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Comment by deadmutex
One hypothesis: While Battery Electric Cars seem to have won out in California, it is still unclear what the longer term trend for Trucks will be. Some postulate that Hydrogen might be useful for quick refueling of trucks, and to lower the mass needed to carry (as the trip goes on, increasing mileage), etc.: https://www.youtube.com/watch?v=pNgZ6xL_An4