Hydrogen-powered vehicle sales rose in California in 2023, but still less than 1% of zero-emission cars

Less than 100 FCEVs were sold per month in Q4 amid fuel supply crisis

A Toyota Mirai at a hydrogen refuelling station in California.
A Toyota Mirai at a hydrogen refuelling station in California.Photo: Toyota
California — the only market for fuel-cell electric vehicles (FCEVs) in the US — saw 2,979 of the hydrogen-powered vehicles sold last year, according to figures released by public-private body the Hydrogen Fuel Cell Partnership.

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While this is a slight increase from 2022, when 2,707 FCEVs were sold, these numbers pale in comparison to battery-electric vehicles (BEVs).

The California New Car Dealers Association tracked 291,518 BEVs sold in the state in the first three-quarters of the year — with more than 100,000 sold in both Q2 and Q3 — representing more than a fifth of all cars sold over that period.

However, official figures for zero-emission vehicle registrations for the full year are not due to be released by the California Energy Commission until 31 January.

California also saw a slump in FCEV sales toward the end of the year, with less than 100 sold from October to December.

This drop in sales could reflect the state’s months-long H2 fuel supply crisis, which started in September and drove prices as high as $36/kg at the pump.
Hydrogen Insight calculated at the time that these price hikes meant that filling up a Toyota Mirai in California would be 14 times more expensive than fully charging an equivalent Tesla Model 3 EV.
At the end of September, half of the operational H2 refuelling sites in California were unavailable to drivers.

Data from the Hydrogen Fuel Cell Partnership now shows that only a fifth of hydrogen filling stations are currently shuttered (11 out of 55).

FCEVs have struggled to take off in every major market they are sold except China, which saw a 72% year-on-year increase in sales in 2023.
Japan and South Korea both had half the FCEVs sales or registrations from the previous year, while Germany, the largest European market, saw a near-70% drop in annual sales.
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Published 29 January 2024, 15:31Updated 29 January 2024, 15:31