Alstom

Chatgpt generated realistic landscape industrial strategy image of a boardroom table covered with rail diagrams, cost models, battery packs, fuel cell schematics

Cummins, Alstom, and the Long Tail of Hydrogen Mistakes

Both Cummins and Alstom lost with hydrogen, but they lost in different ways, and that difference matters. Cummins spread capital and management attention across a broad set of hydrogen pathways, including fuel cells and electrolyzers, then ran into the market reality that hydrogen demand for energy applications was weaker, slower, … [continued]

ChatGPT generated image of an abandoned Alstom hydrogen train sitting on a side track in a depot

Alstom’s Hydrogen Retreat Marks A Turning Point For European Rail

Alstom’s announcement that it is pausing further development of hydrogen trains has landed with the weight of a company that has been at the center of Europe’s rail innovation story for decades. The firm will still complete existing hydrogen train orders, but R&D work has been halted after France withdrew … [continued]

ChatGPT generated panoramic image of idle Alstom hydrogen trains in a rail yard, weathered with cobwebs and dirt, symbolizing the decline of fuel cell transport

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]

Alstom Buys Bombardier

Alstom, a major French rolling stock manufacturer, recently completed its acquisition of Bombardier Transportation. Alstom integrated Bombardier Transportation while levering its Alstom In Motion strategy and says that it hopes to strengthen its leadership in the growing sustainable mobility market. It plans to reach a critical size in markets all … [continued]