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BP’s Exit Is Part Of A Broader Collapse In Hydrogen For Transportation Among Majors cleantechnica.com BP’s Exit Is Part Of A Broader Collapse In Hydrogen For Transportation Among Majors BP quietly dissolved its low-carbon mobility team recently, and almost no one noticed. No flashy press release. No somber CEO video explaining a pivot to shareholder value. Just an internal memo, a few reassigned employees, and the slow realization that the company was backing away from its hydrogen transport dreams. This wasn’t a pivot. It was a retreat under cover of darkness. To anyone still clinging to the idea that hydrogen has a future in transportation, this should be a sobering moment. BP wasn’t exactly a first mover in the hydrogen space. It dabbled, announced partnerships, promised 25 hydrogen refueling stations for trucks by 2030, joined the usual suspects in hydrogen corridors and mobility alliances. But when it came time to put real money behind those promises, the enthusiasm ran out faster than a Mirai’s tank on a February morning. The hydrogen mobility team shrank from 30 people to 9 before getting dissolved entirely. The internal quote that surfaced said the quiet part out loud: “We need to revert to the old BP — more oil and gas — and old-fashioned retail — petrol, diesel.” Translation: the hydrogen future is not profitable, not scalable, and no longer interesting. This isn’t just about BP. Shell has also thrown in the towel, only a little more dramatically. The same company that once plastered its brand across hydrogen stations in California, partnered with Toyota and Honda to evangelize fuel-cell cars, and promised a cleaner mobility future for everyone with a driveway and a desire to be an early adopter, finally read the spreadsheet. In 2023, Shell disbanded its hydrogen light mobility unit. In 2024, it closed all of its hydrogen stations in California. Not mothballed. Not paused. Shut down. Permanently. The official excuse? Supply chain issues and external factors. The real reason? There’s no business model here. The simple truth is that light-duty hydrogen transportation has always been a fantasy wrapped in a grant application. Fuel cell vehicles are expensive to build, expensive to refuel, and operate in a fueling ecosystem that might charitably be called patchy and more accurately described as “haunted wasteland with one open pump between Los Angeles and San Francisco.” The California experiment, once a shining beacon of hydrogen hype, has become a cautionary tale about what happens when infrastructure precedes demand and demand never materializes. Shell, to its credit, cut its losses. Chevron is still playing the game, albeit cautiously. It didn’t jump into hydrogen until 2021. Now it’s building out 30 stations in California with Iwatani, a Japanese hydrogen supplier with actual technical chops. Chevron’s strategy is deeply tethered to California’s subsidy machine. The state pays to build the stations, Chevron gets to look innovative without taking on much risk, and everyone plays along as if hydrogen passenger cars are still coming. Spoiler: they’re not. Chevron’s hydrogen bet isn’t really about cars anyway. Like everyone else, it’s pivoting to the newest niche that still sounds futuristic enough to sell to investors: heavy-duty trucking. The problem, as always, is physics. Battery-electric trucks are already on the road, already hauling freight, and already undercutting hydrogen on operating costs. You don’t need to invent a new fueling infrastructure if you already have a grid and wires. The Tesla Semi, which was once dismissed as vaporware, is now hauling loads across state lines. In contrast, hydrogen trucking is still hosting ribbon-cutting ceremonies for refueling stations and pretending that the economics will work out eventually. They won’t. TotalEnergies is the last true believer in this space. The French major is aggressively building hydrogen infrastructure in Europe through its joint venture with Air Liquide. They’re planning more than 100 hydrogen stations for trucks, focusing on freight corridors an

As California transitions trains from diesel, questions emerge about use of hydrogen fuel localnewsmatters.org

Hello, Passing on an invitation to attend this event in Anaheim. This is a multi day Expo intended primarily for fleet managers of cars, trucks and even watercraft. The program focuses on electric vehicles as well as other alternative fuels like natural gas and biodiesel and will include EV charging station suppliers. Feel free to contact Pete if you have any questions or would like to take advantage of the $100 discount on the registration fee. He says that this is the largest event of its kind and is a great opportunity to network. Pete works for Breathe California which invites our EAASV group to display a few EVs at their annual ride and drive event at Lake Cunningham park in San Jose. Jerry ---------- Forwarded message --------- From: Pete Christensen <pete@...> Date: Thu, Mar 6, 2025 at 4:29 PM Subject: The Advanced Clean Transportation Expo in Anaheim on 4/28 - 5/1 To: Jerry Pohorsky <jerry.pohorsky@...> Hi Jerry, It was good talking with you on the phone today. As per our conversation, please share this information with your SVEVA members, and anyone else who might be interested. The Advanced Clean Transportation (ACT) Expo will take place from April 28th to May 1st, 2025, at the Anaheim Convention Center. Silicon Valley Clean Cities Coalition (SVCCC) is part of the ACT Expo Planning Committee, and as such, we would like to let you know about the Expo's $100 Discount Program for our stakeholders. Through this program, all SVCCC stakeholders are eligible to receive a $100 discount on an Expo Hall or Full Conference registration for the ACT Expo (not valid if you have already registered). If you are interested in this program, or have any questions, please contact me. The website address for the Expo is: https://www.actexpo.com/. Best regards, Pete Pete Christensen Co-Director Silicon Valley Clean Cities Coalition of the Bay Area, Golden Gate, and Central Coast 1469 Park Avenue, San Jose, CA 95126 Phone: (408) 448-6356 | Web: www.lungsrus.org Breathe California is dedicated to fighting lung disease, advocating for clean air, and promoting public health for all its communities.