Hydrogen and fuel cell trucks seeing a breakthrough, BMW report shows global EV share by brand

This past year has seen something of a renaissance for hydrogen and fuel cell vehicles, with much of the interest being directed at hydrogen-powered commercial vehicles.

Nikola Motors, Toyota, and Hyundai are dedicating intensive capital and resources to designing and building hydrogen-powered commercial trucks. Daimler Trucks, Kenworth, and truck engine maker Cummins are also entering the fuel cell space.

These vehicles qualify for zero emission vehicle mandates and have a few appealing performance qualities. They offer similar qualities as electric vehicles in performance and torque, but much longer range. Time needed for refueling is comparable to gasoline- and diesel-powered vehicles. The cost of producing hydrogen and manufacturing fuel cell vehicles continues to be high, though it has come down in recent years.

Japan, by far, has the largest fueling infrastructure in the world, with Germany following in second place. While in limited production numbers, Toyota and Honda have their fuel cell cars in several countries, followed by Hyundai and Daimler.

So let’s look at some of the numbers…….

Hydrogen Refueling Stations by Country:
Japan — 109
Germany — 70
United States — 44
South Korea — 28
China — 15
England — 12
Denmark and France — 11
Norway — 9
Canada — 7
Austria — 6
Scotland and Sweden — 5
Spain and Switzerland — 4
Australia, Belgium, Iceland, India, and the Netherlands — 3
Finland and India — 2
Brazil, Costa Rica, Czech Republic, Malaysia, Saudi Arabia, Slovenia, Taiwan, Turkey, United Arab Emirates, and Wales — 1

Sources: Hydrogen Analysis Resource Center and Alternative Fuels Data Center

Fuel Cell Passenger Cars and Buses by Region:
North America:
Toyota Mirai, Honda Clarity Fuel Cell, and Hyundai Nexo (which replaced the Hyundai Tucson Fuel Cell). New Flyer manufactures many of the fuel cell buses acquired by transit agencies in the US, with many of these buses equipped with Ballard fuel cells.
Europe:
Daimler GLC F-CELL, Daimler B-Class F-Cell, Toyota Mirai, Honda Clarity Fuel Cell, and Symbol fuel cell range-extended vans.
Asia:
Toyota Mirai, Hyundai Nexo, Honda Clarity Fuel Cell, and Daimler GLC F-CELL. Both Toyota and Hyundai offer fuel cell buses. Several Chinese manufacturers have developed their own buses, including state-owned SAIC Motor and Geely Auto Group, which also owns the Volvo Cars and Lotus brands.

Sources: US Dept. of Energy, Hydrogen Europe, and Reuters

Nikola has become the star of fuel cell vehicles, regularly making dramatic announcements. These include a breakthrough in battery technology that could double the range of electric vehicles without adding any weight; and a monthly lease payment that would require customers to agree to a million-mile lease at the cost of 95 cents mile, or $950,000 over a typical seven-year lease to remove some of the risk of buying a fuel cell truck. The hydrogen-powered truck maker also has plans in the works for setting up about 700 hydrogen fueling stations. Budweiser brewer Anheuser-Busch has started testing Nikola semi-tractor trucks in its fleet.

Along with making the top-selling fuel cell car in the work (the Mirai), Toyota is also committed to fuel cell trucks. The company has been testing a hydrogen fuel cell yard truck that moving shipping containers within the Port of Los Angeles. Toyota also entered a project with truck maker Kenworth to build 10 zero-emission Class 8 trucks. They’ll be supported by the California Air Resources Board’s Zero and Near-Zero Emissions Freight Facilities grant, and these trucks will be used at the harbor complex for the Ports of Los Angeles and Long Beach.

Hyundai plans to build a production capacity of 500,000 fuel cell systems for passenger and commercial vehicles by 2030 at a cost of about $6.4 billion. The automaker recently unveiled the concept of its planned HDC-6 Neptune hydrogen fuel cell truck. Hyundai sees opportunities in the US, but the Asian market would also be hot — with serious commitments given to fuel cell vehicles and hydrogen stations by the governments of South Korea, Japan, and China.

Hydrogen fuel cell buses are seeing more demand. They’ve been particularly well tested in California by transit agencies, and China is seeing a lot of them being deployed.

Ballard Power Systems, based in British Columbia, develops and produces fuel-cell products and solutions that are part of these fuel cell buses. The company is elated to see its shares soar after 40 years of struggles in the industry.

The company has seen a dramatic change over the past year, according to Randy MacEwen, CEO of Ballard. Some of that has been coming through customers In Europe, where operating a fuel cell-powered electric bus is now cost competitive with a traditional fuel version, he says. Use of the fuel cell technology is diversifying into ships, trains, and forklifts.

Hydrogen has been taking off in various applications in recent years. As for history, NASA began using liquid hydrogen in the 1950s as a rocket fuel, and the agency was one of the first to use hydrogen fuel cells to power the electrical systems on spacecraft.

Beyond transportation fuel, about 55 percent of the hydrogen produced around the world is used for ammonia synthesis (especially for fertilizers), 25 percent in refineries for intermediate oil products, and about 10 percent for methanol production that’s used in the manufacturing of several types of polymers.

Building an infrastructure for hydrogen and new developments of fuel cells is finally becoming profitable for companies like Ballard Powers and several others. Manufacturers are looking forward to seeing buyer interest increase. EVs provide much of the completion, but it’s unlikely it will ever take hydrogen out of the race.

And in other news:

  • BMW report shows global numbers:  BMW just added global market share by brand for electric vehicle passenger car sales for the first time in its charts. Tapping into IHS Markit’s new vehicle registration database, the study reports that Tesla has 18 percent, BYD (in China) has 11 percent, BMW 6 percent, Beijing Auto 5 percent, Volkswagen 4 percent, Nissan 4 percent, Hyundai 4 percent, Roewe 3 percent. Kia 3, Renault 3, and Geely-Emgrand 3 percent. Other automakers make up the remaining 36 percent of global share. Roewe is a vehicle marque created by the Chinese automaker SAIC Motor, and BYD, Beijing Auto, and Geely-Emgrand also represent Chinese makers — bringing their share to 22 percent overall. Vehicles included in the count are “Electric, Electric w. REX, Electric w/o REX, PHEV Diesel and PHEV Petrol.”
  • Cybertruck vs. F-150:  Ford says a new video being streamed out by Tesla is unfair, and CEO Elon Musk has agreed to a re-match. The new sci-fi, futuristic Cybertruck is competing in a tug-of-war with the Ford pickup, and looks to be easily pulling it away. Launched Thursday night in LA at the tail-end of the media days for the LA Auto Show, Musk says that his company has already taken 200,000 orders for the electric pickup.
  • Other highlights from LA Auto Show and AutoMobility LA:  The 2020 Toyota Corolla won Green Car of the Year for its overall fuel efficiency in both the regular and the hybrid versions. A second award was given to the Honda CR-V Hybrid as Green SUV of the Year. The new hybrid version the CR-V will go on sale in spring 2020. At AutoMobility LA — Hackathon winner and second place; Startup winner; and Karma Automotive’s unveiling of its SC2 concept car with its hinge winged doors.

Fuel cell cars and Chevrolet Volt gain prominence at 2015 LA Auto Show

Ford Transit Connect - Wahoo fleet vanThe Honda Clarity Fuel Cell, Chevrolet Volt, and Toyota Mirai were the leading green cars at this year’s LA Auto Show in gaining media attention. The Volt took its second “best” award since its initial launch in late 2010. Other auto show highlights included launching of the ROEV Association electric vehicle group, a first look at the production version of the Elio Motors 3-wheeler, and the Volvo Concept 26 self-driving car (and the Wahoo’s Fish Taco van pictured to the left.)

The Honda Clarity Fuel Cell had its North American debut at the LA Auto Show with more details released on the hydrogen fuel cell vehicle’s gains in interior space, efficiency, and performance. The Clarity Fuel Cell has a fuel cell stack that is 33% more compact than its predecessor with a 60% increase in power density compared to the outgoing Honda FCX Clarity. Honda says that the arrival time for the Clarity Fuel Cell will be in late 2016 for the U.S. market. Honda also announced that the platform used in the Clarity Fuel Cell will also serve as the foundation for a next-generation Honda plug-in hybrid electric vehicle that will launch nationwide by 2018, with more than triple the all-electric range of the Accord Plug-In Hybrid Sedan.

The completely redesigned 2016 Chevrolet Volt has been named Green Car of the Year, repeating a victory it claimed when the original plug-in hybrid debuted five years ago. The revamped 2016 Volt has been built on a new, lighter chassis, utilizing a smaller but more powerful battery pack that allows it to now squeeze in five passengers, and increases range to 53 miles per charge. The four 2016 model year finalists were: Toyota Prius which has a new body style and a fuel economy increase of about 10%; Honda Civic, which was also redesigned for 2016; Hyundai Sonata with its high-mileage gasoline engine as well as both a plug-in and a standard hybrid option; and Audi A3 Sportback e-tron, the automaker’s first U.S. plug-in hybrid model.

The Volt was available for the ride and drive, along with the Toyota Mirai fuel cell car. Those visiting the Toyota exhibit inside the hall could look under the Mirai’s hood; they could also watch a video playing tribute to the anniversary of the “Back to the Future” movie trilogy. Toyota participated in the 30th anniversary of the first film in the series with a commemorative video with the film’s stars, Michael J. Fox and Christopher Lloyd. It also served as a kickoff for the U.S. debut of the 2016 Toyota Mirai hydrogen fuel-cell vehicle. Toyota says that about 2,000 people have already placed orders for a Mirai, which is now on sale in select California markets. Toyota anticipates that it will fulfill about half of those orders for the 2016 model year.

Located in Gilbert Lindsay Plaza right outside the convention center, the Green & Advanced Technology Ride & Drive also made available the Chevrolet Impala Bi-Fuel; Fiat 500e; Ford Focus 1.0-Liter EcoBoost; Ford Focus Electric; a Harman International test model with connected car features; Hyundai Tucson Fuel Cell; and Nissan Leaf.

The Ford Transit Connect urban delivery van was prominent in the Ford Motor Co. exhibit space. As seen in the photo, one of the vans shown in the Ford display was a fleet vehicle used by Wahoo’s Fish Taco for catering. The most visible vehicle at the Ford exhibit was the refreshed 2017 Ford Escape that will go on sale next summer. Ford will put about 275,000 of these new vehicles on the road with start-stop technology, making it Ford’s biggest push into the fuel-saving technology to date.

On Thursday morning at the LA Auto Show, five partner companies announced the creation of the ROEV Association (which stands for Roaming for Electric Vehicle charging), a collaboration of industry stakeholders designed to support electric vehicle adoption by facilitating public charging network interoperability. BMW of North America, Nissan, and three EV charging networks – CarCharging/Blink, ChargePoint, and NRG EVgo – are working together on ROEV. The association says that its participants operate about 91% of the charging stations open to the U.S. public, with a total of 17,500 stations. One of ROEV’s primary goals is to provide easier access to all networked, public EV chargers by adopting and promoting interoperability standards. “The ROEV Association is working to streamline EV charging access across multiple charging networks in order to help bring EVs further into the mainstream,” said Simon Lonsdale, Chair of the Board of ROEV. (To learn more, visit www.roev.org.)

Those attending LA Auto Show were able to view the debut of the production version of 3-wheel gasoline-engine car from Elio Motors. The car is small and light enough to get 84 mpg and will cost $6,800. The company plans to launch production at an old General Motors plant in Shreveport, La., by the fourth quarter of 2016. Elio Motors is still looking for more financial backers to get the car ramped up for production and out for sale.

The Volvo Concept 26 is still years out, but gained attention during the auto show. It will be equipped with features such as a tablet computer built into the center console, a fold-away tray table, and a 25-inch color monitor that pops out of the passenger-side dashboard. The Concept 26 shares the same new Scalable Product Architecture used for most of Volvo’s future products, including its new XC90 SUV. Volvo says that the concept car had “26” added to its name as a reference to the fact that drivers average 26 minutes a day stuck in traffic-snarled cities like Los Angeles, which adds up to 100s of hours each year.

Prius parent Toyota shifting from EVs to FCVs and advanced hybrids

Toyota and TeslaToyota Motor Corp. has been carefully watched by advocates of clean vehicles – its Prius became the symbol of innovation in the hybrid space even though several other competitive hybrid models were launched around that time. When Toyota made an agreement in 2010 with Tesla Motors to integrate its electric motor and batteries into the Toyota RAV4 EV, along with Toyota’s $50 million investment in Tesla and Tesla’s takeover of the shuttered NUMMI factory in Fremont, Calif., the working relationship looked very promising. It also helped strengthen Tesla’s promise to become a thriving automaker (which was also supported around that time by Daimler’s investment). The Toyota and Tesla relationship seemed to sour this month when Toyota announced that it will phase out an agreement from 2012 for Tesla to deliver 2,600 battery packs for Toyota’s electric RAV4 over three years.

Since then, a Toyota executive has said that the two companies will continue working together on battery technology even though the initial battery-supply agreement will be ending this year. Osamu Nagata, president and CEO of Toyota Motor Engineering & Manufacturing North America, acknowledged that Tesla has a clear business strategy for developing a better battery. Automakers and their suppliers do need to work together on developing better batteries, he said. Nagata also talked about the future of fuel-cell vehicles, which Toyota has indicated will become a top priority for the company in coming years.

Jim Lentz, CEO of Toyota’s North American region, said during a an interview after Fortune magazine’s Brainstorm Green conference that hybrids, plug-in hybrids, and fuel cell vehicles hold greater promise for Toyota. Battery-electric vehicles make sense in a select way as short range urban vehicles, he said. “But for long-range travel primary vehicles, we feel there are better alternatives, such as hybrids and plug-in hybrids, and tomorrow with fuel cells,” Lentz said.

Hydrogen fuel cells have become cheaper on a cost-per-vehicle basis and are more efficient on a well-to-wheel basis; that’s a primary reason Toyota has turned away from a long-term effort to create a viable battery-electric vehicle. Toyota will soon be launching a fuel cell vehicle in California and is investing $7 million in the FirstElement Fuel campaign to bring hydrogen refueling stations to the state.

Toyota also has high hopes for hybrids and will be expanding its vehicle offerings in years to come. The automaker has developed a new semiconductor it says can boost fuel efficiency in hybrid cars such as the Prius by up to 10%. Test models have so far shown a 5% increase, and Toyota thinks it can commercialize the 10% more efficient semiconductor by 2020.

The new semiconductors will manage the flow of electricity through the power control unit that integrates a hybrid vehicle’s battery, motor, and generator. As competition in the hybrid space increases each model year, Toyota wants to strengthen its position marketing the Prius family and its list of other Toyota and Lexus hybrid models. Hybrids, plug-in hybrids, and hydrogen fuel cell vehicles will be an integral part of Toyota meeting government emissions standards and strengthening its image as a leader in advanced, clean vehicles.

Big Picture: Hydrogen FCEVs facing rite of passage; Dates announced on two alt-fuel vehicle conferences

Toyota FCVTo paraphrase the Kevin Costner movie, “Field of Dreams” – If you build it, they will come.

Hydrogen fuel cell vehicles continue to struggle with “chicken or the egg” quandary. There’s only a slim hydrogen refueling infrastructure in the US, and the questions of how much fuel cell electric vehicles (FCEVs) will be priced for and how serious car shoppers will take the products and pricing are far from being answered. Plug-in electric vehicle loyalists like Tesla Motors CEO Elon Musk tend to scoff at FCEVs. Yet, other automakers seem to be taking these vehicles seriously.

Hyundai is preparing to launch a fuel cell crossover in the US next year. Hyundai’s president of research and development Kwon Moon-sik thinks cost factors are pointing the company in the direction of FCEVs instead of batteries. Several of his auto industry colleagues share that perspective. Kwon says that advanced lithium ion batteries in electric vehicles remain expensive, and he sees few opportunities for cost reductions coming soon. He thinks hydrogen fuel cells offer more hope for volume savings. The zero emissions part of FCEVs also offers appeal to automakers. Executives at Toyota, Honda, Daimler, General Motors, Ford, and Nissan are mapping out FCEV launches between 2015 and 2020; some of them share Kwon’s perspectives about the cost of FCEVs falling. It’s all part of the partnership alliance formed earlier this year on fuel cell systems between GM and Honda; and another, similar alliance between Nissan, Daimler, and Ford.

The process does require patience. Hyundai already started production of a hydrogen-powered version of its Tucson crossover; the company plans to produce only 1,000 units for sale globally by 2015. Toyota just offered a sneak peak at its FCV concept hydrogen-powered vehicle that it plans to roll out in 2015 (see photo above); the company is hoping to use it to popularize FCEVs as the Prius did for hybrids. “We think it could be the best zero emissions solution that hits the market,” said Bill Fay, general manager of Toyota’s US sale division.

Honda has helped car show attendees gain enthusiasm for FCEVs after driving its limited production FCX Clarity. Another FCEV will be joining the Honda lineup; the automaker just put out a sketch that hints at what will be shown at the upcoming Los Angeles Auto Show. Honda says the new FCEV Concept expresses a “potential styling direction” for a next-generation FCEV due in 2015. Honda appears to be preparing for competition from Toyota’s FCEV being launched that same year.

As for the limited number of hydrogen refueling stations, California plans to open 68 more of them by 2015. There are only nine open in the state now; 19 are in development and another 12 private or demonstration stations are operational. The governor recently signed a bill offering funding for 100 hydrogen fueling stations in the state. California is also thinking about changing its tax credit system so that it would stop favoring plug-in electric vehicles over FCEVs. The US Dept. of Energy continues to make amends with the hydrogen and fuel cell communities through its H2USA program launched in May. It’s a public-private partnership with Hyundai, Mercedes-Benz, Nissan, and Toyota to promote development of the hydrogen refueling infrastructure. The Obama administration just announced a $4 million grant for research into hydrogen fuel storage systems. Then-California Governor Arnold Schwarzenegger might have aided the skeptics with his campaign nearly 10 years ago for the “hydrogen highway” to come soon; but steps are being taken forward these days.

Northern California AltCar Expo and ACT Expo release dates
Two significant alt-fuel vehicle conferences have been scheduled. AltCar Expo is seeing its partnership with Bay Area Air Quality Management District come together. The Northern California AltCar Conference & Expo will take place on Friday and Saturday, March 14-15, 2014, at the Craneway Pavilion in Richmond, Calif. Check out the event’s website to stay current on the schedule.

The Alternative Clean Transportation (ACT) Expo is looking forward to seeing its record attendance numbers go up yet again. Next year’s conference has been scheduled May 5-8, 2014, back at the Long Beach Convention Center in Long Beach, Calif. It will be co-located with the 14th biennial NGV Global Conference and Exposition. “Merging North America’s largest clean fleet expo with the world’s leading natural gas vehicle conference will result in the largest gathering of clean transportation stakeholders that North America has ever seen,” Erik Neandross, CEO of event manager Gladstein, Neandross and Associates, said in the press release.

Clean Cities offers AFLEET tools and mobile app for stations
Argonne National Laboratory has developed the Alternative Fuel Life-Cycle Environmental and Economic Transportation (AFLEET) Tool for Clean Cities stakeholders to estimate petroleum use, greenhouse gas emissions, air pollutant emissions, and cost of ownership of light-duty and heavy-duty vehicles using simple spreadsheet inputs. The US Dept. of Energy’s Clean Cities Program enlisted the expertise of Argonne to develop a tool to examine both the environmental and economic costs and benefits of alternative fuel and advanced vehicles. You can download the AFLEET tool in Excel and user guide in PDF free of charge at this website.

The tool provides three calculation methods depending on the user’s goals. The Simple Payback Calculator examines acquisition and annual operating costs to calculate a simple payback for purchasing a new alternative fuel vehicle as compared to a similar conventional vehicle, as well as average annual petroleum use, greenhouse gases (GHGs), and air pollutant emissions. The Total Cost of Ownership Calculator evaluates the net present value of operating and fixed costs over the years of planned ownership of a new vehicle, as well as lifetime petroleum use, GHGs, and air pollutant emissions. The Fleet Energy and Emissions Footprint Calculator estimates the annual petroleum use, GHGs, and air pollutant emissions of existing and new vehicles; it takes into consideration that older vehicles typically have higher air pollutant emission rates than newer ones.

For those seeking information on more than 15,000 charging and alternative fuel stations within the US, Clean Cities and National Renewable Energy Laboratory now have a mobile app for iPhone or iPad users. You can quickly find out where EV public charging stations, and fueling pumps for B20 biodiesel, compress and liquefied natural gas, E85 ethanol, hydrogen, and propane, can be found.

But wait, there’s more!……..

  • Brett Hauser, a founding member of the Open Charge Alliance (OCA), a global consortium of public and private electric vehicle infrastructure leaders, and president of Greenlots, had a few things to say about the solutions offered by open standards for electric vehicle charging stations instead of proprietary networks. Here’s a little bit of what he wrote in Greentechmedia….. Charging networks based on open communications standards are an excellent alternative to proprietary networks and have been future-proofing Europe’s EV networks for close to four years now. The open model provides site hosts the freedom to switch network management providers without having to purchase new charging stations. It also stimulates technical innovation by allowing free market competition to push down the costs of both charging station hardware and back-end software, while dramatically derisking the hardware purchase for site hosts.
  • Pricing is coming out on Cadillac’s extended-range ELR$75,995 as a starting price and there’s a marketing deal with the famous department store. For $89,500, you can buy the 2014 Saks Fifth Avenue ELR. You get a White Diamond exterior finish, a Jet Black or Light Cashmere interior shade, a 240-volt charger thrown in the deal, and a relationship with an “ELR Concierge Representative.” These are only available to 100 people, and General Motors only expects to sell a limited number of ELRs anyways.
  • Nissan/Renault chief Carlos Ghosn is backing off big numbers for electric vehicle sales targets. The global automaker was going to sell 1.5 million EVs by 2016. So far, it’s only been about 120,000 units, primarily Nissan Leafs. At the current speed, it’s going to take about five years longer than initially anticipated, he said.
  • Energy Vision is now offering a new publication, “Turning Waste into Vehicle Fuel.” Funded in part by Clean Cities, it’s a first-of-its-kind roadmap for cities, communities, farms, and other generators of organic waste to develop renewable natural gas.
  • Kia is planning on producing an electric version of its Soul crossover subcompact to arrive next year in the US. It will be Kia’s first EV sold outside South Korea and is expected to travel 120 miles on a single charge.