Bill Peterson : Okay. Yeah. No, thanks for that additional context. There’s, it looks like there’s just a lot less information in your release as well as presentation versus prior as it relates to the energy business. And I know you have a new head of this so maybe we’ll get more information as we move forward. But I wanted to kind of check in at some of the milestones. I mean, you had a, you talked about a partnership with Volterra with some aid stations, first station was supposed to be coming online here by the end of this year. FII, and of course, you acquired the Hydrogen Hub, kind of like to get an understanding of how what maybe that’s waiting for 45V tax credit clarity, but try to get an update there as well. And then I think you’re supposed to deploy nine mobile refuelers in California by the end of 23.
So like to try to get a sense of where these projects are, maybe what they’re waiting on, and then provide some context and color around investing where it makes sense. But just where do we stand?
Steve Girsky : Yeah, so just to be clear. When you think about this model, you got customers, you got energy, and you got a truck. And at any one point, somebody’s going to be ahead and somebody’s going to be behind. And to be very efficient, you need to keep those as close as you can. So we’re in a case where if the truck has got supply chain issues, we don’t want to get it over our skis on getting stations and fuelers and things like that in place. So given the assumptions we made, we don’t need nine mobile fuelers in California this year, we need something less. And frankly, we were using 300-mile assumption on truck driving every day and early drivers are doing about 170 is what we’re seeing. So that also enables us to use less here.
So I — and there’s opportunities if we want to be capital efficient to use other people’s sites. So again, this is about just satisfying the customer is number one here, being capital efficient is number two here. So that’s sort of where we’re going.
Bill Peterson : Okay, yeah, no, thanks for that. If I sneak in one more, it’s kind of related to the question on supply chain. So on the fuel cells issue, can you expand more on the supply chain issues? Is this on the battery side? I know you heard your supplier is going through bankruptcy. Are you able to get sufficient tax volumes at this point? And then you’ve talked about a third player for BEV, is that the same supplier for fuel cell or is that a different supplier? And if so can this can the fuel cell truck utilize that to given apparently as a better cost structure?
Steve Girsky : So we’re not talking about the BEV supplier yet, it’s premature to talk about that, I’m sure it’ll come out when it comes out. On the supply chain front, the battery supplier is going through normal launch issues. I wouldn’t describe their launch issues as any different than any other. But there are other suppliers out there that launching new technology that are creating hiccups, nothing insurmountable. It’s just about they’re going through their launches, we’re going through ours. You’ve got new technology launching in a number of different places. And that’s basically all it is. Nothing insurmountable things are moving ahead. They’re not moving at the pace we want them to be, but they are moving ahead.
Stasy Pasterick : If I can just add to that quickly, seeing kind of the supply chain challenges was a bad launch. While we do have challenges on the fuel cell side, it’s significantly better, I think, comparatively, because we’ve learned a lot, our supply chain base is a lot more stable. And also we’re learn to get ahead of issue. So a lot of the things right, we’re kind of running in parallel paths and looking at alternatives as we anticipate those issues coming up.
Bill Peterson : Okay, makes sense. Thanks. Thanks for the insights.
Stasy Pasterick : Thank you.
Operator: Our next question is from Tyler DiMatteo with BTIG. Please proceed.
Tyler DiMatteo : Yeah. Good morning, everyone. Thanks for taking the questions up. Steve, I wanted to follow up on the comments related to some of your assumptions and the fuel cell in Southern California. What are some of that initial feedback been and the interplay with regards to the fuel cell truck, that third party mobile fuel or your mobile fuel? Can you add a little more color related to that, please?
Steve Girsky : So we’ve been running demos in California, I think we’ve done over 6,000 miles in demos who got 98% uptime. We’re fueling it our spots and other people’s spots to get fuel into these demos. Most of our demos right now are focused on Southern California. We will start demoing and the North CBD but probably in the next quarter or so. We’ll start demoing in the north, maybe first quarter, something like that. And that’s, I think that’s, I don’t know, anything else, anything else you — I think that’s covers it.
Tyler DiMatteo : Okay, great. And then I want to follow up on your comments related to the sales network with regards to your internal sales team as well as maybe the dealer’s sales team. Can you just provide a bit more color in terms of how you’re thinking about utilizing the both of those together to really go to market and source more orders?
Steve Girsky : Yeah, so this selling new technology to an old industry is complicated. And we need to educate the dealers and we need to educate the customers and having our own team on the ground, supplementing the dealers I think is super helpful here. California is a great state with a tremendous amount of opportunity for us. So it’s a pretty tricky to navigate these vouchers, the whole voucher system. And frankly, a lot of the voucher stuff is targeted towards smaller fleets, which is a prime target for us.
Tyler DiMatteo : Okay, great. Thank you for the time guys really appreciate it. I’ll turn it back to the queue.
Stasy Pasterick : Thank you.
Operator: Our next question is from Mike Shlisky with D.A. Davidson. Please proceed.
Mike Shlisky: Good morning, and thanks for taking my questions. Wanted to first touch on the non-binding orders had mentioned 277 as of as of today. Can you refresh my memory, what has to happen to make those into binding orders? Do you have to go through a test one or two first? Or is it infrastructure being built in the vicinity of those leases? Or is there something else?
Steve Girsky : Stasy?
