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GM Ends In-House Hydrogen Vehicle Development to Focus on EVs

Citing sparse refueling infrastructure and high costs, GM is shifting fuel-cell work to its Honda joint venture for industrial uses.

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Overview

  • The Hydrotec program for next-generation vehicle fuel cells has been halted, with the pivot confirmed on Oct. 13–14.
  • GM will concentrate R&D and capital on batteries, charging technology and battery-electric vehicles that it says show clearer market traction.
  • The company highlights more than 250,000 Level 2 or faster EV chargers in the U.S. versus 61 hydrogen stations, based on Department of Energy data.
  • Fuel cells will continue via Fuel Cell System Manufacturing LLC with Honda, aimed at data centers and power generation, with promise in backup power, mining and heavy trucking.
  • GM points to weak consumer adoption of FCEVs in the U.S.—fewer than 3,000 deliveries in 2023—and notes other pullbacks such as Stellantis’ July decision to end FCEV development.