It might be a bit of a
It might be a bit of a stretch to say that Tesla will "fail," but what many don't realize is that there are limiting factors at play when it comes to battery-powered vehicles. Overnight trickle (slow) charging at home for driving 100 miles per day isn't unreasonable at low market penetration levels, until the capacity of the electric grid becomes strained.
However, for longer-range or higher use situations, such as on long trips and especially for commercial trucks, batteries are really not an option.
Because it takes 20 times longer to recharge a battery than to fuel a vehicle with liquid fuels or hydrogen, a battery charging station would need to be 20 times larger. That's 20 times the space required on the same revenue model.
A diesel-powered long-haul semi rig with a sleeper costs from $150-200k (USD), and H2 will be in the same general price range. For the same distance capability, a battery-powered truck would cost over $750k. This, of course, is completely out of the question. What this demonstrates is that the economics of H2 strongly favor larger vehicles. Because many of these vehicles are operated in a "fleet," with dedicated route structures, it is possible to implement H2 infrastructure along geographic lines, following truck routes as the fleets are expanded. A perfect and natural approach.
We aren't saying that there isn't a market for electric vehicles, but the passion must be tempered with objective evaluation of facts. When it comes to fuel choices for the future, one size definitely does not fit all.