California’s Hydrogen Infrastructure Falters: Can the Golden State Recover?

California’s hydrogen network hits unexpected roadblocks

California had big dreams for hydrogen-powered vehicles — but it’s hitting some serious speed bumps. By April 2025, only about 50 retail hydrogen stations are expected to be up and running. That’s a far cry from the state’s ambitious goal of 200 stations. In fact, it’s a staggering 60% shortfall. So, what’s going on?

Well, for starters, Shell pulled the plug on its hydrogen refueling operations, which was a huge blow to the already fragile network. Add in sky-high hydrogen fuel prices and painfully slow construction of new stations, and it’s no surprise drivers are losing patience.

Support remains — but confidence is fading

The state’s regulators, including CARB and the California Energy Commission (CEC), are still backing hydrogen as part of the clean transportation mix. They’re continuing to fund and support hydrogen infrastructure and adoption. But here’s the thing — drivers and potential buyers aren’t feeling that same level of enthusiasm.

Between the unreliable refueling network and the high cost of hydrogen, consumer confidence is starting to take a hit. Sales of hydrogen cars have pretty much stalled, and some automakers are now rethinking how much they want to invest in fuel cell technology.

Battery electric vehicles gain ground as hydrogen stumbles

There’s still hope for hydrogen in the long run. Initiatives like ARCHES’ hydrogen hub aim to reinvigorate hydrogen production and expand the state’s clean energy tech in the coming years. But let’s be real — those benefits won’t happen overnight.

Right now, the momentum is clearly shifting toward battery electric vehicles. Without some fast and bold action, California could lose the head start it had in pushing hydrogen fuel cells and zero-emission technology forward.

The clock’s ticking, and if hydrogen wants to keep its seat at the clean energy table, California’s going to need a serious game plan — and fast.