Is suspect large trucks may eventually move to hydrogen, but smaller passenger vehicles will stay on batteries. The nature of hydrogen containment favors larger capacity, on account of better volume to surface area ratios.
https://www.electrive.com/2026/01/23/year-end-surge-electric...
Once you go battery electric, you never go back. It's the most efficient way to move vehicles.
And if you want to stop for 5 minutes instead of 30 you can use battery swapping solutions like the one Janus uses.
Batteries are feasible for long distance trucking today.
Green Hydrogen trucking uses 3X as much electricity as using it directly. Trucking's biggest expense is fuel, so that will be the killer factor ensuring battery will beat hydrogen for long distance trucking.
The problem is that those mandated breaks are mandated and happen (with a small amount of wiggle room) wherever the truck happens to be at that moment. Rolling out enough charging infrastructure to make that work is an even more immense challenge than the already massive challenge of adding sufficient charging infrastructure to places like existing truck stops.
Imagine the cost of installing 1MW chargers on, say, half the wide spots on every highway.
> Imagine the cost of installing 1MW chargers on, say, half the wide spots on every highway.
They won't, why would they? The number of hydrogen gas stations is going down and the price is going up. Batteries are good enough already - the Mercedes eActros 600 with its 600 kWh battery has a range of 500 km.
Nuclear trucks and boats are what I envision so maybe I'm the one who needs a reality check.
To avoid having to upgrade the grid massively, we use large battery banks shoreside which are being charged at a sustainable (to the grid) rate, then the ferry charges rapidly by depleting the battery bank, leaving the grid alone.
Works a charm.
But even if 100% of all vehicles sold today was electric, it would still take ~20 years before almost 100% of vehicles on the road were electric. And it's not, so we're probably looking at > 30 years to increase electricity load by 20%.
That annual increase is far less than the increase caused by data centers. It's about the same as the annual increase in load caused by increased use of air conditioning.
I'm not in the transport industry, I just want to go to the grocery store.
> Performance loss over time leading to replacement decisions is unussual. Virtually no other part degrades in performance the moment you use it.
Tires? Brake pads? Lubricants? Belts? Springs? Bearings? Bushings? Seals? There's tons of parts on my cars that have expected wear intervals that will need replacing after x number of miles with performance that changes with the wear of the part, there's a whole service manual of when to replace certain parts.
You only bother buying heavily used motor oil and tires right? After all they perform so much better.
And springs and shocks are perfect examples of things that start to lose their effectiveness on a curve instead of necessarily just all at once. You can tell the dampening effects get worse and worse, the car might start sagging more, etc. They have a whole range of performance before they need to be replaced.
Even the motor itself will often slowly have reduced compression due to slowly looser fitting parts before actual failure, fuel injectors will slowly get more gummed up over time, valves might get gunked up having reduced airflow, spark plugs are slowly vaporizing themselves and can have worse spark characteristics throughout their life, etc. Its not like everything just continues working 100% until they snap. Everything that's moving or reacting is slowly wearing itself out.
That's the experience I'm drawing from when I point out that "virtually no other part degrades in performance the moment you use it" isn't based in reality. Everything is constantly wearing out. Anything rubbing on another thing, any fluid being pushed through a hole, anything that might be reacting with another thing, its all slowly getting more and more out of spec. And when it gets more and more out of spec, its performance gets worse. You might not immediately notice it, that performance might not be in the go go kind of performance, but it isn't working as well as it used to.
Are you really going to tell me a car with a couple hundred thousand miles on it running all original parts (assuming they didn't literally break apart yet) is likely to be anywhere near the same performance as when the car had 200 miles on it? Its not. Its almost like there's a reason why mileage is considered when people price cars. The suspension isn't going to keep the wheels as well planted, the cylinders likely don't have the same compression, those fuel injectors are likely tired and aren't spraying optimally, that coolant pump is worn down and barely able to pump coolant anymore, your timings are likely not optimal anymore due to slack in the timing chain or belt, your spark plugs aren't making as full or reliable of spark, etc.
If your response is "well you would have replaced those by now"...well, why would you have to do that? Because they...had their performance reduce over the life of the part?
And even then, a part of that break-in period of those parts is the part's performance actively changing over the life of the part with pieces of the part literally degrading, just pretty quickly and positively for performance as opposed to negatively. That positive slope of performance change is a pretty early hump though, otherwise as I mentioned you'd be taking me up for ensuring all your tires are near-bald (but not quite, they haven't actually failed yet!) all the time and you'd be dumpster diving for the good stuff out behind your auto parts store.
That theory didn't play out, mostly because the price of electrics kept dropping year after year, undercutting any appeal in early investment in hydrogen.