Personal Observation: Fuel cells are a type of battery, and could easily displace other types of batteries Pt. 2
So the conclusion is simple: Fuel cells will eventually do anything lithium-ion batteries can do with basically no exceptions, while also having all the upside of being able to fill up a tank of fuel akin to gasoline or diesel. This is truly the best of both worlds. There are few if any downsides here. Sure, people can beat around the bush and say that there are good reasons why this can't happen anytime soon. But that's ultimately an irrelevant argument since we've clearly shifted from a matter of "if" to a matter of "when."
And if we can reach that point in the conversation then it's also obvious that it's suicide to go all-in on lithium-ion batteries. It would be like investing in the early 2000s and you had a crystal ball, and you knew that the iPhone was going to come out. You clearly wouldn't invest much in the Blackberries or the Nokias of the world since you would know they only had a few good years left.
Perhaps a real-world example of this is what happened to physical media like CDs, DVDs and Blu-rays. Even when DVDs and Blu-rays were still relatively new technologies everyone knew that streaming media will eventually win. I think we are reaching that point with BEVs now. Everyone should realize that FCEVs will win out eventually too. In the former, smart companies understood this and planned their investments appropriately. Smart companies in transportation should be starting to reach the same conclusion with the latter as well, and should also plan appropriately.
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