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In the case of automobiles, Diess believes that battery-electric propulsion would have triumphed over hydrogen (fuel cells) and synthetic fuels (as do most experts).

The battery drive is three times more efficient than the fuel cell, and these “crazy efficiency losses” are tremendously costly, according to Diess. “Billions are destroyed.” A second infrastructure for hydrogen filling stations, in addition to electric vehicle charging stations, would be insufficient to support economies.

However, as Diess points out, green hydrogen will continue to be required in the future. “You’ll need a lot of hydrogen because you can’t electrify everything,” he says, referring to ships and planes.

While new success reports on further developments in the field of batteries arrive every week (the most recent from CATL in China for sodium-ion batteries), he sees little progress in the field of fuel cells. “The fuel cell has been around since the 1980s, and there isn’t much happening now, so I don’t foresee any significant leaps,” Diess says. One of Volkswagen’s major competitors, Toyota, unveiled its e-car strategy late and thereby avoided the hydrogen strategy, confirming Diess’ prediction.

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Arnes Biogradlija is the founder and Editor in Chief of EnergyNews.biz, which he launched in 2021 to separate energy transition realities from fairy tales. He writes data driven analysis on hydrogen, energy storage, small modular reactors, grids and industrial policy, and leads the Energy Talks interview series. EnergyNews.biz reporting has been cited more than 100 times by the International Energy Agency.

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