Earlier quoted context omitted.
I'm one of those vocal opponents for hydrogen cars, but I do like the technology in general. I'm a huge fan of hydrogen for agriculture, forestry, and other big applications where grid access is really challenging and even small gaps to recharge are unacceptable. Personal transport just doesn't make the list. Hydrogen won't ever make sense for personal transportation since the cost of batteries has come down way too…
That’s absurd. Hydrogen cars will drop to costs comparable to ICE cars. It is a massive reduction in raw material needs. Not to mention the millions of people who need fast public refueling since they do not have access to home chargers. People are stuck in an innovation trap with BEVs. It is pretty much what Clay Christensen wrote about in his book Innovator’s Dilemma. You cannot just linearly improve a single idea…
I'm for hydrogen subsidies, just not for personal transport. Use the money for heavy transport, agriculture, and forestry. If that also happens to make fuel cells cheaper all around and changes the economics of fuel cell vehicles, that's fine, just don't subsidize hydrogen personal cars directly because it's deeply unlikely they will ever be more than a curiosity.
Thermodynamics means green hydrogen always has to pay the round trip conversion loss, so it will always be more expensive than raw electricity. I do agree there is opportunity to soak up excess renewable generation with hydrogen, but if you're right about hydrogen demand that won't ever affect the price more than a few %. Raw, direct electricity use will always be cheaper, so people will figure out ways to make that arbitrage work for them in ways other than hydrogen storage.
The lack of losses with batteries will mean there is a huge incentive to shoehorn them into anything where it possibly makes sense. That doesn't necessarily mean current lithium chemistry and that's where your innovation will come from.