The new $7 billion Hydrogen Hubs program will bring more green hydrogen to fuel cell truck makers in the US.
Zero emission fuel cell trucks have emerged as big winners in the new Clean Energy Hydrogen Hubs competition, a $7 billion Energy Department program aimed at ramping up H2 production across the US. Currently about 95% of hydrogen produced in the US comes from natural gas, and the main thrust of the program is to push down the cost of alternative sources. So, what will gas stakeholders do when they get pushed out of the way? Spoiler alert: ExxonMobil has a plan for that.
California’s winning ARCHES project will not make natural gas stakeholders very happy. Instead of sourcing hydrogen from natural gas, ARCHES will focus exclusively on biomass sources and green hydrogen pushed from water by electrolysis systems, to be powered with renewable energy. Another winning project to help decarbonize long haul trucking is MachH2, a multi-state collaboration that covers Illinois, Indiana, and Michigan. As the name suggests, transportation fuels are the main focus of the MachH2 group, though its interest also extends into other industries.
Meanwhile, fuel cell truck makers already have indicated their willingness to push the market for green hydrogen, and the Energy Department’sOne of the best known names in the US fuel cell truck field is the startup Nikola, which is still on the road to recovery after a series of delays and a run-in with the Securities and Exchange Commission. Nikola was eyeballing green hydrogen from the beginning when it launched in 2014.
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