Kia-owner Hyundai certainly isn’t in a big rush to go carbon neutral. It has set its target as the far-away date of 2050. But now it says it will rely heavily on hydrogen fuel cells generated from plastic, food, and organic waste to power a whole new generation of EVs, from passenger cars to heavy-duty trucks. Problem is, there is nowhere to charge them.
The South Korean automaker is among a small group of companies embracing hydrogen fuel cell technology, with GM, Toyota, and Honda among them. At CES in Las Vegas, the company announced that hydrogen fuel will now play a “crucial role in Hyundai’s sustainability roadmap as it is a clean energy source.”
“Clean hydrogen should be for everyone, powering everything, and available everywhere,” Jay Chang, president and CEO of Hyundai Motor Company, said in a statement. It plans to use hydrogen in any number of vehicles, from passenger cars to buses and trucks, as well as trams, boats, power generators, advanced air mobility, and special equipment.
Hyundai has already been mass-producing hydrogen fuel cell EVs for a while with its Nexo line. Currently the 2024 Hyundai Nexo compact crossover and the Toyota Mirai sedan are the only two hydrogen fuel cell (FCEV) EVs available to buy in the US, and that’s only in California.
Rather than plugging in the vehicle as you would for a battery-electric car, hydrogen fuel cells rely on compressed hydrogen. To recharge, you can top off your vehicle via a fuel cell stack in about five minutes. For the Nexo, a recharge can take you 380 miles, with its only emissions being water vapor.
Problem is, there is almost no hydrogen infrastructure and very few hydrogen recharging stations, and only a smattering in North America. China has the largest network of recharging stations in the world, but in California, you’ll find around 63 recharging stations, mostly around Los Angeles and San Francisco. In the East Coast, there are maybe a handful of stations. Storing hydrogen is a challenge too in that it requires high pressures, low temperatures, or other chemical process to keep it compact.
Hyundai has also announced that it is developing “megawatt-scale polymer electrolyte membrane electrolyzer manufacturing capabilities for green hydrogen production, which is expected to commercialize within the next few years.” The company plans to make this transition via its hydrogen fuel cell system brand, HTWO, launched in 2020.
To produce hydrogen, the company will focus on Waste-to-Hydrogen methods, which involves fermenting organic waste, such as food and livestock manure, to produce biogas. The biogas is then treated to capture CO2 and produce hydrogen. Another method, Plastic-to-Hydrogen, will use waste plastic that is recyclable – first it is melted, the turned into gas, then transformed into hydrogen after stripping away unessential elements.
Hyundai also announced some new technologies at CES, including its “Software-defined Everything,” which “aims to transform all moving devices, fleets and ecosystems into valuable assets through advanced software and AI.” Hyundai, like a lot of other automakers, is developing software-defined vehicles, à la Tesla, which can then be updated via over-the-air updates. The company said it is shifting “everything into a software-defined approach, from vehicle development to building the entire mobility ecosystem.” What this means seems to be that Hyundai drivers can expect to see some new infotainment upgrades, a new app library, and the development of SDKs for developers to create some “killer apps.” AI, of course, will be a part of the package, with its in-car voice assistance updated to enable more seamless communication between the vehicle and the driver. Hyundai’s $100 million stake in AI chip manufacturer Tenstorrent should help make that happen.
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Earlier this month, California enacted new regulations for electric bikes that resulted in stricter speed limits on e-bikes with throttles. At the time, it was unclear how electric bike makers would respond to the new regulations, but we’re now starting to see at least one manufacturer pushing to bring its existing e-bikes owned by California residents into compliance.
The new laws remove ambiguity in the Class 2/Class 3 e-bike categorization. Formerly, many e-bikes were designed to operate in either category depending on the owner’s desires. Such bikes could operate as Class 2 e-bikes reaching max speeds of 20 mph (32 km/h) with a throttle, or as Class 3 e-bikes reaching higher speeds of 28 mph (45 km/h) on pedal assist-only.
In fact, the overwhelming majority of Class 3 e-bikes sold in the US used this design, offering hybrid compliance for functionality as both Class 2 and Class 3 e-bikes.
After California’s new laws removed any ambiguity between the classes, it is now clear that e-bikes in the state will need to function either only as Class 2 e-bikes (throttle up to 20 mph) OR Class 3 e-bikes (up to 28 mph but without any throttle).
It was unclear whether existing e-bikes already sold prior to the law’s enactment would receive an exemption, but bicycle manufacturer Specialized doesn’t seem to be taking any chances.
Specialized is the maker of the Globe line of cargo e-bikes, and recently sent out an update to owners that would help them bring their e-bikes into compliance with California’s new stricter regulations.
Like so many other electric bikes on the market, the Globe e-bikes came with throttles allowing 20 mph speeds without pedaling, but could also reach up to 28 mph on pedal assist.
A new firmware update promoted by the company will essentially restrict its e-bikes to purely Class 2 operation, removing the motor’s ability to assist the bike in going any faster, even when pedaling without throttle operation.
The update will also come with a Class 2 compliance sticker that replaces the previous Class 3 sticker.
To install the voluntary update, Globe owners are encouraged to visit their local Specialized dealer.
A copy of the update letter was shared on Reddit and can be seen below.
Electrek’s Take
This is an interesting approach, because it indicates an understanding by Specialized that it is responsible for any of its e-bikes already on the road that have now been made non-compliant by the new law.
There are basically two main options to “fix” these previously hybrid Class 2/3 e-bikes and bring them into compliance. One is to unplug and remove the throttle, turning the bike into a true Class 3 e-bike under CA regulations. The other is to remove the ability for the motor to assist at speeds over 20 mph, turning it into a Class 2 e-bike. That latter is what Specialized appears to have decided to go with, and it makes sense to me. If you asked most owners of these e-bikes about which they’d give up if they had to, they’d probably tell you “take my 21-28 mph speed but leave me my throttle”. Throttles are simply such a major part of e-bikes in North America that most riders would give up the whole bike if they were forced to give up the throttle.
The bigger question here is how many Globe riders will actually install this update. Since you need to not only opt-in to it, but also physically visit a dealer to do it, I have to imagine that the vast majority of riders will simply ignore the update altogether, keeping their faster non-compliant speed on an e-bike with a throttle. I’m not saying that’s the right thing to do, but I am saying it’s what will happen in the real world.
And if we are being honest, these Globes aren’t even the e-bikes that are at the heart of the issue. Most CA residents are more concerned with teenagers ripping down sidewalks on moped-style e-bikes, not the local moms and dads riding to Trader Joe’s on their sensible, upscale cargo e-bikes that just happen to have hybrid Class 2/3 performance.
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Wind energy powered 20% of all electricity consumed in Europe (19% in the EU) in 2024, and the EU has set a goal to grow this share to 34% by 2030 and more than 50% by 2050.
To stay on track, the EU needs to install 30 GW of new wind farms annually, but it only managed 13 GW in 2024 – 11.4 GW onshore and 1.4 GW offshore. This is what’s holding the EU back from achieving its wind growth goals.
Three big problems holding Europe’s wind power back
Europe’s wind power growth is stalling for three key reasons:
Permitting delays. Many governments haven’t implemented the EU’s new permitting rules, making it harder for projects to move forward.
Grid connection bottlenecks. Over 500 GW(!) of potential wind capacity is stuck in grid connection queues.
Slow electrification. Europe’s economy isn’t electrifying fast enough to drive demand for more renewable energy.
Brussels-based trade association WindEurope CEO Giles Dickson summed it up: “The EU must urgently tackle all three problems. More wind means cheaper power, which means increased competitiveness.”
Permitting: Germany sets the standard
Permitting remains a massive roadblock, despite new EU rules aimed at streamlining the process. In fact, the situation worsened in 2024 in many countries. The bright spot? Germany. By embracing the EU’s permitting rules — with measures like binding deadlines and treating wind energy as a public interest priority — Germany approved a record 15 GW of new onshore wind in 2024. That’s seven times more than five years ago.
If other governments follow Germany’s lead, Europe could unlock the full potential of wind energy and bolster energy security.
Grid connections: a growing crisis
Access to the electricity grid is now the biggest obstacle to deploying wind energy. And it’s not just about long queues — Europe’s grid infrastructure isn’t expanding fast enough to keep up with demand. A glaring example is Germany’s 900-megawatt (MW) Borkum Riffgrund 3 offshore wind farm. The turbines are ready to go, but the grid connection won’t be in place until 2026.
This issue isn’t isolated. Governments need to accelerate grid expansion if they’re serious about meeting renewable energy targets.
Electrification: falling behind
Wind energy’s growth is also tied to how quickly Europe electrifies its economy. Right now, electricity accounts for just 23% of the EU’s total energy consumption. That needs to jump to 61% by 2050 to align with climate goals. However, electrification efforts in key sectors like transportation, heating, and industry are moving too slowly.
European Commission president Ursula von der Leyen has tasked Energy Commissioner Dan Jørgensen with crafting an Electrification Action Plan. That can’t come soon enough.
More wind farms awarded, but challenges persist
On a positive note, governments across Europe awarded a record 37 GW of new wind capacity (29 GW in the EU) in 2024. But without faster permitting, better grid connections, and increased electrification, these awards won’t translate into the clean energy-producing wind farms Europe desperately needs.
Investments and corporate interest
Investments in wind energy totaled €31 billion in 2024, financing 19 GW of new capacity. While onshore wind investments remained strong at €24 billion, offshore wind funding saw a dip. Final investment decisions for offshore projects remain challenging due to slow permitting and grid delays.
Corporate consumers continue to show strong interest in wind energy. Half of all electricity contracted under Power Purchase Agreements (PPAs) in 2024 was wind. Dedicated wind PPAs were 4 GW out of a total of 12 GW of renewable PPAs.
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In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week’s episode, we discuss the official unveiling of the new Tesla Model Y, Mazda 6e, Aptera solar car production-intent, and more.
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