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Visualized: Battery Vs. Hydrogen Fuel Cell

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hydrogen fuel cell vs battery

Battery Electric Vs. Hydrogen Fuel Cell

Since the introduction of the Nissan Leaf (2010) and Tesla Model S (2012), battery-powered electric vehicles (BEVs) have become the primary focus of the automotive industry.

This structural shift is moving at an incredible rate—in China, 3 million BEVs were sold in 2021, up from 1 million the previous year. In the U.S., the number of models available for sale is expected to double by 2024.

In order to meet global climate targets, however, the International Energy Agency claims that the auto industry will require 30 times more minerals per year. Many fear that this could put a strain on supply.

“The data shows a looming mismatch between the world’s strengthened climate ambitions and the availability of critical minerals.”
– Fatih Birol, IEA

Thankfully, BEVs are not the only solution for decarbonizing transportation. In this infographic, we explain how the fuel cell electric vehicle (FCEV) works.

How Does Hydrogen Fuel Cell Work?

FCEVs are a type of electric vehicle that produces no emissions (aside from the environmental cost of production). The main difference is that BEVs contain a large battery to store electricity, while FCEVs create their own electricity by using a hydrogen fuel cell.

Major BEV ComponentsMajor FCEV Components
BatteryBattery
Onboard chargerHydrogen fuel tank
Electric motorFuel cell stack
Electric motor
Exhaust

Let’s go over the functions of the major FCEV components.

Battery

First is the lithium-ion battery, which stores electricity to power the electric motor. In an FCEV, the battery is smaller because it’s not the primary power source. For general context, the Model S Plaid contains 7,920 lithium-ion cells, while the Toyota Mirai FCEV contains 330.

Hydrogen Fuel Tank

FCEVs have a fuel tank that stores hydrogen in its gas form. Liquid hydrogen can’t be used because it requires cryogenic temperatures (−150°C or −238°F). Hydrogen gas, along with oxygen, are the two inputs for the hydrogen fuel cell.

Fuel Cell Stack and Motor

The fuel cell uses hydrogen gas to generate electricity. To explain the process in layman’s terms, hydrogen gas passes through the cell and is split into protons (H+) and electrons (e-).

Protons pass through the electrolyte, which is a liquid or gel material. Electrons are unable to pass through the electrolyte, so they take an external path instead. This creates an electrical current to power the motor.

Exhaust

At the end of the fuel cell’s process, the electrons and protons meet together and combine with oxygen. This causes a chemical reaction that produces water (H2O), which is then emitted out of the exhaust pipe.

Which Technology is Winning?

As you can see from the table below, most automakers have shifted their focus towards BEVs. Notably missing from the BEV group is Toyota, the world’s largest automaker.

Hydrogen fuel cells have drawn criticism from notable figures in the industry, including Tesla CEO Elon Musk and Volkswagen CEO Herbert Diess.

Green hydrogen is needed for steel, chemical, aero… and should not end up in cars. Far too expensive, inefficient, slow and difficult to rollout and transport.
– Herbert Diess, CEO, Volkswagen Group

Toyota and Hyundai are on the opposing side, as both companies continue to invest in fuel cell development. The difference between them, however, is that Hyundai (and sister brand Kia) has still released several BEVs.

This is a surprising blunder for Toyota, which pioneered hybrid vehicles like the Prius. It’s reasonable to think that after this success, BEVs would be a natural next step. As Wired reports, Toyota placed all of its chips on hydrogen development, ignoring the fact that most of the industry was moving a different way. Realizing its mistake, and needing to buy time, the company has resorted to lobbying against the adoption of EVs.

Confronted with a losing hand, Toyota is doing what most large corporations do when they find themselves playing the wrong game—it’s fighting to change the game.
– Wired

Toyota is expected to release its first BEV, the bZ4X crossover, for the 2023 model year—over a decade since Tesla launched the Model S.

Challenges to Fuel Cell Adoption

Several challenges are standing in the way of widespread FCEV adoption.

One is performance, though the difference is minor. In terms of maximum range, the best FCEV (Toyota Mirai) was EPA-rated for 402 miles, while the best BEV (Lucid Air) received 505 miles.

Two greater issues are 1) hydrogen’s efficiency problem, and 2) a very limited number of refueling stations. According to the U.S. Department of Energy, there are just 48 hydrogen stations across the entire country. 47 are located in California, and 1 is located in Hawaii.

On the contrary, BEVs have 49,210 charging stations nationwide, and can also be charged at home. This number is sure to grow, as the Biden administration has allocated $5 billion for states to expand their charging networks.

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Electrification

Visualizing Chinese EV Market Share Overseas

Chinese brands accounted for 62% of global EV sales in 2024.

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This graphic shows the presence of Chinese electric vehicles in other countries, considering total EV sales and market share. 

Visualizing Chinese EV Market Share Overseas

China is the undisputed global powerhouse of the EV industry, leading in both domestic sales and overall production. Chinese brands were responsible for 62% of EV global sales in 2024.

This graphic shows the presence of Chinese electric vehicles in other countries, considering total EV sales and market share.  This data comes exclusively from Rho Motion’s EV Sales Quarterly Outlook, as of 2024.

Affordable EVs

As the global EV market has expanded, in 2024, over 17 million units were sold. Chinese manufacturers have aggressively pursued international opportunities, offering affordable vehicles that often undercut local competitors.

However, market access has varied significantly across regions. The U.S. and Canada are the only markets where Chinese-made EVs have no presence. The U.S. has taken a firm stance against Chinese EVs, imposing a 100% tariff in 2024, and more recently enacting laws banning Chinese technology in EVs on U.S. roads. Given its deep economic ties with the U.S., Canada followed suit with identical tariffs.

CountryTotal EV SalesChinese Market Share
🇺🇸 U.S.1,540,3540%
🇩🇪 Germany577,6304%
🇬🇧 UK571,1417%
🇫🇷 France464,5895%
🇨🇦 Canada246,4240%
🇧🇪 Belgium192,5603%
🇳🇱 Netherlands190,7846%
🇸🇪 Sweden165,2565%
🇳🇴 Norway126,0889%
🇧🇷 Brazil125,62482%
🇪🇸 Spain122,37510%
🇮🇹 Italy121,8896%
🇯🇵 Japan114,1292%
🇦🇺 Australia113,51126%
🇮🇳 India104,42623%
🇩🇰 Denmark103,2028%
🇲🇽 Mexico95,28270%
🇹🇭 Thailand77,25077%
🇵🇹 Portugal72,0708%
🇮🇱 Israel69,59564%
🇨🇭 Switzerland68,4071%
🇦🇹 Austria63,71711%
🇮🇩 Indonesia43,20275%
🇫🇮 Finland37,8812%
🇮🇪 Ireland30,1059%
🇸🇬 Singapore29,52126%
🇲🇾 Malaysia21,79852%
🇳🇵 Nepal12,70574%
🇳🇿 New Zealand10,02715%
🇨🇱 Chile5,60442%

Europe, by contrast, has been more open to Chinese EVs but remains cautious about protecting its domestic automotive industry. In 2024, following an anti-subsidy investigation, the EU introduced variable BEV import tariffs on specific Chinese automakers of up to an additional 35.3%.

Meanwhile, in countries without a strong domestic auto industry, Chinese EVs have rapidly gained market share. This is especially evident in neighboring Asian countries and in South and Central America, where Chinese manufacturers are expanding aggressively by beginning to build production capacity and capitalizing on the demand for affordable electric vehicles.

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Electrification

Visualizing the Supply Deficit of Battery Minerals (2024-2034P)

A surplus of key metals is expected to shift to a major deficit within a decade.

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This graphic represents how key minerals for batteries will shift from a surplus in 2024 to a deficit in 2034.

Visualizing the Supply Deficit of Battery Minerals (2024-2034P)

The world currently produces a surplus of key battery minerals, but this is projected to shift to a significant deficit over the next 10 years.

This graphic illustrates this change, driven primarily by growing battery demand. The data comes exclusively from Benchmark Mineral Intelligence, as of November 2024.

Minerals in a Lithium-Ion Battery Cathode

Minerals make up the bulk of materials used to produce parts within the cell, ensuring the flow of electrical current:

  • Lithium: Acts as the primary charge carrier, enabling energy storage and transfer within the battery.
  • Cobalt: Stabilizes the cathode structure, improving battery lifespan and performance.
  • Nickel: Boosts energy density, allowing batteries to store more energy.
  • Manganese: Enhances thermal stability and safety, reducing overheating risks.

The cells in an average battery with a 60 kilowatt-hour (kWh) capacity—the same size used in a Chevy Bolt—contain roughly 185 kilograms of minerals.

Battery Demand Forecast

Due to the growing demand for these materials, their production and mining have increased exponentially in recent years, led by China. In this scenario, all the metals shown in the graphic currently experience a surplus.

In the long term, however, with the greater adoption of batteries and other renewable energy technologies, projections indicate that all these minerals will enter a deficit.

For example, lithium demand is expected to more than triple by 2034, resulting in a projected deficit of 572,000 tonnes of lithium carbonate equivalent (LCE). According to Benchmark analysis, the lithium industry would need over $40 billion in investment to meet demand by 2030.

MetricLithium (in tonnes LCE)Nickel (in tonnes)Cobalt (in tonnes)Manganese (in tonnes)
2024 Demand1,103,0003,440,000230,000119,000
2024 Surplus88,000117,00024,00011,000
2034 Demand3,758,0006,082,000468,000650,000
2034 Deficit-572,000-839,000-91,000-307,000

Nickel demand, on the other hand, is expected to almost double, leading to a deficit of 839,000 tonnes by 2034. The surge in demand is attributed primarily to the rise of mid- and high-performance electric vehicles (EVs) in Western markets.

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