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Cake day: August 3rd, 2023

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  • I see the most likely outcome being legislated electric charging at petrol stations(like Germany has just done), possibly with subsidies, while the bulk of hydrogen infrastructure is private investment.

    Once a bean counter finds it more valuable to retrofit a truck fleet with hydrogen and set up their own refuelling stations at distribution centres - i.e. for journeys that can be completed in one tank load - you bet the hydrogen will start to flow. From there it’ll be up to the service station network to figure out if it’s worthwhile to put infrastructure in at certain larger truck stops.

    By the time we get there, the trucks will be mostly autonomous and the driver probably just an emergency role - so they’ll run as close to 24/7 as possible and the reduced refuelling time will have a substantial impact. It’ll either be that, or some sort of massive battery bank transfer system the truck can pull into to have it’s battery swapped - but batteries are heavy, and automating that would be inordinately expensive. Hydrogen seems more feasible a fossil fuel replacement when trip length/refueling time are your main concerns