Unless fuel cell technology advances to the point where you can basically bottle hydrogen and transport it more easily than you can pipe and store CNG (which has lower tank pressures and doesn't leak through sold steel walls) at less cost, then converting all that natural gas to hydrogen really doesn't make any kind of economical sense. In the long term, considering that you can make natural gas more simply, cost-effectively and carbon-neutral...(ly?) from biowaste, it's the better way to go.
Still, manufacturers are hedging their bets on hydrogen, and spending lots on it. Whether that's due to incentives or if there's a major paradigm shift in the EV-Fuel cell wars a-coming, only time will tell.
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