Market demand and technological challenges continue to confront hydrogen mobility operators, with cuts to fuelling infrastructure being applied in the US, Germany, and Poland, and the closure of a US fuel cell and truck firm.
In California in the US, Shell will no longer operate any of its seven light-duty hydrogen fuelling stations. This will cut the number of active light-duty open retail stations in California to 61, according to the latest data from the California Energy Commission (CEC), which tracks fuel cell electric vehicle sales and stations.
The Shell stations are closing “due to hydrogen supply complications and other external market factors,” said the CEC update. But the company is keeping all its heavy-duty refuelling stations.
“Supply is available, but hydrogen demand has simply grown much more slowly than projected, making it challenging for refuelling stations to recoup costs, especially with LCFS credit prices below $100/mt since mid-2022,” said Brian Murphy, Senior Hydrogen and Low-Carbon Fuels Analyst at S&P Global Commodity Insights.
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