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jacquesm · 2 years ago
What's up with Toyota? They had a head start on everybody for a long time with their hybrids and now it's one weird scheme after another. It reminds me of Sony and the VCR wars (or the minidisc, for that matter). I really don't get it, they seem to be completely willing to cede the market, every other brand can't seem to retool fast enough to get to zero emissions line-ups as soon as they can design them and here is Toyota going against the flow with not just one but two exotic designs for which there is at present absolutely no infrastructure and no viable pathway to get there based on a single manufacturer's blessing, as well as the requirement to now keep five lines of motive power in play (gasoline, hybrid, electric, hydrogen and now ammonia). The only reason Tesla got to where it is today is because we already had a power grid. Absent a distribution network and a viable means of large scale production this just isn't going to happen. Besides the safety issues. If you think hydrogen is bad wait until you see what your average ammonia leak looks like. HazMat suits won't be optional.
makeitdouble · 2 years ago
Nuclear power.

Pushing for more EVs means increase in electricity demand in Japan, when they are already struggling as they had to shut down part of their old plants, and would need a political and technical miracle to justify building new ones that the public would acknowledge as safe enough.

Betting the farm on electricity is not viable in the current Japanese situation, so Japanese maker looking long and hard at alternatives shouldn't be a surprise.

Other countries have the same issue in variant degrees, so Toyota forsaw they could make a full EV turn later if the alternatives don't pan out.

ryanSrich · 2 years ago
I think Toyota genuinely believes EVs are a fad. They might even be right for the current wave, but long term I think they will be wrong.

Where I think they could win is with plug-in hybrids. Plugins have all the advantages of a combustion engine with none of the downsides of an EV.

- easily plugin into any outlet

- range is usually around 30 miles, enough for most people to daily drive on electric only

- combined electric/gas gets you 100+ MPGs

My wife drive a Prius prime, and has filled up once in the last 5 months (she drives everyday for work).

onlyrealcuzzo · 2 years ago
EVs aren't gonna be mainstream in Japan until they figure out how to generate electricity without importing fossil fuels.

EVs as 4x more efficient than ICE cars - assuming your electricity generation doesn't have a massive loss.

If you're burning fossil fuels, you're losing 60% at generation and another 10% in transmission.

It's not gonna make sense to spend more on a car and lug around a giant battery and build a new infrastructure for a tiny improvement.

If you're the US and can generate a crap ton of solar because half your country is a desert - then it can work.

Or if you have access to other renewable sources or can build nuclear at scale.

jacquesm · 2 years ago
The hybrids were - and still are - a smart move because they can be sold to just about everybody and they offer a sliding scale by dropping in a larger battery from 'mostly ICE' to 'mostly BEV'. Of course you still have a more complex setup but it solves the range issue and allows the vehicles to operate in areas where there isn't a whole lot of power available. Those I get. But Hydrogen and Ammonia make zero sense to me, both from a safety aspect as well as distribution.

Thinking that EVs are a fad is very much behind the times, BEVs have a lot of momentum now and grid operators the world over are planning for wholesale electrification of transportation, with the exception of long haul trucks - for now - this is something that is on course for large scale adaptation. It will still need infrastructure upgrades and obviously more generating power but that can be done incrementally.

If not BEVs then we have serious problems because right now there are no viable contenders other than to burn more fossil fuels and given the amount of legislation in place right now that's simply going to stop. If you're lucky you might be able to drive your classic car or maybe there will be conversion kits for those as well (there are already some of those on the market today, but for now it doesn't look like there will be a mandatory retirement of all ICEs on the horizon).

bryanlarsen · 2 years ago
It probably made a lot of sense when your wife bought it, but the Prius Prime is now more expensive than the Model 3 SR, and more expensive than the Model 3 LR after rebate.

I think that competing with BEV's will be difficult for PHEV's unless they are cheaper. They're both going after the "can plug in at home" market.

And for those who can't plug in at home, most people probably prefer cheaper non-plugin hybrids and ICE's to the more expensive PHEV's.

gonzo41 · 2 years ago
I really want a quadricycle citroen ami for where I live. I have a 15km commute max. And when I can't WFH I usually drive with my wife. But I'd rather a small zippy little EV that I can park on a postage stamp.

Sadly, quadricycle aren't legal in Australia, because everyone's become addicted to F150's.

photonbeam · 2 years ago
Is the ICE engine itself ok with that infrequently of usage?
poisonborz · 2 years ago
Hybrids are horrible, and basically a plot by automakers to keep selling ICE cars. Take a small/primitive ICE engine plus an unuseable small/cheap EV kit (ask someone with a true EV, 30 miles is when they start to look for a charger). Twice the engines, twice the possible maintenance problems, and since both are cramped, almost none of the advantages.
jwells89 · 2 years ago
The way I’ve seen it explained is that Toyota is very good at developing and building combustion engines, which has given them a competitive edge for a very long time, and they don’t want to give up that edge. There’s no guarantee that they’ll be good enough at building EVs to be among the top ranks of EV makers and that frightens them.
serf · 2 years ago
I think that's an oversimplification of auto engineering, and more-so Toyota's strategy (whatever that is)

Toyota offered quality that is unheard of at that economic point across the board; it isn't simply quality drivetrains, it's quality everything that leads to a reliable and trustworthy vehicle that has a high resale value.

Now, I don't know why they're doing what they're doing with the alternative engine designs; but I do know that their manufacturing capability and research prowess is top-notch, and that they could pretty smoothly dive straight into EV by pulling strings with long-term partners. Their journey to full EV won't be the same as ground-up groups like Tesla/Rivian/Whatever.

I don't think it should be viewed as a slip in expertise and capability -- I think it's more like a moon-shot.

jacquesm · 2 years ago
Well, that may be so but what should frighten them more is to become utterly irrelevant. Drive trains always should have been a commodity. Toyota makes excellent cars and that's not just the engine, it's the whole package that makes them a brand worthy of some respect. Suggesting that an ammonia fueled vehicle is the solution for their insecurities is playing fast and loose with their perceived image as a safety and environmentally aware company. They couldn't have picked a worse fuel for a vehicle, even if you can make it work in the lab.
jjulius · 2 years ago
I mean, sure, I get that line of thinking, but it feels suicidal for them to be coming up with cockamamie ideas that nobody is asking for and have the potential to be significantly more dangerous than current offerings, rather than trying their best to move on with everyone else. That is to say, I'm not opposed to non-polluting alternatives to EVs, whatever that could look like, but... ammonia?

I feel like they risk being even further behind the curve if they're not actively working on an EV.

AtlasBarfed · 2 years ago
Some of it might just be a japanese economics/security/government thing. Energy independence is really big for the japanese, and battery supply might be looking like another foreign dependence (especially on the big bad Chinese).

Some of it may be the japanese corporate culture being ossified and difficult to make large adaptations, since seniority is so important, you can't dissent.

Some of it may be an attempt to chase sunk costs / leverage former investments and market leaderships (FCEV) before Tesla left those in the dust.

Some of it may be that Toyota knows they missed the boat and are hoping to keep as many irons hot for future flexibility. Honestly, they may not like China, but they can get in the EV game effortlessly with some rebadging of Chinese stuff or just hopping on the Chinese drivetrain and battery infrastructure in the short run.

fomine3 · 2 years ago
For local energy usage, Japan relies 95% of oil on mideast. It's the primary reason of trade deficit. It's critical if they stopped export. It must be more vulnerable than electricity usage, since solar panels, wind turbines, dam, nuclear, and batteries will continue working even after China stopped all exports.

For local manufacturing, Japan relies rare metals on China. It's vulnerable for EV manufacturers.

dragonwriter · 2 years ago
> What's up with Toyota? They had a head start on everybody for a long time with their hybrids and now it's one weird scheme after another.

Contrary to the heavy-handed tone of this article, I don't think that's actually true; Toyota is invested in EVs -- BEVs as well as FCEVs -- as well as doing far-out (and almost certain to be commercially unviable) efforts like this.

And FCEVs, while perhaps also a dead end, weren't a weird scheme they got into after they had a lead with hybrids, they started FCEV work 5 years before the first Prius was introduced in Japan.

> every other brand can't seem to retool fast enough to get to zero emissions line-ups as soon as they can design them and here is Toyota going against the flow with not just one but two exotic designs for which there is at present absolutely no infrastructure and no viable pathway to get there based on a single manufacturer's blessing

I assume you mean hydrogen FCEVs and Ammonia; the latter isn't in production and is not even at a concept-demo level, just an engine demo, the former...isn't a single manufacturer thing (Honda actually introduced FCEVs first, and is still selling them as well; they've been clear they see BEVs as definitely more dominant in the near term, but FCEVs as a potential longer-term play and they are keeping their oar in that market.)

Toyota (and Honda, and others -- e.g., Nissan and its "bio-ethanol" fueled fuel cell work) are just not putting all their eggs in one basket.

conradev · 2 years ago
A hybrid engine is an engine. Engines are hard to build, and Toyota is very good at it.

Electric vehicles don’t have engines, only motors, and motors are far easier to build.

If Tesla is a battery factory searching for more things to put batteries in, Toyota is an engine factory searching for more things to put engines in.

4death4 · 2 years ago
A huge portion of the Japanese economy is based on the auto industry (something like 2.5% of GDP). EVs are much simpler than ICE vehicles. Additionally, Japan doesn't have expertise or the raw materials to be competitive in batteries, which is one of the main components of an EV.

So, from the perspective of Toyota, and from the Japanese economy as a whole, there is little reason to think that there is much value in manufacturing EVs. Sure, Toyota might be able to slap their brand on an EV and get a few out the door, but they're not going to dominate the market like they do today.

makeitdouble · 2 years ago
> Japan doesn't have expertise or the raw materials to be competitive in batteries

Japan is notoriously good at fundamental material science, and Panasonic is a battery giant. Sure there's tough competition, but they never shied away from fighting these kind of battles.

Relying on mainly China for the rare earth/metals could be an aspect of it though.

foota · 2 years ago
Maybe geopolitical? I'm not sure if Japan has the resources to produce batteries, and maybe they're hesitant to rely on China.
pmorici · 2 years ago
Panasonic a Japanese company is already one of the major producers of batteries in the world and they produce a good number of those in Japan. They supply Tesla Model S and X batteries from their Japanese factories for example.
lazide · 2 years ago
My guess is Ego. They decided batteries were a dead end a long time ago, and now can’t take the ‘face’ hit so keep doubling down.
rawgabbit · 2 years ago
Japan is an island maritime nation. They obviously have been paying attention to what is going on in Copenhagen. The first sea trial of an ammonia ship. https://www.man-es.com/company/press-releases/press-details/...

If ships do embrace ammonia technology, it may make sense to use it to power cars. If you are a big corp you have to hedge your bets. This seems a more realistic strategy for the world largest car company than to bet every thing on EVs.

ketralnis · 2 years ago
Part of it's because the Japanese government was subsidising hydrogen research for a while so both they and Honda got hung up in that
bertil · 2 years ago
I'd be very surprised of the government decided to subsidize hydrogen without Toyota's input.
rr808 · 2 years ago
Toyota makes mass produced cars. It makes more cars in a month than Tesla does all year. Sure Tesla has done quite well, but EVs aren't really mainstream. When its mainstream and the technology settles down Toyota will be there.

In the meantime the waiting lists for Toyota Hybrids are some of the longest in the industry - they're what people really want.

jbm · 2 years ago
https://www.theverge.com/2023/5/26/23738581/tesla-model-y-ev...

> Tesla Model Y is the first EV to become the world’s bestselling car

It's mainstream, Tesla drivers don't even wave to each other anymore.

jacquesm · 2 years ago
I wasn't comparing to Tesla per se but to the market in general and the fact that Toyota has some BEVs out but not in quantity (~2% of their sales) compared to other operators (for instance, VW: 7%) that sell both ICE and BEVs. Tesla and VW BEVs are a dime a dozen around here, I've seen a handful of Toyota's (mostly delivery vans).

They also seem to have been stuck for a long time on the 'hydrogen is the future' bandwagon.

e44858 · 2 years ago
Ammonia fuel pumps will not be a fun place to hang out: "Anhydrous ammonia is stored as a liquid under pressure. When released to the environment, though, it becomes a toxic gas. Liquid anhydrous ammonia expands 850 times when released to ambient air and can form large vapor clouds. It may aerosolize and behave as a dense gas, even though it is normally lighter than air. Anhydrous ammonia may also cause water vapor to condense in the air forming a visible white cloud. Therefore, when anhydrous ammonia is released to the air, it may travel along the ground in a cloud instead of immediately rising into the air and dispensing." https://msdh.ms.gov/msdhsite/index.cfm/43,320,230,349,html

Imagine a gas station that's perpetually covered in a blanket of toxic fog that drifts to nearby homes and fills in their basements.

jacquesm · 2 years ago
Exactly. It's enough to have to use it in very much diluted form to clean surfaces prior to painting to give you a very healthy respect for the kind of accident that can result from having a concentrated amount in an enclosed space or a newly formed cloud of gas resulting from a leak.

Here is the MSDS on Ammonia:

https://www.airgas.com/msds/001003.pdf

Brian_K_White · 2 years ago
On the flip side the smell and eye watering and lung burning is so strong that even the smallest leak cannot go undetected for a second. There can never be any such cloud except in the case of an accident. At all other times the tiniest leak anywhere will make everyone scramble and shut valves off.
jacquesm · 2 years ago
Ammonia will cause serious lung damage if concentrated. Small leaks won't go undetected, large ones will be catastrophes. Think: parking garage leak.

0.5% and you're looking at respiratory arrest and 1% and up and you will have skin damage (think burn wound but chemically induced rather than fire).

That won't be a real problem because you're likely going to be dead anyway...

e44858 · 2 years ago
If it's a calm humid day, the ammonia will combine with moisture to form a vapor that's heavier than air, so it will settle to the ground instead of dissipating. That means if you have even a tiny leak from the pump nozzle, over time it would accumulate in low-lying areas like basements.

Deleted Comment

kylehotchkiss · 2 years ago
Wow, 850% expansion might give Toyotas an upper edge in collisions if the fuel tank is compromised.
tangjurine · 2 years ago
It's not percent
mjamesaustin · 2 years ago
It baffles me that major automakers continue investing in alternate engines that are dramatically worse than EVs in almost every metric, while still neglecting to invest in their own EV programs sufficiently to compete with Tesla.
pneill · 2 years ago
I love that Toyota is forward thinking, but where does the ammonia come from? The most common way to make it is via the Haber-Bosch process, which, as I recall, consumes 1% of global energy product as of today. I wonder what that number would look like if we manufactured fuel that way?
bertil · 2 years ago
The best option is to use a similar process to HB, but using “green” H2, so yet more inefficiencies from “excessive” renewable electricity generation.

https://royalsociety.org/topics-policy/projects/low-carbon-e....

pneill · 2 years ago
Interesting! Thanks for the link, but that just explains how to get the hydrogen for the process.

What about the energy to run the HB reaction? It's super high temp and high pressure. Is there a zero carbon way to make that?

o11c · 2 years ago
Pretty sure this is best read as an alternative to Hydrogen for the "future renewable energy will be plentiful, but sometimes we still need higher energy density".

It clearly wins by one measure (it's easier to make it a liquid, which is easier to handle than a gas), but I'm not enough of a chemist to really understand the table in the link downthread for how it compares by other measures.

ReactiveJelly · 2 years ago
Man that author doesn't seem to like EVs at all.
AtlasBarfed · 2 years ago
Well the website is "enginelabs" and there ain't no engine in an EV.

And MAN look at that "ammonia engine". All I have to do to judge the viability of the ammonia engine is look at that, it's simply too complex.

By the time any ammonia infrastructure and production ready ammonia engine came to market (which assumes VAST amounts of government investment that should instead go to alternative energy, storage, and battery production/research), EV drivetrains would be probably half the cost of a traditional ICE, much less some new fangled ammonia thing.

That's the reality that all the ICE makers are staring at: sure batteries and EV drivetrains are still a bit more expensive than a traditional ICE, but ... that's going to change, especially with 150 wh/kg sodium ion coming into mass production, which is a 300 mile car with potentially a $40/kw-hr bill of materials, and the sodium ion roadmap has 200+ wh/kg cells in a couple years. If that's not dense enough, there's 200+ wh/kg LFP now at about $60-70/kw-hr bill of materials, and 250 wh/kg on the roadmap.

And sulfur techs / aluminum air / solid state and a host of other approaches on the 5-10 year that should double or triple density.

There's simply going to be 20 years of cost reductions in EV drivetrains that ICE (and whatever that ammonia monstrosity is) simply cannot compete with.

And EV drivetrains are much more flexible for application. The motors are pretty compact, so they can fit in wide ranges of vehicles, and the battery pack is pretty easily adapted: you scale the number of cells to the area available.

For ICEs you usually have to stick to pretty standardized form factors or you have to design a transmission, driveshaft, engine, emissions, gas tank, etc to fit the application, and those usually won't have the cutting edge efficiency technology of the large market consumer vehicles.

rootusrootus · 2 years ago
> batteries and EV drivetrains are still a bit more expensive than a traditional ICE

We're really close to crossing that line, maybe we even have already done so. For someone shopping new sedans, it's hard to argue with ROI on the Model 3 RWD right now.

fghorow · 2 years ago
As always, look for the source of the stored energy. The Wikipedia article [1] is a good overview.

Also, CO2 is a major byproduct of industrial production. While that might be a good feedstock for carbon capture and storage were this approach to scale up, that just opens the whole system to CCS issues.

My take, ammonia is not a panacea...

[1] https://en.wikipedia.org/wiki/Ammonia_production

pard68 · 2 years ago
Did I miss where the article explains how ammonia can be used in a combustion engine? I read the whole article but it didn't seem to get into the techincals.
toomuchtodo · 2 years ago
https://onlinelibrary.wiley.com/doi/10.1002/er.6232 (“A perspective on the use of ammonia as a clean fuel: Challenges and solutions”)
pard68 · 2 years ago
Thank you, I appreciate the link.