Hydrogen is often compared against batteries. Those aren't an energy source either. I haven't seen anyone seriously propose hydrogen based powerplants. I have seen plenty talk about hydrogen fuel cells as a potential alternative to BEVs and a potential way to get around the multiple short comings of lithium batteries. Fuel cells of course have their own problems. But we've yet to come up with an alternative to gas engines that are as long ranged, quick to fuel, reliable, cost effective, safe and performant while also being net zero or negative carbon.
>So the only way this seems like a win for Japan is if electricity were cheap, battery EVs were not economical, and the loss associated with electrically synthesized hydrogen didn’t matter.
I feel like you are handwaving the issues with BEVs while focusing on the issues with hydrogen. I'm not sure which at the end of the day will turn out to be better. But right now BEVs are incapable of becoming the defacto solution for the simple fact that the battery packs wear out and replacing them will total the car. You can't develop a working used market this way. And lower income individuals simply can never afford to use them. The fact that car markers are going out of their way to design platforms with batteries that are difficult to replace exacerbates the problem. But even if they were easily swapped, their high cost and the fact they are tied to the vehicle means a large chunk of the market can't afford them. And nobody is talking about this.