- Trump cautions against hydrogen cars, citing safety concerns without detailed evidence.
- Industry players like Hyundai and Kenworth push forward with hydrogen truck deployments despite skepticism.
- Policy shifts under the Trump administration may slow hydrogen adoption by ending federal subsidies.
Hydrogen's Uphill Battle in the US
At a recent rally, former President Donald Trump doubled down on his skepticism of hydrogen fuel cell vehicles (FCEVs), bluntly advising attendees not to buy them because they "blow up." The remarks, made without supporting data, reflect broader political and market headwinds facing the technology. While Hyundai tests its Xcient FCEV trucks in Georgia and Kenworth prepares to launch its T680 FCEV semi, the absence of federal incentives could stall infrastructure growth—especially outside California, where hydrogen refueling remains scarce.
Industry Forges Ahead Amid Uncertainty
"We’re proving hydrogen’s viability one mile at a time," a Kenworth spokesperson told Roic AI, emphasizing the T680’s upcoming real-world trials. Meanwhile, Tesla’s battery-electric Semi—now entering mass production—gains traction as an alternative. Analysts note that without subsidies, hydrogen’s high costs and logistical challenges may relegate it to niche applications. "The math only works with heavy policy support," said one auto industry insider, who requested anonymity to discuss sensitive forecasts.
Policy Crossroads
The Biden administration’s $750 million clean hydrogen investments now face reversal, with Trump officials signaling a return to market-driven energy policies. EPA emissions rule relaxations could further disadvantage low-carbon technologies. While Europe and Asia double down on hydrogen infrastructure, U.S. developers warn of a widening gap. "We’re at risk of ceding leadership," cautioned a lobbyist for renewable fuels. For now, the sector’s fate hinges on whether startups like Nikola and legacy manufacturers can deliver breakthroughs—without blowing up.