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Joined 11 months ago
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Cake day: July 1st, 2023

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  • The short version is: Because people are making and buying the batteries. Hydrogen has failed to scale.

    They’ve been ripping hydrogen stations out in the UK, Norway, California. Hydrogen may as well be Betamax or HD-DVD at this point.

    Edit: I’ll be quite happy if I’m wrong. I would love to see more widespread decarbonisation assuming the hydrogen wasn’t blue.


  • It’s why I don’t see ammonia being used outside of shipping.

    Scale won’t get to fix FCEV light vehicle transport because is simply chicken and egg.

    Unless governments pump billions into hydrogen infrastructure there’s simply no financial return for any investors. And why should governments do that when BEVs are already solving the decarbonisation issue?

    Battery technologies like Lithium Iron Phosphate and Sodium Ion are here and solve the material issues. And once the materials are mined they enter a circular economy.

    Fast forward 30 years and most new car batteries will be made from old ones.


  • Hydrogen has its own problems with rare metals like platinum and palladium.

    Even setting aside the energy loss, the cost of compression, chilling, storage etc is much more expensive than both fossil and ev charging infrastructure. Scale will help but it’s simply not there.

    I can see a future in aviation for fuel cells but for shipping I think it far more likely we’ll see something like ammonia fuel cells taking centre stage. It’s vastly more easy to transport and a leak at sea isn’t as big a deal.

    Light passenger vehicles? Never going to happen. It arrived 20 years too late.