fuel cell

Hydrogen Freight Fizzles As Batteries Take Over Global Trucking

The debate over whether hydrogen or batteries will dominate freight trucking has been settled by the market, not by opinion. The BloombergNEF 2025 Factbook on zero emission commercial vehicles released September 18th provides another clear set of signals that the argument for hydrogen in road freight is collapsing. Almost 90,000 … [continued]

From Hype to Shutdown: Europe’s Hydrogen Refueling Network Shrinks

Austria has quietly joined the list of countries that have stepped away from hydrogen as a transportation fuel. In April 2025 OMV, the Austrian oil and gas major that had operated all of the country’s public hydrogen refueling stations, announced that it would be shutting them down by September. There … [continued]

Battery Electric Rise, Hydrogen Falters: Lessons From South Korea

In 2019, South Korea announced a program that was meant to make the country a global leader in hydrogen transportation. The government declared that all 802 police buses then in service would be replaced with hydrogen fuel cell models by 2028. These were not ordinary buses. They were national security … [continued]

Platinum Demand Scenarios Show Hydrogen’s Fatal Constraint

Hydrogen advocates have a habit of ignoring the obvious constraint sitting at the core of their preferred technology. They speak of cost declines, of economies of scale, and of green hydrogen pipelines, but rarely acknowledge that the chemistry of proton exchange membrane fuel cells depends on a scarce and irreplaceable … [continued]

Hydrogen Mobility vs. Platinum Reality

Alstom’s hydrogen train experiment has hit the buffers again, with operators in Germany reverting to diesel because replacement fuel cells are not available. Only four of the 14 Coradia trains Lower Saxony purchased are in operation. It is tempting to dismiss this as a simple supply chain hiccup, but the … [continued]

ICCT’s Hydrogen Assessments Remain Flawed & They Need To Fix Themselves

The International Council on Clean Transportation (ICCT) has released yet another report assessing road vehicle decarbonization in Europe, and once again, the analysis systematically misses the mark on hydrogen. The ICCT’s latest lifecycle assessment (LCA) positions hydrogen fuel cell electric vehicles (FCEVs) as a climate-friendly alternative, offering competitive emissions profiles … [continued]

Stellantis Joins Growing List Of Hydrogen Mobility Retreats

Stellantis, one of the world’s five largest automakers and a proponent of hydrogen fuel cell electric vehicles for light commercial vehicles, has now formally signaled a retreat from its hydrogen ambitions. This pivot away from hydrogen-powered transportation represents yet another confirmation of the longstanding challenges faced by hydrogen in mobility … [continued]

Hydrogen Isn’t The Answer: 0.7-1.5 Billion Tons CO2e Would Make It A Climate Liability

Hydrogen is often presented as the clean-energy solution capable of decarbonizing the trickiest sectors, including heavy industry, aviation, maritime shipping, and long-haul trucking. Yet, a growing body of evidence makes it clear that a hydrogen economy, at scale, would deliver a major setback to global climate goals rather than helping … [continued]

Hydrogen’s Harsh Reality: Plug Power, Ballard, and FuelCell Near the End?

Plug Power’s stock has dipped into dangerous territory, trading below the critical $1 threshold required by Nasdaq, signaling yet another existential crisis for the firm. This isn’t the first time Plug has flirted with financial oblivion, of course; the company executed a 1-for-10 reverse stock split back in 2011 to … [continued]

Hydrogen vs. Battery Buses: A European Transit Reality Check

Two more hydrogen bus trial failures crossed my screen this morning, so I thought I’d share. Both are in Europe, but while one is in the capital of the EU, the other is across the Channel in the heart of the United Kingdom’s oil and gas industry. While I’m at … [continued]