The Hydrogen Truck Problem Isn't the Truck
mikeayles.com
The Hydrogen Truck Problem Isn't the Truck
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Re: The Hydrogen Truck Problem Isn't the Truck
#2Excellent analysis. Two points: what if 1) only surplus energy from offshore wind would be used for green H2 electrolysis and 2) the price would be at or below £/€/$ 1.50 per Kg?
Re: The Hydrogen Truck Problem Isn't the Truck
#3Excellent analysis. Two points: what if 1) only surplus energy from offshore wind would be used for green H2 electrolysis and 2) the price would be at or below £/€/$ 1.50 per Kg?
Thanks. Both good questions, and they come up a lot.
To be clear, I'm fully behind decarbonising freight. It's one of the hardest sectors to clean up and it needs serious attention. But hydrogen for road transport requires jumping in with both feet (due to infrastructure requirements) when there are dozens of smaller, commercially proven steps that get you equivalent results. Better route planning, driver training, aerodynamic retrofits, hybrid and battery electric for shorter routes, even just reducing empty running.
These aren't exciting and they don't get press releases, but they compound. The industry could cut emissions meaningfully with changes that pay for themselves today, without waiting for a national hydrogen infrastructure that doesn't exist yet.
On surplus offshore wind: the economics only work if you assume the electricity is genuinely surplus, meaning there's literally no other use for it. In practice, the UK grid still runs gas plants for roughly 40% of generation. Every MWh of offshore wind that goes into an electrolyser instead of displacing gas is a missed decarbonisation opportunity. "Surplus" renewable electricity is a future state, not a current one, and even when we get there, interconnectors, grid storage, and demand response will compete for those MWh. The electrolyser only makes sense after all of those higher value uses are saturated.
On £1.50/kg: that would genuinely change the fuel cost picture, getting you to roughly 12-15p per mile which is competitive with diesel. But the distribution problem doesn't go away at any price point. You still need compression or liquefaction, transport, and a national network of dispensing stations. The UK has 11 public hydrogen stations. Even free hydrogen doesn't help if there's nowhere to fill up. The grid is already everywhere. Adding a charger to a depot is a transformer upgrade. Adding a hydrogen station is a £2-5M civil engineering project.
The place where cheap green hydrogen gets really exciting is exactly the applications where you can't just plug in: steel, ammonia, seasonal storage, maritime. Those don't need a distributed national refuelling network, they need point to point bulk delivery to industrial sites and ports, which is a much more tractable logistics problem.
Re: The Hydrogen Truck Problem Isn't the Truck
#4I think the Edison motors approach will be the most future-proof, using drop-in power supply bricks, one can abstract the power source to the point where it won't matter if it's a fuel cell, natural gas turbine or a new battery technology, to the truck it's just electricity (plus or minus some metadata for things like regen breaking or engine gear)
Re: The Hydrogen Truck Problem Isn't the Truck
#5Would a system like the one in China - with the user of methanol conversion from excess Wind/Solar/Other power gen (even idle coal) making it much more flexible to generate/transport/store rather than trying to buildout gas distribution.
With the added advantage of fuel cell swaps [0] and reload giving the trucks a quicker turnaround time per charge (i think similar op is used for electric trucks as well as some consumer car models)
It certainly solves the problem of recharge points as the infra can be rolled out piecemeal, and since it would be for heavy trucks less disruptive of the rest of the cityscape (can have the outside metroplitan areas etc with maybe emergency stops within)
Re: The Hydrogen Truck Problem Isn't the Truck
#6Good article, as always hydrogen for transport is dead. Unfortunately, as they say, what is dead can never die. And there will always be companies trying to siphon off public funds to do “trial runs”.
One thing that seems wrong is in the efficiency comparison: step 1 for hydrogen should be grid transmission, not electrolyzer.
Also, how come the BEV price doesn’t adjust in response to electricity prices (not that it would impact the result).
Re: The Hydrogen Truck Problem Isn't the Truck
#7I think the Edison motors approach will be the most future-proof, using drop-in power supply bricks, one can abstract the power source to the point where it won't matter if it's a fuel cell, natural gas turbine or a new battery technology, to the truck it's just electricity (plus or minus some metadata for things like regen breaking or engine gear)
This has been tried a few times. The sticking point has always been twofold
0- this is a massive upfront investment for what amounts to a small time savings (having extra batteries on hand, charging them and the equipment to remove / move / install the heavy units
1- unless manufacturers agree to share a specification, you're tied to a single brand and risk being shut out of replacements when that inevitably goes away because it didn't catch on or got deprecated
2- for individual consumers, the battery is the most expensive component of their vehicle, and trading it for a used one of unspecified origen to save a few minutes instead of charging is not appealing.
Given one and two, overcoming the expense of 0 is not at all economical for many situations. The ones that most need it can't afford it, or could be satisfied with relatively short high voltage charging.
Re: The Hydrogen Truck Problem Isn't the Truck
#8Hydrogen has been the future as long as I have been paying attention to electric cars. There are many problems with it, including Hydrogen is the smallest molecule. It leaks through seals, embrittles metals, and has terrible energy density by volume. You either compress it to 700 bar (heavy tanks), liquefy it at -253°C (energy-intensive), or store it in metal hydrides (heavy, slow release). Solid state batteries are much more interesting. They extend EV range to 600-1000 miles and enable 10-minute charging. If they work at scale, they kill hydrogen for cars, trucks, and probably short-haul aviation too.
Re: The Hydrogen Truck Problem Isn't the Truck
#9I think the Edison motors approach will be the most future-proof, using drop-in power supply bricks, one can abstract the power source to the point where it won't matter if it's a fuel cell, natural gas turbine or a new battery technology, to the truck it's just electricity (plus or minus some metadata for things like regen breaking or engine gear)
This has been tried a few times. The sticking point has always been twofold 0- this is a massive upfront investment for what amounts to a small time savings (having extra batteries on hand, charging them and the equipment to remove / move / install the heavy units 1- unless manufacturers agree to share a specification, you're tied to a single brand and risk being shut out of replacements when that inevitably goes awa…
The point of the Edison motors approach is that you can just drop in a diesel engine - their initial goal is to electrify trucks used for industrial work in Canada by making them series hybrids.
It will work great for them because these trucks are designed to be modular and easily repairable (they are driven hard and WILL break when their owners need them). I would not be surprised at all if it develops into an impromptu standard just because so many eyes are on the system all the time.
Battery swaps are not practical, but the guy you're replying to is making the point that an electric vehicle could be built with a modular, removable power source, and converted between gas/hybrid/battery/hydrogen/natural gas/whatever later in life depending on the needs. That's just not possible with a vehicle which directly connects the powerplant with the wheels - there's too much nonsense like transmissions and differentials to deal with when you do that.
I think it makes a ton of sense for trucks, much less sense for cars.
Re: The Hydrogen Truck Problem Isn't the Truck
#10Or -hear me out- we can put these long I beams on the ground and put some cables above. Then tie 50 trucks to each other and they can get whatever kind of electricity from anything you can make electricity out of.