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v3.26.1

Derivative Instruments and Hedging Activities | 6 Months Ended
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Jun. 30, 2026
Derivative Instruments and Hedging Activities Disclosure [Abstract] |
Derivative Instruments and Hedging Activities | Note 6—Derivative Instruments and Hedging Activities In October 2018, the Company executed two commodity swap contracts with TotalEnergies Gas & Power North America, an affiliate of TotalEnergies, for a total of 5.0 million diesel gallons annually from April 1, 2019 to September 30, 2024. These commodity swap contracts are used to manage diesel price fluctuation risks related to the natural gas fuel supply commitments the Company makes in its fueling agreements with fleet operators who participate in the Company’s truck financing program. These contracts are not designated as accounting hedges and as a result, changes in the fair value of these derivative instruments are recognized in “Product revenue” as of June 30, 2026, in the accompanying condensed consolidated statements of operations. The Company has entered into fueling agreements with fleet operators under the Company’s truck financing program. Certain of these fueling agreements contain a pricing feature indexed to diesel, which the Company determined to be an embedded derivative and is recorded at fair value at the time of execution, with the changes in fair value of the embedded derivative recognized in “Product revenue” in the accompanying condensed consolidated statements of operations. These contracts expire on various dates, with the latest expiration date being March 2028. Embedded derivatives as of December 31, 2025 consisted of the following (in thousands): ​
​ | ​ | ​ | ​ | ​ | ​ | ​
​ | ​ | Gross Amounts | ​ | Net Amount
​ | ​ ​ ​ | Recognized | ​ ​ ​ | Presented
Assets: |  | ​ | ​ |  | ​ | ​
Fueling agreements: | ​ | ​ | ​ | ​ | ​ | ​
Prepaid expenses and other current assets | ​ | $ | 466 | ​ | $ | 466
Notes receivable and other long-term assets, net | ​ | ​ | 491 | ​ | ​ | 491
Total derivative assets | ​ | $ | 957 | ​ | $ | 957
​ Embedded derivatives as of June 30, 2026 consisted of the following (in thousands): ​
​ | ​ | ​ | ​ | ​ | ​ | ​
​ | ​ | Gross Amounts | ​ | Net Amount
​ | ​ ​ ​ | Recognized | ​ ​ ​ | Presented
Assets: |  | ​ | ​ |  | ​ | ​
Fueling agreements: | ​ | ​ | ​ | ​ | ​ | ​
Prepaid expenses and other current assets | ​ | $ | 799 | ​ | $ | 799
Notes receivable and other long-term assets, net | ​ | ​ | 527 | ​ | ​ | 527
Total derivative assets | ​ | $ | 1,326 | ​ | $ | 1,326
​ ​

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