That's an interesting choice.
It means that GM is depending on the development of a hydrogen ecosystem in parallel with the large-truck diesel fueling network.
Which seems like a bit of a gamble for GM but will be a huge driver for companies building out hydrogen refueling installations in truck stops. I think the decision between electric and hydrogen eventually winning in that segment is still open, though. Refueling time, safety, generation and delivery economics, and vehicle efficiency running and at idle will end up determining effective per-mile and per-day costs, which will be how operators and transport cos will choose platforms.
She also talked up GMs lead in light truck sales overall and how that will be leveraged as they introduce multiple all-EV models this year and next. Which is a risk to TSLA.
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