US: Hydrogen Gas Cell Automotive Gross sales Improved In Q2 2023

The second quarter of 2023 introduced us an fascinating shock within the hydrogen gasoline cell automobile phase (aka FCV or FCEV) in the US (truly in California, the place the series-produced fashions can be found).

That is as a result of the gross sales quantity not solely improved year-over-year, however even reached the very best quarterly quantity ever.

Based on the Hydrogen Gas Cell Partnership‘s information, through the second quarter of 2023, 1,076 new hydrogen gasoline cell automobiles have been bought within the US, which is 34 p.c greater than a 12 months in the past.

The Hydrogen Gas Cell Partnership’s FCVs gross sales information comes from Baum and Associates. “Gross sales information is predicated on automobile gross sales bought by a seller to a retail or fleet buyer”.

It is the third time in historical past when gross sales exceeded 1,000 models in 1 / 4 and the very best consequence ever (the earlier finest was: 1,034 in Q1 2021 and 1,033 in Q1 2022). That is not a groundbreaking change, however an fascinating final result.

Not solely that. The document consequence was achieved with mainly just one mannequin – the Toyota Mirai, which – in keeping with the Toyota (a special information supply) – famous 1,054 gross sales in Q2 (a brand new document and the primary four-digit consequence). For reference, Hyundai stories solely 40 Nexo gross sales.

It is laborious to say whether or not we’ll see a continuation for the expansion in Q3. So far as we all know, there are solely two hydrogen gasoline cell fashions obtainable in California – the Toyota Mirai and Hyundai Nexo (the Honda Readability Gas Cell exited some time in the past), which alone considerably limits the gross sales potential.

Let’s additionally be aware that through the second quarter, new all-electric automobile registrations in California alone amounted to 103,516, which is near 100-times extra (96 to be exact).

FCV gross sales in Q2 2023:

Gross sales in Q2 reported by the producers:

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In the course of the first half of the 12 months, greater than 1,800 new FCVs have been bought, which is 2 p.c lower than a 12 months in the past – basically, due to the weak first quarter.

FCV gross sales in Q1-Q2 2023:

Gross sales in Q1-Q2 reported by the producers:

  • Toyota Mirai – 1,722 (up 27%)
  • Hyundai Nexo – 105 (down 61%)

For reference, in 2022 FCEV gross sales exceeded 2,707 (down 19 p.c year-over-year).

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The general cumulative gross sales of FCVs exceeded 16,700 as of the top of the quarter (not counting automobiles faraway from use), which is eighteen p.c greater than a 12 months in the past. This quantity consists of over 13,000 Toyota Mirai.

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As of Could 22, 2023, the variety of open retail hydrogen stations in California stood at 58 (5 greater than in December):

  • Open – Retail: 58
  • Open – Legacy Retail: 0
  • Presently Unavailable: 6
  • In Building: 7
  • In Allowing: 23
  • Proposed: 7
  • On maintain: 5
  • Whole (Gentle Obligation): 106

See the complete record of hydrogen infrastructure right here.

A fast calculation reveals that there are over 289 automobiles per single station (cumulative gross sales divided by the variety of open retail stations). Though, it is much less because of the early automobiles which were faraway from service.


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