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1/ "Stairway to Mercury" -- part 1 of my profile of #FuelCell stalwart @BallardPwr -- is now up on @fuelcellsworks
[checks notes]
Oh, we went with the "halfway to Mercury" title. Fair enough. 😅
fuelcellsworks.com/news/exclusive…
2/ This instalment experiments with @axios-style SmartBrevity®. Feedback encouraged.
As always, no investment dealings, though I worked there years ago, and helped them with a small project (~1 person-day-equivalent) more than a year ago.
3/ Ballard recently announced that vehicles powered by its fuel cell stacks had accumulated 30 million km (19 million miles), half the distance from the Sun to Mercury. Mainly:
FCEBs - fuel cell electric buses, and
FCCTs - fuel cell commercial trucks (MDV / class 6)
4/ The FCEB and FCCT landscape today mirrors the battery-electric bus and truck landscape 10 years ago. The future is in China, it's just unevenly distributed.
From Ballard's market intelligence:
🇨🇳 ~1900 FCEBs
rest of 🌏 ~160 FCEBs
end/ None of which detracts from how fantastic a solution #EV buses and trucks are, in so many use cases. One wonderful day support for half of the lobster claw (see earlier posts) won't be defensively inferred as criticism of the other! 🦀
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