"A few automakers led by Toyota are putting their money where their mouth is, but the rest of the value chain lags behind by orders of magnitude," said Cosmin Laslau, Lux Research Director, Research Products, and lead author of the report titled, "Innovating and Networking in Fuel Cells: Analyzing the Key Players in Today's Hydrogen Infrastructure Value Chain. (...) "the hydrogen economy is evolving in an isolated, Japan-specific way, and lacks support from other parts of the value chain, questioning the viability of the concept""
"Fuel cell firms received only $160 million from VCs and private equity in 2015, while the U.S. Department of Energy awarded $100 million for R&D, and leading hydrogen firms spent a mere $70 million on R&D," he added.
Toyota is not only at the central point of partnerships with other carmakers but also has alliances with heavy vehicles maker Hino, specialists like FirstElement Fuel, and industrial gas incumbents like Air Liquide (...)
Overall, we find the H2 economy is evolving in an isolated, Japan-specific way, trending towards a so-called “Galapagos syndrome”.
Hydrogène: Taxi Hyundai "Hype" (hype = du bruit pour rien), voiture Toyota "Mirai" (mirage): des noms prédestinés...