The promise of hydrogen in helping decarbonize mobility has traditionally focused on fuel cell vehicles across the range of classifications, from passenger cars to light-duty and heavy-duty vehicles. Progress is continuing in these areas, along with the ongoing debates about delivery infrastructure and competitiveness via alternatives in various categories. Meanwhile there is increasing focus on other applications for hydrogen fuel cells in areas such as industrial machinery and mobile power generation.
Electric vehicle (EV) sales are growing quickly in key markets. Strong government support and stringent tailpipe emissions standards, along with robust early consumer interest, have underpinned this growth. In reaction, auto manufacturers have placed EVs at the center of their net zero and long-term financial strategies. Now, slowing EV sales are raising important questions around consumer readiness for the electrified transport model. Why is there a striking gap between China and Europe, on one side, and the United States on the other? Is the EV demand growth of recent years sustainable? What role will governments, fuel providers and consumers play in the sector’s future?