Tesla, VW, Daimler have dropped hydrogen, Ford has waffled on hydrogen. Other companies are on a fools errand that I think is litmus on their ability to hold on. The hydrogen makers don't tell us that their hydrogen vehicles are BEV hybrids. Yep its true. Take a look at the Mirai last years or the new one coming up. They try to say that massive BEV battery is only for HVAC but really it there so the drive wheels can have regenerative braking. But its seriously compromised regenerative braking because it doesn't leave room for motors in both the front and the back of the vehicle. Space is always limited in these vehicles because of the huge tank which won't sit flat. It is not like the hydrogen power train can can recharge itself- it can't! And with the missing set of wheels for regenerative braking the regenerative efficiency is compromised. I guess they could use on vehicle PV cells to try to help but that is much more natural and certainly much more effective for a pure BEV. You'll also note that based on Toyota's tech relative to Tesla's that these vehicles accelerate at about 1/3 the rate, and are down on power, cost at least 2x as much to fill up and are more expensive vehicles to begin with. You'll further note you cannot ever plan on refilling them at home. They have comparable range and do fill up quicker (at this point) but try finding a place to fill them up. Toyota's 2021 Mirai the first not compromised by horrid styling flaws indicates Toyota thinks it has perfected and matured the technology. That is likely true but it is simply not remotely price performance competitive and the hydrogen reformer stack will only last about half as long as a million mile battery and uses platinum(!) where BEVs are ditching even cobalt. You're looking at paying double for something with half the performance and with horrid inefficiencies in its logistical stack which mean its hit a floor on price (even hugely subsidized as it is) and a ceiling on performance. Not the case for BEVs although already vastly superior they will continue to improve for a long time. Then you'll also see they are likely long tail pipe scams where they try to tell you that they are green but a ton more natural gas than would be needed just charge BEVs is used to produce equivalent hydrogen to be used on HEVs is somehow acceptable- it is a pure scam to try to create a electric natural gas vehicle which will never be competitive, but they want to lie as is the custom for the natural gas industry and rely on secret subsides to keep them afloat. Public has to reject this given methane, mercury, the dishonesty and threat to water and seismic stability. Investments in natural gas have long been obviously stupid and the investors need to be made to eat the unmitigated much deserved losses. Companies set to fail over hydrogen: Toyota (state will bail it out) GM(faces merger) Hyundai (state will bail it out) BMW (faces merger) FCA (faces merger) With the Chinese coming on board and AEV hitting industry volumes 10x harder than CV ever did or could I think there may only be 5 companies standing at the end. Tesla, Toyota, VW, BYD, Hyundai. The other companies could get absorbed. I could see VW swallowing what remains of Daimler, BMW, Ford, GM, FCA- Peugeot and Toyota swallowing Honda, and the Nissan portion of the Renault alliance. BYD may swallow its smaller competitors like Xpeng or the converse. Tesla and the Chinese top make will have the easiest time of it going forward. One thing these firms cannot do is rely on surveillance capitalism firm Microsoft for their software strategy- consumer's don't want to be pimped or spied on even if corrupted governments want it. Let me say one more thing on this if we get a 10-20x reduction in sales then the competition for unit sales and revenue will likely be won in this order Tesla, BYD, Toyota, VW, Hyundai.
