Alexander Vlaskamp, CEO of German heavy truck
maker MAN Truck & Bus, told reporters that it was, “impossible
for hydrogen to effectively compete with battery electric trucks.”
But if that’s true, why is MAN still working on hydrogen fuel cell
technology?
Whether you find yourself among industry
insiders or a group of keyboard warriors on Facebook, odds are you’ll
have no trouble finding someone willing to argue that hydrogen, not
batteries, will be powering the vehicles of tomorrow. But one place
you won’t hear that argument is the c-suite at MAN Truck & Bus, where
MAN CEO, Alexander Vlaskamp claims that his company doesn’t see
hydrogen as a viable fuel for transportation.
MAN CEO, Alexander Vlaskamp; via Expansión.
“It’s one thing to have the technology and
another thing for the technology to be viable,” Vlaskamp told the
Spanish-language magazine Expansión (translated
from Spanish). “Green hydrogen is not available for transportation
and there is no point in switching from diesel to hydrogen if the
energy source is not sustainable.”
Keep in mind that there are two ways to look
at the concept of sustainability as it pertains to commercial
trucking. The first is sustainability of the business (can we keep
operating the way we have been), and the second is environmental
sustainability. Vlaskamp makes an effort to point that hydrogen, at
least for now, isn’t sustainable in either sense of the word.
Vlaskamp begins by pointing out that
green hydrogen is much more expensive to produce than producing
electricity from renewable sources like
wind and
solar. He goes on to explain that, in addition to the higher
production cost per unit of usable energy, hydrogen must be
distributed and stored using specialized,
high-pressure containers that are prone to leaks. “Today you
cannot buy hydrogen for less than 13 or 14 euros,” he says. “And it is
not green. And when we have green hydrogen it will be needed for the
heavy industry of steel, cement, or plastic.”
So — if all that’s true, why is MAN continuing
to invest in hydrogen research? “Only to test our hypothesis,” claims
Vlaskamp. “We may use hydrogen for transportation in 2035, but only if
there is enough green hydrogen at the right price and the necessary
infrastructure is in place.”
MAN has already received 800 order requests
for its electric semi trucks, which can cover between 600 and 800
kilometers in a day, depending on order spec. MAN also says it’s
working on improved batteries that will allow over 1,000 kilometers
(600-ish miles) of daily driving per day.
Electrek’s Take
Almost every major player in the industry —
from
Hyundai and
Volvo to Bosch
and
Cummins — is investing in some form of hydrogen-fueled trucking.
As such, it’s surprising to see the CEO of a major player in the space
break ranks and come out against hydrogen as a viable fuel source.
All of which makes this week’s news of a formal collaboration with ABB
on megawatt charging seem much more important for the future of clean
trucking than it did a few days ago!
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