[toomuchtodo]

If you would like to make a LongBet [1], I'm willing to take the other side and wager $1000 (to a charity of the winner's choice) that EVs move full speed ahead, hydrogen dies except possibly for trucks and niche use cases, and that range extenders are never deployed in material quantities.

The Tesla Model Y is currently the best selling vehicle in Europe, and fully electric cars made up 16 percent of total registrations during the first nine months of the year. [2]. Fast DC charger networks are robust and continue to grow rapidly [3]. The costs to make these vehicles will only come down, and used vehicles will filter down to the less well off and replaced by new vehicle sales. Fast charges can already be performed in 10-25 minutes. A decade is a long time for progress.

Tangentially, hydrogen is just an expensive, low density battery. Toyota is learning this the hard way [4] [5].

[1] https://longbets.org/

[2] https://europe.autonews.com/sales-market/tesla-model-y-tops-... ("Tesla Model Y tops Europe's new car sales for the first time")

[3] https://chargemap.com/map (Map of Europe's Fast DC chargers)

[4] https://electrek.co/2022/10/24/toyota-struggles-ev-shift-cha... ("Toyota struggles with EV shift, considers changing plans due to Tesla")

[5] https://electrek.co/2021/06/16/toyota-delusionally-claims-hy... ("Toyota delusionally claims hybrids and fuel cells will stay competitive with electric cars for next 30 years")

[hulitu]

> The Tesla Model Y is currently the best selling vehicle in Europe

This is like saying that Mercedes E class is the best selling vehicle.

The majority of new bought cars are people's cars. When you have the majority of new cars replaced by luxury cars (model Y) this shows something different. (i.e only the rich can buy a car,).

[toomuchtodo]

The go forward economic mobility proposition for your average and lower income class consumer requiring an auto is either buying a more expensive EV (versus a historically priced combustion vehicle) or paying exorbitant petrol prices as various stakeholders make O&G production and refining painful (by design of course). The future is going to be harder than the past; way more people while we're trying to move away from a cheap source of energy that is detrimental to the species' survival.

The days of cheap and plenty are behind us in the near term, at least until all of the flywheels around clean energy and mobility (and their associated supply chains) spin up to speed. Let's be real, we're shifting a global energy system to a new paradigm and attempting to do so in decades instead of centuries. Not easy nor cheap!

[Sohcahtoa82]

> Tangentially, hydrogen is just an expensive, low density battery. Toyota is learning this the hard way [4] [5].

That's not even hydrogen's worst problem.

Hydrogen's worst problem is that it would need a distribution network set up. EV charging works because the electrical grid already existed, chargers just need to be plugged into it.

Meanwhile, for hydrogen, you would need to transport liquid hydrogen all over the place constantly. It's a whole new set of logistics.

To put it bluntly, Toyota fucked up and have been very slow to admit their mistake.

[vetinari]

> EV charging works because the electrical grid already existed, chargers just need to be plugged into it.

Electric grid may exist, but it's capacity is not enough to handle the additional load of the car charging. Sure, it can take car here or there, but replacement for current ICEs? No way.

[petre]

> Hydrogen's worst problem is that it would need a distribution network set up.

Yes, slowly supplement and convert the gasoline and diesel distribution network to H2. We already have a LPG distribution network. Currently the only company offering H2 in the EU is Linde Gas. But that will change. The EU MPs want H2 stations every 100 km and charging stations every 60 km. Without this infrastructure EVs and H2 powered vehicles will not get enough traction to replace the current vehicle fleet.

https://www.europarl.europa.eu/news/en/press-room/20221014IP...

[TheLoafOfBread]

Rich poseurs fueled by subsidies. You could then make Lamborghini Urus best selling car in EU if you would set the subsidies right. In the end you need to target peoples cars (VW Jetta 20k EUR, VW Polo 16k EUR) and we are not there at all with BEVs.