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Can you explain more? Is there a concrete new gen that is production ready? Or more of a less concrete accumulation of improvements that will likely cross some threshold in the future? I’ve heard of some breakthroughs but afaict scaling is its own challenge

All valid points, but what vehicles there are should be electric as soon as possible

Well of course not. I have written about that in my Pragmatic Climate Reset Part II. Halving emissions by 2030 from a 2010 baseline starting in 2018 - as required for 1.5C - was impossible from the very first instant it was announced as a goal. See Section 2 here: about.bnef.com/insights/cle...

Liebreich: The Pragmatic Climate Reset – Part II: A Provocation | BloombergNEFAs the debate on transition deepens, Michael Liebreich details how a pragmatic climate and energy reset might unfold.about.bnef.com

They are, but that huge swath of EV adoption is mostly... China.

As it should be.

Rest In Pieces

I think this overlooks hydrogen's key role in solar energy production

I still think hydrogen's day will come. It makes more sense for things like airplanes, freight haulers, and ships. For the latter the promise of boats harvesting hydrogen while at sail is too cool not to explore.

In the Netherlands there's 98 hydrogen cars for sale on a total of almost 350.000 used cars for sale.

I guess the annual Liebreich Associates FCEV vs BEV sales graph is now redundant. Maybe one more for old times sake?

I had a friend who was so hyped about fuel cells in 1999

You get Hydrogen fuel cells buses in Tokyo, on occasion. :-0

As a luxury retro boondoggle perhaps. Peak ice car sales was in 2017, all new growth is going to BEV, especially since the Hormuz/Iran debacle increased costs for everyone.