Last year, Toyota, maker of a single not very good BEV, sold 26 times as many of them as they did hydrogen FCEVs.

I wonder if they noticed.

Honda, Tokuyama, Mitsubishi to decarbonise Japanese data centre using hydrogen

Honda Motor, Tokuyama Corporation, and Mitsubishi Corporation will lead the project, which is expected to reuse fuel cell systems from fuel cell electric vehicles (FCEVs).

$NKLA

How did I miss this? IMC to buy 50 FCEVs from Nikola this year.

'The Memphis area's largest intermodal logistics firm plans to add 50 hydrogen trucks to its fleet this year as it moves away from electric trucks.'

Honda predicts new era for hydrogen fuel cell cars
says fuel cell cars are the 'next phase' after battery EVs, pending infrastructure improvements
meanwhile, is seeking to “popularise hydrogen” by 2040, partly by ensuring FCEVs achieve price parity with BEVs by the end of this 10

Friday afternoon at the Ontario HYLA. Couple changes: down to 14 FCEVs, back to two HYLA tanks. One truck currently being filled. #NKLA $NKLA

Clean Energy Holdings orders 10 $NKLA Tre FCEVs! Another customer to add to the growing list! (Credit to Alessandro ✅)

Nikola's Fuel Cell Electric Vehicles (FCEVs) harness hydrogen's potential for long-distance commercial transportation. Order your Nikola FCEV fleet through ETHERO: ethero.com

Scott Group of Wolfe Research has initiated coverage on $NKLA with a “Peer Perform” rating, no price target stated

They cite Nikola’s first mover advantage in hydrogen FCEVs and strong management team, but expect heavy cash burn and losses in the coming years

'Problem' of excessive renewable power can be solved w/ Hydrogen pipelines to places that use H2
736km H2 pipeline w/ 6.3 MPa will be built from 张家口 to 唐山

Sending excessive wind/solar energy downstream for chemical industry, green ammonia/methanol, metallurgy & FCEVs

So

TOYOTA: La más grande del 🌍 y altísima calidad. Pero una deuda de $217.000mm; mintió por años en emisiones; apostó por el H² y casi no vendió FCEVs; sus BEVs no terminan de despegar. ¿Qué será de TOYOTA en 10 años? Esperemos que sea otra protagonista de la Transición Eléctrica.

Hydrogen FCEVs appearing more in heavy industries
Sany put H2 powered cement mixer into production
Yutong put 50 FC heavy tractor into service

Incredibly large fuel tank containers
Can China build the H2 refueling infrastructure to support FCEV fleet?
src mp.weixin.qq.com/s/pZ_5p42yAFnj…

‼️ News: Global hydrogen vehicle sales plunge further to be tiny fraction of EV sales ...

Global sales of hydrogen vehicles has taken another dive in the first quarter of 2024, with only 2,382 fuel cell electric vehicles (FCEVs) sold across the world, a decline of 36.4 per cent

🟢ا $NKLA
🔸ا Nikola

قدّمت #AiLO طلبية لـ 100 شاحنة
من نوع #FCEVs عبر Tom's Truck Centers

The J.B. Hunt Drivers Nikola Corporation tre fcevs in action on US roads 🔥🚀

#nkla

Autonoeuws: Toyota, ¿podemos publicar lo de vuestros EVs? 🔋

Toyota: Vale, pero meted luego algo de atrezzo sobre los FCEVs 🔮

New flyover on Nikola Corporation factory i spot something like 35-40 new fcevs and there are less bevs than last time,seems like Nikola is working very hard to achieve all the goals youtu.be/fkE8Ih613Q0?si… here is the video! Thanks to Steve Dutcher

Are you telling me that in 2028 the largest us trcuks fleet will be Nikola Corporation fcevs branded @imccompanies ? 🔔🔥🔔🔥💚🖤 #nkla

Why are automakers opting for #fuelcell electric vehicles for long-haul transportation? 🚚 💦 Discover #hydrogen fuel cell's benefits that are making FCEVs a promising choice. Explore our Hydrogen Fuel Cell Technology solutions here: bit.ly/48WSeye

HUGE NEWS: Ailo Logistics has ordered 100 Nikola trucks

MDB Transportation, sister company to AJR Trucking (who has 50 Tre FCEVs on order) rebranded to Ailo Logistics

From their website, unclear if this includes the AJR order, sounds like it doesn’t since it says “additional”👇

Of the 7760 FCEVs sold in China in 2023, just 538 were PVs

Vast majority were trucks

Cost is the main reason
60MWh LFP battery pack cost around 27k RMB

Sinohytec said Fuel Cell cost down to 2-3k RMB/KW
150KW FC would cost 375k RMB!

src mp.weixin.qq.com/s/RR_AMXKEojBf…

Those holding