Comment by bitmasher9
14 hours ago
Hydrogen fuel solves a long term strategic problem for Japan, which is why the Mirai got as far as it did.
Japan imports energy. They have to be very careful about which type of energy they build infrastructure for, because they must pay to import that type of energy for decades or centuries. (LNG vs Coal use very different equipment) This is specifically a strategic problem for Japan compared to other energy importers because they both use a lot of energy, and don’t have a military option to secure a foreign supply.
Hydrogen fuel could be created by almost any energy source and then used just like any other fuel source. Ideally Japan would like to pay energy exporters to convert their energy to Hydrogen so Japan has maximum flexibility when importing energy.
Projects like the Mirai exist as proof of concepts for Hydrogen, and the United States was never going to be an early widespread adopter of this technology.
Japan has a lot of potential for wind and geothermal power. And much of it isn't too bad for solar either.
The madness with hydrogen in Japan is that they produce most of it from imported LNG. If they'd solve domestic clean energy, they'd have no need for hydrogen in transport. EVs are a lot more efficient than hydrogen vehicles. So they'd need a lot less clean energy to power those.
Japan is slowly and belatedly figuring out that physics and economics just won't favor hydrogen, ever. The Mirai is an exercise in futility. It doesn't make any economic sense whatsoever. It never has. Toyota at this point is grudgingly producing more EVs per quarter than it ever produced hydrogen vehicles (in total). They only sell a few hundred per year at this point. The only reason they still make them at all is because they are being subsidized to do that.
^^^ This.
But Japan has also been heavily investing in solid state batteries, whose supply chain Idemetsu Kosan and Toyota have begun to productionize [0].
The Japanese government made a decision in the early 2000s to make a dual-pronged bet on Hydrogen and solid-state battery chemistry because they lacked the supply chain and a legal method to access IP for lithium ion batteries.
On the other hand, Samsung and LG got the license for Li-On back during the NMC days, and BYD was able to piggyback on Samsung and Berkshire's IP access when both took growth equity stakes in BYD decades ago.
Another reason that a lot of people overlook is the Hydrogen supply chain overlaps heavily with the supply chain needed to domestically produce nitrogen-fixing fertilizers which is heavily concentrated in a handful of countries (especially Russia with whom Japan has had a border dispute with since the end of WW2) [1].
[0] - https://www.reuters.com/world/asia-pacific/idemitsu-build-pi...
[1] - https://www.fas.usda.gov/data/impacts-and-repercussions-pric...