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A decade in the past, it was frequent to have a whole lot of press releases, auto government statements, and debates about the way forward for hydrogen-powered vehicles. Many individuals believed they had been the longer term, not battery-electric vehicles. The debates raged and raged. We wrote numerous articles on the subject.
Now, that has all however died off. (Sadly, there are nonetheless folks throwing away cash to fund silly hydrogen automobile packages.) The market has clarified what was clear to a few of us a decade in the past however definitely not clear to many others — hydrogen-powered vehicles don’t make sense, and so they can’t compete available in the market in consequence. There are a number of large causes for this, however there’s actually no have to get into that any extra. Or, effectively, nearly no want. (See story linked above.)
That mentioned, there are nonetheless a whole lot of discussions, trials, and automobile improvement packages for hydrogen-powered vehicles. A number of articles and feedback from a few weeks in the past introduced me to consider this and stimulated the query within the headline. Will hydrogen gasoline cell vehicles simply find yourself following the hydrogen automobile storyline and find yourself a failed business in 5 to 10 years?
There have been arguments for why hydrogen-powered vehicles ought to be aggressive, and explanation why battery-electric vehicles are an even bigger problem than battery-electric vehicles — particularly on very long-distance routes. Nonetheless, battery expertise retains enhancing quickly, and options for battery-electric vehicles are clear. In the meantime, hydrogen automobile nonetheless face some severe challenges. In idea, hydrogen can compete. However in observe, available in the market, do hydrogen vehicles actually stand any probability?
If battery prices hold coming down — as anticipated — and correct charging hubs for heavy-duty electrical autos get developed, battery-electric vehicles appear set to win the day. They are going to be profit from being straightforward, established applied sciences whose cousins have hit the mass market on the passenger automobile gross sales — and there’s all method of shared provide chains, restore networks, charging infrastructure, and human familiarity that present a lift in that case. In the meantime, the hydrogen provide chain? Hydrogen leakage issues? Transport hydrogen around the globe? The excessive price of hydrogen powertrains? The smaller and smaller window of entry as battery-electric vehicles scale up? The restricted hydrogen fueling business and infrastructure? It’s straightforward to see a path for battery-electric vehicles. It’s getting more durable to see one for hydrogen-powered vehicles. (In fact, some scientists, analysts, and consultants have been saying this all alongside.)

This yr, I’ve been reporting on the explosion in BYD electrical truck gross sales. See “BYD Electrical Truck Gross sales Up 1,195%” for the most recent report. BYD is now promoting hundreds of battery-electric vehicles a month. Corporations are shopping for them for clear causes, and so they hold shopping for them — increasingly more. Apparently, they already make a whole lot of sense. Then there are legacy truck makers — from Volvo to Daimler — which can be getting severe about battery-electric vehicles. I’m sensing a pattern, and it feels rather a lot just like the pattern towards battery-electric vehicles that picked up steam (er, electrons) a decade in the past. We’ll see the place issues go.
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