Over the course of the last two years or so, sales of battery electric vehicles, while continuing to grow, have posted lower year-over-year percentage growth rates than they had in years prior. EV sales used to grow at 50%+ per year, but for the last couple years, they have grown closer to about 25% per year.
Hitachi Energy has successfully deployed its first-ever customer HyFlex hydrogen fuel cell (HFC) generator in Rotterdam, Netherlands, where the generator will replace an equivalent diesel generator producing 500-kilovolt-amperes (kVA). In doing so, the HyFlex-powered construction site could save as much as 200,000 gallons of diesel fuel per year, and reduce the company’s carbon-dioxide emissions by about 2,900 tons
Hitachi plans to have a full zero-emission “ecosystem” on display at the pilot site, with plans to deploy similar low carbon ecosystems in noise-and pollution-sensitive areas like hospitals, critical data centers, disaster relief efforts, or shore-to-ship power applications
PSR Analysis. Most Hydrogen is not readily available except as a byproduct of fossil fuels. So, it might be misleading to call this a clean power source depending on the source of the hydrogen, and the question remains about how readily available is the hydrogen. PSR
Guy Youngs is Forecast and Technology Adoption Lead at Power Systems Research
President Trump is threatening new tariffs (at 100%), after China introduced new restrictions on exports of rare earths and related technology.
Analysts say the export controls were an attempt to boost China’s leverage in trade talks with the United States, but Trump now says he may call off a planned meeting with Chinese leader Xi Jinping later this month
European carmakers sold 38% more electric cars in the first seven months of this year, ensuring that all but Mercedes-Benz are on track to comply with the EU’s 2025–27 emission targets, new T&E research finds
The report suggests that the two-year extension of the targets allowed carmakers to take the foot off the gas and will lead to 2 million fewer electric cars being sold between 2025 and 2027
The automotive industry is currently paying about US$ 63 (€54) per kilowatt-hour for LFP battery cells and US$ 68 (€58) per kilowatt-hour for NMC battery cells. Three years ago, when the price of battery-grade lithium was soaring into the stratosphere and supply chain interruptions were affecting industries around the globe, LFP batteries were costing manufacturers US$ 148 (€127) per kilowatt-hour, with NMC batteries costing US$ 164 (€140) per kilowatt-hour — both more than double their cost today.
At the Munich Motor Show, the global leader in electric vehicle batteries made its presence known. CATL introduced its Shenxing Pro, deeming it “the world’s first LFP battery to deliver a 758 km WLTP range.”
India’s electric vehicle market is growing steadily at 24-25% annually, but from a surprisingly small base — EVs represent just 2.5% of all vehicles sold in 2024. However, one segment could change that trajectory dramatically: electric pickup trucks. These are not the big pickup trucks that US readers are familiar with, but rather this is based on India’s own vehicle categorization, which we would define as light small trucks.
Light commercial pickup trucks dominate India’s commercial vehicle market, commanding approximately 57% market share with over 543,000 units sold in fiscal year 2024. This makes them the largest single vehicle category in the commercial sector, and potentially the key to achieving India’s ambitious electrification targets.
PSR Analysis: This segment represents the single largest opportunity for commercial vehicle electrification in India. This electric pickup revolution is being driven by these compact, urban-focused vehicles rather than traditional pickup trucks, which remain largely absent from the Indian electric vehicle market. PSR
Guy Youngs is Forecast and Technology Adoption Lead at Power Systems Research
Chinese Scientists May Have Created Powerful Lithium Metal Battery.Researchers at Tianjin University reportedly have made a battery with an energy density of over 600 watt-hours per kilogram, twice as much energy as Tesla’s most advanced electric vehicle battery. Energy density, the amount of energy stored per unit mass, determines how much power is stored in a device.
PSR Analysis: Lithium metal batteries are known to have a higher theoretical energy density than conventional lithium-ion batteries and are considered a promising next-generation solution. PSR
Guy Youngs is Forecast and Technology Adoption Lead at Power Systems Research
BP first bought a 40.5% operating stake in the Australian Renewable Energy Hub project in 2022, and its share in the joint venture grew to 63.57% in recent years. The project would include the installation of up to 26 GW of solar and wind generation, much of which would have been used to produce green hydrogen and ammonia.
British energy major BP has informed its partners that it intends to exit the $55 billion (USD 36.14 billion) green energy hub planned for Western Australia’s Pilbara region.
PSR Analysis: BP’s decision (which reflects BP’s recent strategy reset) comes after energy and mining giant Fortescue formally announced it has abandoned plans for a green hydrogen project in Queensland and is another blow to hydrogen in Australia. PSR
Guy Youngs is Forecast & Adoption Leadat Power Systems Research
In a paper published in August 2025 in JACS Au (American Chemical Society), Chinese researchers showed that by steering the hydrogen-bond network of interfacial water via a steady magnetic field, they sliced off about 50 millivolts of overpotential for the hydrogen evolution reaction and cranked current density up by 15.4% under industrial alkaline electrolysis conditions.
Water molecules near the electrode reshuffle into more asymmetrical clusters. These lopsided water gangs hand off protons and electrons much faster, slicing the energy penalty for hydrogen evolution.
PSR Analysis: Saving a few tens of millivolts might sound small, but when you scale it up to an industrial scale it translates to serious energy savings. For green hydrogen producers, that could mean lower operating costs, ramped-up throughput, and a sharper edge in the market, all of which can encourage hydrogen production and make it cheaper and hence more readily available for those industries and vehicles that could use it. PSR
Guy Youngs is Forecast & Adoption Leadat Power Systems Research