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The hydrogen gas cell automotive section in the USA—and by that, we imply in California, the place the series-produced fashions can be found—famous a big decline throughout the fourth quarter of 2023.
In accordance with the Hydrogen Gasoline Cell Partnership’s information, solely 201 new hydrogen gas cell vehicles (aka FCV or FCEV) had been bought within the U.S. in This autumn, 72% lower than a 12 months in the past. This weak consequence ruined the possibility to set a brand new annual gross sales document in 2023.
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Hydrogen Gasoline Cell vehicles are zero-emission
The vehicles powered by hydrogen gas cells are form of like of series-hybrids, the place hydrogen is used to generate electrical energy for the electrical motor. It is a completely different method to reaching zero-emission driving, in comparison with battery electrical automobiles, that are powered solely by batteries.
Plainly it was the worst fourth quarter since 2015. Including to the complications of weak submitting station progress is now extra costly hydrogen gas, which is a destructive for Toyota Mirai consumers.
The Hydrogen Gasoline Cell Partnership’s FCVs gross sales information comes from Baum and Associates and is predicated on gross sales to retail and fleet clients.
The FCV section stays dominated by one mannequin: the Toyota Mirai, which famous 133 gross sales throughout the quarter (down 80% year-over-year), whereas the Hyundai Nexo famous 68 models (up 8% year-over-year). Different fashions, together with the Honda Readability Gasoline Cell, had been discontinued just a few years in the past.
Hydrogen automotive gross sales in This autumn’2023 (YOY change):
Hydrogen gross sales reported by the producers in This autumn’2023 (YOY change):
- Toyota Mirai: 133 (down 80%)
- Hyundai Nexo: 68 (up 8%)
In 2023, 2,968 new hydrogen vehicles had been bought, which is 10% greater than a 12 months in the past. For reference, in 2022 FCEV gross sales exceeded 2,707 (down 19% year-over-year).
Hydrogen automotive gross sales in Q1-This autumn’2023 (YOY change):
Hydrogen gross sales reported by the producers in Q1-This autumn’2023 (YOY change):
- Toyota Mirai: 2,737 (up 31%)
- Hyundai Nexo: 241 (down 41%)
This can be a small constructive consequence, though the 12 months 2023 did not exceed 3,000 models and beat the all-time document of three,341 gross sales, which was set in 2021.
In the meantime, gross sales of battery electrical vehicles within the U.S. in 2023 are estimated at 1.1 million models (up 48% year-over-year).
The general cumulative gross sales of FCVs exceeded 17,940 as of the top of the quarter (not counting automobiles faraway from use), which is 20% greater than a 12 months in the past. This quantity contains 14,105 Toyota Mirai (virtually 79% of all FCVs).
We guess that at this price, the 25,000th hydrogen gas cell automotive will likely be bought no sooner than late 2025.
As of January 10, 2024, the variety of open retail hydrogen stations in California stood at 55 (the identical quantity as in October):
- Open – Retail: 55
- Open – Legacy Retail: 0
- Presently Unavailable: 11
- In Building: 4
- In Allowing: 18
- Proposed: 4
- On maintain: 5
- Complete (Gentle Responsibility): 97
We additionally famous that the variety of websites beneath development, in allowing or proposed, stays stagnant in comparison with the earlier studies. See the total record of hydrogen infrastructure right here.
A fast calculation reveals that there are 326 vehicles per single station (cumulative gross sales divided by the variety of open retail stations). Though, it is much less as a result of early vehicles which were faraway from service.
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