{"id":23938,"date":"2021-02-02T06:23:37","date_gmt":"2021-02-02T06:23:37","guid":{"rendered":"https:\/\/thepatientinvestor.com\/?p=23938"},"modified":"2021-02-02T06:23:37","modified_gmt":"2021-02-02T06:23:37","slug":"long-term-trends-battery-electric-versus-hydrogen","status":"publish","type":"post","link":"https:\/\/thepatientinvestor.com\/index.php\/2021\/02\/02\/long-term-trends-battery-electric-versus-hydrogen\/","title":{"rendered":"Long-term trends: Battery electric versus hydrogen"},"content":{"rendered":"

\"Scania<\/p>\n

The shift towards sustainable transport systems is growing, with progress being made in electric vehicles and hydrogen fuel cells as alternatives to carbon fuels.<\/p>\n

Heavy Transport<\/h2>\n

The major obstacle with heavy transport has been low battery range and lengthy charging times for electric vehicles (EV), leaving hydrogen fuel cells as the obvious choice.<\/p>\n

Now, Sweden\u2019s Scania AB, one of the world’s largest truck and bus manufacturers, is shifting emphasis to EV. Citing progress in battery technology \u2014 energy storage capacity per kg, charging times, charging cycles and economics per kg \u2014 Scania expects electrified vehicles to account for around 10 percent of their total vehicle sales volumes in Europe by 2025. And as high as 50 percent by 2030.<\/p>\n

Hydrogen Fuel Cells<\/h2>\n

“Scania has invested in hydrogen technologies and is currently the only heavy-duty vehicle manufacturer with vehicles in operations with customers. The engineers have gained valuable insights from these early tests and efforts will continue. However, going forward the use of hydrogen for such applications will be limited since three times as much renewable electricity is needed to power a hydrogen truck compared to a battery electric truck. A great deal of energy is namely lost in the production, distribution, and conversion back to electricity.<\/p>\n

Repair and maintenance also need to be considered. The cost for a hydrogen vehicle will be higher than for a battery electric vehicle as its systems are more complex, such as an extensive air- and cooling system. Furthermore, hydrogen is a volatile gas which requires more maintenance to ensure safety.” (Scania, January 19, 2021<\/a>)<\/p><\/blockquote>\n

The Volkswagen AG-owned heavy vehicle manufacturer does, however, note that stationary fuel cells will still play an important part in electric charging systems. Especially in areas with abundant renewable energy, and in rural areas off the main electricity grid.<\/p>\n

Conclusion<\/h2>\n

Electric vehicle technology has progressed much faster than hydrogen fuel cells and is the clear leader in the race for sustainable transport systems.<\/p>\n","protected":false},"excerpt":{"rendered":"

The shift towards sustainable transport systems is growing, with progress being made in electric vehicles and hydrogen fuel cells as alternatives to carbon fuels. Heavy Transport The major obstacle with heavy transport has been low battery range and lengthy charging times for electric vehicles (EV), leaving hydrogen fuel cells as the obvious choice. Now, Sweden\u2019s … <\/p>\n

Continue reading “Long-term trends: Battery electric versus hydrogen”<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_mo_disable_npp":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[4547,3758],"tags":[4698,4700,4699],"class_list":["post-23938","post","type-post","status-publish","format-standard","hentry","category-lithium","category-structural-trends","tag-battery-electric-vehicles","tag-ev","tag-hydrogen-fuel-cells"],"yoast_head":"\nLong-term trends: Battery electric versus hydrogen - the patient investor<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Long-term trends: Battery electric versus hydrogen - the patient investor\" \/>\n<meta property=\"og:description\" content=\"The shift towards sustainable transport systems is growing, with progress being made in electric vehicles and hydrogen fuel cells as alternatives to carbon fuels. 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The Paris Accord in 2015 set the goal of achieving a climate-neutral society by 2050, in order to limit rising global temperatures from man-made CO2 emissions. Implementation got off to a slow start\u2026","rel":"","context":"In "Australia & NZ"","block_context":{"text":"Australia & NZ","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/countries-regions\/australia-nz-countries-regions\/"},"img":{"alt_text":"Carbon Emissions by Industry","src":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2021\/2021-11-04-carbon.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2021\/2021-11-04-carbon.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2021\/2021-11-04-carbon.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2021\/2021-11-04-carbon.png?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":21463,"url":"https:\/\/thepatientinvestor.com\/index.php\/2020\/09\/11\/lt-trends-electric-vehicles\/","url_meta":{"origin":23938,"position":1},"title":"LT trends: Electric vehicles","author":"Colin Twiggs","date":"September 11, 2020","format":false,"excerpt":"Part of our investment strategy is to identify long-term trends that are likely to shape future investment markets. We are currently conducting an assessment of how current developments may impact previously identified trends. This is the second in a series of updates covering major trends. #2 Electric Vehicles China and\u2026","rel":"","context":"In "Commodities"","block_context":{"text":"Commodities","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/gold-commodities\/commodities-gold-commodities\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":26956,"url":"https:\/\/thepatientinvestor.com\/index.php\/2021\/07\/21\/prepare-for-an-ev-wave\/","url_meta":{"origin":23938,"position":2},"title":"Prepare for an EV wave","author":"Colin Twiggs","date":"July 21, 2021","format":false,"excerpt":"Mining.com provides a useful illustration of rising demand for lithium, nickel, cobalt, copper and rare earth elements used in the manufacture of electric vehicles. Lithium is the standout, with EV requirements of 165% of total production. The recent IEA forecast projects lithium demand under two scenarios.......\"the Stated Policies Scenario, which\u2026","rel":"","context":"In "Copper"","block_context":{"text":"Copper","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/gold-commodities\/commodities-gold-commodities\/copper\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":25823,"url":"https:\/\/thepatientinvestor.com\/index.php\/2021\/05\/15\/hydrogen-powered-aircraft\/","url_meta":{"origin":23938,"position":3},"title":"Hydrogen-powered aircraft","author":"Colin Twiggs","date":"May 15, 2021","format":false,"excerpt":"Something the oil industry will need to watch. Aviation fuel accounts for almost 20% of crude oil consumption. Boeing flew the first hydrogen-powered plane back in 2008. More recently, ZeroAviea flew the first H2-powered commercial plane last year. That said, it is Airbus that the industry is currently watching, as\u2026","rel":"","context":"In "Crude Oil & Natural Gas"","block_context":{"text":"Crude Oil & Natural Gas","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/gold-commodities\/crude-oil-natural-gas\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":16244,"url":"https:\/\/thepatientinvestor.com\/index.php\/2018\/05\/03\/just-when-you-thought-hydrogen-was-dead-and-buried\/","url_meta":{"origin":23938,"position":4},"title":"Just when you thought Hydrogen was dead and buried","author":"Colin Twiggs","date":"May 3, 2018","format":false,"excerpt":"Irina Slav at Oilpro.com describes how surplus energy from solar and wind farms could be stored as hydrogen as an alternative to batteries. ....in Europe, renewable power is becoming so abundant that it could be used to produce cheap hydrogen without the need for any scientific breakthroughs. Last month Euractiv\u2026","rel":"","context":"In "Structural Trends"","block_context":{"text":"Structural Trends","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/investing\/structural-trends\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":31010,"url":"https:\/\/thepatientinvestor.com\/index.php\/2022\/02\/16\/energy-the-coming-crisis\/","url_meta":{"origin":23938,"position":5},"title":"Energy: The coming crisis","author":"Colin Twiggs","date":"February 16, 2022","format":false,"excerpt":"The real currency of our global economy is energy -- not the US Dollar or Gold. We often attribute achievements of the past century to man's ingenuity but how far would we have got without energy? The chart below shows the growth in global energy consumption over two centuries. Imagine\u2026","rel":"","context":"In "Critical Materials"","block_context":{"text":"Critical Materials","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/gold-commodities\/critical-materials\/"},"img":{"alt_text":"Global Energy Use","src":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2022\/global-energy-substitution.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2022\/global-energy-substitution.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2022\/global-energy-substitution.png?resize=525%2C300&ssl=1 1.5x"},"classes":[]}],"_links":{"self":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/posts\/23938","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/comments?post=23938"}],"version-history":[{"count":1,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/posts\/23938\/revisions"}],"predecessor-version":[{"id":23940,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/posts\/23938\/revisions\/23940"}],"wp:attachment":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/media?parent=23938"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/categories?post=23938"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/tags?post=23938"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}