Honda, Fuel Cells & Limited Numbers

Last year at the Honda Performance Manufacturing Center (PMC) in Marysville, Ohio, there were 124 Acura NSX sports cars produced. That was a smidge off the volume built in 2020, which was 128.

Perhaps because it was the proverbial and actual end-of-the-line for the NSX, through October 2022 there were 236 built.

These numbers are probably useful to keep in mind regarding an announcement that Honda made today:

It will produce a hydrogen fuel cell vehicle (FCEV) at the PMC starting in 2024.

The vehicle will be based on the current Honda CR-V crossover.

In addition to hydrogen for fuel, it will also have plug-in capability.

Gail May, who is the PMC plant leader, said, “This facility is perfect for the production of a new Honda fuel cell electric vehicle, as our small-volume capability enables us to really leverage the skill and expertise of our team to produce quality zero-emissions vehicles here in North America.”

No doubt, there is superb craftsmanship.

But doesn’t the mention of small volume and the numbers of NSXes built give you the feeling that there aren’t going to be a whole lot of FCEV crossovers?

To be fair, however, according to stats from the U.S. Dept. of Energy’s Alternative Fuels Data Center, if you’re looking for a public hydrogen refueling station and you don’t live in the proximity of either San Francisco or Los Angeles, you might wand to find an alternative mode of transportation.

There are 54.

Makes the number of NSXes look big.

Bosch Investing Big in Hydrogen

By Gary S. Vasilash

One of the fuels that doesn’t get a whole lot of attention—despite it being the most-abundant element in the universe (yes, universe)—is hydrogen. There are a few hydrogen cars out there—like the Toyota Mirai and the Hyundai Nexo—and a few commercial trucks running tests (e.g., Toyota with the Port of Long Beach; Nikola with Anheuser-Busch).

While electrical outlets are seemingly everywhere and access to hydrogen fueling facilities is challenging at best, the idea of electrifying the fleet has become the norm and hydrogen is something of an afterthought.

Bosch is “all in” on hydrogen. (Image: Bosch)

However, Mike Mansuetti, president of Bosch in North America, announced, “We are all in for the hydrogen economy.”

Bosch on a global basis is investing $1-billion between 2021 and 2024 on the development of mobile fuel cells.

What’s more, in order to produce hydrogen (although there’s lots of hydrogen out there, hydrogen tends to bond with other things like oxygen, as in water), Bosch is investing some $600 million by 2030 in developing hydrogen electrolysis (the means by which water can be transformed back into its constituent elements).

Will these efforts result in more crossovers and cars with fuel cell stacks within the next few years?

It’s not likely.

According to Bosch’s Paul Thomas, executive vp of Mobility Solutions, America, the commercial applications, where there is a regular, defined route, and where there can be refueling stations built and regularly used (no company is going to want to build out a hydrogen refueling facility that gets used only once in a great while), are more likely to be where hydrogen will gain traction.

That said, there’s something that Bosch is doing that is quite interesting: the company, long known for its prowess in fuel injection technology, is, Mansuetti said, experimenting with hydrogen injection in internal combustion engines.

Think of all of the engine plants that OEMs have right now.

Were it that they could use that capacity to produce engines that burn hydrogen (no emissions) rather than gasoline, that might be a really compelling reason to make hydrogen a viable alternative to electricity. After all, they’ve already paid for all of that machinery and equipment, so if hydrogen would help them reduce their carbon footprint and meet regulatory requirements, why not?

Probably not because they seem so committed to battery electric vehicles and fuel cell electric vehicles would be too much to deal with.

Why 2030 Isn’t Going to Be All That Different from 2020

Yes, there will be more electric vehicles. But not all EVs. So internal combustion engines need improvement.

By Gary S. Vasilash

Bosch, Sujit Jain, president, Powertrain Solutions for Passenger Cars, Commercial & Off-Road, and Electric Vehicles at the company’s North American operations, points out, has been advancing—and producing—technologies for the auto industry essentially for as long as there has been an auto industry.

And today isn’t any different.

The company is not only making massive investments for developing and utilizing Industry 4.0 capabilities, but it is investing heavily in the development and production of everything from microprocessors and fuel cells in order to advance the functionalities and performance in the auto industry.

It is committed to the electrification of vehicles, whether this makes the form of hybrids, full battery electrics or fuel cell powered vehicles.

But while Jain says company projections have it that the number of battery electric vehicles in the U.S. will grow from about 2% of the market in 2020 to 30% by 2030, that still leaves 70%, the large percentage of being combustion engines. Yes, they may be hybrids, but there is still gasoline or diesel being burned.

So one of the things that Jain and his colleagues are doing is developing the ways and means to increase the efficiency of those engines, both in terms of performance and emissions reduction.

Some of the things that they are pursing, Jain says on this edition of “Autoline After Hours,” include synthetic fuels, electrically heated catalysts to reduce cold-start emissions, and hydrogen fuel injection (i.e., instead of a hydrogen fuel cell, this would be a combustion engine running on hydrogen).

Jain talks with “Autoline’s” John McElroy, Kelsey Mays of Cars.com, and me on this show.

After Jain’s segment, the three of us talk about a variety of subjects, including former Nikola head Trevor Milton being charged with three counts of criminal fraud related to the company he founded; Tesla’s Q2 financials ($1.14-billion in GAAP net income), the possible consequences of it opening up its charging network to other brands, and the move from upscale-shopping districts for its stores and galleries to lower-end real estate; Magna’s growth and technological breadth; and more.

And you can see it all here.

More on Hydrogen

Hyundai has a big slice of the market

By Gary S. Vasilash

Although the bullishness of Hyundai is something that yesterday’s piece on the XCIENT big-rig noted, we didn’t realize the magnitude of that commitment until we saw this pie chart from a research firm, Information Trends :

(Image: Information Trends)

Yes, that’s right, Hyundai has about 75% of the entire pie.

However, the pie needs to be put into some context:

According to the firm, approximately 8,500 passenger fuel cell vehicles (not big-rigs) were sold in 2020.

To put that into some context: Toyota sells more Camrys in a week in the U.S. than that total number of global fuel cell sales, so there is a way to go. Quite a way.

Can Hydrogen Carry the Freight (and Commuters)?

One of the things that people probably don’t think too much about is the extent of the U.S. freight rail network: approximately 140,000 miles of track, according to the U.S. Department of Transportation.

Also according to the US DOT, as of 2016 (its most recent number) there were 26,716 Class 1 freight locomotives hauling 315,227 Class 1 freight cars. And Amtrak had 434 locomotives and 1,402 cars.

As for transit rail, 7,190 vehicles for commuter rail, 10,775 for heavy rail, and 2,553 for light rail.

All of which is to say that there are a lot of goods and people being transported by rail.

2021 Toyota Mirai. It is powered by hydrogen. Can trains be, too? (Image: Toyota)

So it was interesting to note that two firms have announced the signing of a memorandum of understanding in which NextGenPropulsion (NGP) is going to be purchasing solid-oxide fuel cell (SOFC) systems from Fuel Cell Enabling Technologies (FCET), which developed the system.

Odd are you have not heard of NGP or FCET. We hadn’t.

But it is interesting to know that on the NGP team there are people who had worked with people at the University of Birmingham and the University of Warwick in the U.K.—and as you may recall, the steam locomotive had its start in the U.K., as George Stephenson is credited with developing the world’s first successful locomotive. Apparently there are prototype hydrogen-powered trains on the rails in the U.K.

However, those locomotives are using PEM fuel cells and the NGP tech is SOFC, which, according to Dr. Keith Baarson, a founder and a chief engineer of NGP, says represents “a high-efficiency ell at a price point that will make the commercialization of hydrogen-powered rail not only a possibility, but an obvious replacement for current, century-old technology.”

Sure, fuel-cell powered Toyota Mirais and Hyundai Nexos may be sexier, but things like this is where there can be return-on-investment for users, so it is undoubtedly an area where hydrogen is going to achieve a significant presence.