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This article from a year ago.
https://fuelcellsworks.com/news/hyzon-heavy-duty-vehicles-hydrogen-vs-diesel/
Weight factor in? Tires?
Ahhhhhhhhh. Way to go, Alberta!
Denmark is talking about creating a coastal island to produce hydrogen.
Some hydrogen news, while we wait for?
https://www.h2-view.com/
Could Hydrogen Be The Victor In UK’s Hydrogen Vs. Electric Truck Probe?
By Harry Morgan, Rethink Energy, as abridged by David Waterworth
5/22/2022
https://cleantechnica.com/2022/05/22/could-hydrogen-be-the-victor-in-uks-hydrogen-vs-electric-truck-probe/
The UK government has launched a £200 million investigation into the future of its road freight. Over a three-year period, it will look to understand economic advantages of hydrogen and electric trucks, as well as the infrastructure required to decarbonize a sector that is responsible for around 5% of the country’s total carbon emissions.
Starting later this year, the program will run over three years, supporting the UK government’s ambitions of ensuring that all new heavy goods vehicles (HGVs) sold in the UK run with zero emissions by 2040. With an average truck having a lifespan of just under seven years, it would also be a significant contributor to the country’s plans of reaching a nationwide net zero emissions target by 2050.
“The plan could see hundreds more zero-emission HGVs rolled out across the nation and save the industry money, thanks to overall running costs of green vehicles being cheaper than petrol and diesel equivalents,” said the Department for Transport. “More efficient deliveries will in turn enable haulage companies to keep the price of goods down and protect customers from rising costs.”
It also outlined the key outcomes of this program as a comparison between battery-electric and hydrogen-powered technologies, with demonstrations set to be funded in each.
An open call will be issued for manufacturers, energy providers, and fleet and infrastructure operators to showcase their green technology on UK roads. This builds on six previous feasibility studies by the department, including one from Leyland Trucks that rolled out 20 DAF battery-electric HGVs for use in public sector organizations.
The debate between hydrogen and electric trucks remains plagued by contradicting claims and rhetoric from both sides. As recently as last week, Elon Musk has referred to hydrogen as “the most dumb thing I could possibly imagine for energy storage,” while hydrogen truck pioneer Nikola has been lampooned for its CEO’s misleading claims about its technology’s capabilities. The Fraunhofer Institute earlier this year released a report claiming that hydrogen was unlikely to play a major role in trucks due to the higher costs involved compared to batteries. But advocates like Hyzon Motors have snapped back by arguing that electric grids will struggle to cope with large numbers of HGVs being charged at once. Further, battery supply chain challenges are already severely limited EV production and adoption.
Volkswagen-owned truck maker Scania also made a surprising pivot in its view on hydrogen. Having dismissed the fuel as a way of decarbonizing heavy-duty transport in statements as recent as last year, the company announced it would develop “an initial 20 fuel-cell electric trucks” with US-based fuel-cell and electrolyzer manufacturer Cummins as part of the Air Liquide-led HyTrucks project. In contrast to the company’s sole “commitment to battery electric vehicles,” the project aims to put 1,000 hydrogen trucks on the roads in Belgium, the Netherlands, and western Germany by 2025, along with the required refueling infrastructure.
The issue with using batteries to power future HGVs centers around one key characteristic: energy density. While we’re seeing “range anxiety” somewhat satisfied by vehicles entering the market with ranges of nearly 300 miles, as vehicles get heavier, this range is limited. To scale with the weight of these vehicles, designers can add more battery units to increase the available power, but more cells equals more cost in already profit-challenged vehicles.
The larger a vehicle gets — and the more time it is required for uninterrupted operation — the more hydrogen holds an advantage. The technical performance of EVs starts to struggle when it comes to heavy trucks. Hydrogen fuel cells offer much greater energy storage density than lithium-ion batteries, as well as greater driving range, reduced weight, and much shorter recharging time.
The Tesla Semi electric truck, for example, is likely to have a battery weight of 4.5 tons when it enters the market in 2022 or 2023, which will give it an energy density of around 5 MJ per kilogram. Hydrogen gas is more than 100 times as energy-dense as a lithium-ion battery. Fuel cell trucks being designed by the likes of Nikola and Hyzon are likely to provide at least double the energy density of battery-powered systems, while looking to drive purchase prices down by more than 70% over the coming decade.
Tesla Semi
Refueling a 500-mile range truck can also happen in just 15 minutes in hydrogen models, while recharging times for battery electric models are more likely to be in the region of 6 hours using existing refueling infrastructure. These advantages will, however, have to compete with the reality that hydrogen adoption is far less efficient — as far as electricity consumption is concerned — than battery EVs. The well-to-wheel efficiency of producing green hydrogen and then using it in a fuel cell is only around 35%, dwarfed by the 70% to 80% seen in battery-powered models.
Models for both vehicle types are now entering the market. Hyzon Motors’ pilot trucks will hit the road from this year, while Hyundai’s XCIENT has already been delivered to customers in Switzerland. In the electric space, we’ve seen releases including Volvo’s VNR Electric, Kenworth’s Class 8 T68oE, and Daimler’s Mercedes-Benz eActros LongHaul. However, the freight market’s logistical routes are fairly predictable, and infrastructure does not need to be a massive barrier to deployment. Fuel cell trucks with a longer range may be implemented by fleet operators with fairly sparse refueling stations.
Hydrogen fuel cells are also in a much earlier stage of development than lithium-ion batteries, and off the back of the support we’re seeing from governments in Asia and Europe, the cost reduction curve for the technology will be steeper over the next few years than it is for batteries. Once the cost of fuel cells and liquification technology falls, the scalability of hydrogen tanks will allow for a lower cost of ownership.
With falling costs in hydrogen fuel and subsidies through operation, Rethink Energy believes that parity between fuel cell trucks and fossil-powered trucks will be reached in cost of ownership terms by 2026. This will cause a sudden uptake in purchases and deliveries prior to 2035, when we anticipate that 1.5 million fuel cell trucks and buses will be delivering goods and transporting passengers worldwide, before an exponential rise to nearly 24.7 million by 2050.
At this point, hydrogen trucks could account for over 80% of new unit sales, driven by the response of logistics companies to investor pressure around climate change. This will be complemented by a further 13.3% of the market occupied by battery electric models for units that are used less frequently, while the number of fossil fuel–powered trucks falls from 14 million to just 5 million by 2050, after peaking at nearly 25 million in the early 2030s.
Rising diesel prices lead to layoffs in trucking industry
Aaron Nolan, Adrienne Bankert, Cassie Buchman
Posted: MAY 18, 2022
https://www.newsnationnow.com/morninginamerica/rising-diesel-prices-lead-to-layoffs-in-trucking-industry/
(NewsNation) — It’s a problem many have been hearing about for months now: the high price of gas. But what many who aren’t in the industry might not realize is how the skyrocketing cost of diesel fuel, in particular, is hurting truckers.
While the Energy Information Administration said gas prices are down by one penny in the last week, that’s not giving any relief to drivers, who say some companies are being forced to lay off employees.
That’s the case for Omar Edwards of North Carolina, a truck driver who owns and operates his own company. He’s had to let some employees go, and is looking for other ways to maximize profit.
“I’m heading over to Atlanta to actually pick up one of my drivers,” Edwards said. “We’re going to be team driving right now.”
Speaking to NewsNation local affiliate WJZY, Edwards said this could lead to less trucks on the road.
“A lot of these trucks you see now are not going to be here anymore. A lot of these trucks are a small company like myself that just can’t afford to pay these high prices,” Edwards said.
AAA on Tuesday recorded a record national average of $5.57 for a gallon of diesel fuel. Part of the reason for the high gas and diesel fuel prices is the war in Ukraine, but also the rise in commercial activity.
AAA spokesperson Clay Ingram said demand for diesel is going up across the country as truckers transport “more and more goods.”
“People are shopping online, people are out spending money again,” he said.
Maurice Burnside, owner of Phaymis Trucking Company, said on NewsNation’s “Morning in America” that his fuel costs have nearly doubled from last year— going from $10,000 to $18,000.
“It’s a struggle,” he said. “The longer hauls are a bit more of a challenge. What we’ve been doing with my company, we’ve been taking shorter runs so we spend less money in diesel, but we also make less money.”
With high diesel prices expected to rise, Burnside expects the situation will continue to be detrimental to a lot of people.
“You can’t operate like that,” he said. “We can’t drive for free. We have families to take care of.”
It's a good sign.
Will hyzon participate in or benefit from the new No. European pipeline project?
Article on yahoo board that says Swiss National Bank took a position in Hyzn.
Just bluster by Musk. He wants and needs the hydrogen.
https://www.msn.com/en-us/news/technology/this-green-hydrogen-plant-plans-to-supply-elon-musks-spacex-methane-powered-rocket-engines/ar-AAUKFrR#:~:text=Musk%E2%80%99s%20SpaceX%20is%20slated%20to%20become%20one%20of,cryogenic%20liquid%20methane%20and%20liquid%20oxygen%2C%20or%20%E2%80%9Cmethalox.%E2%80%9D
Elon Musk is dead wrong about Hydrogen. This may be one boat, he will miss! Seems to be off to a bad start with his battery operated semi trucks!
P.S. Nice to see price recovery on a down day!
It might be worth your while to look at Charge Enterprises announcement today. Their emphasis will be to install? charging stations at dealers. I don't know anything about their technologies, but the tactic is excellent. This might be an
early opportunity for Hyzon to partner with them.
HYZON is a sponsor of this event. More exposure.
https://www.harbortruckers.com/draytech2022
Airgas website.
https://www.airgas.com/Airgas-to-Pilot-Hyzon-Motors
Their demonstration vehicles and the existing vehicle upgrade program will have contributed. More coming, imho.
Probably no news on the Hyzon Motors, most clean energy transportation stocks up today.
Moving on volume in a positive way.
Well you got your volume today - with a nice jump in PPS.
Does anyone know what the last column ? under trades tells us? I see buys sells but the ? number has to have a definition.
From February.
https://www.sec.gov/news/press-release/2022-32
I would hope so, SEC need to stop this nonsense, Been going on for years.
I would hope so, SEC need to stop this nonsense, Been going on for years.
HYZN Moving forward. Not worrying about stock price.
https://www.sec.gov/ix?doc=/Archives/edgar/data/0001716583/000171658322000023/hyzn-20220510.htm
Is there a new or proposed Sec rule about shorting small caps? Saw something the other day but can't find it again. Something about fairness and repressing innovation. I may misremember, tho, as was distracted.
ACT EXPO starts today. HYZN in attendance.
Has a booth setup and Knight is one of the guest speakers.
https://www.actexpo.com/
Hyzon Motors market cap is nearing what they have in the bank -
Well, alt fuels and vehicle makers have been taking it on the chin. The bottom should see big volume instead of itty bitty ho n fro action. Imho.
Once again today looks bad for Hyzon Motors and the overall market.
Have to judge when this will hit bottom, hope the Bear Market will end soon. This is the only risk play I have.
The wider gain with hyzon's refit of existing fleets will be to reduce the number of diesel vehicles on the road and support efforts to reduce pollution. Companies gain with cost savings on fuel & mileage and less pressure to replace working vehicles. Additionally, usable parts that are removed will be sold or recycled. Potentially, this is a win-win.
Lol This is my observation of the obvious today.
Interesting. What is the retail price for hydrogen? What is the retail price for Green Hydrogen?
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