The Emperor's New Hydrogen Economy
A book by Darryl McMahon
Last updated 2024.11.12
We Have a Winner!!
Dateline: San Francisco CA - Thursday May 12, 2011 - The International Green Book Festival announced
the results of its competition, and awarded The Emperor's New Hydrogen Economy with Runner-up
(second place) in the non-fiction category, coming in ahead of entries by many notable 'green' authors
such as David Suzuki.
The Emperor's New Hydrogen Economy
and the hydrogen economy in the news
"The most powerful person in the world is the story teller. The storyteller sets the vision, values and agenda of an entire generation that is to come" ~ Steve Jobs
In The Emperor's New Hydrogen Economy, I have explained - with facts and data - the story of why
green hydrogen is not, and never will be at the core of an economically viable energy system. Period.
Fortunately for residents of Planet Earth, this is great news! We have so many better options available,
today, which are cleaner, more efficient and less expensive than even the overly optimistic dreams of the
hydrogen advocates.
2024 addendum: while I'm happy to see some new voices join my chorus, seeing through the hydrogen hype,
I'll just note that I have been calling this out in presentations since 1999, and after years of research and analysis, my
book was published in 2006.
Warning! If you are looking for "fair and balanced coverage"
of the hydrogen economy story, you will not find it here.
The 'bright future of the hydrogen economy' is indeed a story, a fantasy spun by
fossil energy interests and fueled with taxpayer money. If you want the coverage of
the mirage, corporate (mainstream) media will fill your needs.
What I provide here is a counter-balance to the hype and fraud, the stories you
generally won't find in the financial press or mainstream media. Instead, this is
a place for facts, data and evidence that show the 'hydrogen economy' is a sham, 'green'
hydrogen is an insignificant portion of an existing commercial and mature industrial market
for hydrogen which is already worth billions of dollars annually. If the big players
in that market which has existed for decades believed in their own PR, they would be
funding the supposed research, development and building of infrastructure themselves
to ensure their own future profits. The fact that those highly profitable multi-national
corporations continue to rely on taxpayer funding to keep the charade going should be
evidence enough that even they recognize the fallacy of their PR hydrogen hype machine.
With that in mind, I present some material which presents the flip side of the propaganda
stories, starting from late 2021 (after my update presentation), to more recent times. Sadly,
there's rather a lot of greensmoke still being generated. I hope you find the counterpoint to media spin to be helpful.
If you need more than you find here to avoid making a costly mistake on your energy system future,
contact me for my consulting rates.
Hydrogen Hype Newsroll
December, 2021
HYDROGEN STRATEGY FOR CANADA (Government of Canada)
Jump to: 2021 | 2022 | 2023 | 2024 |
For content before 2021,
read the book or
view my PowerPoint update presentation from March 2021,
or for the best result, do both.
Some touchstone items before I started this Newsroll collection in July 2021. For the most part
I didn't have much company calling out the hydrogen hoax before that.
January, 2021
Hydrogen is Big Oil’s Last Grand Scam (Jade Cove Partners)
July 2021It's a long time since I revisited my book or this part of the website. It was always
my intention that the book was strong enough, backed copiously with solid research citations, that it would
would stand on its own. In the past year, I have seen a resurgence in the hydrogen hype, unaccompanied by
any substantive advances in the technology. Other than a 'hail mary' by the nuclear and fossil fuel
industries (notably fracked natural gas) to soak up more taxpayer money to greenwash their dismal
businesses, I don't understand the play. The technology is substantially
the same as it was 150 years ago, with incremental improvements. But the fundamentals of the laws of
thermodynamics and economics have not changed.
I have also had multiple requests to update and republish the book. I recently went through the book
again, and it has held up remarkably well over 15 years. I will happily update the book if someone wants
to pay for my time to do so. Otherwise, not interested. It's still a solid read, educational and
occasionally entertaining as is.
I was asked to do an update presentation to a group of which I am a member starting a year ago. I relented
this past spring, but have not published the slide deck until now (autumn 2021), because I did not have the time to deal with
the flame wars that would ensue. I HAVE been here before.
Anyway, with winter approaching, I may have a bit more time for this, as COVID-19 seems to continue
pushing off work on my other projects to infinity. Here's the slide deck, and possibly in future some
additional articles which shine the reality light on the hydrogen hype. (Intermittent and as time permits)
The Emperor's New Hydrogen Economy - Update 15 years on (March, 2021) (PowerPoint PPSX file)
July 26, 2021
How green is blue hydrogen? (Actu-environnement.com)
TL;DR "This best-case scenario for producing blue hydrogen, using renewable electricity instead of
natural gas to power the processes, suggests to us that there really is no role for blue hydrogen in
a carbon- free future. Greenhouse gas emissions remain high, and there would also be a substantial
consumption of renewable electricity, which represents an opportunity cost. We believe the renewable
electricity could be better used by society in other ways, replacing the use of fossil fuels."
October 2021
October 28, 2021 - This is a bit of a slog - about 3 hours - but it's an eye-opening reality check from the
conference on Hydrogen (what's needed to make the hydgrogen economy real). TL;DR - it's not ready, funding
is a huge problem because professional lenders see the technology as very risky, and while taking climate change
seriously is necessary to give the hydrogen economy a push forward, the case for hydrogen as a climate
change solution is shaky.
One speaker (starting at about the 44 minute mark) doesn't even address typical
ground transportation as a niche for hydrogen fuel. For those with real skin in the game, it must
be clear that plug-in battery and grid-connected electric drive has already captured that market.
He speaks to heavy industry, long-haul transport, and maritime sectors as the key markets for
hydrogen fuelling sometime after 2030.
This assumes that 'direct electrification' technology will
remain stuck in circa 2020 commercial technology levels. That is a poor assumption as battery
technology continues to improve dramatically year over year. Electric long-haul transport is being
implemented now with Class-8 battery trucks and electrified highways. There are already battery
electric ferries in commercial service. The potential for using biofuels is completely ignored.
The world is already building infrastructure for liquified natural gas, not only for more compact
transport, but also fueling ships. LNG may be a 'bridge fuel', but it will likely appear in
precisely the time window to obliterate any niche for hydrogen fuel. LNG based on bio-methane
may have a longer life than fossil methane depending on GHG-reduction incentives. Heavy industry will use
whatever energy source is available and provides maximum financial advantage. Hydrogen will not
be a winner on financials.
Industry promoters still can't bring themselves to give straight answers about
GHG emissions, continually blurring the impacts of grey vs. blue vs. green hydrogen. A big problem
for green hydrogen is that there simply isn't enough primary green energy available to power the
electrolysis. (My addendum: because it takes 7 times as much energy to power the green hydrogen
energy cycle as it does to use green primary energy to charge batteries and power homes, industry
and transportation. See my March 2021 PowerPoint deck referenced above.)
[dead site: https://live.aviaprod.no/direkte-hydrogen] Hydrogen - Is it rocket science? (Wikborg|Rein)
October 31st, 2021 - It is not only All Hallows Eve, but scarier still, it is also the eve of the Conference of the Parties
26th annual gathering of the apologists and deniers (COP 26) creating massive GHGs from jet travel
for the self-congratulatory PR fest for the powers that be, and where true advocates and problem
solvers are left outside the gates. I'll state now that the end-of-event statement will once again
mouth platitudes about the scope of the problem, that we must act now, and then serve up zero hard
commitments that any government or corporate entity will have to stand to account for, or suffer any
penalties for simply continuing the charade as staged regularly since Rio. Happy to have saved you
some time with this spoiler. (Post-script: Sigh, I was right.)
November 2021
November 3rd, 2021 - One of the purported future uses for (green) hydrogen is to inject it into
existing natural gas pipelines for use as a heating fuel to reduce the carbon content of the
delivered heating fuel. As I cover in my
book, hydrogen is the smallest element, difficult to contain and highly reactive. That means,
hydrogen gas - as would be injected into the pipeline infrastructure and into homes and businesses -
is very hard to contain and really likes to catch fire or explode.
This white paper, "The H2 readiness of gas shut-off valves in gas meters" (Author: Stephan Brückner,
Johnson Electric Smart Metering) contains this paragraph:
"To achieve an unlimited infeed of hydrogen in gas distribution networks, all the links in the supply
chain will need to be H2 ready – from the entry point through to the exit point where the gas will
be used. Intrinsic infrastructure components and materials will have to be investigated and tested
for specific compatibility limits with hydrogen admixtures and pure hydrogen."
(paper can be downloaded
here)
Think about that for a moment. Think of the enormity of what that implies. Every steel pipe
in the NG distribution grid will have to be lined, sealed or replaced to avoid embrittlement. Every
connection will have to be replaced. Every cut-off valve will have to be replaced. Where will all
that "H2-ready" gear come from in a very short period? Where will the workforce come from?
And it has to be a short period, because
the distribution network can't distinguish between NG with H2 in it and NG without. Once the H2
starts to be injected, it will be present everywhere within minutes to days. There is no gradual
phase-in option for H2 being fed into the distribution network; it's effectively a instantaneous
cut-over with the first feed-in.
I think it's a safe bet that the hydrogen energy advocates are not posting that as a
headline for their fantasy energy nirvana posters. Because it means they can't simply
piggyback on the existing NG distribution infrastructure, they'll have to replace it.
But it begs a more fundamental question, What is the benefit of putting hydrogen into a
natural gas distribution network? It's not GHG emissions reductions. In a world where there
isn't enough renewable electricity to go around, we're not going to use 7 times as much to
make 'green' hydrogen to mix with methane to make a slightly less potent GHG energy carrier.
So, that's going to be blue or grey hydrogen, which means we stripped off the carbon molecules
upstream somewhere, but they're still being created, just not at point of use. If the objective
is heating from green sources, we'll be much better off using electricity to the point of use
to power heat pumps for space and water heating. For industrial process heat, it will depend
on the desired temperature as to the device used: heat-pump; resistance heating or electric
plasma or electric blast furnaces. They're all off-the-shelf tech today, and don't require
replacing an existing infrastructure to deploy.
April 2022
April 15, 2022 Nexo catches fire due to static electricity discharge when owner opens fuel filler door
South Korea: Hyundai recalls all 2019 Nexo cars for Possible Hydrogen Leak (motor1)
June 2022
June 29, 2022 - One of the purported future uses for (green) hydrogen is to inject it into
existing natural gas pipelines for use as a heating fuel to reduce the carbon content of the
delivered heating fuel. As I cover in my
book, hydrogen is the smallest element, difficult to contain and highly reactive. That means,
hydrogen gas - as would be injected into the pipeline infrastructure and into homes and businesses -
is very hard to contain and really likes to catch fire or explode.
Here is a report
from the Physicians for Social Responsibility titled "Hydrogen Pipe Dreams: Why Burning Hydrogen in
Buildings is Bad for Climate and Health". The report's summary begins with:
"Fossil fuel companies are advocating blending hydrogen with “natural” gas (methane) for cooking and
space and water heating. They claim this will generate heat while lowering the carbon footprint of the
methane gas system. In fact, it will not."
The 30-page report then sets out the logic and evidence used to reach their conclusion.
I liked this paragraph which addresses industry blurring of green hydrogen with fossil-fuel
derived hydrogen.
"While burning green hydrogen (produced from renewable energy) is an inefficient, costly way to
heat buildings, green hydrogen is very useful for decarbonizing hard-to-electrify industries.
In fact, it is critical that we reserve the limited supply of green hydrogen for applications for
which it is indispensable, such as fertilizer production. It also has potential for use in steel
production, electric grid power-balancing, and long-distance transport, including trucking, shipping,
and aviation. Using limited supplies of green hydrogen to inefficiently heat homes and businesses
wastes this valuable resource."
August 2022
August 8, 2022 - When even the Mop&Pail, Canada's chief fossil fuels media cheerleader can understand, it speaks poorly
of the Canadian federal government not being able to read their own briefing papers. This is the
headline: "Repurposing LNG infrastructure for hydrogen exports is not realistic". It's well past
time for the feds to stop pandering to the oil & gas industry and look at the evidence and statements
from real experts rather than industry shills.
Let me keep it simple for you:
1) Hydrogen made from methane / natural gas ('blue' hydrogen) is not 'green' or clean. Period.
Stop blurring the lines.
2) Hydrogen is MUCH harder to contain than natural gas; it is not economically feasible to
"repurpose" NG pipelines to carry hydrogen.
3) Using 'green' electricity to make hydrogen is only 1/7th as efficient as putting the electricity
in a battery in terms of energy cycle efficiency. (There isn't enough 'green' electricity available
to support a hydrogen energy cycle on a mass scale.) Nor can we afford the additional waste heat
from all the conversion losses (mulitple conversion processes) on a warming planet.
4) Government support for a hydrogen export industry is just another multi-billion dollar subsidy from
taxpayers to the oil and gas industry.
August 11, 2022 - Natural gas does not make 'green' hydrogen, and the existing NG infrastructure
is NOT suitable for carrying hydrogen
This article is a refreshing dose of reality on the Canadian government's hydrogen pipedream. (National Observer)
This quote from Paul Martin (Hydrogen Science Coalition) on the plan to repurpose natural gas infrastructue to carry hydrogen kind of
sums up the dangerous fantasy the oil & gas industry and their government cheerleaders are spinning:
“It's so factually incorrect that it kind of drives you crazy to hear people say it.”
Blue hydrogen is not 'clean' in terms of climate change GHG emissions or environmental contamination.
People in positions of authority have to stop saying it is.
September 2022
September 3, 2022 - NASA has been working with hydrogen in large quantities for a long time.
So it should serve as a stark warning when even they have trouble with it in a high profile situation.
Years after shuttle, NASA rediscovers the perils of liquid hydrogen (ArsTechnica)
Despite the nascent hydrogen energy sector downplaying the risks, they are not neglible, and must not
be underestimated, let alone ignored, in the mad rush to chase the hydrogen mirage.
September 20, 2022 - The ‘hydrogen hyperbole epidemic’ comes to Nova Scotia
There are some sane voices quoted in this
Halifax Examiner article. You should just read it.
I'm all in favour of NS developing more in-province renewable energy resources. However, at the current
state of the 'green hydrogen' technology and the need for the world to shift away from burning
fossil carbon, we can't afford to waste that green energy on making a lot of heat and a little hydrogen.
Much better to use that renewable very-low-GHG energy to displace high-GHG energy production.
September 20, 2022 - Fuelling homes with hydrogen is a pretty lame idea with terrible financials.
That's why the hydrogen industry (read oil and gas industry looking for a halo) is letting taxpayers foot the bill.
‘World-first’ hydrogen project raises questions about its role in fuelling future homes (The Guardian)
"On the northern shores of the Firth of Forth, royal blue waters lap against the weathered walls
of Methil Docks. The quays were once a hub for coal exports but, since the late 1970s, haven’t
dealt in the black stuff. Now, the town on Scotland’s east coast is flirting with another era
in the energy industry – but it doesn’t appear to be going to plan." The take at the end of
the article is interesting: that hydrogen house heating will be for low income areas, while
affluent areas will get better technology which we already know works (heat pumps, solar panels,
deep energy efficiency housing designs ...). Kind of like how we design poor neighbourhoods
to be downwind of refineries and other emitting industries.
September 21, 2022 - Shouldn't the priority be displacing fossil fuel use in NS with green electricity?
Nova Scotia announces plan for hydrogen made from offshore wind, but confirms majority of energy
will be sent elsewhere (National Observer)
I'm all for producing more green electricity and displacing fossil fuel use, such as powering heat
pumps for heating houses instead of heating oil. That would reduce energy costs for residents,
reduce GHG emissions, and reduce payments leaving the province to pay for foreign energy, thus
strengthening the provincial economy (financial independence, energy independence, resilience.
When the domestic needs are fulfilled, definitely look to export green electricity to export markets.
But, given the massive conversion losses associated with hydrogen production / storage / transport / use,
this should really be the last option explored, especially with taxpayer money as we enter a recession.
November 2022
November 10, 2022 -
Comments on U.S. Clean Hydrogen Production Standard (Robert W. Howarth)
Blue hydrogen (hydrogen from cracking natural gas with carbon capture) won't meet the DOE target for GHG
emissions, nor be economically viable.
December 2022
December 22, 2022 - "At least four studies published this year say hydrogen loses its environmental
edge when it seeps into the atmosphere. Two scientists told Reuters that if 10% leaks during its production,
transportation, storage or use, the benefits of using green hydrogen over fossil fuels would be completely
wiped out."
So a couple of things about that statement. 1) hydrogen is about the leakiest gas on the planet, being the
absolute smallest molecule we know. 2) hydrogen is noted for INTENTIONAL leakage as part of its storage
technologies (venting hydrogen from cryogenic storage to help with cooling, and to reduce pressure
build-up in compressed storage), measured in the range of 0.5% to 5% per day - so it won't take long to
hit 10% just from INTENTIONAL leakage. 3) If it's not a massive win for efficiency and reducing GHG emissions
(and it strikes out on both of those), why bother with the massive investments required to make it even
remotely accessible on a large scale? Note, the energy industry doesn't want to risk that expenditure,
which is why it looks to taxpayers to fund fueling stations, pipelines and research. Meanwhile, back in
reality, wind and solar energy are available off-the-shelf today, as are more efficient batteries and thermal
energy storage, and are already compatible with the electrical grid or heating systems. The hydrogen mirage's
key strength is that it is a distraction from better solutions we should be implementing now.
Has green hydrogen sprung a leak? (Reuters)
December 29, 2022 -Uh-oh. Somebody else read some facts, and is sticking another pin the the hyprogen bubble.
And this version of the report on the recent studies also notes that 'green hydrogen' is a rare beast, and
is not growing significantly. I'll add, we can't afford to waste green energy on the massive conversion
losses involved in making, storing, transporting and using hydrogen.
However, for those of you investing in the bubble, not to worry yet. The oil industry is still pushing
governments to use taxpayer money to continue inflating the bubble as it is a key piece of their greenwashing /
denial-deistraction-delay tactics to keep the world hooked on oil and blue/grey natural gas.
Green hydrogen: Fuel of the future has ‘big potential’ but a worrying blind spot, scientists warn (EuroNews)
January 2023
January 3, 2023 Somebody is revving up the hyprogen engine again, mostly because the oil and
gas sector is taking another PR beating (price gouging, climate change, pipeline leaks, fugitive
emissions are all in the news). However, some other folks are also waking up to the hydrogen PR mirage
and starting to call it out.
Renault’s Hydrogen Fantasy Debunked (CleanTechnica)
The facts and calculations set out in this piece extend to hydrogen vehicles in general, not just Renault.
January 4, 2023 Uh-oh. Time for more reality checking on hyprogen. This is how the 'hydrogen economy' works;
the oil industry forces governments to use taxpayer money to pay for everything because the promoters
know it really won't work as an energy 'economy'. So taxpayers pick up the tab for the continued
fantasy mirage, while funds are sucked away from better options (drop-in biofuels, electric vehicles,
housing energy retrofits, heat pumps, installation of more renewable energy generation ...),
which are already cost effective on a total cost of ownership basis and available off-the-shelf now.
If the oil and gas industry (the real 'hydrogen economy' today) really believed in hydrogen as a replacement
fuel, they would be funding the roll-out of infrastructure and production facilities, not leaving it to
taxpayers to pick up the never-ending tab.
India OKs $2 bln incentive plan for green hydrogen industry (Reuters)
If you think India is going to make 'green hydrogen', note a couple of things.
a) India has routine shortages of electricity nation-wide.
b) Over 80% of India's electricity is generated from 'thermal' sources (coal, oil, gas),
which is black, grey and blue hydrogen, not green, and it's getting worse over time.
January 11, 2023 A 20-minute video on YouTube which does a quick review of the hydrogen
energy cycle. Pretty concise, and likely worth a look if the topic of practicality and actual
GHG impacts are of interest to you. If you have a hydrogen advocate in your circle who can't
be bothered with the details (why it really isn't a good path forward), feel free to share.
Hydrogen Will Not Save Us. Here's Why.
January 25, 2023
Report: Japan's "hydrogen society" policy "has clearly been a complete failure" (New Atlas)
January 27, 2023
Why hydrogen cars are not the answer (The Car Expert)
February 2023
February 8, 2023
Statement of Robert W. Howarth, Ph.D. to Committee on Natural Resources and Energy Vermont State Senate (Cornell University)
The published statement includes this phrase:
"In my professional opinion, it would be unwise for Vermont to encourage the use of either hydrogen or
renewable natural gas for heating of homes and commercial buildings."
For more detail, read the statement.
February 10, 2023
Don’t let hydrogen tax credit become a fossil fuel subsidy, academics, civil society groups tell Ottawa (National Observer)
February 15, 2023
'Chaos and massive disruptions' | World's largest hydrogen train fleet suffering teething problems in Germany (Hydrogeninsight)
February 22, 2023
Risk of ‘death spiral’ for Enbridge increases: rate hike application (National Observer)
Q: How is a multi-national conglomerate that can't afford to maintain its current natural gas pipeline infrastructure
going to afford to put in an entire new hydrogen-safe network when there is no proven market for hydrogen as a fuel?
A: They're not, so this will be just one more taxpayer subsidy doled out by complicit governments to the oil industry.
Hydrogen is 99% made from fossil fuels, so it's just a proxy for coal, oil and natural gas. Despite the 'green hydrogen'
hype, that's not going to change appreciably in the next decade. So, we can continue subsidizing the the fossil fuels
sector, currently reaping record profits due to price-gouging consumers, or try something rational for a change.
The Aspiration Toxicity hazard is Category 1: the most hazardous level.
March 2023
March 12, 2023
Green hydrogen: Inside global race to turn water into fuel (The Buffalo News)
Even the advocates have doubts. I hope that Andrew Forrest hs something more elegant in mind when mixing hydrogen
and carbon dioxide than the Sabatier reaction, which essentially gives you methane and water.
Methane is essentially natural gas, which takes us back to the issues of fossil fuels. Water is what was
originally split (electrolysis) to make the hydrogen. Presumably he doesn't mean ammonia as a carrier,
as that involved nitrogen, not carbon dioxide. Anyway, whatever his plan is for "it's just that simple",
he doesn't reveal it in the article, or anywhere else on the web that I could find in 30 minutes of web searching.
Fortescue Future Industries' own website on green hydrogen transportation does not mention anything about
mixing with carbon dioxide, just the boring stuff we already know (compression, liquefaction, ammonia, syngas
LOHCs and MCH). If you think there are issues with being around ammonia (and there are), you should read the
materials safety data sheet -
MSDS - on methylcyclohaxane. For something that will be moved by ocean-going tanker ship,
this phrase might be troubling to some: "Toxic to aquatic life with long lasting effects".
We still have better options (lower environmental impacts, lower cost, lower conversion losses)
already available off-the-shelf.
March 19, 2023
Buckhaven: Trial fears funding loss if explosion tests published (The Herald Scotland)
Curious. This implies the explosion hazard for home heating with hydrogen is actually worse than previously
published estimates - which were 4 times the number of fires and explosions as sticking with natural gas.
Pity green methane and heat pumps aren't on the menu of choices for these villagers. But hydrogen hypesters
need not worry, the governments 'round the world will keep on funding hydrogen at the bidding of the oil and
gas industries' endless appetite for greenwashing. In this case, via Ofgem. Carry on.
March 31, 2023 Debunking “Why Hydrogen Cars Are Better Than Electric Cars”
This is an all-in disinfo piece. If you want to read it for yourself,
it’s here.
But I can save you some time and exposure to weak research, opinion masquerading as fact, and mediocre
writing. Below is a list of what the author perceives as the advantages of hydrogen cars over electrics.
My response is founded on living on planet Earth in 2023 and having some grounding in reality.
Disclosures:
1) I have real-word experience with electric vehicles, on-road and off-road, starting in 1979.
2) I am the author of the award-winning book, The Emperor’s New Hydrogen Economy.
3) I have driven one real hydrogen fuel cell vehicle, once. Performance was uninspiring, range was limited,
and it was noisy inside due to the workings of the fuel cell plumbing. This was some years ago, and I’m sure
the technology has improved since then.
Alleged Advantages of the Hydrogen Fuel Cell Car
Hydrogen Cars Never Need To Charge
I’m going to call this a semantic distinction without a difference. Hydrogen cars do need to refuel. A lot.
Hydrogen Cars Have Longer Driving Ranges
If you’re prepared to do the cherry-picking, you can make this case for a specific hydrogen fuel
cell electric vehicle (HFCEV) vs. a specific battery electric vehicle (BEV), and the author did. He
picked two of the lower-priced (thus ‘more popular’) BEVs, which have a lower cost because they have a
smaller battery.
But, let’s compare the champions for both technologies and see how they stack up. One constraint
I am placing on this competition. The vehicles actually have to be in production and available for
sale in March 2023. That let’s out PR cars like the much-announced Hyperion XP-1. For the fuel-cell
side, I’m choosing the 2023 Toyota Mirai, because it was actually produced and sold. Alleged range per
manufacturer: 647 km. (
https://www.toyota.ca/toyota/en/vehicles/mirai/overview) Real world, more like
415 km (261 miles) per full tank.
(
https://evannex.com/blogs/news/how-does-a-toyota-mirai-fuel-cell-car-compare-to-a-bev-in-the-real-world)
From the BEV side, the Lucid Air Grand Touring is available (on a wait list) and boasts a manufacturer-claimed
range of 750 km (469 miles) per charge, a full 100 km more than Toyota’s claim for the 2023 Mirai.
(https://www.lucidmotors.com/available-cars)
Real-world claims are around 660 km (410 miles)
(
https://www.caranddriver.com/news/a40633791/lucid-air-grand-touring-best-ev-range-tested/)
at 120 km/h (75 mph), while we should note the EVs really strut their range when used in lower-speed
urban driving – where over 80% of North American driving is done. The real takeaway here is that
performance (acceleration, range, recharge speed) is more a function of cost (reflected in price) than
fundamental technology. But in short, comparing real cars, BEVs have longer range than HFCEVs.
Hydrogen Cars Are More Efficient, Lighter, and Faster
Again, if you cherry-pick your gladiators, you can likely make this argument. In this case the author
picks the unicorn Hyperion XP-1 PR car for their photo, but supplies no data. Yes, batteries are heavy.
Yes, hydrogen is light. However, the armoured fuel tank required for safe use on roads and the fuel cell
and it’s associated plumbing are not light.
For this discussion, I offer the reality provided by Honda from their halo car, the Clarity.
Conveniently for me, the 2008-2014 Clarity provides 3 vehicles based on
the same chassis: a plug-in hybrid; a battery EV; and, a fuel-cell version. Wikipedia provides some
data on each. (https://en.wikipedia.org/wiki/Honda_Clarity).
In that comparison, the FCX variant (fuel cell) weighs in at 1,875 kg, while the Clarity Electric is 50 kgs
lighter at 1,825 kg. So, fuel cell vehicles are not necessarily lighter than BEVs.
If you start from a kWh of electricity to produce hydrogen to power an HFCEV or a kWh hour to charge a BEV,
the BEV is massively more efficient in terms of distance travelled per unit of energy consumed.
For faster, I’m not going to limit the debate to available EVs, as maximum speed on a road-car may be
regulated by the manufacturer without being documented, which interferes in the analysis. HCFEVs are
definitely not faster than BEVs. The battery electric ‘Little Giant’ was officially recorded as travelling
at 518 km/h (322 mph) at the Bonneville Salt Flats in September 2021.
(
https://interestingengineering.com/innovation/little-giant-broke-electric-land-speed-record-353-mph).
The fastest HFCEV to date is the Buckeye Bullet 2 at 493 km/h (308 mph) in August 2010.
(
https://www.popsci.com/cars/article/2010-08/ohio-states-buckeye-bullet-smashes-world-record-fastest-electric-car/).
In summary, based on actual facts, HFCEVs are NOT more efficient, lighter nor faster than BEVs.
Hydrogen Could Replace Gasoline In Internal Combustion Engines
Not in an existing Internal Combustion engine. All the engines the author identifies are new designs,
which would go into new cars. There is no drop-in solution here.
How Do Hydrogen Cars Work?
Posing this section as evidence that HFCEV cars are better than BEV cars baffles me, from starting with
the image of a truck that doesn’t even seem to actually physically exist even as a prototype (per 2022
status report). The rest of the section describes how the fuel cell and hydrogen fuel make for the equivalent
of a very complicated battery with moving parts. More complexity in a fuel storage system is not better.
Hydrogen Makes Better Electric Cars
Umm, no, no they don’t. It’s worth discussing a few things the author did not write about,
which are relevant and important for anyone looking to get an HFCEV or BEV with the objective of
driving it in the real world between 2023 and 2030.
Cold weather
Current fuel cell vehicles don’t operate well (or at all) in cold conditions, like below the
temperature where water freezes. That makes them unsuitable for winter use or at high elevations
in much of the world. According to U.S. government testing, the Toyota Mirai’s vehicle efficiency
was below 20% at 0 degrees F (minus 18 C). (
https://publications.anl.gov/anlpubs/2018/06/144774.pdf).
Lack of refueling infrastructure
Much is being made of challenges BEV owners are having finding charging stations. Those stories
ignore the fact that over 80% of BEV charging takes place at home, overnight. That option does not
exist for a HFCEV driver. That is a really important point, and completely ignoring it, even in a
puff-piece for hydrogen seems biased to me. I have been driving EVs for a long time, and I can assure
you that I do not miss having to stop at a gas station to refuel when I can simply plug into a simple
120-volt electrical outlet to refuel my BEV. Yes, it works, I have been using this approach since before
‘charging stations’ were even a thing.
But suppose you really need to drive coast-to-coast in your BEV or HFCEV. In the BEV, this is possible,
although refuellng stops may take 20-30 minutes at fast chargers (like all Tesla Superchargers).
With the HFCEV, simply not possible. The refueling stations just don’t exist in Canada or the U.S.
And the maps of HFCEV fueling stations are terrible. Here’s the U.S. government’s map of public hydrogen
refueling stations. (
https://afdc.energy.gov/fuels/hydrogen_locations.html#/find/nearest?fuel=HY) They’re the green dots
on the map. A bit sparse. Over 5,000 km from the station in Vancouver to the next station going east in
Quebec City. What was that range per hydrogen tankful? About 400 km, if you’re not starting by climbing
the Rocky mountains – which you are. Also, call ahead to see if the station actually has any hydrogen
today, and is operational, neither of which is to be taken for granted.
Price of hydrogen fuel
This one is a bit tricky to nail down because it depends on the pump price (which never seems to be
shown online) and a couple of conversion losses, and how long the vehicle sits idle before the fuel is
used, as compressed or liquefied hydrogen has daily storage losses. So, I’ll just offer up this November
2022 news story from Hydrogeninsight to give a sense of the relative fuel costs of HFCEV vs. BEV.
EXCLUSIVE | Fresh blow for hydrogen vehicles as average pump prices in California rise by a third to
all-time high - Fuel-cell cars in world's second-largest market are now more than four times as expensive
to run as home-charged electric vehicles
(
https://www.hydrogeninsight.com/transport/exclusive-fresh-blow-for-hydrogen-vehicles-as-average-pump-prices-in-california-rise-by-a-third-to-all-time-high/2-1-1351675)
That’s US$0.30 per mile. For comparison, my EV charges at home for about US$0.012 per mile (C$0.074 per
kWh x 7 km/kWh = C$0.0102 per km = US$0.0075 per km = US$0.012 per mile) – about a factor of 27 difference,
where electricity is massively less expensive.
Cost of refueling infrastructure
To date, virtually all hydrogen refueling infrastructure has been paid for by taxpayers. Neither
the fossil-fuel sector nor automakers believe that hydrogen vehicles will be a thing, which is why
neither is investing in the necessary infrastructure. We know the oil industry has just made record
profits in 2022 and into 2023. We know the automakers have cash because vehicle prices and service
costs have been astronomic during the COVID-19 pandemic period, and they make a lot of their money
from financing (in effect, they’re banks). They have the money; they simply know paying for hydrogen
infrastructure is a terrible investment because the vehicles are not coming to market. Contrast this
with EV makers like Tesla and Nissan who installed EV charging points at their own expense. They know
they’re going to be selling BEVs in the future.
April 2023
April 2, 2023
Switching to Hydrogen Fuel Could Cause Long-Term Climate Consequences.
April 3, 2023
Hydrogen for long-distance trucking makes no sense, says expert.
David Cebon is singing from my songbook here. The environmental reality and financials don't pencil
out for green hydrogen as a transport fuel.
April 14, 2023
How Japan's big plans for a 'hydrogen society' fell flat.
Short version. Starting from a green energy source (so not oil, coal or natural gas), hydrogen for
space heating and water heating loses to heat pumps, and possibly even simple resistance heating.
For transportation, hydrogen loses out to battery propulsion in most applications, and in others
to biofuels or electric-biofuel hybrids (e.g. in long-haul trains). On efficiency, on economics
and on existing install base and head-start in infrastructure, hydrogen loses.
April 14, 2023
'Wrongful acts' | Leading hydrogen electrolyser maker Plug Power faces class-action lawsuit
launched by five legal firms .
April 18, 2023
Australian miner to trial world’s first electric “triple” road train with swappable battery.
Long-haul trucking with road-trains in Australia is exactly the application the 'green' hydrogen fan club
proposes as no-brainer for hydrogen fuel cell trucks. And yet, when the first operator to really step up
to non-fossil fuel trucking in that space had to decide which way to go, they chose battery-electric and not hydrogen.
April 25, 2023
New Hydrogen Research Reminds Us Humanity Just Can't Win With Fuel Alternatives.
May 2023
May 19, 2023
Shell 'received €150m of subsidies for green hydrogen project that was ineligible for support': report.
Nothing about the stampede to hydrogen as a faux-clean fuel makes sense, so why should Shell have
to actually play by the rules to take more taxpayer money to continue the greenwashing charade?
Answer: they didn't, and got the money. Not so much for green hydrogen, but for 'greening' their
carbon dioxide and methane spewing OIL refinery. Congratulations Dutch taxpayers, you got hosed by Shell again.
June 2023
June 23, 2023
“Nothing can compete:” Finkel concedes battery electric beats hydrogen cars
But governments won't stop using taxpayer dollars to prop up the oil and gas industry greenwash charade.
July 2023
July 14, 2023
Hydrogen Is the Future—or a Complete Mirage
With an endless supply of taxpayer money to fund 'research' on implementing a 'green hydrogen' economy,
the fossil fuel sector can continue the disinformation campaign indefinitely, and build infrastructure
that will be instantly obsolete. Our species cannot afford wasted time and money, nor the climate
change penalty of consuming scarce reneweable energy sources on the multiple conversions losses (waste
heat) implicit in the 'green hydrogen' energy cycle. From the article:
"As this brief tour suggests, there is every reason to fear that tens of billions of dollars
in subsidies, vast amounts of political capital, and precious time are being invested in “green”
energy investments, the main attraction of which is that they minimize change and perpetuate
as far as possible the existing patterns of the hydrocarbon energy system. This is not
greenwashing in the simple sense of rebadging or mislabeling. If carried through, it is far
more substantial than that. It will build ships and put pipes in the ground. It will consume
huge amounts of desperately scarce green electricity. And this faces us with a dilemma."
July 24, 2023
Taxi Firm's Hydrogen Cell Experience Highlights Fuel's Pitfalls
If hydrogen fuelling for road vehicles can't make it in Japan now, it's not going to be viable
anywhere. Japan has been a champion of the hydrogen energy economy for years, devoting
massive subsidies, incentives and other government supports to developing infrastructure
and funding vehicle R&D, notably at Toyota. Green hydrogen HAS to be massively more
expensive than charging battery electric cars because of the number of energy conversion processes
required in the hydrogen cycle which are not required to charge batteries. Further, the electric
infrastructure is mostly in place, while hydrogen infrastructure for transportation fuel is still
in the starting gates. Even if hydrogen was a viable solution, we can't build the fuel cells,
vehicle stock and fuelling infrastructure by 2030.
And recently,
Toyota has signalled a massive shift toward battery EVs as its future based on
a new solid state battery it has developed. The question is, can they get to market in time
to be a market leader?
August 2023
August 3, 2023
No more hydrogen trains | Rail company that launched world's first H2 line last year opts for all-electric future
So, Germany spent US$85 million with 2 hydrogen trains to prove my point about hydrogen as a transportation fuel.
The technology can work. But the hydrogen energy cycle can't possilby compete economically
or environmentally with advanced batteries driving the same electric drive system that the
fuel cell did. Seems the LVNG's post-implementation study
(ignoring the teething problems the same model fuel cell train had in Frankfurt)
found that
the hydrogen trains would be much more expensive than battery trains to
operate over a 30-year operating life, with the 'grey' hydrogen fuel presenting additonal challenges.
Compared to Canadian and U.S. taxpayers, LVNG got off cheap spending just $85 million to
prove that hydrogen is not a viable way to get to zero-emissions ground transportation.
August 6, 2023
Resource requirements for the implementation of a global H2-powered aviation
Well, there goes reality again knocking off the fiction of hydrogen as a viable replacement
for fossil fuels in the commercial aviation sector. If you think lithium is hard to come
by for EV batteries, you're going to be gobsmacked by iridium and lanthanum. From the paper:
"It is found that the iridium demand for a global hydrogen economy could be critical as it
would exceed not only the current annual production by a factor of 11 but also the current
reserves about 1.7 times. The H2-powered aviation alone is not the main driver of iridium
demand but could increase the limitations."
August 7, 2023
No, White Hydrogen Isn’t A Limitless Source Of Clean Fuel
So, here's the thing. To date, humans have never managed to extract pure hydrogen gas
from the planet's crust. We have a lot of trouble getting methane (natural gas) out safely
and efficiently after decades refining the technology, and hydrogen is a LOT trickier to
manage, capture, store, transport and use. Also, it turns out that even before we try to
actually drill the holes, we're learning that 'white' hydrogen is also likely not going
to come out as pure hydrogen, and the supposed reserves are not particularly large. Which
makes sense, because hydrogen wants to react with just about anything else to become not
hydrogen (e.g., water, methane, ammonia ...).
But, in spite of the TL;DR above, do read the actual article. Enlightening while debunking.
August 9, 2023
Mallorca's 'pioneering' hydrogen plant out of action for over a year
Cummins early output of electrolyzers seems to less than a spectacular success. And
electrolysis is the easy part of the 'green hydrogen' energy cycle.
August 14, 2023
https://www.thedrive.com/news/hyundai-tucson-fcev-owner-shocked-by-113k-repair-bill-for-hydrogen-fuel-cell
We hear a lot about the cost of out-of-warranty battery-pack replacements for EVs, often
in the range of US$5 to 10 thousand dollars. However, due to the limited number of
hydrogen fuel cell vehicles produced, and many of those being leased, we don't see a lot
of real numbers on the cost of out-of-warranty costs to repair hydrogen fuel cell vehicles.
Now we have a real-world data point: US$113,000 for a replacement fuel cell for a Hyundai Tucson HFCEV
(vehicle and batteries not included).
August 22, 2023
Hydrogen will ‘almost always’ lose out to battery-electric in German rail transport: train manufacturer
Some folks on the real transportation energy front-lines confirm what I have been saying for decades.
You can make hydrogen work as a fuel. You just can't make it financially viable compared to
mature true-zero-emissions technologies already on the price lists. In this case, battery-electric
and battery-mains hybrid trains win out on initial cost, operating costs and reliability.
August 31, 2023
Beyond Hydrogen: A pragmatic approach to energy transition
Another hydrogen reality check. It isn't easy being green (hydrogen). Here's the takeaway lines from the article.
"Hydrogen should be used as a complement to electrification, not a substitute for it.
Hydrogen should be prioritised for those applications where direct electrification is
not possible or practical, such as heavy industry, long-distance transport and seasonal
energy storage." You'll be surprised when we show just how small those niches will
be when businesses have to start paying the energy costs instead of taxpayers.
September 2023
September 5, 2023
Real-world figures | Hydrogen buses cost 2.3 times more to run per km than battery electric ones, says Italian study
Realistically, there are two real options for 'zero-emissions' heavy ground transportation: battery electric and hydrogen
fuel cells. (Hydrogen combustion engines are not zero-emissions.) One is already in mass-production and displacing
internal combustion because it has lower total lifetime cost of operations/ownership; that's battery electric.
Hydrogen fuel cells remain far from being in mass production, don't have any significant refuelling infrastructure
in place, and cost more to acquire, operate and maintain than current fossil fuel vehicles. Based on economics,
which one do you think will win out? And in terms of environmental impact, battery electric is far superior to
'green' hydrogen when both drive systems start from electricity from renewables. Fortunately for the oil and gas
industry, they don't have to pay for the hydrogen charade; politicians are more than willing to use taxpayer money
for that.
September 8, 2023 [dead link: https://www.nature.com/articles/s41467-023-41107-x]
Global land and water limits to electrolytic hydrogen production using wind and solar resources
If we really were to try to replace fossil fuels with green hydrogen on planet Earth, is there enough renewable
energy resources to actually do it? Green hydrogen takes over 5 times as much energy as battery electric
to do the same work when you look at the entire fuel cycles. This paper says most countries won't be able to do it.
September 8, 2023
Hydrogen 'won’t become a reality in private mobility', says VW chief technology officer
So, if hydrogen isn't the future for private mobility and can't compete for commercial ground transportation,
where is the volume market for 'green hydrogen' fuel that will bring economies of scale against battery
electric vehicles with comparable range and recharge times, but significantly lower initial, operating
and maintenance costs?
September 15, 2023
Green hydrogen successfully produced from plastic waste (Interesting Engineering)
In my opinion, this is more exciting as plastic pollution scourge news than hydrogen fuel news. The
ability to make use of mixed plastic waste could be something of a breakthrough as recycling programs
really can't separate mixed plastics well, and this makes them unsuitable for conventional recycling.
Cheap sources of hydrogen (notably from cracking fossil natural gas) are already available courtesy
of fracking and taxpayer subsidies. 'Green' credentials for this hydrogen source will depend on where
the input energy to drive the process comes from.
(If you are interested in the plastic waste angle,
visit RESTCo's web pages on plastic pollution.)
September 18, 2023
ANALYSIS | It is now almost 14 times more expensive to drive a Toyota hydrogen car in California than a comparable Tesla EV ( (HydrogenInsight)
And fuel-grade hydrogen will likely become more expensive as the ratio of 'green' hydrogen to 'grey'
hydrogen rises, which will be forced by increased concerns over GHG emissions driving climate change.
September 19, 2023
Hydrogen vehicles in Denmark left without fuel as all commercial refuelling stations shuttered (HydrogenInsight)
Everfuel, the hydrogen stations operator says they can't afford to continue subsidizing hydrogen ALONE,
though they got over US$8,000,000 in taxpayer subsidies in 2022. According to the article, there are 147 hydrogen
powered vehicles in Denmark (100 of them in a single taxi fleet and less than 50 in private hands), making
the 2022 subsidy alone costing taxpayers about US$54,000 per vehicle.
September 22, 2023
Global push for clean hydrogen foiled by costs and lack of support, report finds (The Guardian)
In 2003, U.S. President George W. Bush announced the U.S. government would provide massive support for
the development and implementation of the hydrogen energy economy. 20 years later, after billions of
dollars of taxpayer money spent on an industry that was already mature in 2003, we continue to see
calls for more taxpayer money to support the apparently improverished oil and gas sector (despite
record profits for many of those 20 intervening years) to continue trying to develop a viable
technology path for something beyond trivial pilot projects and shrinking number of refuelling stations.
The reality is that even with a couple of miracles, the hydrogen energy system is too expensive and
inefficient to ever compete with off-the-shelf hardware available today (battery EVs, heat pumps,
wind turbines, photovoltaics, conventional energy storage, energy conservation measures ...)
If the profit-addicted oil and gas sector thought there was a real business model to be had in
hydrogen energy, they would be building it with their own money to ensure they owned the system,
and not whining to every source of taxpayer funds to continue their story of they're really trying
to get to a clean energy regime.
If you want to read the report for yourself,
it's available at the IEA's website.
October 2023
October 5, 2023
IKEA Follows In The Footsteps Of Organizations Abandoning Hydrogen For Energy (CleanTechnica)
I completely understand the frustration of those that have done the math on hydrogen as a fuel, and the tone
in this article. Still, as the subtitle says, "it's remarkable that people keep making the mistake
when it’s so obviously a mistake with tiny amounts of number crunching and the slightest awareness of
battery energy density improvements". Still the allure of all that taxpayer money is just too tempting, I guess,
and the hydrogen lobby is willing to accept anyone falling into the trap as good news to be trumpeted.
I'll also note that in our area - where we have real winters - IKEA has recently introduced a fleet
of electric trucks for delivery to customers, despite Canada's unabated addiction to hydrogen hype and
essentially no supporting infrastructure or dealership support. In short, EVs are real and hydrogen
vehicles are curiosities, and a business should not be built on a taxpayer-funded greenwash mirage.
October 20, 2023
Is Green Hydrogen An Opportunity Or Distraction For The U.S.? (OilPrice.com)
Based on my years of research on the potential for hydrogen as a clean fuel, it is and will remain a distraction
from real solutions, and a very expensive distraction for taxpayers as well as time lost getting to sustainable results.
The hydrogen hubs blurbs only reinforce this likely undesirable outcome. If hydrogen is to have any chance at all
at being a clean ('green') fuel, it must not be allowed to start with 'grey' or 'blue' hydrogen. The fantasy about
CCUS being able to make 'blue' or 'grey' hydrogen a net-zero GHG fuel is very expensive snake oil. We have decades of
experience now with Carbon Capture Utilization and Storage (CCUS), and it has been universally proved not to deliver
the promised benefits, and is typically linked to Enhanced Oil Recovery (EOR), which actually leads to more GHG emissions,
not less.
There is a massive global industry in hydrogen production and use today. Less than 1% of the hydrogen produced
worldwide is 'green'. That's because the process to make hydrogen from renewable energy is massively inefficient and
therefore expensive. If anyone believes that financial reality can be overcome, then they need to start with those
lower-cost methods to make clean hydrogen, and not allow 'grey' and 'blue' hydrogen to become entrenched in what is
supposed to be a climate-friendly approach to creating a 'green' fuel.
October 20, 2023
Hydrogen Ladder Version 5.0 (Michael Liebreich)
My over-simplified summary: other technologies are advancing faster than hydrogen, technically and economically,
so the viable use cases for hydrogen as a fuel (not just 'green' hydrogen) are shrinking with time.
October 23, 2023
Hydrogen Demand Is Going To Fall Even Faster In Updated 2100 Projection (Clean Technica)
Based on the infinite hype power of hydrogen in mainstream media, I bet you weren't expecting that headline.
October 24, 2023 [dead link: https://www.msn.com/en-ca/news/world/weekly-data-the-underreported-global-warming-impact-of-hydrogen-gas/ar-AA1iNpF6]
Weekly data: The underreported global warming impact of hydrogen gas (MSN)
In my opinion, the concern is valid. The figures used in the article are gross underestimates of the short-term impact.
The GWP100 number used in the study (approximately 12 times that of CO2) is not very helpful. We need to be focusing
on GWP10 numbers. For methane, GWP10 is 104 while GWP100 is 28 (while the Canadian government is locked into using 25
- a serious underestimate of the impact based on outdated research). As most hydrogen is produced from methane (fossil
gas - less than 1% of hydrogen is produced from green sources worldwide), the fugitive emissions from fossil methane
gas production, transport and storage also need to be considered as part of the hydrogen climate warming hazard.
As hydrogen is about the most reactive common chemical in the atmosphere, a GWP100 number has little connection to
reality for informed decision-making. Free hydrogen in Earth's atmosphere is reported as 2 years in the study,
not a century. So the GWP100 number is likely a severe underestimate of the short-term impact of hydrogen leaks.
The study says the GWP20 number is about 37 for hydrogen.
Another paper says the GWP10 number for hydrogen in the atmosphere (tropospheric plus stratospheric) is about 66.
https://acp.copernicus.org/preprints/acp-2022-91/acp-2022-91.pdf (bottom page 5)
But, it's probably worse than that. The Center on Global Energy Policy says:
"A recent preprint study modeling continuous emissions of H2 estimated that over a 10-year period hydrogen has an
approximately 100 times stronger warming effect than carbon dioxide (CO2) (Ocko and Hamburg 2022). The indirect
global warming effect of hydrogen leakage into the atmosphere is rarely considered on a large scale."
https://www.energypolicy.columbia.edu/publications/hydrogen-leakage-potential-risk-hydrogen-economy
October 25, 2023
Environmentalists Slam EU Hydrogen Pipeline Plan As Favoring Fossil Fuel Giants (OilPrice.com)
Here's the lede from the article:
"the list of projects includes fossil fuel pipelines that could be converted to hydrogen pipelines, with high
uncertainty they would work for hydrogen. Such projects would only give an excuse to fossil fuel companies to keep
using natural gas pipelines, they claim."
Remember, conventional fossil methane gas pipelines are not compatible with hydrogen due to leakage and
embrittlement issues.
October 25, 2023
Exclusive: Shell cuts low-carbon jobs, scales back hydrogen in overhaul by CEO (Reuters)
Another oil and gas major bails on hydrogen as they realize there is no sustainable business model there, or future profits.
"Shell was one of the early backers of hydrogen-fueled cars, but it has in recent years closed a number of hydrogen fuelling
stations around the world, including in Britain, as consumers opted instead for electric vehicles."
Without taxpayer money to siphon off, there's no business interest in hydrogen as a fuel, let alone a green fuel.
October 30, 2023
Toyota pivots towards hydrogen trucks, admitting that its Mirai fuel-cell car has not been successful (Hydrogeninsight)
Toyota retreats on hydrogen as they realize there is no sustainable business model there, or future profits.
"But Japanese automaker will not yet give up on H2 cars, even as its own solid-state battery tech undermines their use case"
Without taxpayer money to siphon off, there's no business case for hydrogen road vehicles.
November 2023
November 6, 2023
Climate Benefits of Hydrogen Are at Risk as Fossil Fuel Industry Pressures Mount (Scientific American)
Another oil and gas major bails on hydrogen as they realize there is no sustainable business model there, or future profits.
"Rigorous standards are required to scale hydrogen as a clean energy solution; otherwise, it will be a costly, polluting diversion"
Given the initial major participants in the H2Hubs, I think we're already at 'costly, polluting diversion'.
November 8, 2023
You thinking charging an EV is bad? Try filling a hydrogen-powered car! (AutoBlog)
Note: this hydrogen as vehicle fuel reality check took place in California, the land of the "Hydrogen Highway".
By comparison,
Canada has 3 public hydrogen fueling stations at last count. For the entire country.
November 9, 2023
Gas grids can already cope with 20% hydrogen blends? That simply isn't true, says new report from network operator (Hydrogeninsight)
Spanish gas association publishes study highlighting the €700m of retrofits that would be needed to safely mix H2 with natural gas
Hydrogen is the smallest molecule. "Airtight" is an open door to hydrogen. Pipe or seal that will contain methane is probably
not designed to contain hydrogen. Hydrogen also embrittles metals like iron and steel, making an existing infrastructure
designed for methane more fragile with hydrogen exposure over time. Hydrogen requires its own infrastructure, purpose-built
to be much tighter than conventional gas pipelines and impervious to embrittlement hazards.
November 9, 2023
Nuclear is out, hydrogen is in: Where countries put energy R&D money (Financial Post)
It's good to see governments are finally awakening to the failed promise of nuclear energy, making very expensive electricity,
massive quantities of waste heat, and a nuclear waste legacy for which there is still no viable solution. It's unfortunate the
new darling for energy research money is just as bad for our future - allegedly clean hydrogen. The issues there are that
we already have a large global hydrogen industry, and it's not clean, and making clean hydrogen is enormously inefficient
and expensive. Which doesn't include the even more expensive infrastructure build required to store, transport and
distribute hydrogen or some proxy hydrogen 'carrier', e.g. ammonia. It's devastatingly sad to see this because a cleaner alternative
to the fever-dreams of the hydrogen zealots is already in place and being built and it is cheaper than the fossil fuels it is displacing now.
That's distributed zero-emissions renewables like wind and solar (photovoltaic and thermal), energy storage and electric propulsion, space
heating using heat pumps, and electrical transmission lines which can be used optimally due to distributed storage.
November 9, 2023
French city that pioneered hydrogen buses will opt for battery-electric in future due to ongoing problems and high costs (Hydrogeninsight)
Hydrogen buses were the showcase use-case for hydrogen as a transportation fuel. From rail to trucks to buses,
hydrogen has been - to be kind - a disappointment in real-world use. Battery buses are less expensive to buy
and operate, and have fewer maintenance issues. The justification for buying these hydrogen buses initially -
gobs of taxpayer money to massively subsidize those buses when they were acquired.
November 10, 2023
Plug Power collapses after 'going concern' warning from hydrogen developer (The Street)
November 10, 2023
Adventures In Failed Technology: Small Modular Reactors & Hydrogen Buses Entry (CleanTechnica)
I do like a good 2-for-1 deal. This one goes after two mythical beasts: affordable clean hydrogen as a fuel and
small modular reactors that live up to their hype.
Think of this subtitle as the TL;DR.
"Small modular nuclear reactor and hydrogen for energy proposals and trials are all zombie proposals sucking time,
effort, and willpower away from the necessary decarbonization of our economy. This little roundup is just an appetizer
course for the absurd feast of riches to come with canceled projects and crashing dreams."
November 14, 2023 Warning! The linked article contains content that may be disturbing to hydrogen energy zealots.
Plug Power & Other Hydrogen For Energy Firms Skid Further Into The Abyss (CleanTechnica)
November 16, 2023 I had higher expectations from Minister Heyman and the BC government. Almost $3 million per
truck which will only have 2 refuelling points in the province. With a fuel cost higher than diesel or electric,
and which won't make a significant contribution to climate change mitigation. Hydrogen in BC is not a 'green' fuel -
it is made by cracking natural gas. In the future, BC hopes to reduce the carbon intensity of its hydrogen fuel by
implementing carbon capture and storage bags on the side of the natural gas reformers. Hasn't worked out anywhere
else yet. By the way, BC had a 'hydrogen highway'. It was shut down because the vehicles were unreliable and too
expensive to fuel. Déja vu, all over again.
B.C. to spend $16.5M to get 6 hydrogen-powered transport trucks on the road (CBC)
November 17, 2023 First: not financial advice. I point to this article only because a financial 'expert' has
finally said the quiet part about the hydrogen financial bubble 'out loud': hydrogen is only a viable investment
while the taxpayer money tap is turned on full (and ends when they fail to produce promised results).
3 Hydrogen Stocks With Strong Government Support (InvestorPlace)
November 23, 2023 Cambridge professor says grey hydrogen buses are expensive, ‘destructive’ and not a true zero-emissions solution
Victoria warned against ‘very inefficient’ hydrogen buses after trial announced (The Guardian)
November 23, 2023 Paul Martin serves up some reality (hydrogen hype debunking)
The Case Against Hydrogen Trucks (LinkedIn)
November 23, 2023 Hydrogen isn't a good vehicle fuel, but it's worse if you need it and can't get it.
Three quarters of hydrogen refuelling stations in South Korea closed amid H2 supply crash (Hydrogeninsight)
November 24, 2023 If you want a synopsis of the hydrogen energy economy and in transportation specifically,
here's a cautionary tale from Michael Barnard. Caution: contains truth and reality.
The Odyssey Of The Hydrogen Fleet: A Tragicomedy In Six Acts (CleanTechnica)
December 2023
December 4, 2023 Michael Liebreich's Hydrogen Ladder is worth studying - again
Hydrogen hype: ‘History will have a good laugh’ at us (Halifax Examiner)
December 5, 2023 US Hydrogen industry unhappy that tax credits for green hydrogen requires it to be green
Hydrogen Industry Raises Alarm Over Leaked US Tax Credit Rules (BNN Bloomberg)
December 6, 2023 'Green' hydrogen fueling costs: fantasy math won't make hydrogen economically viable
German Hydrogen Vs Battery Trucking Study Much Better Than ICCT’s But Still Optimistic On Hydrogen Pathway Costs (CleanTechnica)
December 7, 2023 Hydrogen hype vs. reality math: guess which one wins.
Snippets: "14 tanker trailers would be required to deliver the same energy in the form of
compressed hydrogen to trucking stations as a tanker of diesel"
"local drayage and distances under 500 km are clearly going battery electric because the
economics and battery energy density are so clearly suitable today for that" [emphasis added]
What About Liquid Hydrogen Or Hydrogen Pipelines For Truck Stops? Yeah, No. (CleanTechnica)
December 10, 2023 We know the oil and gas industry is struggling on the PR side when there's another Hyperion XP-1 story, and here it is.
Hyperion XP-1: Pioneering Hydrogen As The Hypercar Fuel Of The Future (CarBuzz)
December 10, 2023 "As hydrogen is easier to ignite and is more prone to leaking than natural gas,
homes will have to undergo some changes in order for it to be installed."
Those modifications should include replacing all the metal gas piping within the building, all valves - including
the main cut-off, all gas appliances, additional sensors and ventilation holes in the building envelope.
Based on my reading and research, there is no way 'low carbon hydrogen' can be retrofitted into housing
for less money than electric heat pumps and electric appliances, nor can the operating costs of hydrogen
fuel be lower than electricity from renewables bolstered by battery storage .
Government pushes ahead with plans for the UK's first hydrogen towns despite backlash from locals over safety fears (Daily Mail)
December 11, 2023 It's one thing to postulate fantasy numbers about hydrogen production, another to actually do the work.
EXCLUSIVE | World's largest green hydrogen project 'has major problems due to its Chinese electrolysers': BNEF (Hydrogeninsight)
December 11, 2023 COP 28 oil industry flame out: Get ready for the onslaught of white/gold/natural hydrogen stories as the new distraction
One of the better treatments to date on this topic, and still not great.
Note the 'white' hydrogen finds are typically found by accident (Mali, now France) while looking for methane,
so as an industry, they're not good at finding these deposits. The article also notes a lot of these posited
deposits will be too difficult or expensive to exploit competitively. The theory as to how these deposits are
created suggests they will be fairly rare. Finding them in remote areas creates an additional cleansing,
storage and transportation layer before this hydrogen will have value. The article massively underestimates
the size and value of the existing hydrogen industry, most of which is blue or grey hydrogen used by the
oil industry today.
Note this paragraph from the article, knowing that the oil industry is the chief cheerleader for hydrogen
as an energy store today.
""The big oil companies, I think, are very interested, but they're currently sitting on the sidelines, watching,
taking a bit of a wait-and-see attitude. They're letting the start-ups take the risk - at this point this is a
highly risky venture," says Mr Ellis."
Even if it all turns out to be amazing, expect it to take a decade to get any significant amount to market,
and imagine the state of electrification of transportation, domestic energy use and other purported markets
as the oil and gas demand is cratering.
Could there be a gold rush for buried hydrogen? (BBC)
December 12, 2023 Interesting to see the oil COP 28 agenda spontaneously bursting into flames and the resulting
storm of hydrogen hype distraction news items hitting corporate media. This one: GM's Hydrogen 'power cubes'.
So, here are major takeaways. After decades of development, GM's hydrogen 'power cube' still isn't ready, and
now they're announcing they expect to deliver a prototype in a couple of years. Justification: batteries aren't good at
powering heavy loads. Seriously, but fuel cells are good at supporting heavy loads? Anyway, will get tested in
Arizona, probably because GM's fuel cells really don't work at temperatures below freezing. Stay tuned for how
Komatsu plans to provide hydrogen fuelling infrastructure for remote operating sites.
GM’s hydrogen ‘power cubes’ will be used to power massive mining trucks (The Verge)
December 12, 2023 The U.S. Hydrogen Council harshes the COP 28 hydrogen hyping mellow - because reality
Wait, what? The cost of hydrogen is going up because of "an increase of renewable power cost by more than 30%".
But, the cost of renewables is continuing to drop with amortized cost per kWh from photovoltaics and wind turbines
continuing to drop dramatically world wide. Still, for the Hydrogen Council (aka the oil industry), this justifies
sticking with non-green hydrogen because "the cost of blue hydrogen will be slightly under that of green hydrogen
from 2025 to 2050." Well, the conclusion isn't a surprise, even if the justification is bogus.
Cost of producing green hydrogen has risen by 30-65% due to multiple factors: Hydrogen Council (Hydrogeninsight)
December 13, 2023 Repeat after me: better construction, better insulation and weather-sealing, heat pumps, green the grid.
UK government backs plan to ban gas and ‘hydrogen-ready’ boilers (The Guardian)
December 14, 2023 So, what exploded to cause this 180-degree turn? The UK government has been pushing hydrogen
for heating hard, despite standing evidence it is an energy pig, will create more GHG emissions, creates a new level
of hazard for residents, is generally physically unworkable and a much worse choice than simple off-the-shelf measures
like improving building envelope sealing, better insulation, upgraded windows and doors, and heat pumps.
‘Hydrogen village’ plan in Redcar abandoned after local oppositionF (The Guardian)
December 14, 2023 As an Ontario resident who can spell 'energy policy', I endorse this article.
Ontario’s Hydrogen Approach Will Be A B-School Case Study In Failure (CleanTechnica)
December 18, 2023 More woolly thinking about the laws of thermodynamics from hydrogen advocates
ICCT Thinks Green Hydrogen For Shipping Will Have More Energy Than Electricity Required To Make It (CleanTechnica)
December 19, 2023 Even those with a good grasp of the entropy problems in the hydrogen energy cycle
often overlook the cost of getting pure water for electrolysis
Green hydrogen and its water use problem (PV magazine)
December 19, 2023 Even with great intentions and massive taxpayer funds available, this is not
going to happen with 12 years. All the 'green' electricity will have to be built from scratch.
As India today produces most of its electricity from coal and petroleum and has regular electric
supply issues, this wouldn't even be starting from zero - it starts from a negative position.
Then when you consider the massive energy losses in converting from 'green' electricity to
hydrogen, let alone ammonia, the rational answer has to be using whatever 'green' electricity
India can muster to supply its own national grid for daily use, and daily storage will be
based on pumped storage or batteries, not multi-step chemical reactions to make hydrogen
or ammonia, and then more chemical steps to reverse the process a few hours later.
Indian oil giant plans $10bn spend on green hydrogen and ammonia projects by 2035 (Hydrogeninsight)
December 20, 2023 More government funded hype for green hydrogen plans (Egypt)
The biggest owner of ACWA is the Saudi government. The other partners in this proposed project are various
agencies of the Egyptian government.
$4 Billion Says Green Hydrogen Is Here To Stay, With A Green Ammonia Twist (Clean Technica)
December 22, 2023 So many problems with the story line in this article ...
I'm just going to pick on a couple.
The 'hydrogen industry' (read oil and gas sector) are alarmed about rules that won't
take effect for five years (so they're assuming no innovation possible in that period), and
primarily require that their 'green' hydrogen is actually produced using 'green' (renewable,
"zero-emissions") energy sources (e.g., solar PV, solar thermal, wind, tidal, wave, renewable
natural gas, biodiesel ...). They must be in shock that taxpayer money specifically targeted
at reducing GHG emissions and labelled as 'clean energy' will actually require them to come
up with some clean energy to power their projects. Oh, the horror!
A supported politician moans on cue, "it makes no sense to kneecap the hydrogen market before
it can even begin", apparently unaware the hydrogen market is a multi-billion dollar, world-wide
market already. The catch for 'green hydrogen' is that less than 1% of hydrogen produced and
used today comes from clean sources - the vast majority comes from cracking (generally steam
reforming) natural gas, and much of that goes to upgrading petroleum in the refining process
to make gasoline, diesel, heating oil ...
Of course, if you weren't wedded to continued use of fossil fuels, there's an easy solution
to showing you are using renewable energy every hour in two parts. 1) you actually have to
build some infrastructure that produces renewable energy - preferably electricity to be able
to power electrolyzers (because that's how you generally make 'green' hydrogen. 2) install
some battery storage as a buffer between your possibly intermittent electricity supply and
your electrolyzers' energy demand. For bonus points, use electrolyzers that can ramp up and
down withoug a big hit on efficiency. The catch here is, if a 'green hydrogen' facility
uses a battery to make their operation viable, people might realize that battery energy
storage is so much better (less expensive to install, more flexible, massively more efficient)
than the 'green' hydrogen technology, then they might just skip the part that includes
the hydrogen.
Finally, installing more 'green' hydrogen capacity won't reduce overall GHG emissions. By
wasting so much of the source renewable low/zero-emission energy on the multi-step conversion
losses in the hydrogen energy cycle, much less of that really valuable (but typically less
expensive to produce) clean energy will be lost to entropy, thus delaying the transition
to a lower emissions world and generating more GHGs overall.
Here's
Princeton University's take on how 'green hydrogen' can make methane emissions worse.
The Financial Times article that started my rant above:
US Treasury moves to restrict hydrogen tax breaks offered by IRA (Financial Times)
December 22, 2023 A few days ago, I wondered what 'exploded' to get the UK government to
make an abrupt U-turn on their years-long policy of forcing residents in some villages to
accept hydrogen blended with natural gas for use in their homes. We might have a winner.
Long-suppressed hydrogen explosion risk report and video released after ruling from UK commissioner
(Hydrogeninsight)
December 22, 2023 I particularly enjoyed the focus on Canadian hydrogen boondoggles
in this article.
More Hydrogen Fleets That Reached The End Of The Tragicomedy Including Iceland
(CleanTechnica)
December 25, 2023 Transport of hydrogen is an energy problem, even via pipelines of significant length.
New Hydrogen Pipeline Vs HVDC Study Less Wrong, More Clearly Shows Hydrogen Uneconomic
(CleanTechnica)
December 25, 2023 The problem with hydrogen as a fuel isn't that the technology won't work.
With enough time (lacking) and taxpayer money (apparently infinite for hydrogen anything), the technology
will work and continue to improve. The fundamental problems are not making electrolysis and fuel cells
work; they've been around a long time. The hydrogen fuel cell dates back to at least 1843. However,
the energy conversion losses in the hydrogen fuel cycle are enormous, building the delivery infrastructure
is financially daunting and likely beyond government coffers to fund, and it can't compete financially
with other green energy options that are already commercially available with infrastructures in place
(e.g., renewable electricity, batteries and biofuels), and are also continuing to improve.
Hydrogen-powered aircraft completes first flight and is voted Breakthrough Technology of 2023
(NotebookCheck)
December 28, 2023 The old saying is, hydrogen is the fuel of the future - and always will be.
Perhaps a new saying should be, hydrogen is the fuel of fantasies which must receive infinite taxpayer subsidies.
Ballard Averaging $55 Million Annual Losses While Pushing Hydrogen Rock Uphill With Grants
(CleanTechnica)
December 29, 2023 If Michael Barnard had been writing this stuff 20-25 years ago, it would
saved me writing the book.
Hydrogen Van Firm ‘First Hydrogen’ Fated To Fail But What Questions Does It Raise?
(CleanTechnica)
If decision-makers other than the US DOE back when my book was published had paid attention, we
could have saved a lot of taxpayer money in the past couple of decades, and put the time,
money and effort into things that work much earlier.
January 2024
January 8, 2024 This is still too optimistic, unless taxpayers continue footing most of the bill
for those limited number of truck operators. These trucks will be constrained by the limited
number of fuelling depots that will be available, which will restrict them to major routes, which
should be served by efficient freight rail. Off-rail routes will be hard for H2 trucks due to the
risk of running out of fuel far from sparse refueling points. Virtually no light vehicles will
run on H2 due to the sticker price of the vehicles and high fuel costs due to the horrid conversion
losses inherent in the green hydrogen energy cycle where battery EVs will eat their lunch.
Only 4% of zero-emissions vehicles will be powered by hydrogen in 20 years' time: analyst
(Hydrogeninsight)
January 9, 2024 This despite massive taxpayer subsidies for hydrogen remaining in place in Europe.
Sales of hydrogen cars in Europe's largest market collapsed in 2023, with nearly 70% drop in registrations
(Hydrogeninsight)
January 10, 2024 Seriously, 5 million tonnes a year of green hydrogen production in India?
India targets 5 MMTPA green hydrogen to curb $185 billion energy import bill (India Times)
This WEF-Bain fantasy has to be put out of our misery, though the hypesters keep bringing this zombie
impossibility back into the headlines.
1) India is a net importer of energy, and it is currently hooked on coal and oil.
Over 80% of India's electricity is generated from 'thermal' sources (coal, oil, gas)
2) Its renewable energy base may actually be shrinking as the Himalayan snow pack recedes.
3) Nuclear fission is not a renewable energy source.
4) India has routine shortages of electricity nation-wide.
5) India's population is growing, and getting hotter, so demand for air conditioning will expand.
6) India is slowly shifting to electric vehicles from fossil fuels (a good thing), which will increase demand for electricity.
Producing 5 million tonnes of green hydrogen via electrolysis will require billions of litres of
distilled water. Clean water is already in short supply in India. Then it has to be distilled
for use in an electrolyzer, using more (green?) energy. State of the art commercial electrolyzers use at least 70 kWh of electricity
to make a kg of hydrogen
From the abstract of the paper "Multi-year energy performance data for an electrolysis-based hydrogen refueling station":
"The 2020 first quarter energy consumption was between 70 and 80 kWh/kg."
Making 5 million tonnes (1,000 kg per tonne) a year will require an additional 350 billion kWh of green electricity annually.
(70 kWh per kg * 1,000 kg per tonne * 5,000,000 tonnes = 350 trillion kWh or 350 TWh)
In 2020, India had 22 nuclear reactors which produced a total of 43 TWh in 2020-21, or about 0.5 TWh each.
(https://en.wikipedia.org/wiki/Nuclear_power_in_India)
To generate the additional electricity to produce 5 million tonnes of hydrogen would require bringing
the equivavlent of an additional 700 nuclear reactors worth of green electricity online.
And it's improbable that India will get there with actual 'green' electricity, say solar.
In the past few years, India hasn't even managed their recent targets (100 GW by 2022) for bringing
PV energy online, before even considering a set-aside for green hydrogen production.
Currently, India gets less than 12% of its electricity from renewables, over 73% from burning coal (and rising).
The percentage increase in renewable electricity is barely exceeding growth in demand in India
today, before they start diverting massive amounts to producing hydrogen.
Finally, making hydrogen part of the energy cycle will use at least 5 times as much primary energy
(in this case, green electricity) as storing the generated, typically intermittent, electricity in
batteries (in EVs or as grid storage) - and current technology electrolyzers don't like intermittent input power.
January 15, 2024 This is a longish piece on the fallacies of the hydrogen energy mirage,
but if you think that energy cycle has any merit, you need to invest the time to read this.
RMI Has Fallen Into The Hydrogen For Energy Pit Again
(CleanTechnica)
January 15, 2024 Hydrogen hypesters: read to the end before you get excited by the headline.
Prince George Teralta Hydrogen For Energy Initiative Actually Makes Sense
(CleanTechnica)
January 18, 2024 This analysis is about GHG emissions only. It does not factor in the huge difference
in fueling costs between battery-electric and hydrogen-fuel-cell systems. It also assumes that fuel cells
will have the same longevity in tranport applications as batteries, which is not yet proven.
Why electric trucks, not hydrogen, are our best bet to cut road transport emissions
(The Driven)
January 19, 2024 MAN Truck & Bus has long experience with hydrogen fuel cell technology, so he knows whereof he speaks.
MAN CEO: “impossible” for hydrogen to compete with BEVs
(electrek)
January 19, 2024 This eye-watering estimate does not include making ships that can run on ammonia. For scale,
this number is in the league of the annual GDP of Italy or Canada, and just shy of that of France.
Switching global shipping to hydrogen-derived green ammonia would require US$2.25trn of infrastructure investment: study
(Hydrogeninsight)
January 26, 2024 Once again, the hydrogen hype lobby does its media release sleight-of-hand
and pretends this non-accomplishment is important. There is no doubt the Nikola stock price needs pumping.
Normally, in these entries, I would provide a link to the web article. However, in this case,
activating the link invokes two attempted botnet attacks. So, don't access this article unless your
device is very secure and up-to-date against malware attacks. Amusingly, the site advertises itself as secure (https:).
httpscolonshashslashwww.trucknews.comslashsustainabilityslashnikola-hydrogen-fcev-completes-edmonton-calgary-round-trip-without-refuelingslash1003181567slash
Nikola hydrogen FCEV completes Edmonton-Calgary round-trip without refueling (trucknews.com)
With that PSA out of the way, I'm going to cherry-pick some content from the article for sake of argument,
so you won't need to click on the link.
"The Alberta Motor Transport Association’s (AMTA) Nikola hydrogen fuel-cell-electric vehicle (FCEV) completed
a 519-km round-trip from Edmonton to Calgary without needing to refuel and with hydrogen in the tank to spare."
Why does a trucking association have a hydrogen fuel-cell truck, and what sticker price was paid with members' money?
Well, according to Nikola, they sold 2 trucks to the AMTA in in April 2023. No price mentioned in
their media release. Point of interest, one of the trucks is battery electric, not hydrogen.
According to
this media release from Nature Resources Canada, AMTA did not pay for the required hydrogen
fueling station. Nope, that bill went to Canadian taxpayers, to the tune of $2.3 million.
But wait, there's more. Other entities - some of which also have received federal taxpayer money
for promoting the hydrogen mirage also chipped in a few bucks. Grand total admitted to: $9.2 million.
AMTA is quoted in that media release as taking credit for "helping lead Canada's commercial transportation industry toward a zero-emission future",
but not as a funder for the project. So, AMTA did not fund the fueling station or the truck.
But,
NRCan's own map of hydrogen fuelling stations shows ZERO locations in Alberta (2024.01.27).
So where's the hydrogen fueling station that Canadian taxpayers paid for? Just part of the hydrogen mirage.
(Fun fact, NRCan's map shows 1398 EV charging points in Alberta.)
But I digressed from the non-accomplishment point.
Nikola demonstrated that an unloaded hydrogen fuel cell truck could travel 500 km without requiring refueling.
Commercial trucking isn't new. The hydrogen fuel cell has been around since 1843. The electric drive
train is commercially available technology since at least the early 1900s.
Meanwhile,
Pepsi is reporting their fully-loaded Tesla semis are doing 450 miles (over 700 km) on a single charge in daily revenue service,
and that's not the claimed range per Tesla (over 800 km per charge - fully loaded).
[insecure link warning: https://driveteslacanada.ca/news/tesla-semi-is-worlds-only-electric-freight-truck-capable-of-driving-more-than-1000-miles-a-day/]
Tesla reports their semis can travel more than 1000 miles (1600 km) per day.
So, the Nikola announcement isn't even a breakthrough for zero-emissions trucks.
But what Nikola and AMTA don't address is, where did the hydgrogen come from, is it truly
zero GHG including upstream processes to create the hydrogen, and is the hydrogen fueliing cost
competitive with diesel or electric? We know the distribution infrastructure for hydrogen as a
road fuel in Canada is non-existent, so that's another multi-billions of dollars investment yet
to be foisted on taxpayers.
January 26, 2024 Hydrogen vehicles lose on sticker price, operating costs AND maintenance.
Hydrogen Fleets Are Much More Expensive To Maintain Than Battery & Even Diesel
(CleanTechnica)
January 26, 2024 In case you thought hydrogen vehicles were a recent technological marvel.
A History Of Hydrogen-Powered Cars
(CarBuzz)
January 27, 2024 And then there's the issue of maintenance costs and downtime in the hydrogen distribution system
California’s Hydrogen Stations Being Fixed More Hours Than Pumping At 15% Capex Per Year
(CleanTechnica)
January 29, 2024 What's worse than long distance hauling of hydrogen? Ammonia.
Importing Ammonia As An Energy Carrier Is Bad Policy & Worse Economics
(CleanTechnica)
January 29, 2024 Looks like Nikola is trying to make a business out of moving empty trucks
Nikola hydrogen FCEV semi completes 400 mile trip – is it enough?
(electrek)
But the real reason I'm sharing this article is the last three paragraphs. In short, the charade of
hydrogen as a transportation fuel is powered solely by taxpayer-funded subsidies. If those stop,
the hyprogen bubble bursts. We should want that to happen before the bubble gets big enough to matter.
February 2024
February 1, 2024 Uh-oh, somebody said the secret part out loud.
Get a beverage and get comfy, because this 'brief' is going to take a while to read and digest.
Green Hydrogen: A Multibillion-Dollar Energy Boondoggle
The hydrogen hypesters hate it when people look at the system and do math, instead of just
cherry-picking the best bits for the fantasy narrative.
Here's a tease from the Issue Brief.
"As this Issue Brief will explain, the Clean Hydrogen Strategy and the accompanying tax
credits are a multibillion-dollar energy boondoggle that is unlikely to be achieved and,
even if it is achieved, will have no measurable impact on climate. The high cost of the
production tax credit—$3/kg is equivalent to $91 per megawatt-hour (MWh), based on the
energy content of hydrogen—is far greater than wholesale electricity prices in the U.S.,
which in 2023 averaged between $30/MWh and $50/MWh."
It's good of the U.S. taxpayer to be so generous in bailing out the oil and gas industry,
who continue to suffer from ever-growing record profits.
The apparent enthusiasm for more nuclear fission in the brief is misplaced. It is
not an efficient energy source, not zero-emissions over the fuel cycle, and not
cost-effective. The 'barriers' to adoption of more nuclear fission, including SMRs are
primarily requiring that they work reliably and that they include reasonable safeguards
against radiation release in the event of an incident. SMR advocates call those
'regulatory' and 'permitting' barriers, and also gloss over the fact that the industry
still has no permanent solution for high-level and spent fuel radioactive waste. There
is no reason to believe that increased use of nuclear fission (which is essentially
constant output) will reduce the growing need for additional energy storage.
February 1, 2024 If you're going to fall for the hydrogen mirage, might as go for it in the desert
Fortescue & Nikola Insane Green Hydrogen For Trucking Play In Waterless Arizona Desert
February 1, 2024 Canadian taxpayers pick up the hydrogen tab for blending with fossil fuel
Government of Canada Announces Federal Investment in Gatineau Clean Hydrogen Production
(Government of Canada)
Electricity from the Quebec grid is already 'clean', and mating that with heat pumps - an off-the-shelf
solution - would be a better, more efficient, lower cost solution that can be implemented now.
February 2, 2024 How appropriate this appears on Groundhog Day.
It's like the movie, where
the protaganist (fossil fuel industry) makes the same mistakes over and over again.
Should power plants burn clean hydrogen to make electricity?
(Canary Media)
TL;DR No.
In the U.S., there is essentially no 'clean hydrogen' to be had. World-wide, 'clean hydrogen' is
less than 1% of the multi-billion dollars per year hydrogen production industry. Using what little
'clean hydrogen' there is to make grid-scale electricity would be a massive financial and environmental
blunder, with the bill being delivered to taxpayers and ratepayers while the fossil fuel industry
reaps more profits by destroying a stable climate.
To be clear, it isn't a technology problem or a regulatory problem that is the show-stopper here.
It's the laws of thermodynamics and financial reality and the availability of better off-the-shelf
solutions available today.
From the article:
"Even if a power plant lucked into a hydrogen pipeline hookup, current costs make it bonkers to burn.
For comparison to gas, Wetherby calculated that renewable hydrogen selling for $3 to $4 per kilogram
equates to about $20 per million Btu. Natural gas at Henry Hub goes for less than $3 per MMBtu right
now. Long Ridge actually extracts its own gas on-site, straight from the Marcellus Shale; clean hydrogen
wouldn’t compete with its homegrown supply until it gets down to 25 cents per kilogram, way beyond the
Department of Energy’s wildest dreams."
The premise here is that 'clean hydrogen' would be used for a short-term daily reserve for power plants,
making the hydrogen. The thing is, storing energy for electrical generation is a solved problem.
It involves either big batteries (which provide other benefits to the electrical grid beyond storage),
or pumped storage, both of which are 'clean', and much cheaper than additional 'clean' hydrogen
infrastructure for making, storing, transporting and burning hydrogen in a turbine or oxidizing
it in a fuel cell. So, to repeat the TL;DR version: No, power plants should not burn clean hydrogen
to make electricity.
February 2, 2024 India finds a new hydrogen black hole for taxpayer money
India Launches Pilot Projects for Green Hydrogen in Maritime Sector under National Mission
(SolarQuarter)
February 6, 2024 I'm probably losing my mind from the avalanche of hydrogen nonsense the past few weeks,
but I wonder if this could be a real, viable, economically rational niche for green hydrogen, where the
iron and bauxite red mud are reasonably close to each other in sizable quantity. I'll have to leave it to someone
else to dig in.
Researchers create green steel from toxic red mud in 10 minutes
(New Atlas)
February 6, 2024 When the hydrogen hypesters get caught out on facts, they get angry,
and have the resources to be nasty - been there.
Hydrogen For Energy Types Are Getting More And More Angry
(CleanTechnica)
February 7, 2024 Ditch hydrogen for the win
Battery storage plus hydrogen can enable a reliable, cheap clean energy transition
(PV Magazine)
So close to the right answers, but the headline doesn't reflect this text in the article:
"while existing hydropower and batteries can ensure grid reliability, adding green hydrogen
to the system can reduce the energy costs in some regions, although a combination of hydropower
and green hydrogen with no batteries is always more expensive than a combination of the three"
Let me parse that tortured text for you: green hydrogen isn't the low cost solution - ever.
Or, you could look at the
iScience paper Batteries or hydrogen or both for grid electricity storage upon full electrification of 145 countries with wind-water-solar?"
Highlights: second bullet point
Lowest cost is with CH (hydropower), CH + BS (batteries), or CH + BS + GHS (green hydrogen) but never CH + GHS or GHS alone
But why is that? Spoiler - because the efficiency of the green hydrogen energy storage cycle sucks.
Let's start from the premise that electricity from wind and solar power happen when the wind
blows and the sun shines, and demand for electricity isn't synchronized to those sources.
If you're the fossil fuel industry, that makes intermittent zero-emissions, zero-cost-fuel
that they do not control completely unacceptable as an energy solution. Forturnately for us,
saner minds have taken us to the point that we are growing our production of clean electricity,
and we have found acceptable storage solutions to buffer the gap between clean electricity
production and end-use. These include hydro reservoirs, pumped storage, and batteries - including
'flow batteries'. What they don't include, after 200 years of the technology being in existence,
is substantial use of hydrogen as an energy store.
We have built hydro dams since the 1800s. Still build and use those on large scale. We have had batteries since
the 1800s. Still build and use those. We have had pumped storage since the 1800s. Still build and use that.
We have options other than hydrogen for energy (electricity proxies) storage which are proven to work,
are reasonably efficient on a round-trip basis and cost-effective.
And then there's hydrogen. I have done this routine so many times, it's annoying. So this time, short form.
Let's assume that the end objective is to have clean electricity as an end product, delivered where
and WHEN it is needed. This is the primary function of today's electrical grid, and for the most
part it seems to work at the delivery part, and is slowly shifting to clean with time and a desire
by utilities to reduce generation costs. Note that last bit: not because they want a clean grid, because money.
Saving money for utilities means reducing fuel costs, but especially construction (capital) and
maintenance costs. One way to do that is to use storage to provide electricity on demand
(dispatchable power) rather than build enough generators to meet maximum demand. So, storage
is already part of the utility took kit, including hydro reservoirs and pumped storage, and
batteries. Australia's grid is installing battery storage at a break-neck pace - and the drivers
for that costly endeavour? Avoiding delivery failures and saving money. There are some folks
who really crunch the numbers on this stuff. Like
NREL.
They looked at capital cost, and operating/maintenance costs, but focused on round-trip
energy efficiency (turning electricity into stored energy and back into electricity again).
They came up with some numbers in 2022: 86% for batteries; 80% for pumped storage; and, not
on the list: hydrogen.
So, short version of hydrogen storage round-trip efficiency. Start with a kWh of electricity
from a solar panel. Put that into a buffer battery so you can run an electrolyser to turn
the electricity into hydrogen (because clean solar power is intermittent and electrolysers
don't like intermittent supply power). Put the produced hydrogen into compressed storage
(otherwise it takes up way too much space to be useful). Store until needed, while
venting some for safety reasons. Put the hydrogen into a fuel cell to make electricity.
Easy peasy, just buy the gear, set it up and go. Sure, it's expensive, and still needs a
battery, and storing hydrogen has some tricky safety issues. But what hasn't been
mentioned yet is the round trip efficiency. Of that kWh of clean electricity from the PV
panel, how much comes out the other end of the storage system when it's needed?
A commercial electrolysis unit, like those supplied by Linde, aspire to 70%
efficiency, starting from distilled water. Compression of hydrogen typically uses up about 15% energy equivalent of the
stored hydrogen (5,000 psi). Leakage from storage is expected to be around 0.25% per day.
Then the hydrogen is put into a variable-output-rate fuel cell (e.g. PEM) to make electricity,
which costs the equivalent of 40% to 50% of the embodied energy in the hydrogen,
which is then fed instantaneously to the grid via an industrial scale inverter (85-95% efficiency
or 5-15% loss) (avoiding the need for another battery). Now we have to do some math.
Relax, I'm going to do it for you. And, I'm going to be really nice to the hydrogen storage
scenario taking their best case numbers for each step.
making the distilled water - we'll give them that one for free (and it's not), and the buffer battery
electrolysis 70% efficient (and it's not)
compression 85% efficient (only for low pressure compression)
storage losses - they're small, so we'll give them that for free as well)
fuel cell to produce electricity 60% efficient
inverter 95% efficient
String those together [ .7 x .85 x .6 x .95] and we get an extremely optimistic
round-trip efficiency of 0.33915 or 34%. In reality, it won't be that good. 15% to 20% is closer.
Eventually if you're going to store clean electrical energy, realistically you're going to have to
choose between one of these round-trip efficiencies:
Battery: 86%
Pumped storage: 80% or
Hydrogen storage: 34% (or worse)
Put another way, if you choose to store energy as hydrogen, you will need at least 3 times as much
generation capacity (be it wind turbines, solar panels ...) than if you used batteries. Remember,
utilities want to avoid constructing more generation capacity than necessary because money.
There are flow batteries which can store immense amounts of energy, such as used at Kodiak, Alaska.
Also note, in this scenario, we didn't even talk about transporting the hydrogen.
February 7, 2024 The energy cycle efficiency sucks for ammonia as fuel - drop-in biofuels anyone?
Ammonia attracts the shipping industry, but researchers warn of its risks
(TechExplore)
February 8, 2024 If Shell can't be bothered to keep its subsidized hydrogen fuelling points open,
that should make it pretty clear what the future holds for clean hydrogen light vehicles.
Shell permanently closes all of its hydrogen refuelling stations for cars in California
(Hydrogeninsight)
February 8, 2024 Reminder - you can recharge an EV pretty much anywhere there is a plug: at home, at work ...
Hydrogen Refueling Station Closures In Multiple Countries More Painful News For Hydrogen Proponents
(CleanTechnica)
February 8, 2024 If the vendor knew the hydrogen filling stations were expected to work, they probably
would have had to put their tender price up.
'Fraud, false promises, concealment' | Iwatani files lawsuit against Nel over faulty hydrogen refuelling stations
(Hydrogeninsight)
February 8, 2024 One of the key conclusions from the David Hughes CCPA report is about hydrogen
[dead link: https://policyalternatives.ca/netzero]
From the Key Conclusions from the 64-page report "Getting to net-zero in Canada" (Canadian Centre for Policy Alternatives)
"Overreliance on hydrogen introduces high risk: CER’s projection that hydrogen can grow from almost
nothing to 11–12% of end-use energy supply by 2050 is extremely optimistic. Current production of
hydrogen is very energy- and emissions-intensive and producing it from electricity consumes 54–82%
of the electrical energy in the conversion process. Although some hydrogen will be needed, a more
realistic goal may be the more conservative 5% estimate of the International Energy Agency (IEA).
February 8, 2024 Sigh. It's as if the German government doesn't understand that hydrogen as an energy
store will increase GHG emissions and waste massive amounts of actual clean energy, or that using
fossil methane as a 'bridge fuel' is the fossil sector's plan to shift to grey or blue hydrogen, not green.
Disappointing. More taxpayer money wasted to not solve the problem and increase gas industry profits.
The solution is conservation, load management and storage, not fossil methane peaker plants.
Germany makes a risky bet on Hydrogen energy
(Money Control)
February 9, 2024 How is it that fossil methane in the U.S. always get treated as 'green'?
The [U.S.] New Hydrogen Rules Risk Opening the Door to Methane Offsets
(heatmap.news)
February 9, 2024 More on Shell shuttering hydrogen stations and Nel electrolyser fraud accusations
Shell Shuts Down Its US Hydrogen Filling Stations
(CleanTechnica)
February 11, 2024 If the millions of light road vehicles aren't a viable market for hydrogen fuel, what
mass market justifies the taxpayer investment in hydrogen transport, storage and distribution infrastructure?
Hydrogen 'not optimal for use in vehicles like cars' as UK risk falling behind with refuelling network
(GBN)
February 12, 2024 Is this really better than a battery-electric drive system?
Hydrogen container ship could slash carbon emissions by 3000 tons
(electrek)
Dug in a little bit on this one. First, funding for this vessel came from the Netherlands Ministry of
Economic Affairs and Climate. That's fair, a novel technology that looks promising may well need to be
funded by other than straight-up private-sector means in order to evaluate it.
Note, due to the way the fuel cell system works and is sized, it still requires a battery pack and uses
a fully-electric propulsion system - the H2 part is really a different kind of battery.
While Rotterdam has grand plans, there is no evidence that green hydrogen is being produced there yet,
although
a number of hydrogen import points appear on their project map. Shell is a partner, and its commitment to
'green' hydrogen remains dubious.
The distance from Rotterdam to Duisbert is about 100 miles (160 km). This could be covered using a battery-electric barge,
which would be considerably more energy efficient over the fuel cycle than using 'green' hydrogen.
Electric barges: new trend in intermodal transport
Based on this information, withholding judgment on viability until more data is in, but battery electric
is going to be hard to beat on GHG emissions reduction and fuel-cycle efficiency.
February 12, 2024 How good people end up going down the hydrogen rabbit-hole
The Life Story Of A Committed Hydrogen-For-Energy Worker Unfolds
(CleanTechnica)
If only these people had ended up with a copy of
The Emperor's New Hydrogen Economy (note ebook available), instead of
The Hydrogen Economy.
February 13, 2024 A reasonably concise and balanced treatment of the state of hydrogen as a fuel for light vehicles
Will hydrogen overtake batteries in the race for zero-emission cars?
(The Guardian)
February 15, 2024 The hydrogen for energy mirage is fuelled by taxpayer money
Hydrogen subsidies | Australian solar-to-methanol project secures €24m grant — with half coming from Germany
(Hydrogeninsight)
February 15, 2024 Even 7 billion Euros of taxpayer money tossed onto the hydrogen bonfire won't beat the laws of thermodynamics
Biggest yet | EU green-lights €7bn in hydrogen infrastructure subsidies from seven member states
(Hydrogeninsight)
A billion here, a couple billion there, now 7 billion, eventually it adds up to real money - even for politicians.
Though, clearly, we're not there yet.
For what? To take some green electricity, turn it into hydrogen to move it about,
then turn it back into electricity somewhere else later. All with an 80% efficiency penalty,
so we actually have to make 5 times as much green electricity in the first place for the folly
of keeping the hydrogen for energy dream alive.
In my books, that's a text-book case of a losing proposition.
Yet, the decision-makers setting fire to this money don't seem to notice the major advocates for the
hydrogen mirage - the massively profitable fossil fuels industry - aren't ponying up their own money
(at least not in serious amounts) - despite being the biggest producers and users of hydrogen on the planet.
Doesn't that seem odd if the industry really believes this is THE energy market of the future?
Shouldn't government energy analysts actually be doing some fiscal analysis on the opportunity cost
of going down the hydrogen for energy rabbithole compared to other (in my opinion, based on math)
options that are all ready commercialized at scale and seeing cost reductions year over year to
produce real green electricity and store it and transport it at much lower losses?
February 16, 2024 Methinks Wood Mackenzie doesn't understand what the 'colours of hydrogen' actually mean.
Or they're deliberating trying to denigrate what 'green' hydrogen is so the others are somehow seen as more legitimate.
Over the rainbow - Why understanding full value-chain carbon intensity is trumping the colour of hydrogen
From the report:
"Calculating hydrogen’s carbon intensity is complex. For green (electrolytic) hydrogen, emissions can
range from almost zero to levels beyond those of brown hydrogen. Green hydrogen is, in principle, made
using 100% renewable energy. In practice, however, what is described as ‘green’ can also be produced
using power from a grid that relies heavily on fossil fuels."
Emmm, actually, no, that is incorrect.
"Green hydrogen is defined as hydrogen produced by splitting water into hydrogen and oxygen using renewable
electricity through a process called electrolysis. This results in very low or zero carbon emissions." -
Green Hydrogen Organization
Given that was the starting point for the WoodMac report, I stopped reading at that point.
February 16, 2024 New study: for Europe, the transition to reduced GHGs will feature more
electrification and less hydrogen than previously thought
Distinct roles of direct and indirect electrification in pathways to a renewables-dominated European energy system
(OneEarth)
February 16, 2024 China is going to need a lot more reneaable energy if they plan to run on green hydrogen.
Global sales of hydrogen vehicles fell by more than 30% last year, with China becoming world’s largest market
(Hydrogeninsight)
February 18, 2024 A moment of levity regarding the real energy and money being wasted on a stark fantasy.
Even ChatGPT Knows Hydrogen Is A Square Wheel In Transportation
(CleanTechnica)
February 19, 2024 Green Hydrogen to reduce emissions for shipping? The numbers aren't encouraging.
ANALYSIS | How much green hydrogen and renewable energy will be needed to decarbonise global shipping?
(Hydrogeninsight)
So, we're talking 600 Terrawatt-hours of hydrogen from truly zero GHG emissions electricity by 2030 to get
to just 10% of the energy required to 'green' shipping. That's 6 years. IMO, not remotely possible,
even to get to 10%.
February 20, 2024 There are better ways to spend taxpayer money than continuing to hype hydrogen.
Another European Energy Study Assumes Unrealistically Cheap Hydrogen & Finds Significant Demand
(CleanTechnica)
February 20, 2024 Hydrides are not a new 'solution' for hydrogen storage, dating back to at least the 1960s.
Ultra-high density hydrogen storage holds twice as much as liquid H2
(New Atlas)
February 21, 2024 Fugitive hydrogen emissions would actually accelerate climate change
We need to better understand hydrogen pros and pitfalls (National Observer)
References the recent scientific paper
Climate Impacts of Hydrogen and Methane Emissions Can Considerably Reduce the Climate Benefits across Key Hydrogen Use Cases and Time Scales
February 21, 2024 On 'green' steel production, hydrogen can't compete, even with billions in subsidies
'Green hydrogen is too expensive to use in our EU steel mills, even though we've secured billions in subsidies'
(Hydrogeninsight)
February 21, 2024 Can we just call it over when the 'solution' only 'wins' with skewed math, bad assumptions and piles of taxpayer money?
EU JRC Puts Heavy Thumbs On Scale So Delivered Green Hydrogen From Africa Will Be Cheap
(CleanTechnica)
February 27, 2024 Well, that protects World Energy GH2 when Germany sees the eventual tab and comes to its senses
[dead link: https://www.msn.com/en-ca/news/canada/export-development-canada-lends-newfoundland-hydrogen-project-128m/ar-BB1j3SHS]
Export Development Canada [read: Canadian taxpayers] lends Newfoundland hydrogen project $128M
(Canadian Press)
February 28, 2024 Gobsmacked. Using a hydrogen fuel cell to charge battery EVs? Seriously?
Hydrogen charger used for electric cars trialled by Ministry of Defence to 'increase resiliency on bases'
(GBN)
I have gone through the word salad in this article 3 times now trying to find some logic in it.
Maybe GeoPura is desperate enough for a customer to just take the money and let the customer do what they want.
But tacking the green hydrogen energy charade onto the front end of actually efficient, actually zero-emissions
battery EVs as that somehow makes some kind of sense? Anyway, it took listening to the video and the fluffy
question in the UK House of Commons to make it clear that it's all just cover to spend still more taxpayer money
on the hydrogen mirage.
February 28, 2024 Engie presses pause on green hydrogen because technology advances, market and especially subsidies are 'uncertain'
Engie [multinational energy company based in France] delays 4GW green hydrogen target by five years, due to slower-than-expected industry progress
(Hydrogeninsight)
February 29, 2024 An announcement is not the same as completing a project.
Chevron announces its first solar-to-hydrogen production project in California’s Central Valley (businesswire)
February 29, 2024 It's all fun and games when it's taxpayer money; you get serious when it's your own money.
Forrest delays decision on Australia’s biggest hydrogen project, hires former gas man to lead renewables push (Renew Economy)
Probably worth noting this line from the article: "and Fortescue’s own hydrogen technology is not yet commercially ready."
The Gibson Island Green Hydrogen and Ammonia Project received A$13.66 million from the Australian Renewable Energy Agency
(ARENA) as part of ARENA’s Advancing Renewables Program.
March 2024
March 1, 2024 Is that reality knocking on the door for electrolyser makers? Look at the graph.
ANALYSIS | Hydrogen electrolyser makers standing firm amid a quintuple whammy of pressures (Hydrogeninsight)
March 1, 2024 Green hydrogen project delayed due to electrolyser build quality
Completion of Europe’s joint-largest green hydrogen project delayed due to 'quality issue' in Nel-supplied equipment (Hydrogeninsight)
March 1, 2024 A firm deal for renewable ammonia made from green hydrogen? By 2027?
Fertiliser giant signs binding offtake agreement for 100,000 tonnes of green hydrogen-derived ammonia from Oman (Hydrogeninsight)
March 2, 2024 This story actually dates from 1992, with multiple large explosions since then. Now you can read the hype ...
World's Largest Deposit Of Natural Hydrogen Gas Discovered In Albanian Mine (iflscience)
March 4, 2024 Is the green hydrogen bubble about to deflate? Mainstream media looking for results is a new twist.
View: There’s a gold rush brewing in green hydrogen, it needs to show results soon (The Economic Times)
March 4, 2024 If taxpayers aren't footing the bill, is there an economically viable business model here?
Cost of electrolysers for green hydrogen production is rising instead of falling: BNEF (Hydrogeninsight)
March 5, 2024 Tired of me showing the 'green hydrogen energy industry' isn't ready? Me, too. So, here's a
player from inside the sector to tell you.
'Hydrogen technology across electrolysers, distribution and refuelling is not as mature as we expected on IPO': Everfuel CEO
(Hydrogeninsight)
March 5, 2024 Green hydrogen without electrolysis, while cleaning water?
A consortium of algae and bacteria boosts the production of green hydrogen and biomass while cleaning water
(Phys.org)
March 5, 2024 Nice pairing.
GM readies some heavy hydrogen pickups fueled by U.S. taxpayers to the tune of $26 million
GM Readies Test Fleet Of Heavy Pickups Powered By Green Hydrogen (Forbes)
and
NREL’s Cost Study On Hydrogen For Heavy Vehicles Fuel Does Not Withstand Scrutiny (CleanTechnica)
In short, betting on green hydrogen as a transportation fuel is the equivalent betting that the taxpayer funding bubble
can win against the laws of thermodynamics in the long game on a planetary scale.
March 6, 2024 So, Spanish taxpayers are going to fund a hydrogen train, that requires the existing overhead electric
supply system and batteries for the gaps to backstop the on-board hydrogen fuel cells.
Given the consistent and terrible track record to date for hydrogen trains in Europe, and that most of the route already has
overhead electric power installed, and batteries are going to be needed anyway, why not save a lot of money, aggravation and
uncertainty by just skipping the hydrogen fueling infrastructure, temperamental fuel cells and on-board hydrogen storage
hazards, and just stick in some additional batteries, which can recharge from the overhead wires while the train is moving?
Did I mention, they're also going to keep a second locomotive in the train sets with a conventional diesel-electric drive?
'https://www.thecooldown.com/green-business/hydrogen-electric-high-speed-train-spain-talgo-250-diesel/
(TCD)
March 6, 2024 If you thought the sudden interest in 'gold' hydrogen was strangely convenient
for oil and gas drillers to suppress news of renewable energy successes, you might find this interesting.
Golden hydrogen—or fool’s gold? (Bulletin of the Atomic Scientists)
March 8, 2024 For just 20 million Euro, North Rine-Westphalia taxpayers are going to pay for 30% of 7 hydrogen refueling stations.
By that math, that makes the cost per station about 10 million Euro.
'Hydrogen technology across electrolysers, distribution and refuelling is not as mature as we expected on IPO': Everfuel CEO
(Hydrogeninsight)
March 8, 2024 If you had already spent €1.2 Billion of taxpayer money on hyping hydrogen vehicles as being
superior to off-the-shelf battery technology, and failed, isn't it time to pack it in instead of asking
for a bigger allowance? Can't any tax-funded agency just say 'no, enough already' to the oil and gas lobby?
EU Spent €1.2 Billion On Hydrogen Transportation, Asked For More To Compete With Batteries
(CleanTechnica)
March 11, 2024 Did anyone tell them the production Tesla Semi battery heavy haulers already
do over 700 km on a charge in the hands of their customers?
Hyzon launches $800k hydrogen-powered prime mover
(Big Rigs)
March 12, 2024 Seems even the oil patch hydrogen delusionists can't conjure foreseeable demand for hydrogen as a vehicle fuel.
Must be encouraging for those that spent the time developing and submitting proposals.
City cancels hydrogen fuelling station for Edmonton buses and private vehicles
(Edmonton Journal)
March 12, 2024 More tough news from the hydrogen patch original gangster
Ballard Power stock sinks to fresh 52-week low, after 10% post-earnings plunge (yahoo!finance)
...analysts have reacted negatively to an approximately eight per cent drop in Ballard’s 12-month backlog of orders
from customers. They also cite uncertainties around hydrogen adoption.
March 13, 2024 A hydrogen hype promoter delivers another own goal
What a ‘real world’ hydrogen pickup looks like and why it should end the conversation (Electrek)
March 14, 2024 After 2 years of spending UK taxpayer money, wind to hydrogen project cancelled
Vattenfall Scraps Hydrogen Turbine Pilot Project (Offshore Wind)
March 14, 2024 More zombie hydride storage
New Tech Could Make Hydrogen Cars a Commercial Reality (Oilprice.com)
March 14, 2024 Once again, Shell plays the shell game on GHG emissions targets (it's not on the table)
Shell waters down 2030 carbon emissions target in latest fossil fuel industry backslide (CNN)
March 15, 2024 The hype is strong in this one
Rystad Looks at the Buzz Around White Hydrogen (Rigzone)
Some depth on how natural subsurface pools of mostly hydrogen might be formed. Still no indication
of what tools are being proposed to find the hydrogen deposits beyond making holes in the ground
and taking samples of what comes out for analysis in a lab. Assumptions about puling hydrogen
out of holes at lower costs than current production technologies, but not necessarily including
moving the gas from where it is found to where it would be used - currently a major headache
and huge cost. Also completely ignores that this source is not renewable. At least it does
acknowledge that this extraction is not zero-GHG:
“At 75 percent hydrogen and 22 percent methane, the intensity rises to 1.5 kg CO2e per kg H2,”
Anyway, if you're in a hurry, the real TL;DR from the article is in this sentence:
“However, the actual size of the reserves is still unclear, and the transportation and distribution
challenges of hydrogen remain”
March 15, 2024 Don't get excited about the alleged price: fuel is for internal company use only, not available to the public.
China's largest green hydrogen refuelling station is selling H2 at a seventh of the cost of the fuel in California (Hydrogeninsight)
March 15, 2024 This only matters if you believe green hydrogen is THE fuel of the future, and taxpayers keep shelling out
US Green Hydrogen Industry Kicks Into High Gear, Politics Or Not (CleanTechnica)
March 16, 2024 Unfortunate news for U.S. taxpayers and those that see the virtue in a vibrant rail system
Government approves millions for hydrogen-electric rail technology of the 'future': 'Only very few rail lines in the US are electrified' (yahoo!)
It would be so much less expensive and faster to become reality to just run the existing diesel-electric
locomotives on biodiesel (drop-in replacement) to get to zero-emissions, and include a battery-pack to
power the locos in the yards and while going through tunnels and air-quality zones.
Incidentally, referring to hydrogen trains in Quebec is a bit of overstatement. There was one
demonstration project for one summer (2023), running a tourist route, one round-trip per day,
covering about 180 km per day and limited to a top speed of 50 km/h.
Per hydrogen industry tradition, taxpayers kicked in the biggest share for the project (about 38%).
March 16, 2024 Battery electric trucks are a buzz-kill for hydrogen long-distance trucking.
"It doesn't take much analysis to figure out that [hydrogen] cannot possibly be commercially viable."
- Perth-based energy transition expert Mark Thomson
Taranaki company has bold plans to help decarbonise trucking sector with green hydrogen (Newshub)
March 17, 2024 “It’s like you’ve got this pie where hydrogen made sense and you can see it shrinking.”
Hydrogen pie shrinks as electric cars and trucks charge into the fast lane (The Driven)
March 18, 2024 Nice move by Germany, exit strategy from Russian energy via clean H2, and leaves Canada to do the heavy lifting
Canada signs hydrogen deal with Germany, cites need to shun Russia energy (Reuters)
March 19, 2024 Expensive green hydrogen or climate destroying fossil fuels; if only there was another choice!
Darren, drop me an email, I think I might be able to help you with that (but that's probably not what you want to hear).
US Green Hydrogen Industry Kicks Into High Gear, Politics Or Not (Hydrogeninsight)
March 19, 2024 There's nothing stopping H2 Green Steel from building its own green generation by 2028
H2 Green Steel's world-leading hydrogen-based steel project at risk after grid connection 'illegally' denied (Hydrogeninsight)
March 20, 2024 Another green hydrogen scam (Germany)
'Investment fraud' | Company raised millions for green hydrogen production, but conducted 'no real active business', court told (Hydrogeninsight)
March 20, 2024 Has a huge solar resource, on a coast, and closer than Canada to European market
Oman Takes The Lead in Green Hydrogen (Oilprice.com)
March 21, 2024 Also takes on the silliness of producing green H2 in Canada and shipping it to Europe as ammonia to make electricity
Odds of finding economically-viable natural hydrogen deposit look slim: Hydrogen Science Coalition (BNN Bloomberg) 8-minute video
March 21, 2024 Again, hydride storage dates back to the 1960s, got huge R&D funding circa 2000, didn't pan out.
Tokyo Tech Scientists Crack Hydrogen Storage Conundrum (Oilprice.com)
March 21, 2024 Locked into the fossil fuel model, going to truck GREY hydrogen to filling stations to fill trucks
Nikola inaugurates first HYLA modular hydrogen refueling station in Ontario, California (electrek)
A few issues for me here:
1. NOT green hydrogen, so what's the point if the objective is zero GHG emissions?
2. Trucking hydrogen is way less efficient than pipelines or on site hydrogen production (which is what
large scale hydrogen users do).
3. Filling the trucks requires skilled, trained technicians - not self-serve. What does that add to the cost per fill?
4. Still not as efficient as battery trucks, already in mass production from multiple vendors (including Nikola).
5. Does anyone else think that very noisy filling stations detracts from the idea of very quiet trucks?
On the positive side, Nikola got themselves another free publicity hypeline (er, headline),
and they may be acknowledging there's no point in investing in permanent hydrogen fueling infrastructure,
and they're keeping their battery truck capacity in place.
March 21, 2024 Warning: full-on hyprogen in this article (I don't think they were aiming for ironic humour).
We have found the solution to sell the fuel of the future to the entire planet: build a pipeline across the Atlantic Ocean (Econews)
So many issues with this story, but let's start with these:
1. If the market for white / gold hydrogen is in Europe (notably Germany), and the 'massive' geologic
hydrogen find is in France, why do we need a pipeline across the Atlantic?
2. If the market is in North America (it's not), why the certainty geologic hydrogen won't
be found on that continent, eliminating the need for a pipeline in that direction?
3. Who is going to build a pipeline that is impervious to hydrogen traversing areas
which will be unserviceable, especially after the evidence of the Nordstream pipeline
being sabotaged?
March 21, 2024 Blue hydrogen assumes efficient Carbon Capture and Sequestation (CCS), but after 40 years
of research, development, demonstrations, hype and pilot projects, we know it simply does not work to really
reduce GHG emissions on a system-level basis, let alone efficiently or cost-effectively compared to off-the-shelf
options (and ignoring the charade of 'green' hydrogen).
Blue hydrogen worse than fossil fuels: Study (Business Standard)
The referenced report: (produced by the government of Japan, 259 pages; the Executive Summary alone is 22 pages, without recommendations)
March 22, 2024 Why are we talking about blue hydrogen as a shipping fuel solution while GHG emissions are rising?
Blue hydrogen-based shipping fuels will be cheaper than oil in 2035, if there's a carbon tax: Wartsila (Hydrogeninsight)
March 23, 2024 I suspect cost of H2 generation is more important than reaction speed (we can scale up)
Ultra-fast green hydrogen production from municipal wastewater by an integrated forward osmosis-alkaline water electrolysis system (Nature Communications)
March 25, 2024 Space heating with hydrogen is simply a bad idea - organizations that get it.
'Like showering with champagne' | More than 200 green groups warn against the use of hydrogen for heating (Hydrogeninsight)
March 25, 2024 Not even blue ammonia can show a positive ROI without piles of U.S. taxpayer money (to benefit Japan)
ExxonMobil unveils plans to export half a million tonnes of ammonia to Japan from revamped Texas blue hydrogen project (Hydrogeninsight) >BR>
This is likely a gas industry pivot to keep the taxpayer money flowing, after recognizing that they likely won't be getting
IRA money under the 45V hydrogen production tax credit unless they actually produce green hydrogen to quality for the
green hydrogen tax credit. (It does appear that the attempt at colour-blinding the U.S. government that blue hydrogen
should quality for the green hydrogen credit isn't getting any traction, especially now that other companies are
showing green hydrogen production looks financially viable with the $3 per kg H2 taxpayer fairy dust.)
March 25, 2024 (China) What's the win for a 'green(?)' hydrogen train over drop-in biodiesel?
China’s Hydrogen-Powered Train with a 1,000km Range Successfully Finished Test Run (GizmoChina)
March 26, 2024 (U.S.) What's the win for a 'green(?)' hydrogen train over drop-in biodiesel?
World record | Hydrogen train travels nearly 3,000km without refuelling (Hydrogeninsight)
March 26, 2024 Thank goodness somebody stepped up for actual green hydrogen in a clean hydrogen incentives debate
'We can meet the US Treasury’s strict standards for clean hydrogen — others can do it too': Air Products (Hydrogeninsight)
March 27, 2024 Definitely not about green hydrogen; this is another gift from taxpayers to the fossil fuel industry
with another $100 million taxpayer money to come per the announcement at the media op. Natural gas being touted as cheap and inexpensive,
because those apparently aren't the same. But these folks seem to think hydrogen from fossil methane is zero-emissions.
They probably also think current fuel cells for vehicles work perfectly well in the cold, or that it doesn't get cold in northern Alberta.
'Fuel of the future': Alberta’s first commercial hydrogen fueling station unveiled south of Edmonton (CTV)
March 27, 2024 So, if the demand for green hydrogen is booming, how are we at oversupply of electrolyzers?
And why are taxpayers funding more R&D on the technology and ever more incentives for a market that has surplus inventory and capacity?
'Severe overcapacity' | The global supply of electrolysers far outstrips demand from green hydrogen projects: BNEF (Hydrogeninsight)
March 27, 2024
New European Heavy Freight Decarbonization Study Is Much Better Than Most (CleanTechnica)
As the author of the article promised, the abstract does bluntly say:
"Biofuels, hydrogen, and e-fuels are not found to have potential to significantly contribute to
further GHG emissions before 2035 due to scalability and technological limitations. BEVs emerge
as the only viable strategy for achieving zero tailpipe emissions at scale, with effective
lifecycle GHG reductions constrained by the rate of decarbonization of steel production, battery
production and EU electricity production."
Seems clear enough. You can look for yourself in the
report
2035 Joint Impact Assessment of Greenhouse Gas Reducing Pathways for EU Road Transport can be downloaded (45 pages)
March 27, 2024 So, if the demand for green hydrogen is booming, how are we at oversupply of electrolyzers?
And why are taxpayers funding more R&D on the technology and ever more incentives for a market that has surplus inventory and capacity?
'Severe overcapacity' | The global supply of electrolysers far outstrips demand from green hydrogen projects: BNEF (Hydrogeninsight)
March 28, 2024 And there goes another $750 million in U.S. taxpayer money to fund the hydrogen mirage
Sad, the same money could have put 30,000 real zero-emissions battery EVs on the road; more if it funded partial cost incentives.
Or, if the objective was 'green' hydrogen, building more renewable generation capacity and storage to power electrolyzers,
an existing commercial industry.
Department of Energy awards $750 million to monumental project that could change the transportation industry:
'[This] will be felt across the nation for generations to come' (TCD)
IMO, it will definitely be felt, but not in a good way, as we look back and consider what we could have done instead.
March 29, 2024 Even buckets of taxpayer money can't keep hydrogen filling stations open in Germany
The Hydrogen Stream: Companies to close 3 hydrogen stations in Germany (pv magazine)
April 2024
April 1, 2024 Hydrogen trains are the real prank for today, because other options are better
Railway company makes incredible breakthrough with new battery-powered trains: 'Industry-leading fast-charge technology' (TCD)
Electric rail is a well-established technology with low operating costs, zero-emissions and quiet in operation.
However, for lines that are not yet electrified and have low frequency, the investement in electrifying the full
length of the lines may be hard to justify, and these have remained the preserve of diesel-electric locomotives.
Hydrogen advocates - typically having a fossil-fuel 'gas-and-go' mindset, have advocated for building a massive
hydrogen fueling infrastructure to displace the diesels - eventually. However, the dichotomy they present -
diesel vs. hydrogen - is a false premise. Battery-electric trains are established technology and quite capable of
serving the low-frequency short-line runs using fast-charging at stops, all based on existing grid electricity, or
including renewables from wind turbines to solar panels on the roof of train cars or stations, or installed along the
rail lines. With current generation inverters and batteries, existing diesel-ELECTRIC locomotives could be converted
to zero-emissions battery-electric, a less-expensive approach than buying all new locomotives.
April 1, 2024 Note this was posted on the morning of April 1st.
Ballard Power’s stock rallies on largest order in company history (MarketWatch)
Not financial advice on my part.
April 1, 2024 Again, note this was posted on April 1st.
New Texas Fuel Cell Gigafactory Pours More Cold Water On Clean Power Foes (CleanTechnica)
I'm all for clean power, but the current paths to producing hydrogen as a major transportation fuel aren't about clean power.
April 2, 2024 Green hydrogen is a great idea so long as taxpayers are footing the bill ...
Giant solar project in limbo as Forrest misses another deadline on key green hydrogen project (Renew Economy)
... but when it's their own money on the line, the hydrogen promoters get a lot more careful with investments.
April 4, 2024 Another European rail company abandons hydrogen for battery and grid-connected electric trains
'Technology moves on' | Austrian railway scraps plans to replace diesel trains with hydrogen-powered options (Hydrogeninsight)
April 4, 2024 No reason to believe the cost of green hydrogen will drop significantly in the near future.
Cost of hydrogen mobility is 'sky high', says Stellantis CEO, two months after introducing eight new H2 van models (Hydrogeninsight)
Carlos Tavares tells online event that fuel-cell road transport is ‘far from being affordable’
April 4, 2024 If you really are producing green hydrogen, you should get a 'carbon' credit,
and we should be ending 'carbon credits' for those continuing to make GHG emissions.
Renewable hydrogen, ammonia and green steel producers to be granted free EU carbon credits next year (Hydrogeninsight)
April 4, 2024 Because taxpayer money is a bottomless pit for anything with the word 'hydrogen' in it.
Groundbreaking supersonic aircraft fueled by crystalized hydrogen poised for test flight (SupercarBlondie)
April 5, 2024 For comparison, filling up a gas car (e.g. Corolla) is less than $60 (for 450 miles).
Recharging a Tesla Model 3 Long Range at home is about $6.75 (for 200 miles).
Few Stations and $200 to Fill Up: Life on California’s ‘Hydrogen Highway’ (BNN Bloomberg)
April 5, 2024 Despite available taxpayer funding, another hydrogen fantasy fades away in face of economic reality
This Shell-backed project to ship vast volumes of liquid green hydrogen from Portugal to the Netherlands has been scrapped (Hydrogeninsight)
April 8, 2024 While remediating dead zones in lakes and oceans has merit, I'm sharing this article for Mark Winfield's comments in it.
Can Green Hydrogen Production Help Bring Oceanic Dead Zones Back to Life? (Hakai Magazine)
April 12, 2024 Confirmation: when its shareholder money on the line instead of taxpayer money, hydrogen reality bites.
The Hydrogen Stream: Engie confirms termination of H2Sines.Rdam project (pv magazine)
April 12, 2024 This is supposed to be less expensive than drop-in biofuels to get aircraft to net-zero emissions?
Japan pours billions of yen into plan to build the world’s largest hydrogen fuel cell for aviation (Hydrogeninsight)
April 14, 2024 Except green hydrogen can't complete economically without taxpayer subsidies, like the oil industry gets.
Fossil fuel backers still arguing hydrogen has advantage over batteries for transport (The Driven)
The remaining argument is refueling time, but that's now disinformation based on commercial practice in the U.S.
"This effectively means that based on Tesla’s Semi’s range and charging speed, charging times wouldn’t be long
enough to satisfy mandatory truck break time requirements." The Tesla Semi's range - fully loaded - is over 800 km on a charge.
April 15, 2024 Primarily a political story, but finally some due diligence on spending taxpayer money
Spanish city scraps €38m plan to buy 35 new hydrogen buses after court intervention (Hydrogeninsight)
April 16, 2024 Taxpayers have been soaked for years, it's time for the 'market' to step up, not more government hand-outs.
'Modest progress' | Governments and green hydrogen customers 'must ramp up demand signals': Irena (Hydrogeninsight)
Hydrogen incentives from governments date back to before 2000, when I started researching hydrogen as a transportation fuel.
In over 25 years, we have seen the market speak with consumer dollars, and it has not picked hydrogen. Either that has to
change, or we need to accept 'green' hydrogen as a transport fuel has been an industry-driven distraction from real solutions
meant mostly to put off the end of profligate fossil fuel use, which is still massively subsidized by taxpayers, despite
commitments by G7 and G20 countries to phase those subsidies out starting in 2009. This is the 'hydrogen hoax'.
April 17, 2024 Step 1 - don't allow hydrogen in the NG network; Step 2 - get rid of gas appliances
Hydrogen in gas networks doubles dangerous leaks from home appliances (Renew Economy)
April 17, 2024 This is for grey hydrogen, not 'green', and despite
taxpayer subsidies.
Price hike | Hydrogen vehicle drivers to be charged 33% more for fuel at majority of H2 filling stations in Japan (Hydrogeninsight)
April 18, 2024 Frozen pumps. Skyrocketing fuel costs. Plummeting resale values. Hydrogen dream, or nightmare?
Toyota's Hydrogen Future Is Crumbling As Owners File Lawsuits, Call For Buybacks (InsideEVs)
April 19, 2024 The hydrogen mirage runs on taxpayer money
US awards about $335m of investment tax credits for new hydrogen-equipment manufacturing facilities (Hydrogeninsight)
April 19, 2024 If the 'experts' can't make NG pipeline that won't rupture, do you trust them with much harder hydrogen
TC Energy reduces pressure on pipeline segment as rupture investigation continues (Castanet)
April 20, 2024 When billions are not enough to overcome the resistance
German steel sector still hesitant to invest in green hydrogen-based steelmaking despite billion-euro subsidies (Hydrogeninsight)
April 22, 2024 For taxpayer-funded bus fleets in Ireland and Germany
Wrightbus places fuel cell order with Ballard (electrive)
April 23, 2024 Alberta is soaking federal and provincial taxpayers another $280 million for hydrogen charade
Alberta Innovates and Emissions Reduction Alberta Announce New Hydrogen Funding (Government of Alberta)
April 23, 2024 Alberta and Calgary taxpayers will subsidize more hydrogen beta testing on city streets (FTFY)
At least they're not claiming 'green' hydrogen, as that's not part of the Alberta strategy for hydrogen fueling.
Calgary to pilot hydrogen power in city vehicles (Livewire Calgary)
April 24, 2024 German steelmaker will accept subsidized hydrogen if someone else (taxpayers) buys them a pipeline from a facility that doesn't exist
Steelmaker Salzgitter agrees to buy green hydrogen supply from Uniper — but only if a 280km H2 pipeline is built (Hydrogeninsight)
April 24, 2024 It will be hard to reduce green hydrogen costs because physics, chemistry, math, economics
ANALYSIS | Clean hydrogen 'remains too expensive and uncompetitive' – how can costs be reduced? (Hydrogeninsight)
April 25, 2024 U.S. petro-industry wants another 20 years to figure out green hydrogen; it's time to just say no.
Price gap between grey hydrogen and low-carbon H2 will still be 'significant' in 2050, warns US government advisors (Hydrogeninsight)
April 25, 2024 Also, will having hydrogen in your household gas supply void your house insurance?
Gas companies tell us mixing gas and hydrogen is a climate solution. New research shows it's not (National Observer)
April 25, 2024 18,000 kg H2 per day stated capacity.
FirstElement opens world’s first commercial truck stop for hydrogen-fueled vehicles (Truck News)
April 29, 2024 But if the H2 isn't 'green', what's the point of using it as a climate-saving fuel?
EU hydrogen targets are 'impossible' as green H2 costs eight times as much as grey H2 today: Total CEO (Hydrogeninsight)
April 29, 2024 Before buying a home in Bremner AB, check with insurance companies about household coverage and premiums.
Work heating up for hydrogen homes near Edmonton, but are Alberta officials cool with it? (Edmonton Journal)
April 29, 2024 It's been quiet on the hydrogen hype front for a few days, so I'm going to address this one.
Why I Changed My Mind About Hydrogen Vehicles (Ward's Auto)
The author purports having been a hydrogen as fuel skeptic, and now a convert to it's practicality.
Here's the problem with that sentiment: battery EVs have pretty much already won those niches. And BEVs are going
to keep winning because hydrogen technology and economics are stagnant compared to progress on both technology
and economics for battery EVs.
In the past 15 years, the cost of advanced batteries have dropped by 90%; the price of green hydrogen has gone up.
The battle for zero-emissions long-haul trucking is already being won by battery electrics, because the BEV trucks
already on the market
go further between refuelling stops than the hydrogen one-offs and are massively cheaper on fuel and maintenance costs.
And this doesn't even take into account the growing networks of EV charging stations compared to the shrinking number
of hydrogen refuelling stations in Europe and North America.
May 2024
May 9, 2024 The Redcar (UK) hydrogen home heating trial is dead. Residents must be relieved.
Hydrogen Heating Town pilot: letter to Gas Distribution Networks - update (UK government)
May 13, 2024 Do we really need cargo trucks that can drive 13 continuous hours with stopping?
Perhaps we should be rethinking the supply chain and logisties if that's supposed to be a significant market,
especially when the fuel cost will be more than 5 times that of renewable electricity.
China unveils 100kg liquid-hydrogen fuel system that could allow a truck to travel 1,300km without refuelling (Hydrogeninsight)/
May 14, 2024 So taxpayers are funding a couple of companies in Alberta to demonstrate that new housing
can be 'hydrogen-ready', so that homeowners can pay a lot more for heating and introduce nitrous-oxides into their houses. Seriously, Alberta?!
Potential residents really want to look into the trials that have gone badly in the UK and Europe on hydrogen household heating
(e.g. see May 9 item above).
What makes this even more ridiculous is that there are off-the-shelf, affordable technologies for new-build (and retrofit)
which are cleaner, healthier and a lot less expensive than this farce. Heat pumps, electric stoves, induction stoves,
convection ovens, microwave ovens, solar space heating utilizing intelligent orientation and appropriate windows and
shading overhangs, solar water heating, geothermal district heating ... even just simple use of more insulation and
smarter sealing of building envelopes than required in current building codes. And those don't include the risk of
your house exploding because of a hydrogen leak inside the structure (because hydrogen is the leakiest gas we know).
ATCO’s Proposed Edmonton Hydrogen Subdivision Would Pay 4-10 Times Current Cost For Heat (CleanTechnica)
May 15, 2024 Hydrogen hypesters salivate at new trough of Australian taxpayer money
Australia is back in the global race for green hydrogen with game-changing production credit (Renew Economy)
May 15, 2024 Hydrogen hypesters salivate at new trough of Australian taxpayer money
Australia is back in the global race for green hydrogen with game-changing production credit (Renew Economy)
May 16, 2024 Hydrogen fantasy vs. reality. Spoiler: eventually, reality always wins
Locking in the green energy transition: Hydrogen ready for takeoff, or a reality check? (Renew Economy)
May 17, 2024 Step 1: create the prerequisite clean energy; Step 2: use it intelligently
Canada’s best green hydrogen play is based in reality (National Observer)
May 17, 2024 If you take a systemic view, you can't make green hydrogen from brown coal
Is Australia’s brown coal hydrogen export project destined to fail? (Renew Economy)
May 19, 2024 "Pink" hydrogen isn't new; we used to call it "hydricity". Wasn't feasible then, still isn't.
U.S. “invents” new hydrogen color: the biggest mistake in history and a catastrophe (EcoNews)
May 19, 2024 It's not about not taking taxpayer money; it's just about using a different tap to get taxpayer money because 'blue' hydrogen doesn't qualify for IRA 45V incentive
'We will not claim the US hydrogen production tax credit on our $4.5bn blue H2 plant in Louisiana': Air Products (Hydrogeninsight)
May 19, 2024 While the estimated price of green hydrogen for long-haul trucking (remember it isn't real anywhere yet) keeps rising,
the cost of recharging long-haul trucks will actually reduce the cost of electricity by evening out grid load over the daily demand cycle.
Did I mention that long-haul Class 8 electric trucks are a real thing now, and you can order them from Tesla, Lion, Volvo, Freightliner,
Kenworth, Mack, even Nikola and WHAT? TOYOTA?!.
Dirt Cheap Batteries Enable Megawatt-Scale Charging Without Big Grid Upgrades Right Away (CleanTechnica)
In other news, the estimated cost of long-distance, high volume hydrogen pipelines (which also don't exist yet) also keeps rising,
while solutions for upgrading long-haul electricity transmission are off-the-shelf (re-wiring, twinning on existing pylons,
Heimdall Power's IoT 'Neurons', ...) and cheap compared to new-build, hydrogen-ready pipelines.
May 24, 2024 B.C. government soaks each resident $160 to continue subsidizing the fossil fuel fever dream
$900M project to create hydrogen plants, refuelling stops in B.C. (CBC News)
Pity they didn't learn from the previous BC hydrogen hypefest (er, 'BC Hydrogen Highway') 2007-2011,
which only cost taxpayers $200 million and change.
As for the trucking industry preferring hydrogen over electricity, I think it's more important to note
that the trucking industry prefers low-cost (initial, fuel and maintenance) and reliability over any specific fuel.
Further, to date, there are more electric Class 8 trucks on the road today than hydrogen trucks.
Also note the announcement on a Friday afternoon of a short work week. Even BC's government must know
this wasn't going to be perceived as a slam-dunk good news announcement.
May 26, 2024 It's not about not taking taxpayer money; it's just about using a different tap to get taxpayer money because 'blue' hydrogen doesn't qualify for IRA 45V incentive
'Another Day Another Bad Bought & Paid For Hydrogen Pipeline Report, This One From Arup (CleanTechnica)
TL;DR version:
"We’re now at well over 50 independent reports that make clear hydrogen has no place in space or water heating
compared to heat pumps. We’re now well into fringe options for very specific use cases for hydrogen for road
vehicles, with only the longest haul trucks still clinging to this faint hope and no light vehicles being rationally
considered. Hydrogen buses are dwindling in the rear view mirror of battery electric buses. Hydrogen has narrowed
down to industrial feedstocks and faint hope heat use cases."
The fossil fuel industry says they can't make clean hydrogen affordable unless there is a massive market for
transported hydrogen (from point of production to point of use), a market that doesn't really exist today.
We're well past time to dispense with the hydrogen distraction and focus on things that will work,
technically and financially withOUT massive taxpayer subsidies.
June 2024
June 5, 2024 It's an intriguing project, except 24/7 green electricity is likely more valuable as grid baselad supply than making H2
Pioneering project set to produce green hydrogen and methanol from 24/7 solar power wins planning approval (Hydrogeninsight)
June 13, 2024 EU caves on renewable hydrogen, lets 'blue' hydrogen in as a 'temporary measure'. So, now 'green H2' in EU is meaningless.
DIRECTIVE (EU) 2024/1788 OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL of 13 June 2024 (EU Commissions)
see section (13) in the Whereas section
Takeaway: there is no longer an export market for Canadian 'green hydrogen' to be sold into the EU. It will be
acceptable to just ship LNG to Europe instead, 'blue' it, and everything is fine. (Unless you're actually trying to reduce GHG emissions.)
June 24, 2024 Canadian taxpayers lined up for another hydrogen hosing.
Canada’s clean hydrogen investment tax credit becomes law, offering developers up to 40% tax rebates on project costs (Hydrogeninsight)
June 24, 2024 The hydrogen energy fallacy is so pernicious, we can't trust government researchers to tell the truth.
'Fatal accidents may occur' | Government agency faked test results on hydrogen refuelling equipment: report (Hydrogeninsight)
June 25, 2024 Another overfunded, overhyped H2 trucks and buses company you never heard of succumbs to reality, after fraud.
Another Day, Another Hydrogen Transportation Firm Sinks Into Its Inevitable Fate (CleanTechnica)
June 29, 2024 If your model can't work without permanent taxpayer subsidies, you're the oil industry
Universal Hydrogen, pioneer of hydrogen-powered flight, goes bust (Seattle Times)
July 2024
July 3, 2024 Once again, if you open the hood on the taxpayer-funded hydrogen hype machine, you find the fossil fuels industry.
There's a fossil fuel fox in the henhouse as Ottawa develops a clean hydrogen economy (National Observer)
July 8, 2024 More taxpayer-funded hydrogen fantasy in Germany. Can't possibly compete with PV + wind + battery for low-cost, low GHG electricity production.
Germany to tender for 5.5GW of new hydrogen-ready gas-fired power plants and 2GW of conversions (Hydrogeninsight)
July 8, 2024 84% reduction in 4 years, and the forecasts for hydrogen demand are still too optimistic.
Government now expecting hydrogen market to be worth 16% of 2020 estimate (National Observer)
July 8, 2024 Another hydrogen hype flyer is falling back to Earth
Embattled US hydrogen truck maker Hyzon to halt operations in Europe and Australia after comprehensive review (Hydrogeninsight)
July 8, 2024 Bus operating cost per km - battery electric: 1,39 € - hydrogen fuel cell: 2,28 €. (see page 60, study published in French)
Actualisation de l’étude comparative sur les différentes motorisations de la CATP (4ème mise à jour) (La Centrale d’Achat du Transport Public)
July 9, 2024 Poland unveils more corporate welfare under the guise of green H2
Poland launches subsidies and law reforms to energise hydrogen sector (H2 Views)
July 10, 2024 Automakers have figured out there is no future for hydrogen road vehicles. Why can't governments stop funding fueling stations that won't be used?
U.S. Hydrogen Car Sales Are Collapsing (InsideEVs)
July 11, 2024 What part of ammonia is hazardous did the hydrogen hypesters not understand?
Study finds health risks in switching ships from diesel to ammonia fuel (MIT News)
July 15, 2024 NS can use the green electricity at home. The green hydrogen/ammonia export market won't succeed because of the real costs.
Opponents voice concerns as Nova Scotia project bets billions on green hydrogen (Global News)
July 20, 2024 The need for low green electricity costs is important. What's more important is that hydrogen uses 5-7 times as much to do the same job.
Has Andrew Forrest's green hydrogen dream evaporated? (ABC News - Australia)
July 22, 2024 Forrest never had a business plan for green hydrogen; just a mirage fueled by taxpayer money.
Billionaire Australian developer putting B.C. hydrogen projects on hold (Vancouver Sun)
July 22, 2024 Paul Martin speaks truth on hydrogen (again)
Where Does Green Hydrogen Fit? (LinkedIn)
July 24, 2024 If the hydrogen lobby had facts, they could stop spinning fiction, and their wheels.
Don’t Believe the Hydrogen Train Hype (StreetsBlogCal)
July 26, 2024 Put up AU$8.7 billion, and it's amazing the fiction that will be generated.
Blue hydrogen from CCS is a con with a big carbon footprint (Renew Economy)
July 30, 2024 But where's the market now that EU has OK'ed blue hydrogen?
Nova Scotia approves another wind farm to power green hydrogen plant (CBC)
July 31, 2024 There's nothing like a 'green hydrogen' photo-op
Canada, Germany announce $600M hydrogen deal in Cape Breton (CTV)
So Canadian taxpayers are going to kick in $200M to pay the differential between the cost of doing 'green hydrogen'
production and conventional energy costs for Germany, to start. More later, because the big on-going cost of
green hydrogen is the green energy that goes into horrendously inefficient life cycle of production,
storage, transport and use of the hydrogen. This is NEVER going to be cost competitive with
extracting fossil fuels out of the ground (which Canadian taxpayers also subsidize). In the meantime,
Nova Scotia will continue to burn coal for its own electricity production, while paying to send
clean energy to Germany. If Canadian taxpayers kick in enough subsidies to win the auctions in Europe,
which are yet to start. Somehow, this seems brilliant to the Canadian and German governments.
As for initial exports in 2025, they don't have production in place, a loading terminal or ships
designed to carry hydrogen yet. So, they're going to ship it as ammonia, which has its own safety
issues and adds two more energy-consuming conversion steps to the already laughable energy cycle.
Politics and physics; never the twain shall meet.
But seriously, Nova Scotia could use this renewable electricity to replace their current coal-fired
generation and have a much better emissions reduction story than the hydrogen energy cycle. Just
add a battery (or submerged pumped storage like Hydrostor) to make the power dispatchable, and it's
a mega-win for NS. Then, when NS is at zero-emissions electricity, they can subsidize Europe with the savings.
August 2024
August 7, 2024 "...system inefficiencies during hydrogen or e-fuel production, storage, transportation,
dispensing and use leads to about 80%-90% energy loss of the initial electrical input."
Green hydrogen: Powering the future of passenger and freight transportation? (University of Michigan)
Pretty much what I wrote in 2006. Progress is grand, but this isn't progress. It's not going to get better.
Better solutions are available for commercial sale today, and they are continuing to improve.
August 13, 2024 The key word here is 'sane'.
“No sane project developer is going to start producing hydrogen without having a buyer for it, and no sane banker
is going to lend money to a project developer without reasonable confidence that someone’s going to buy the hydrogen,”
says BNEF analyst Martin Tengler.
That's why most of these projects are being funded by taxpayers at the behest of the fossil fuel sector which is
directing their captive governments and regulators to throw up a 'green' smokescreen while they increase oil and gas
production and profits.
Why almost nobody is buying Green Hydrogen (Economic Times of India)
August 14, 2024 Even an oil & gas industry puff piece can't really justify the hydrogen hype, even for 'blue' hydrogen.
The Hydrogen Hype Is Proving To Be a Hard Sell (Oilprice.com)
August 15, 2024 Another 'green' hydrogen project gets scrapped, but it was only half-a-billion dollars, so who cares?
Orsted takes $576m hit as green fuel project scrapped and US offshore wind farm delayed (Recharge)
Expect similar stories coming from NL and NS in the next few years, if they continue to believe in the fairy tale of European markets.
August 18, 2024 "Furthermore, a transition to pure hydrogen is not possible without significant retrofits and replacements.
Even if technical and economic barriers are overcome, serious safety and environmental risks remain."
A review of challenges with using the natural gas system for hydrogen (Energy Science & Engineering)
August 19, 2024 So all they need now is customers, shore-based connection infrastructure and a supply chain.
Startup Receives Funding for a Fleet of Sailing Ships to Produce Hydrogen (The Maritime Executive)
August 20, 2024 Unlike transportation fuel, there could be a real, if relatively tiny, market for making metals using hydrogen.
However, there are other green options available off the shelf to do the same, with no hydrogen required.
Fortescue kicks off works on green metals project after completing biggest hydrogen hub.
Hint: don't invest your own money in this; the Australian taxpayer is already on the hook.
August 20, 2024 Past is prologue.
What happened to the “hydrogen highway”? (The Verge)
August 20, 2024 Another hydrogen fantasy likely to disappear from public trading (Hyzon) unless somebody funds a reverse split
Hyzon Motors faces Nasdaq delisting over low stock price (Investing.com)
August 29, 2024 Once again, private funding bails on 'green hydrogen' when not guaranteed taxpayer money
“Opportunity has been lost:” 12 GW wind and solar project canned in latest blow to green hydrogen (Renew Economy)
September 2024
September 1, 2024 Spoiler: they didn't solve hydrogen storage. Spend 10 minutes going through the comments if you don't believe me.
Swiss Researchers May Have Solved Hydrogen Storage (Hackaday)
September 1, 2024 Why would you use hydrogen in a job a battery electric truck would do it better, cheaper and quieter?
Green Hydrogen To Chase Diesel From Waste Hauling Business (Hackaday)
Let's try some reality on for a change in the hyprogen world.
In the article, the pictured truck is a Hyzon. The company has been delisted from stock exchanges and is
circling the drain financially. So there aren't going to be more of those, and the few that exist won't have
manufacturer support or a supply of spares and replacement parts, like say, a fuel cell.
Next, hydrogen fuel cell trucks cost about 3 times the price of a battery electric.
Where's the fuelling infrastructure for a fleet of these trucks? Nowhere.
A hydrogen truck running on 'green hydrogen' will use 4-5 times the primary energy (e.g. renewable electricity) as a BEV.<
The alleged justification for using hydrogen trucks in this application is they can refuel quickly (assuming fantasy infrastructure.
According to the U.S. Dept. of energy, a typical garbage truck travels about 25,000 miles per year.
Assuming 5 days a week and 52 weeks a year, that's less than 100 miles per day.
A Tesla semi-trailer truck can travel 500 miles per charge, fully loaded including highway operation.
In other words, an 'average' battery electric garbage truck could operate for days on a charge.
It could also charge overnight when electricity is cheaper.
Now, imagine an electric truck doing the 50-foot hops from driveway to driveway on suburban streets, with regenerative braking,
so that much of the stopping recharges the battery in preparation for the next 50-foot hop. Virtually silently.
No roaring diesel. No hissing hydrogen plumbing. Just a very quiet electric motor.
The only reason one would want a hydrogen fuel cell vehicle for this job is because there are endless piles of taxpayer money to pay for it.
September 1, 2024 Europe agreeing to use blue hydrogen instead of green means the whole concept is garbage; emissions go up.
Weak Emissions Accounting Can Undermine Hydrogen’s Role in Global Decarbonization (Green Hydrogen Organization)
September 2, 2024 Hydrogen hype vs. reality: same story, different example - over and over again.
World’s largest green hydrogen project in China only produced about 35% of expected output in first year of operation (HydrogenInsight)
September 2, 2024 What is wrong with this picture?
Please, click on the link and look at the picture.
This commuter train has both a battery and a fuel cell, and its job is to travel a 9-mile long rail line. Yes, 9 miles.
Now, look at the poles beside the track and what is hanging from them. Catenary electric wires. This train could be running on grid power, no battery or fuel cell required.
If you really need a belt and suspenders approach, skip the fuel cell and use the grid catenary system and batteries.
Not mentioned in the article is that hydrogen fueling infrastructure in California is rare, inadequate, shrinking and generally not 'green'.
There are zero-emissions rail energy systems today that are not experimental. They're reliable, cheaper and available now. One is pictured for the article, and battery trains are also real,
and can be recharged at station stops if continuous power isn't available. Sigh. It isn't this hard.
‘Transformational’: how a California city launched America’s first hydrogen-powered passenger train (The Guardian)
September 3, 2024 Un-oh, somebody in California did 5 minutes of research and thinking about hydrogen trains
Electric trains work. So why is Newsom pushing for hydrogen ones instead? (The Guardian)
September 6, 2024 So many reasons for the hype to fade from the green hydrogen rose; here are a few,
from the fossil fuel industry that has championed (but not funded) it.
Why Has the Green Hydrogen Hype Faded? (Oilprice.com)
September 6, 2024 NZ government scraps a green hydrogen fantasy fiasco before NZ$100 million damage done.
NZ$450,000 spent before green hydrogen scheme ditched (NZ Stuff)
September 6, 2024 Another hydrogen rail system gets 'suspended' (read scrapped). This time, Foshan, China.
China Suspends World’s First Hydrogen-Powered Tram Line Amid Low Passenger Demand and Rising Costs (Fuel Cell Works)
A 6.5 km (4 miles) route could easily be done with a battery-electric train.
No mention of the fuel being used was actually 'green' hydrogen, so it probably wasn't.
Note, South Korea plans to make the same mistake this fall, according to the article, on a 39 km route, which could also be done with battery electric.
September 11, 2024 Linde fails to deliver hydrogen. Linde is the long-standing industry leader in hydrogen production in Europe.
German hydrogen train network runs dry (Electrive)
So it's back to diesel trains.
September 11, 2024 Proof that hydrogen for ground transport isn't economically viable. Batteries win. Environment and taxpayers lose on hydrogen bets.
Foshan’s Hydrogen Transportation Market Strategy Derailed By Battery Dominance (CleanTechnica)
(This article confirms the fuel for the Foshan train was gray hydrogen, not green.)
September 12, 2024 Fantasy to nightmare: If you're going to fuel trains, cars and trucks with hydrogen, you need to beable to deliver the hydrogen. Ooops.
German hydrogen network runs into supply problems (Electrive/>
September 13, 2024 As always, the 'hydrogen economy' runs on taxpayer money.
Fortescue breaks ground on Gladstone PEM50 green hydrogen facility (Renew Economy)
Courtesy of Aussie taxpayers coughing up A$69Million.
September 13, 2024 I am really struggling with the content on this U.S. EIA page.
U.S. electric power sector explores hydrogen cofiring at natural gas-fired plants (U.S. Energy Information Administration)
First, the text talks about GHG emissions, but shifts to CO2 specifically when justifying hydrogen combustion. Water vapour is a GHG, though a small one, so far.
Nothing on this page speaks to using 'green' hydrogen at all, let alone exclusively. That means blue and grey hydrogen could be on the table.
If it's grey hydrogen (major form in U.S. today), then the GHG emissions are still happening, just not at the electric generating station.
In fact, the overall GHG emissions are probably worse as more natural gas is used to power the steam reforming (cracking) process, and then
the resultant hydrogen has to be transported from the hydrogen production site to the the electric generating station.
In short, if GHG emissions are the objective, then this is a massively dumb and retrograde approach.
September 17, 2024 Closures due to "due to supply problems and other external factors related to the market" (i.e., there is no market)
Shell says goodbye to hydrogen cars – All its gas stations in this state (California) are closing (Union Rayo)
September 18, 2024 Green hydrogen has zero value until you deliver it safely and reliably to the end customer. Patents aren't production.
Magma Power Secures Patents for Ultra-Low-Cost Geothermal Energy, Paving the Way for Green Hydrogen Under $1/Kg (Fuel Cell Works)
September 23, 2024 German demand for blue hydrogen has evaporated due to price; pipeline and production plant cancelled.
Equinor Cancels Blue Hydrogen Export Plans to Germany Amid Low Demand (Hydrogen Central)
2024.09.23 There is absolutely NO point in wasting taxpayer money on the hydrogen sham, especially if it isn't green hydrogen. The emissions will remain high.
The decision isn't green hydrogen vs. blue, brown or black hydrogen. The decision is green hydrogen or fold the whole hydrogen scam.
(P.S. the right answer is fold the whole scam anyway and move to green electric-based solutions, solve the problem in the short term, and save a LOT of money.)
'Many EU countries' agree that Europe's strict green hydrogen rules should be postponed (Hydrogen Insight)
September 27, 2024 Andrew Forrest is best known as an apex extractivist and fossil fuel fan (notably coal) who has of late been beating
the hydrogen drum funded by taxpayers. However, when it comes to spending his own money on mining equipment, he's buying
battery electric. His company, Fortescue, is committed to using solar and wind power and battery storage to displace diesel and gasoline
consumptions, which is proving a cost-effective solution elsewhere in Australia.
There's a lesson in there for others currently being led down the hydrogen path.
Forrest strikes $4 billion deal for electric trucks and dozers to eliminate fossil fuels at giant mines (Renew Economy)
September 23, 2024 More praise for the new Fortescue industrial electric trucks and charging system
Fortescue’s 6MW electric vehicle charger stuns the EV and mining industries (The Driven)
October 2024
October 1, 2024 No reason provided, but if you don't have customers for the off-take, you don't need the production capacity.
Hy Stor terminates 1GW electrolyser capacity agreement with Nel (H2 View)
October 1, 2024 Putting the pin in another hyprogen concrete balloon.
Can green hydrogen fully decarbonise cement production? Not exactly, admits senior industry executive (HydrogenInsight)
October 2, 2024 A reality check after a pro-hydrogen province with 4 years experience
Quebec Hydrogen Fleet After Four Years: $500 Per Kg Hydrogen, & No One Used Them (CleanTechnica)
The referenced report - 40 pages in French (Government of Quebec)
In it's best month in the 4 years, 46 vehicles logged 23,000 km. That's about 500 km average, which would - if sustained, and it wasn't -
an annual average of 6,000 km per year. There were months where the fleet total distance travelled was 2000 km or less, or 44 km average FOR A MONTH.
And, as I have harped for years, fuel cell vehicles really, really don't like Canadian winter conditions. This report shows that dramatically.
This is why the Chambly hydrogen train of summer 2023 was only run during the warm weather season.
When it comes to reality vs. hydrogen as road fuel, reality wins; hydrogen does not.
October 2, 2024 Michael Barnard presentatation 1t India Smart Grid Forum (includes video, slides and transcript).
Hydrogen for Energy Serves Fossil Fuel Interests, Not Climate Change or Economy (CleanTechnica)
October 4, 2024 The hydrodgen fantasy failure cycle is speeding up! Just 7 days from announcement to abandonment.
McPhy abandons 24MW green hydrogen project seven days after announcing it (HydrogenInsiget)
October 6, 2024 Note Canadian taxpayer support (EDC) to date, and more approved, for a fantasy that doesn't pass the financial smell test.
‘Hype’ meets reality as Canada’s plans to export hydrogen to Germany stall (Globe & Mail)
October 8, 2024 Another study shows green hydrogen - because of the massive conversion losses through the cycle -
is too expensive compared to existing solutions.
Green hydrogen far pricier than projected (Harvard Gazette)
The report: Carbon abatement costs of green hydrogen across end-use sectors
From the Summary:
"At current delivered prices, green hydrogen is a prohibitively expensive abatement strategy,
with carbon abatement costs of $500–1,250/tCO2 across sectors. If production costs reduce to $2/kgH2,
low-cost carbon abatement opportunities will remain limited to sectors already using hydrogen
(e.g., ammonia) unless storage and distribution costs decrease. Our findings suggest that green hydrogen’s
potential is narrower than suggested, emphasizing the need for diverse technological options to decarbonize
hard-to-abate sectors."
October 10, 2024 Time to strike long-haul trucking off the possible list of uses for 'green hydrogen'
Tesla Semi exceeds expectations in 3,000 mile trial with DHL (Drive Tesla Canada)
Available today and already in real-world use by WalMart, Pepsico, Costco, Systeco and others that run real
commercial truck fleets and known to value cutting costs and reliability. These fleet operators are not
whining about a lack of charging stations, because installing them was part of the package from the start.
Meanwhile, the much-hyped long-haul hydrogen trucks still have not showed up for work, will apparently be
more expensive to purchase and operate, and that refueling infrastructure is disappearing worldwide.
October 11, 2024 The hydrogen lobby says they're the only path to 'zero-emissions' rail. Except, they're not.
Hitachi Rail's intercity battery trial shows better than expected results/ (Rail)
This isn't the first successful battery rail system in the UK (GWR).
Or the second. (Merseyrail)
According to Rail Live June 2024, "No full-sized hydrogen-powered train has yet run in the UK".
October 12, 2024 'Blue hydrogen' uses fossil fuels (typically fossil methane aka 'natural gas') with unproven assumption we
can capture ALL the GHGs in the waste stream and sequester them. So far, this has not worked anywhere, and in many instances,
the captured CO2 is used for Enhanced Oil Recovery (EOR), which actually increases GHG emissions, while captured governments
use tax dollars to fund it as if it was actually a 'green' initiative. Sigh. Green hydrogen is a financial catastrophe,
but would actually reduce GHG emissions to a small degree. Blue hydrogen is also a financial catastrophe for taxpayers,
does not reduce GHG emissions in practice, and is a form of greenwashing. In this case, most of the 'blue hydrogen' would
actually be used for oil refining, thus actually increasing GHG emissions. As a species, how insane are we?
Europe’s Blue Hydrogen Plans Risk Generating Annual Emissions on par With Denmark (DeSmog)
October 16, 2024 Sigh, you would think in tough economic times, we could spare Canadian taxpayers another hydrogen boondoggle. But, no, Mississauga is going all in.
Canadian City About To Buy Hydrogen Buses Because Feds & CUTRIC Captured by Hydrogen Lobby (CleanTechnica)
Dear Mississauga city councillors, I can recommend a good book as a starting point. There's still time to reverse course and head back to reality.
Free Pro Tip for Mississauga Transit: buy the buses with fuel cells that work in winter conditions, and pumps that work in the cold. You're welcome.
October 17, 2024 Recall applies to every Nexo delivered in North America (about 1500 total from 2019 to 2024 model years).
Hyundai recalls hydrogen fuel cell vehicles due to fire risk and tells owners to park them outdoors (AP).
October 18, 2024 "Cheap" energy comes from wind and solar. Now that Site C power is spoken for (LNG), there's no "cheap" energy to be had in BC.
Fortescue puts PG hydrogen project on hold (CKPGToday.ca)
There never was any cheap power to be had in BC; there was only massively taxpayer-subsidized electricity being held out as a carrot.
But, if Fortescue is going to have to pay market rates for electricity, then the 'business case' for Coyote Hydrogen Project simply evaporates
like the mirage it was always going to be. Victory for BC taxpayers.
October 21, 2024 Hydrogen hype is coming down to earth because reality eventually wins.
Hydrogen Projects Delayed, Cancelled as ‘Hype’ Meets Reality (The Energy Mix)
When hydrogen hypesters have to put up their own money instead of fleecing taxpayers, the tune changes sharply.
October 22, 2024 Hydrogen is the smallest molecule, and hard to contain. It's also highly reactive (burns, explodes), and a greenhouse gas.
How Much Does Hydrogen Leak And How Much Does It Matter? (CleanTechnica)
October 22, 2024 Nope. Science (physics and chemistry) say this won't happen on EROEI basis. Subsidies can distort the financials, but only by fleecing taxpayers.
'Green hydrogen will be competitive with polluting grey H2 by 2030': Enagás CEO (Hydrogeninsight)
October 23, 2024 Poor German taxpayers are going to get poorer, for no real benefit. The supposed 'green hydrogen' generators aren't getting built.
Germany Approves $20.5 Billion Hydrogen Push (OilPrice.com)
October 24, 2024 If you want a shorter list, try the number of hydrogen bus fleets in successful production operation. (hint: empty set)
How Many Hydrogen Transit Trial Failures Are Enough? (CleanTechnica)
October 25, 2024 The hydrogen charade: lies, fantasies, and endless taxpayer money - Chinese electrolysers edition
EXCLUSIVE | Chinese hydrogen electrolyser makers are exaggerating their stacks’ efficiencies by 10-20%: BNEF (Hydrogeninsight)
October 25, 2024 Green hydrogen is a ridiculous approach to 'decarbonizing' fossil methane (aka natural gas)
"Like washing your floor with Italian mineral water:" Why hydrogen won’t do the things the gas industry says (Renew Economy)
October 27, 2024 Hunh, how is it every time somebody collects real world data on hydrogen as fuel, it's always worse than assumptions used for decades to justify 'investment' decisions?
Real World Hydrogen Refueling Stations With Electrolysis Far Less Efficient Than Assumed (CleanTechnica)
October 28, 2024 BNEF and the ETC anticipate that more sectors will decarbonise via electrification rather than H2, as costs are falling much faster (i.e., you can't make cheap green hydrogen)
'We overestimated how much hydrogen the world would need to reach net zero': analysts admit (Hydrogeninsight)
October 29, 2024 Creating another distraction pathway to use unaffordable green hydrogen won't make it less expensive
Chinese automaker breaks ground on first phase of the country’s largest green hydrogen-to-methanol plant (Hydrogeninsight)
October 30, 2024 The 'green hydrogen' energy economy farce won't end so long as taxpayers have a penny left.
Hydrogen technologies in line for funding as US pledges $3bn to ports for zero-emissions infrastructure (Hydrogeninsight)
Imagine what could be accomplished on 'decarbonization' if we spent $3 billion on real solutions.
E.g., give 200,000 Chinese EVs to travelling U.S. medical workers, reducing gasoline consumption by 100,000,000 gallons annually,
thereby avoiding 2 billion pounds of CO2 annually.
October 30, 2024 The headline is right. The fantasy 'reasoning' to imagine hydrogen for ground and water transport defy logic, economics and science. As usual.
Why aren’t we driving hydrogen powered cars yet? There’s a reason EVs won. (Popular Science)
There are far more than one reason that the 'green hydrogen' fallacy has failed and is being abandoned by everyone but politicians wasting taxpayer money.
In fact, someone could write a book on the myriad reasons and better solutions already available.
Oh, wait. I already wrote that book.
October 30, 2024 Creating another distraction pathway to use unaffordable green hydrogen won't make it less expensive
The Emperor’s New Molecule: Exposing the Fatal Flaws in the Hydrogen Economy Fantasy (H2 energy news)
November 2024
November 2, 2024 The technology sucks, the fuel is too expensive and hazardous, and there are better alternatives on sale now.
Actually, the hydrogen energy story is worse than that. But governments will keep pouring taxpayer money into it to please the fossil fuel political donors.
Another Day, Another Hydrogen Transportation Failure, This Time Quantron & IKEA (CleanTechnica)
November 3, 2024 Hydrogen as transportation fuel has failed because: science; economic reality; real health and safety issues ...
Explained: why hydrogen cars aren’t quite ready for prime time (Driven)
The article goes on to suggest there is still a future for green hydrogen as fuel, despite the reality that battery trucks have
already taken the lead over hydrogen (economically and in daily use), and the updates to
Liebrich's Hydrogen Ladder shows hydrogen is falling behind further with each passing day.
The green hydrogen energy hype cycle continues only because of under-informed politicians spending taxpayer money as an infinite resource.
November 5, 2024 Battery buses are less expensive to build, maintain and fuel, greener, and the electric grid infrastructure already exists.
Ballard Power reports nearly 500% larger net loss, shares fall (Yahoo)
November 5, 2024 When push comes to shove, industry isn't going to pay for green hydrogen with their own money.
Oil giant BP is killing 18 hydrogen projects, chilling the nascent industry (Tech Crunch)
November 8, 2024 Even the hydrogen zealots are recognizing there aren't any real customers for 'green' hydrogen
'We will not invest in any more clean hydrogen projects until we secure more offtake for our existing ones': Air Products (Hydrogeninsight)
November 11, 2024 Hydrogen lobby tries to spin more tax money as win, when it already lost the fight for clean trains in California to battery electric.
California to launch a single hydrogen train — and nine battery models — as part of $100m US funding award (Hydrogeninsight) '
But the real story was published a few months ago: the battery electric trains are already running
(full service as of September 21, 2024), not part of a fossil fuel mirage.
Caltrain Welcomes First Passengers on New Electric Trains (Caltrain August 10, 2024)
November 12, 2024 The COP 29 photo-op smokescreen has begun. If COP 29 was serious, this side-show wouldn't even be happening.
H2 Hydrogen Transition Summit (they mean TO hydrogen, not FROM hydrogen) (climateaction.org)
November 12, 2024 Further confirmation that H2 projects die when expected to be run like real businesses.
In this case, cash handouts were dwinding and free electricity from taxpayers turned out not to be part of the deal.
Apparently, that's a deal-breaking shocker, if you're living in the hydrogen hype universe.
Fortescue's 550MW landmark green hydrogen project nears collapse as site owner plans to sell the land (Hydrogeninsight)
November 12, 2024 Sigh. I had hoped the King of the Netherlands would have smarter advisors.
Speech by King Willem-Alexander at the start of the high-level conference ‘Cooperating on the development of the hydrogen
offshore and onshore infrastructure and green hydrogen’ in Copenhagen, Denmark (Royal House of the Netherlands)
November 12, 2024 Plug Power, a darling of the hydrogen energy sector, continues to bleed money.
US hydrogen firm Plug Power shrinks quarterly net loss to $211m, but increases accumulated deficit to $5.26bn (Hydrogeninsight)
November 13, 2024 Green hydrogen is never going to cost anything close to the cost of electricity because there are too many conversion and storage losses in the process.
'Green hydrogen is not going to cost €2/kg in Europe any time soon — so do we need to rethink our policies?' (Hydrogeninsight)
November 13, 2024 The article says green hydrogen has been sourced for 2024 (six weeks remaining). No indication of price on the green hydrogen.
Locomotive is intended for demonstration and establishing its capabilities under conditions in Chile as part of a decarbonization strategy.
Luksic Group Launches First Hydrogen-Powered Locomotive in South America (Fuel Cell Works)
November 19, 2024 Wind to hydrogen plan circling the drain, as predicted. Data centres, almost as funny. You know what's valuable? Electricity.
Newfoundland wind-to-hydrogen company eyes data centre as international market lags (Canadian Press)
November 20, 2024 At least partially funded by Canadian and Albertan taxpayers (Emissions Reduction Alberta and the Government of Canada Low Carbon Economy Funds
Hydrogen production only partically powered by renewable energy.
ATCO EnPower and CPKC complete construction of two hydrogen production & refuelling stations in Alberta (Canada Newswire)
November 20, 2024 True. I said so in my book in 2006. True then, true now, will be true in the future.
Green hydrogen is a gargantuan scam (CleanTechnica)
The Halifax Examiner has been good enough to compile
their reporting on the green hydrogen charade since 2022.P>
November 21, 2024 Has Winnipeg resolved the cold operations problems for hydrogen fuel cells?
Winnipeg Is Making Major Local Transit Bus Firm New Flyer More Likely To Fail (CleanTechnica)
November 22, 2024 The "hydrogen economy" charade continues to run on taxpayer money. This should be an issue in the curren NS election.
More public money for EverWind: this time a $22.5 million federal grant for tugboats to move around green hydrogen that doesn’t exist (Halifax Examiner)
November 22, 2024 The "hydrogen economy" charade continues to run on taxpayer money. This should be an issue in the curren NS election.
As N.L. firm pivots, scientists say Canada's green hydrogen dreams are far-fetched (CBC / Canadian Press)
Paul Martin (chemical engineer) is quoted in this article. He's worth listening to. He's connected with the
Hydrogen Science Coalition.
November 22, 2024 Perhaps they can buy some biodiesel from the operational savings until they can buy some battery or grid-connected electric trains.
Reliability Challenges Prompt Alstom's Hydrogen Train Recall, RMV Resorts to Diesel Alternative (Fuel Cell Works)
I expect Alstom can eventually make these hydrogen trains reliable, but I doubt they can make them competitive financially against truly green, existing options.
November 22, 2024 Now that French taxpayer money spigot is turned off, hydrogen greenwashing steel production initiative is over (err, delayed due to 'uncertainties').
ArcelorMittal says it is delaying planned green investments in EU (Reuters)
November 24, 2024 Let's check back in on this one in a couple of years to see if they're in production and have paying customers.
North Atlantic Unveils Plans, Website for Major Green Hydrogen Facility in Sunnyside [NL] (VOCM)
I suspect by late 2026 the message will have changed completely. Competitor GH2 has already pivoted. As far as I can tell so far,
North Atlantic has not yet acquired a wind turbine or erected one.
November 25, 2024 Producing hydrogen via electrolysis and fuel cells date from 1840s. The miracle isn't coming. Hydrogen isn't a viable transportation fuel.
Hydrogen Trains Continue To Derail (Clean Technica)
November 25, 2024 Taxpayer money funds hydrogen fantasy in Korea; not even pretending to be green on this one. Might as well just burn the gas and skip the multiple conversion losses.
World's largest hydrogen fuel-cell power plant to begin construction next year at a cost of more than $550m (Hydrogeninsight)
November 25, 2024 Hard to imagine local industry (Stephenville NL, population less than 7,000) that would want hydrogen more than electricity, which means transporting it long distances,
and they're sitting beside the Maritime Transmission Link to mainland Canada.
Canadian green hydrogen project explores local offtake as alternative to ammonia exports amid slow global market development (Hydrogeninsight)
November 26, 2024 A question I often ask clients is, 'are you solving the right problem?' Orange County picking H2 fuel cell buses brings this to mind.
As the hydrogen fueling infrastructure in California is evaporating, the driver for this deal might be the remaining Trillium refuelling station at Santa Ana; apparently
it is sized to accommodate 50 hydrogen fuel cell buses, and with 10 already in service, that leaves room for 40 more. Thank goodness for taxpayer money.
OCTA Investing in More Zero-Emission Buses, Moving Toward a Greener, Sustainable Transit Future (OCTA)
Oh, and most hydrogen fuel-cell buses aren't truly zero-emissions even at point of use; they emit water vapour as the exhaust of the hydrogen-oxygen combination,
about a pint (half-litre) per kWh of electricity produced. As fuel cells also produce a lot of waste heat, the water is usually removed
from the fuel cell as water vapour (steam), and water vapour is counted by many as a greenhouse gas -
actually the most important greenhouse gas.
November 27, 2024 The hydrogen sector, a key building block in the European Union's shift towards cleaner energy, has struggled with limited subsidies ....
Norway's Hydro to phase out green hydrogen, battery businesses (Reuters)
December 6, 2024 Procurement delays blamed. Possibly related to the fact that it's impossible to make 'clean' hydrogen from coal. B
Burying the garbage doesn't mean the garbage wasn't produced. ("Carbon capture" sequestration, which doesn't work as advertised, anyway.)
Multibillion-dollar plan to convert coal into ‘clean’ hydrogen falters (Sydney Morning Herald)
Cutting to the Chase
I have been researching the potential for hydrogen as a climate-friendly, 'green' fuel for years decades.
Key: hydrogen as a fuel is completely pointless unless it is clean and green from end to end.
In short, it's a mirage used by the fossil fuel sector and funded mostly by taxpayers to enable
strategies to deny climate change and delay the implementation of real solutions so the polluters
can continue to profit from making the planet uninhabitable for humans.
If you think hydrogen is the solution for your specific problem, you're likely making an error
due to the unending media onslaught hyping the hydrogen mirage. I would be happy to look at your
situation and suggest an alternative based on current commerical technology that will be
reliable, cost less and be more climate-friendly than 'green' hydrogen.
If you're not ready to make contact yet, but want to know more, I recommend you
get an electronic copy of my book (US$6) or
go through my 2021 update presentation deck (free),
or preferably both.
If you need more than you find here to avoid making a costly mistake on your energy system future,
contact me for my consulting rates.
The Emperor's New Hydrogen Economy now cited by
[*dead link: http://www.fueleconomy.gov/hydrogenandfuelcells/resources/db/higheredcatalogs/H2.do?state=book&bookId=195]
the U.S. Department of Energy as a textbook on Hydrogen and Fuel Cell Technology
[dead site: http://www.autobloggreen.com/2007/01/13/the-hydrogen-economy-is-a-bad-idea-a-really-really-bad-idea/]
Autobloggreen article on The Emperor's New Hydrogen Economy 2007.01.13
A Local Review
The Emperor's New Hydrogen Economy by Darryl McMahon
This book is a great read for the energy conscious person who is concerned with the environment
and how ours and future generations will cope with our depleting fossil fuels. At present, McMahon
believes hydrogen is not the answer. He reviews the many ways that hydrogen can be produced.
McMahon points out that although hydrogen is an exceptional environmentally friendly fuel, its
production uses fossil fuels which contribute to global warming. Hydrogen is not viable at present
but can be a very clean and efficient 'future fuel' when technology finds ways of manufacturing it
using alternative energy sources.
With the world's fossil fuel supply quickly running out, the author uses the latter portion of
the book to suggest ways of conserving energy. This section is a must read for everyone who wants
to use less energy and save money at the same time. ( Peter Bayfield )
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