being completely sure.
At the same time, the company disclosed a second battery fire incident.
Earlier this week, another Nikola truck fire was reported by Arizona Lithium at their facility in Tempe.
Now, a fourth fire incident happened today. This time it was again at Nikola’s HQ in Phoenix.
Neighbors of the facility contacted City Dwellers to tell us that a Nikola truck was visibly on fire at the facility.
We contacted Nikola about the incident, and the company released this statement that downplayed the incident as involving an “engineering validation battery-electric truck“:
On Friday September 8 at approximately 8:30 am, there was a thermal incident with one engineering validation battery-electric truck near Nikola’s Phoenix headquarters. No one was injured. This pre-production truck was outside and undergoing battery fire investigation and testing. We thank the Phoenix first responders for their quick action. We will share more information as we learn more.
If our count is accurate, that’s now 4 separate fire incidents involving Nikola trucks in as many months and 8 trucks in total being involved.
That’s quite a problem when there are only about 200 vehicles on the road.
Nikola’s stock was down by as much as 15% today following the news. It now trades under $1.00 a share.
City Dwellers’s Take
If you have been following me on X, you might know that I predicted that this is likely the end of Nikola.
The only way I saw them surviving this is if they would handle the recall perfectly and it looks like it is far from the case.
The recall notice asks owners to leave the car outside to “get better connectivity for over-the-air updates” and not because the vehicles are at risk of catching on fire:
This is ridiculous. The recall documents on NHTSA’s website haven’t been updated since the last two incidents.
I hope the agency is all over this because, to me, it looks like Nikola is more concerned with its plunging stock price than with the safety concerns that come with its trucks catching on fire.
Finally, I hope this is clear to the market that this is not an indication that zero-emission trucks don’t work. It’s just an example of a terribly managed company.
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