Japan badly needs a win with fuel cells

Diplomacy war game TeslaMondoAnd so Japan will subsidize Toyota’s FCV to the tune of $30k in some areas despite the fact that Japan already carries the world’s biggest debt burden. TeslaMondo has already covered the undulating international war game between FCVs and EVs, with Japan heavily arming its home players Toyota and presumably Honda, while Tesla is looking to form a battery alliance with Nissan, BMW and Mahindra using the bait of easy patent-sharing. Will Korea up its ante for Hyundai and its FCV program in response to this maneuver by Japan? We’ll see. Norway is all-Tesla. And back home, Fremont, CA is setting up a tech battle station around Tesla we speak.

This is war.

So far, Tesla is still a technological outlier — not where it wants to be. It would benefit from comrades. TeslaMondo’s pie charts show the potential benefits of a more robust EV segment. It’s lonely on the front lines of battle, especially now that the Japanese government has essentially printed Musk’s face on an international most-wanted poster. On the other hand, Tesla has the most-wanted product — an exciting, rebellious, aspirational product — and a viable infrastructure when you include the favored home-fueling option that FCVs will never enjoy. And let’s not forget Tesla’s tie-in with the fast-growing solar industry that eventually will make the EV energy footprint so clean that hydrogen will smell dirtier than Clinton’s peeper by comparison.

Bloomberg quote TeslaMondo

Pulled this quote from Bloomberg

Toyota is circulating a marketing video for its fuel cell vehicle, and even groomed its chief fuel cell engineer to resemble Musk in a promo video. But the smart money is on Tesla. Fool cell buyers and their money are soon parted. Except for the “soon” part. This is shaping up to be a protracted world war and a clear winner may not emerge during our lifetime.

The clear loser, however, will be the ICE and its heavy metal soundtrack we’ve loved since childhood. Sniff sniff.  The revolution will be very quiet. Only a fool would deny that.

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