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Together with the federal portion, the proposal represents a $3.62 billion investment and includes over one dozen projects across seven Northeast states that advance clean electrolytic hydrogen production, consumption, and infrastructure projects, for hard to decarbonize sectors, including transportation and heavy industry, among others.

"We don't really have a Mr. Fusion out there to go 600, 700 miles," said the report's key author and NACFE's Director of Emerging Technologies Rick Mihelic, "and as much as we appreciate battery-electric vehicles (BEVs), they really aren't set up to go those really long distances with heavy loads."

...executed a strategic collaboration agreement including liquid hydrogen storage tanks, transport trailers, and the development of new mobile and modular hydrogen refueling stations for quick deployment. This agreement includes additional collaboration on the advancement of hydrogen technology for infrastructure and truck on-board fuel systems.

"Ports are ideal spaces to invest in hydrogen and ammonia infrastructure since investments there will make fuel available for marine, rail, and truck applications," said Chris Connor, AAPA President, and CEO. "The Hydrogen for Ports Act will make innovative energy projects around the country possible, mitigating emissions and opening up new opportunities for jobs and economic growth.

With California’s current grid reliability challenges and need for more power generation capacity – coupled with the state’s continuing “overdemand” – all energy and mobility solutions must be brought to bear. National Lab studies have demonstrated the grid infrastructure required to charge battery electric vehicles of all sizes. The use of fuel cell electric vehicles, fueled by hydrogen, avoid further compounding grid reliability challenges.

Article 6 of the regulation will mandate the construction of one gaseous hydrogen refuelling station (HRS) every 200 km on the TEN-T core network by the end of 2030, as well as one HRS in every urban node. The stations will have a daily supply capacity of one ton of hydrogen for all modes of road transport. Member States must prepare an HRS deployment plan by 2027 that will satisfy the needs of hydrogen powered road mobility.

“They’re not bound by their history. A startup like Nikola can be anything they want to be, so it's probably easier for them as opposed to a [legacy truck manufacturer] or anybody who's been around for a hundred years to say, ‘I'm going to provide the fuel too.’ It’s creating a whole new widget – and challenge and business – that's quite likely needed. And at the same time, do we want to get into it?”

Elrick said that legacy companies have had longstanding partnerships with large fuel companies that could prove advantageous when it comes to pairing up fuel cell deployments with hydrogen station rollouts.

“[Legacy OEMs] are so well connected,” Elrick said. “Why would they go compete against somebody who's been a partner over the decades?”

Commerce initially received 23 applications in a two-phase review process that resulted in the selection of these projects for funding:

Nisqually Indian Tribe and the Port of Olympia partnership, Thurston County – $89,000 for the Joint Nisqually Indian Tribe-Port of Olympia Hydrogen for the Transportation and Energy Reserve Power Project. Conversion studies will be conducted for the Tribe’s 160-vehicle fleet and the Port’s vehicle and industrial equipment. The study will assess emergency resiliency and scaled deployment of a modular on-site H2 electrolytic energy system with public access through the Tribe’s fueling and convenience stores.