For Ammonia/Hydrogen Fuel, Which Comes First--Production/Infrastructure or End Users?

January 30, 2023--Written by Paul Wiseman for Industrial Info Resources (Sugar Land, Texas)--In the race to replace carbon-dense fuels in the transportation sector, who goes first: supply or demand? To achieve that balance, it would really require a three-legged race. Tied together, they have to hit the finish line simultaneously.

If only it were that simple!

For electric vehicles (EVs), there are at least two different races. Battery electric vehicles (BEVs), which get 100% of their power from the plug, are considered the gold standard for green personal transportation. But for heavy duty vehicles like 18-wheelers, farm tractors and construction equipment, batteries are too bulky at the sizes that would be needed to move so much weight over such long operating times. So, there must be another, denser alternative for energy storage.

Companies featured: Tesla Incorporated (NASDAQ:TLSA)