Hyzon Motors has begun shipping hydrogen fuel cell trucks to customers – 
TechCrunch 
https://www.google.com/amp/s/techcrunch.com/2021/08/11/hyzon-motors-has-begun-shipping-hydrogen-fuel-cell-trucks-to-customers/amp/
Interesting startup



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On Sunday, August 15, 2021, 2:58 AM, EVDL Administrator via EV 
<ev@lists.evdl.org> wrote:

I'm not an expert, just a longtime EV follower, but I think that when it 
comes to road vehicles, hydrogen had its chance and missed it. 

In 2001, the limitation on EVs was, and always had been, the battery.  In 
1999, the GM EV1 had had a 26kWh NiMH battery, and the Nissan Altra EV had 
had a 32 kWh lithium ion battery - more than respectable for the time.  But 
NiMH was artificially locked out of real world EVs, and both types were 
hideously expensive.  For all intents and purposes, in 2001 EV batteries 
were still lead. A typical conversion carried maybe 12kWh of usable 
capacity.

Who here would have guessed then that 20 years hence we'd have production 
EVs at all, much less production EVs with batteries in the 50-100kWh 
capacity range?  Who would have thought that 150kW public charging would 
start to appear on main highways, potentially charging a 50kWh battery in 20 
minutes?

In 2001, Toyota, Honda, Nissan, and Hyundai all had concept and/or 
demonstration FCEVs running.  The feeble BEV range of the time opened a 
window of opportunity for them.

Honda was the first to US market (California lease only) with the FCX 
Clarity in 2008.  Between 2008 and 2015, they leased all of 48.  (They now 
have another on offer, but again only in California, for reasons that will 
become clear in a moment.)

After what they did with getting the Prius to market, you'd think that if 
anyone could make FCEVs a success, it would be Toyota.  

Toyota put the Mirai FCEV on US offer in 2015 (exactly 6 years ago to the 
day, in fact).  It had a fairly impressive per-fillup range of 312 miles.  

Unfortunately, that hydrogen fillup cost about $85.  And since hydrogen was 
nigh onto unavailable anywhere but in California (even today only 17 other 
states have *any* H2 stations), that was the only state where you could buy 
one -  or drive one.

That same year, 2015, you could buy a Tesla Model S 85D with 260+ miles of 
range and fill it up at any supercharger in any state.  The S cost more than 
the Mirai did, but the cost of "free" supercharger use for as long as you 
owned it was still built into the price of the car.

2016 Sales

Toyota Mirai: 1,034
Tesla Model S: 29,421

Now why do you suppose Tesla sold over 28 times as many in 2016?

I have serious reservations about any automaker developing its own fueling 
infrastructure, but the fact is that Tesla built superchargers by the dozens 
and hundreds.  How many hydrogen filling stations did Toyota build?  

EVs are a HUGE change in vehicle culture.  Public charging for them is a 
HUGE investment in infrastructure.

The reality of capitalism is that it resists such changes with all its 
might.  Thus it's almost a miracle that we've seen BEVs become more or less 
mainstream, at least in Europe.  

A change like that doesn't come along often.  TWO of each - BEVs and FCEVs, 
charging service and hydrogen fuel service - just aren't bloody likely to 
develop in one generation, let alone in a decade or two.  

BEV public charging is growing fast, and its power is too.  BEVs are now 
practical for many drivers, sometimes as an only vehicle.

Hydrogen fueling is barely growing at all.  FCEVs still aren't practical 
transportation for anyone outside of a limited region in California.  

BEVs have all the momentum, and I just don't see that changing.

Twenty years ago, FCEVs *could* have succeeded, if the manufacturers had 
really wanted them to.  But they didn't, so FCEVs missed the road vehicle 
alt-fuel train.  I could be wrong, but I don't think there'll be another.  

David Roden, EVDL moderator & general lackey

To reach me, don't reply to this message; I won't get it.  Use my 
offlist address here : http://evdl.org/help/index.html#supt

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                        -- Vern, "Over the Hedge" 

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