Michael Barnard’s TFIE Strategy Briefing
Subscribe
Sign in
Home
Briefing
Analysis
Advisory
Transit Procurement Reality
Latest
Top
Discussions
Europe’s 2025 Hydrogen Bus Peak Was A Procurement Hangover
Germany was still receiving buses ordered during the subsidy boom while experienced transit agencies were moving their procurement toward batteries.
22 hrs ago
•
Michael Barnard
1
Cummins Could Exit Hydrogen. Alstom Inherited The Support Tail.
Cummins absorbed write-downs and moved on. Alstom still has specialized trains, signed contracts and decades of maintenance obligations.
Jul 13
•
Michael Barnard
2
1
Ballard - New Flyer 500 Hydrogen Bus Agreement Is For a Non-existent Market
North America’s hydrogen-bus bus orders peaked in 2023 and have plummeted since.
Jul 12
•
Michael Barnard
5
1
Prague’s Trolleybus Data Clarify The Hydrogen Bus Problem
The routes claimed to require hydrogen are often better solved with partial wires, smaller batteries, opportunity charging, and higher utilization.
Jul 8
•
Michael Barnard
3
1
Electric Fire Trucks Come Later
Emergency fleets electrify more slowly than buses, refuse trucks and drayage.
Jul 4
•
Michael Barnard
4
2
1
Electric Garbage Trucks Are The Heavy-Duty EV Story Hiding In Plain Sight
Refuse trucks are noisy, stop-start, depot-based municipal workhorses, which makes them one of the stronger early heavy-duty electrification candidates.
Jul 3
•
Michael Barnard
2
1
China Moves People First, Then Decides Whose Planes It Needs
High-speed rail keeps eroding the short-haul aviation denominator while COMAC turns the aircraft China still needs into an aerospace-sovereignty…
Jul 2
•
Michael Barnard
5
2
HyHaul Was A Warning, Not An Outlier
Hydrogen transport keeps losing when pilots have to become vehicles, infrastructure, fuel supply and real customers.
Jun 22
•
Michael Barnard
3
4
1
Toyota Keeps Trying To Assemble A Hydrogen Market That Refuses To Form
Toyota’s hydrogen transport strategy increasingly looks like market backstopping as demand, fuel costs, stations, and batteries move against it.
Jun 9
•
Michael Barnard
1
Romania’s Hydrogen Train Deal Is A Governance Failure, Not A Technology Win
Romania’s hydrogen train award shows how a public procurement can keep moving after financing, supplier appetite, fuel sourcing, and European evidence…
Jun 9
•
Michael Barnard
1
1
SunLine’s Hydrogen Bus Fleet Became A Long-Tail Infrastructure Problem
After 25 years, SunLine’s hydrogen bus program shows how repeated fueling-system generations can keep a technology alive without making it cheap…
Jun 7
•
Michael Barnard
2
1
Wrightbus Shows The Hydrogen Bus Story Turning Into An Electric Bus Business
The Bamford hydrogen narrative framed Wrightbus’s rebirth, but the company’s growth, orders and production mix are dominated by batteries.
Jun 5
•
Michael Barnard
1
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
