Hydrogen Fuel Cell

From Hydrogen Hope To EV Reality: How Hype’s Subsidy Bubble Burst

Hype, once celebrated as a poster child for hydrogen mobility in Europe, has abandoned hydrogen as its primary fuel source, and has pivoted to solely electric vehicles for taxis. This pivot should not surprise anyone who has been closely tracking the consistent and inevitable collapse of hydrogen-powered transportation ventures around … [continued]

From Austria to California: Why Hydrogen Fuel Stations Aren’t Breaking Even

Austria’s recent announcement that it would shutter its entire network of hydrogen fueling stations caught many industry observers off guard. But for those closely tracking the economics, Austria’s exit wasn’t surprising at all. The stations faced persistently low vehicle numbers, low throughput, and mounting operating losses. This stark withdrawal illustrates … [continued]

Perpetual Hydrogen Money Loser FuelCell Energy, Like Ballard, Pivoted From Batteries

How can a company never make a profit for over 50 years and still be around? How can it still find investors? FuelCell Energy is that company, and its continuing existence, like that of other perpetual money losing hydrogen fuel cell firms Ballard Power and Plug Power, is deeply perplexing. … [continued]

It’s Against The Law In Canada To Call Hydrogen Buses Zero Emissions

In the middle of 2024, I documented the remarkable disappearance of claims of environmental virtue from the websites and social media of Canadian oil and gas companies and the lobbying groups they employed. Overnight, the degree of factual accuracy on their public sites went up by a remarkable amount. Why? … [continued]

Agenda Of Canadian CUTA Transit Conference Shows They Have Hydrogen On Brain Too

Globally, there are almost 700,000 battery electric buses in operation and perhaps 6,000 hydrogen buses. In Europe in 2023, about 6,400 new battery electric buses were registered vs. about 140 hydrogen buses. As I noted recently, there have are more hydrogen bus trials that have been abandoned than operational hydrogen … [continued]

How Many Things Can A Bus Transit Study Get Wrong?

Recently, I had the opportunity to sit down with Michael Raynor, formerly a managing director of sustainability and thought leadership for Deloitte and author of multiple books on innovation and strategy. We talked about not only an innovative approach to addressing Scope 3 emissions Raynor has developed, but also an … [continued]