Hydrogen bikes are struggling to gain traction in China
It’s a strategy that’s worked: These bikes have been more readily accepted by local governments. In 2022, Youon sold 2,000 of its hydrogen bikes to Lingang, a new high-tech district in Shanghai; in 2023, the company sold 500 hydrogen bikes to the Daxing district of Beijing. Today, its hydrogen bikes can be found in over six Chinese cities.
Youon has since doubled down on its investment in hydrogen. The company has launched a product that lets users generate hydrogen at home with solar power and water. It also worked with the local government of Jiangsu, where its headquarters are, to publish a set of industry standards covering safety requirements, hydrogen tanks, and more. “Hydrogen energy is also an essential pathway to achieving carbon neutrality,” said Sun Jisheng, the CEO of Youon, at an industry conference in June.
The problem
However, that’s about where the advantage of hydrogen bikes ends.
David Fishman, a China-based senior manager of the Lantou Group, an energy consultancy, says he struggles to see the advantage. “Maybe the safety angle is a relevant factor for someone who doesn’t like carrying around lithium-ion batteries and storing them in their house,” he says. Other than that, hydrogen bikes are less energy-efficient than battery-powered bikes, and it costs more to produce hydrogen in the first place.
The main advantage of hydrogen as an energy source is that it has much higher energy density, meaning a hydrogen tank with the same weight as a lithium battery would produce more energy and power the vehicles to go farther. However, that advantage only kicks in for trips over 800 kilometers, says Mark Z. Jacobson, a professor of civil and environmental engineering at Stanford University.
That means hydrogen is a more economical choice for long-distance transportation like ships, planes, and trucks. Bikes, however, are almost on the exact opposite end of the transportation spectrum. Few people would bike for long distances, let alone those who are only renting a public bike for a short time. For anything shorter than 800 km, battery-powered vehicles are more energy efficient, says Jacobson. He estimates that a battery-powered bike consumes only 40% of the energy of a hydrogen-powered equivalent and also takes up less space.
On top of that, the company’s hydrogen bikes have failed to impress many of the early adopters.
VIA YOUONBIKESHARE.COM
Gu, a resident of Lingang who only wishes to use his last name for this story, tells MIT Technology Review that he tried the bikes several times and they never felt effort-saving to him. Instead, the bike, along with the hydrogen tank and fuel-cell-powered motors, felt heavy and hard to maneuver. As a user, he has no idea whether the bike was running as expected or if the difficulty he encountered was due to its running out of hydrogen, although the company is supposed to block any bike with low hydrogen reserves from being unlocked.
