I’ve had a few e-mails from readers wondering what the heck is going on at ZENN Motor Co., which apparently didn’t — contrary to its own expectations — receive its first commercial EESU demonstration unit from EEStor before the end of 2009.  The company has yet to put out a press release on this (as a publicly traded company, some say it should), so here’s the response I got directly from the company’s media-relations department:

The last remaining contractual milestone between ZMC and EEStor is the third party verification of delivery of a full production quality EESU that meets certain specifications outlined in the Technology Agreement between the companies. Achievement of this milestone will be announced by ZENN Motor Company via news release to all stakeholders.

Any interim sharing of information or technology between ZMC and EEStor is confidential in nature and will not be publicly disclosed. Any announcements related to EEStor’s technology that fall outside of the contractual milestone described above are strictly within EEStor’s purview to release to the public. ZMC will only comment on EEStor’s progress once the information is made available in the public domain by EEStor.

ZMC remains focused on the development of its ZENNergy drivetrain solutions in anticipation of the successful commercialization of EEStor’s technology. ZMC continues to work with EEStor on a regular basis.

So, that’s where things stand… As Chaucer wrote more than 600 years ago, “Patience is a high virtue.” Or not. I doubt you’ll hear ZENN making any more predictions of when it will receive its first EESU. Still, given the expectations it has built up over the last two years and given that ZENN’s future rests almost entirely on the success of EEStor, the company should probably be more communicative with shareholders. At the same, shareholders need to realize that with those updates ZENN isn’t making hard promises, but merely shedding light on a schedule that — as we’ve certainly learned — is difficult to nail down.

UPDATE: StephenB makes a good point in COMMENTS by parsing ZENN’s statement. It may have received an EESU, but hasn’t announced anything yet until “third party verification of delivery of a full production quality EESU that meets certain specifications.” So, technically, ZENN may — or may not — be on track. We just don’t know.

Lithium-ion battery maker Electrovaya Inc. may finally be turning a slew of promising partnerships and MOUs over the past two years into more than just words. The Mississauga-based company ended 2009 on a positive note, announcing in its year-end results that revenue jumped roughly 50 per cent and losses shrunk from over $4 million to less than $600,000.  “Fiscal 2009 marked a turning point for Electrovaya,” said chief executive Sankar Das Gupta in a statement. “Over the course of the past year we have increased our presence in the global market for lithium ion batteries used for electrification of vehicles and for smart grid applications.” He emphasized that Electrovaya, for the first time, showed a profit in its most recent quarter 0f $549,000, what Das Gupta hailed as a “significant achievement.”

To put this into perspective, Electrovaya is still a small fry in the global battery game, pulling in less than $4 million in revenues last year. It’s also an increasingly crowded market, with players like A123, EnerDel, Advanced Lithium, Altair, Panasonic, Boston Power and a slew of others battling for electric-car supremacy. And while it has a history of touting partnerships that haven’t gone anywhere, even if just a fraction bear fruit it could elevate Electrovaya above the noise. And forget about the U.S. market, I’m talking Asia and the deals this company have brokered in India, China and Japan. Just last month it announced an MOU with India’s HEROElectric to jointly developed electric scooters and motorcycles (unlike in China, where electric bicycles are more popular, the East Indian crowd prefers scooters and motorcycles). HEROElectric controls half the market in India for two-wheelers, so it’s not such a bad partner to have. In November it signed another MOU with Japan’s Nippon Kouatsu Electric Co. to co-develop smart grid stationary battery systems based on its Lithium Ion SuperPolymer cell technology, and in late 2008 it signed an MOU with Chana International Corp., China’s third-largest automaker, to develop zero-emission electric cars. Significantly, Chana has joint ventures with Ford, Mazda and Suzuki. Electrovaya is also a partner with India’s Tata Motors as part of a joint-venture to manufacture its  batteries in Norway.

As would be expected, Electrovaya is doing a good job leveraging its own connections to India.

These are all potentially positive announcements. Problem with Electrovaya is that little is known about all these partnerships since their announcement. How is the Norway manufacturing plant progressing? Are the Chinese MOUs moving forward or have they fizzled? That the company has turned a corner by reporting profitability in its fourth quarter, and by announcing some solid revenue growth in 2009, may be a sign that some of the groundwork laid in 2008 and 2009 is beginning to pay off. Certainly a Canadian cleantech company to watch in 2010.

Azure Dynamics, formerly of Toronto but now located in Oak Park, Michigan, announced today it has received a followup order from Puralotor Courier for 200 hybrid-electric delivery trucks, on top of the 205 trucks Azure has already delivered to Canada’s largest courier service. “The order represents a catapult into 2010 and beyond,” said Azure CEO Scot Harrison. “Our volume is up, costs are down, and we’re engaging new and repeat customers who increasingly understand our value proposition.” With this order, to be delivered in 2010, about 13 per cent of Purolator’s fleet is now composed of Azure’s hybrid-electric vehicles. Azure has been on a role, recently selling another 51 hybrid-electric delivery vans to FedEx and in October signing a deal with Ford Motor to come out with a pure battery-electric shuttle van in 2010.

My Clean Break column today is a bit of an update on ZENN Motor, the potential of EEStor’s EESU, and an interesting comment about EEStor from Elon Musk, co-founder and CEO of Tesla Motors, who before becoming an entrepreneur had plans to enroll in engineering graduate studies and focus on ultracapacitors for vehicles. I also mention some interesting work on ultracapacitor materials being done at Queen’s University in Kingston, and talk about a new ultracapacitor bus operating in Shanghai that will be demonstrated Wednesday in Washington, D.C. (for another more detailed article on the ultracap bus check out this Technology Review article).

I had a chance to chat with Tesla Motors’ Elon Musk late last month about Tesla’s plans in Canada and to probe him on his own early days in Canada after arriving as a 17-year-old from South Africa. Musk, before making his way to Silicon Valley and striking it big, spent three years travelling across the Canadian west visiting relatives (his mom was born in Regina, Saskatchewan) and attending undergraduate studies in Kingston, Ontario, at Queen’s University. It was at Queen’s where he hitched up with his wife-to-be before heading off on a scholarship to study business and physics at the University of Pennsylvania. Of course, from there he went to California and founded Zip2, PayPal, Space X and finally Tesla Motors. The electric car maker recently opened a sales office in Toronto and Musk says Canada is an important market for the company, partly because the majority of the electricity comes from emission-free sources, but also because he believes electric cars appeal to Canadian sensibilities. If you’re interested in learning more, read my just published Toronto Star feature on Musk and Tesla Motors.