The Norwegian Company Blamed for California's Hydrogen Car Woes

A case involving allegations of fraud against Oslo-based Nel ASA is moving toward a trial in October 2026 after a California judge left intact the core claims brought by a major player in the rollout of hydrogen infrastructure in the state, Iwatani Corporation of America, a subsidiary of one of Japan’s largest industrial gas companies. The allegations center on a lesser-known aspect of the blundered roll-out: Iwatani is claiming that Nel duped it into buying faulty hydrogen fueling stations.

In the meantime, Fulton says California has pivoted to building infrastructure for heavy-duty vehicles like trucks and buses, with the hope that the passenger market can reboot with the help of a growing freight market. By focusing on the heavy-duty market, California can, in theory, create a stronger supply of clean hydrogen that brings costs down and increases availability, says Fulton, who is also an advisor to ARCHES, the California hydrogen hub that has won $1.

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