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Well, whaddaya know. No sooner does New Jersey let slip that it has a new green hydrogen pilot project in the works, when here comes archrival New York right across the river with a whole truckload of green hydrogen news. And they do mean green hydrogen from renewable resources, not that other stuff the natural gas lobby is trying to pass off as “clean.”

Big Apple Goes Gaga Over Green Hydrogen

New York’s big hydrogen announcement is no coincidence. It piles onto the US Department of Energy, which dropped another $52.2 million on hydrogen R&D earlier this week. Most of the Energy Department greenbacks are aimed directly at teasing green hydrogen out of water. The rest apply to projects that extract hydrogen from natural gas, but the technology could also be applied to various forms of sustainable hydrogen, such as biogas.

New York is skipping over the natural gas part, which is no surprise given the state’s prickly relationship with gas, and going straight for the green hydrogen gold.

They have pulled some heavy hitters into the green hydrogen arena. The new announcement enlists the mighty New York Power Authority and the Electric Power Research Institute, which is based in California and has been pivoting from fossil fuels into renewable energy. The last time we checked in, EPRI was hooking into a huge EV and power grid consortium in Texas. Just yesterday they announced a new competitively selected cohort for their latest R&D incubator. The 20 winning startups will work on “demonstration technology projects intended to accelerate decarbonization, electrification, grid modernization, and other electric power industry innovation imperatives.”

NYPA and EPRI have been tapped with General Electric and the specialty gas firm Airgas in a green hydrogen pilot project to be located at a natural gas plant on Long Island, which almost sounds like it could be a natural gas-to-hydrogen project except not, because the project is aimed at measuring different blends of hydrogen in a natural gas turbine.

GE is one of several legacy engineering firms that have become active in the area of blending hydrogen and natural gas in gas turbines. One approach is to design new turbines that are specially made to handle an increasing proportion of hydrogen. The Long Island project is especially interesting because it deploys a 20-year-old GE gas turbine.

If it pans out, then gas power plants all over the country could begin transitioning to green hydrogen without having to invest in new turbines. That’s an important consideration for the US, which became splattered with new gas turbines after the cost of gas dropped in the early 2000s.

The good news is that low-cost gas provided the initial kick for driving coal out of the US power generation market. The bad news is that gas power generation stakeholders are stuck with relatively new gas turbines, but a growing number of leading electricity buyers and other ratepayers are demanding carbon-free electricity. The hydrogen blend idea could help get them off the hook until something better comes around.

Green Hydrogen For Deep Decarbonization

If you’re thinking fuel cell electric vehicles are part of the New York announcement, nope. Once they hit the road, automobiles fall into the category of decarbonization lite. Everybody knows how to decarbonize cars, at least from the tailpipe on out.

The motor vehicle supply chain is a whole ‘nother can of decarbonization worms. Whether you have a fuel cell electric vehicle, a battery electric vehicle, or a plain old gasmobile in your driveway, they all spew invisible bubbles of greenhouse gas from factories all along the supply chain, from tires and body to all the innards.

The solution is deep decarbonization, which refers to detaching heavy industries and other carbon intensive sectors from fossil energy. That’s a tough row to hoe. Hydropower fits some of the bill, including the all-important energy storage angle. Wind and solar can also lend a hand in combination with battery-type energy storage. Green hydrogen comes into the picture as a flexible, transportable energy carrier that can provide storage, generate electricity, or provide the juice for gas turbines and other thermal uses.

To tackle that end of things, The New York State Energy Research and Development Authority will be building up its ongoing deep decarbonization work. Last December the agency co-hosted a “Deep Decarbonization Workshop” with the state’s Department of Environmental Conservation. The new announcement sets up a more intensive look-and-listen session this fall. Here, let’s have NYSERDA explain:

“The session will be used to help NYSERDA understand how to expand stakeholder engagement to ensure that additional assessment of the pathways, opportunities, and challenges of generating and utilizing green hydrogen across all sectors includes consideration of all stakeholder perspectives, including environmental justice organizations and communities.”

The Hydrogen Economy Goes Green

Because hydrogen is an abundant, zero emission fuel, there has been talk of a global “hydrogen economy” or “hydrogen society” for ages. The problem is that hydrogen has to be extracted from something.

Right now, almost all of that something is natural gas, and part of it is coal, so fossil energy stakeholders have been riding high on the idea of the hydrogen economy. However, the cost of non-fossil hydrogen sources is dropping quickly, and fossil energy stakeholders  will have to think fast.

Naturally enough, natural gas stakeholders have an interest in promoting the hydrogen economy as a decarbonization thing to which they can contribute. Their idea is to add carbon capture to the process of steam reformation, which is the primary method for extracting hydrogen from natural gas. Some stakeholders are also experimenting with an emerging technology called autothermal reforming.

That still leaves a steaming pile of local and global impacts related to fugitive methane emissions throughout the natural gas extraction and distribution chain, as well as stress on water resources from drilling operations, including the disposal of drilling wastewater.

In a cold dose of reality for natural gas stakeholders, researchers are already studying how steam and autothermal reforming can be applied to extract hydrogen from biogas. So, have at it, you natural gas stakeholders. See what you can do to improve the technology, and then watch as somebody else applies it to more sustainable, non-fossil resources.

Anyways, much of the green hydrogen R&D activity taking place nowadays is aimed at driving down the cost of electrolysis, which refers to deploying an electrical current to pop hydrogen gas out of water, so it’s possible that New York can build its sparkling green hydrogen economy on water and electricity.

Natural gas stakeholders may be hoping that “electricity” means more room for gas power plants. Dream on, Klingon.

NYSERDA is hooking up with the Energy Department’s National Renewable Energy Laboratory to “compile the foundational, base-line information and data that will enable New York to have robust discussions and dialogue around the role green hydrogen could play in New York’s decarbonization plans,” and that discussion will be aimed at aligning the hydrogen strategy with “existing mandates for 70 percent renewable electricity by 2030 and 100 percent zero-emission electricity by 2040.”

Whither Natural Gas In The Hydrogen Economy Of The Future?

That thing about “zero-emission electricity by 2040” leaves some wiggle room for carbon capture, but not much. Part of New York’s hydrogen announcement involves new funding for long duration energy storage technology, which could eliminate or at least sharply reduce the need for gas power plants altogether.

The idea is that the current state of battery-type energy storage only permits a few hours of peak use. To fill in for gas power plants, a storage facility needs to provide for at least a full day, and preferably more than that.

In any case, New York is not interested in anything on the market today.

“Project submissions should advance, develop, or field-test hydrogen, electric, chemical, mechanical, or thermal-electric storage technologies that will address cost, performance, and renewable integration challenges in New York State,” they specify, adding that “Submissions must only include innovative long duration energy storage technologies which are yet to be commercialized.”

Right back at you, New Jersey. Last week the state’s Board of Public Utilities greenlighted the proposed Atlantic Shores offshore wind farm, which includes a pilot green hydrogen facility in its winning bid, but it appears that New York has vaulted ahead.

Stay tuned for Round 2, whatever that may be.

Follow me on Twitter @TinaMCasey.

Image: Renewable hydrogen is encroaching on natural gas territory (via National Renewable Energy Laboratory).


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The electric Jeep Compass may be a pipe dream after all

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The electric Jeep Compass may be a pipe dream after all

Jeep is reconsidering plans to launch an electric Compass in North America. The next-gen Jeep Compass is officially on pause after Stellantis temporarily halted operations at its Brampton Assembly Plant, where the current SUV is built, to take a closer look at its strategy in North America.

Is Jeep canceling the electric Compass in the US?

Stellantis froze all activities at the Brampton plant on Thursday, including work on the next-gen Jeep Compass. The company said the sudden halt was over “today’s dynamic environment.”

In an email to Ontario newspaper Windsor Star, Stellantis’s head of communications for Canada, Lou Ann Gosselin, said, “As we navigate today’s dynamic environment, Stellantis continues to reassess its product strategy in North America.”

Gosselin added that Stellantis’s decision is “to ensure it is offering customers a range of vehicles with flexible powertrain options to best meet their needs.”

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The pause is temporary, and the decision will not impact operations at the Windsor facility. The Brampton plant has been down since December 2023 for retooling as part of Stellantis plans to build EVs, including an electric Jeep Compass.

Stellantis confirmed in October that the next-gen Jeep Compass will be available with electric, hybrid, and gas-powered powertrains as part of its “Freedom of Choice” strategy.

electric-Jeep-Compass
Jeep teases the electric Compass for the first time (Source: Stellantis)

The Compass is Jeep’s “most globally available model,” according to Gosselin. Later this year, the next-gen model will still debut in Europe, with production slated to begin in Melfi, Italy. Stellantis previously said production would expand to North America and around the world.

Jeep-electric-SUV
Jeep Wagoneer S (Source: Stellantis)

Stellantis initially planned to begin building the next-gen Jeep Compass, including an electric version for North America, in the fourth quarter of 2025. Mass production was slated for 2026.

Lana Payne, Unfor national president, the union behind workers at the plant, said the “timing of this announcement raises very serious concerns.” Payne added:

The chaos and uncertainty plaguing the North American auto industry, which is under the constant threat of tariffs and a dismantling of EV regulations from the United States, are having real-time impacts on workers and corporate decisions.

Although Stellantis didn’t mention US President Trump or tariffs as a factor, Unifor Local 444 president James Stewart told the Windsor Star, “There’s no doubt the Trump administration’s EV policies are having an effect.”

Stewart explained the pause comes as Stellantis reassesses what powertrain options to offer for the next-gen Compass.

Jeep-Recon-EV-launch
Jeep Recon EV (Source: Stellantis)

Stellantis still plans to return to a three-shift operation, aiming to start operations early next year. The plant was once home to iconic models, like the Dodge Challenger, Charger, and Chrysler 300, all of which are now discontinued. The electric Dodge Charger Daytona is made at its Windsor plant.

Jeep launched its first electric SUV in North America, the Wagoneer S, last year and will introduce the more rugged, Wrangler-like Recon EV later this year. As for an electric Jeep Compass, those of us in the US and Canada will have to wait to hear more.

Electrek’s Take

Stellantis is already struggling in North America. Sales fell another 15% last year to just over 1.3 million, with every brand, except for Fiat, selling significantly fewer vehicles.

Jeep brand sales fell 9% in the US, Ram sales fell 19%, Dodge sales fell 29%, Alfa Romeo sales fell 19%, and Chrysler sales were down 7% in 2024.

Although Trump’s tariffs threats are likely one of the biggest reasons behind Stellantis’s decision, it will likely only put it back further in the long run. The industry will still progress toward electric vehicles, while automakers stalling now will get left behind with more advanced, software-driven models from China, South Korea, etc.

Behind the Cherokee and Wrangler, the Compass was Jeep’s third best-selling vehicle in the US last year. Sales were up 16% to nearly 111,700, but Jeep will need an answer soon with new electric options hitting the market over the next few years.

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Tesla deliveries expected to go down to levels not seen in more than 2 years

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Tesla deliveries expected to go down to levels not seen in more than 2 years

Tesla deliveries are expected to decrease this quarter to levels not seen in more than two years. We have to go back to 2022 to see the delivery volume the automaker is expected to deliver.

Time to worry for Tesla shareholders?

Prediction markets are entering the game of setting expectations for Tesla’s quarterly deliveries.

These markets use financial incentives, similar to betting, to predict specific outcomes. They became extremely popular during the latest US elections and have since expanded to predict a lot more outcomes ranging from sports to business to virtually anything.

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Kalshi, one of the biggest prediction markets, has been running markets to predict Tesla’s quarterly deliveries that already gathered half a million in volumes.

It currently predicts that Tesla will deliver 359,000 vehicles in Q1 2025:

This would be down 7% year-over-year and a massive 27% down quarter-over-quarter.

In fact, you have to go back more than two years, Q3 2022, to get a quarter when Tesla delivered fewer vehicles than what is expected this quarter:

As we previously reported, Tesla’s sales are crashing in Europe this quarter – down by as much as 50%.

In China, Tesla’s most important market, sales are down slightly year-over-year.

The US is the most opaque market, and it will be the difference maker this quarter.

Electrek’s Take

This quarter would finally be the time to prove to Tesla shareholders that Elon is bad for Tesla. Unfortunately, they will blame the poor performance on the Model Y changeover, which will definitely impact Tesla negatively, but nowhere near that level.

I think it’s clear that the Elon effect is also working its magic here.

We know it since it’s not the first time Tesla has done a changeover. Now, it’s true that it’s the first time for a Model Y, which is Tesla’s best-selling vehicle, but the impact is more significant than when Tesla had factory shutdowns and supply chain issues last year.

The earnings are going to be even worse, but they will blame that on the new Model Y too.

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Rivian is recalling over 17,000 R1S and R1T vehicles due to faulty headlights

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Rivian is recalling over 17,000 R1S and R1T vehicles due to faulty headlights

Rivian issued a recall for over 17,000 vehicles on Friday due to a headlight issue that only occurs in cold weather. The recall impacts certain 2025 R1S SUV and R1T electric pickup models. Luckily, it should be an easy fix.

Rivian issues a recall for 2025 R1S and R1T vehicles

In a letter sent to the National Highway Traffic Safety Administration (NHTSA), Rivian said it planned to recall 17,260 R1S and R1T vehicles.

The safety notice comes after the company found the headlights on certain 2025 models did not meet the requirements of Federal Motor Vehicle Safety Standard (FMVSS) number 108, “Lamps, Reflective Devices, and Associated Equipment.”

In cold weather, the headlight low beams might not illuminate once the vehicle is started. A message on the driver display will pop up, saying, “Low beam lights not working.” The issue only occurred in colder climates.

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Rivian said it’s unaware of any crashes, injuries, or fatalities related to the recall. The 2025 R1S and R1T models were built with incorrectly figured parts from its supplier between April 29, 2024, and February 03, 2025.

Rivian-recall-R1S-R1T
Rivian R1T (left) and R1S (right) electric vehicles (Source: Rivian)

For those impacted, Rivian will replace the headlight control module free of charge. Owner notification letters are expected to be mailed out on March 28, 2025.

If you have questions, you can contact Rivian’s customer service at 1-888-748-4261. Rivian’s recall number is FSAM-1612. You can also contact the NHTSA hotline at 888-327-4236 or visit NHTSA.gov for more information.

Rivian-recall-R1S-R1T
Production at Rivian’s Normal, IL plant (Source: Rivian)

The recall comes after Rivian posted its first positive gross profit in the fourth quarter, a big milestone as the EV maker aims to hit its next growth stage.

Rivian delivered 51,579 vehicles in 2024, but as it prepares to introduce its mass-market R2 electric SUV, the company expects a slight dip in 2025, forecasting between 46,000 and 51,000. A big part of this is due to plans to retool its Normal, IL manufacturing plant to prepare for the R2, which will launch in the first half of 2026. The midsize electric SUV will start at around $45,000, or almost half the R1S ($77,700) and R1T ($71,700).

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