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Hydrogen infrastructure is a Japanese pipe dream. Maybe it can work for one company, but it's a bridge too far for widespread or rapid transition.

defrost 3y ago
In all the major economies there are significant heavy truck routes and energy demands that are suitable for hydrogen; city maintainance (garbage, etc), routine trade restocking routes, mining (24/7/365 short haul fleet operation that move billions of tonnes), smelter and processing power plants. These are all being trialed and replaced with hydrogen as we type: https://smallcaps.com.au/australias-first-hydrogen-fuelled-waste-collection-truck-nears-completion/ https://smallcaps.com.au/australias-first-hydrogen-fuelled-w... https://hydrogen-central.com/pepsico-hydrogen-powered-trucks-primed-roll-australia/ https://hydrogen-central.com/pepsico-hydrogen-powered-trucks... https://www.abc.net.au/news/2023-12-29/planned-hydrogen-fuel-cell-freight-highway-adelaide-to-melbourne/103250276 https://www.abc.net.au/news/2023-12-29/planned-hydrogen-fuel... https://fortescue.com/what-we-do/green-energy-research/green-hydrogen https://fortescue.com/what-we-do/green-energy-research/green... https://www.riotinto.com/en/news/releases/2023/rio-tinto-and-sumitomo-to-build-gladstone-hydrogen-pilot-plant-to-trial-lower-carbon-alumina-refining https://www.riotinto.com/en/news/releases/2023/rio-tinto-and...
smallmancontrov 3y ago
Yeah, I've seen how many Hydrogen leaks NASA and Lockheed still get even with decades of experience and sky-is-not-the-limit unit economics.
fragmede 3y ago
I'd say, maybe it can work for one country. Japan has and is making huge investments into hydrogen and it's easy to see why. Trading a dependency on foreign oil for a dependency on foreign lithium, doesn't look like a good trade for energy independence. Meanwhile, hydrogen is accessible via electrolysis of water, of which Japan has plenty of access to.
- Dylan16807 3y ago
  Lithium is also available from the water Japan has plenty of access to.

defrost 3y ago

In all the major economies there are significant heavy truck routes and energy demands that are suitable for hydrogen; city maintainance (garbage, etc), routine trade restocking routes, mining (24/7/365 short haul fleet operation that move billions of tonnes), smelter and processing power plants. These are all being trialed and replaced with hydrogen as we type: https://smallcaps.com.au/australias-first-hydrogen-fuelled-waste-collection-truck-nears-completion/ https://smallcaps.com.au/australias-first-hydrogen-fuelled-w... https://hydrogen-central.com/pepsico-hydrogen-powered-trucks-primed-roll-australia/ https://hydrogen-central.com/pepsico-hydrogen-powered-trucks... https://www.abc.net.au/news/2023-12-29/planned-hydrogen-fuel-cell-freight-highway-adelaide-to-melbourne/103250276 https://www.abc.net.au/news/2023-12-29/planned-hydrogen-fuel... https://fortescue.com/what-we-do/green-energy-research/green-hydrogen https://fortescue.com/what-we-do/green-energy-research/green... https://www.riotinto.com/en/news/releases/2023/rio-tinto-and-sumitomo-to-build-gladstone-hydrogen-pilot-plant-to-trial-lower-carbon-alumina-refining https://www.riotinto.com/en/news/releases/2023/rio-tinto-and...

smallmancontrov 3y ago

Yeah, I've seen how many Hydrogen leaks NASA and Lockheed still get even with decades of experience and sky-is-not-the-limit unit economics.

fragmede 3y ago

I'd say, maybe it can work for one country. Japan has and is making huge investments into hydrogen and it's easy to see why. Trading a dependency on foreign oil for a dependency on foreign lithium, doesn't look like a good trade for energy independence. Meanwhile, hydrogen is accessible via electrolysis of water, of which Japan has plenty of access to.

Dylan16807 3y ago
Lithium is also available from the water Japan has plenty of access to.