ASX Today, page-36696

i don't think the demand/supply issue will be the driving factor in the end. the biggest threat is technological advancement. hope i'm wrong

BMW aims to deliver hydrogen cars as soon as 2025

The future of mobility will prioritize performance, rapid refueling times, and environment-friendly solutions. In line with these trends, hydrogen engines might be the next big thing to enter the automobile market. There are only a few selective manufacturers that are already working on this new technology to be ahead of the hydrogen vehicles, and BMW is one of them. As BMW CEO Oliver Zipse announced hydrogen engines will play an important role in many regions of the world in the long run.

A hydrogen fuel-cell vehicle (HFCV) uses a motor that is similar to that found in a battery-electric vehicle. However, instead of being powered by a heavy battery, it runs on a stack of fuel cells where hydrogen (H2) mixes with oxygen (O2) from the surrounding air to produce water vapor and therefore electricity. In other words, fuel-cell vehicles are technically a series of hybrids commonly known as fuel-cell hybrid electric vehicles (FCHEV).

https://lagradaonline.com/en/bmw-hydrogen-engines/