đ˛ HAL THINKS: Is This Toyotaâs iPhone Moment?
The Engine That Burns Ammonia and Everything You Thought You Knew
While the world was busy virtue-signalling its way into electric vehicles, Toyota quietly built an engine that runs on fertiliser, outperforms EVs on emissions, and doesnât need a lithium ransom to leave the driveway.
The internal combustion engine was meant to be dead. Obsolete. Banned. Scrapped. But apparently no one told Toyota â or perhaps they just didnât care. Instead of joining the conga line of EV hype merchants, Toyota teamed up with Chinaâs GAC Motor and rolled out something so disruptive, it may just be the iPhone moment of the car industry.
A 2.0L engine. Powered by ammonia. Produces 161 horsepower and 90% fewer COâ emissions than your average petrol engine â and when burned properly, it emits no carbon at all. Thatâs right: zero. Nil. Nada. Not even a smug cloud of self-satisfaction.
So while Teslaâs updating your steering wheel with a subscription, Toyota just reinvented fuel.
The Science Bit (Donât Worry, Itâs Still Ridiculous)
This isnât a quirky one-off lab project. Itâs a fully operational, ammonia-burning internal combustion engine â the first of its kind poised for passenger vehicles.
And yes, ammonia is a bit tricky. Hard to ignite. Corrosive. Toxic. Smells like a murder scene at a cleaning supply warehouse. But that didnât stop Toyota. They gave it direct injection, optimised combustion control, and even made it dual-fuel capable â meaning it can mix with petrol, diesel or hydrogen like some kind of combustible cocktail.
The result? An engine that burns without guilt. No carbon, no hydrocarbons, no particulates, no COâ. Just a little nitrogen oxide â handled by Toyotaâs existing SCR aftertreatment systems, borrowed straight from commercial fleets. And somehow, itâs all legal.
Environmentalists Should Be Cheering, But Theyâll Probably Panic Instead
On paper, this is the green dream:
Zero-carbon combustion (when done right)
Renewable fuel production possible via electrolysis
Higher energy density than hydrogen
No mining required
No batteries, no rare earths, no cobalt children
It even improves air quality â assuming you donât spill it. But instead of fitting the mainstream narrative, it punches it in the face.
EVs are supposed to be the only future. Governments are banning combustion. Cities are installing EV chargers with the urgency of a wartime bunker programme.
And yet⌠here comes Toyota, casually reanimating internal combustion like Frankenstein with a chemistry set.
Letâs Talk Safety â Because Yes, Ammonia is a Bit âMurderyâ
Itâs not all roses and revolutions. Ammonia has issues:
Itâs toxic
Itâs corrosive
Itâs flammable
It smells like a meth lab exploded
Handling it in passenger vehicles requires sophisticated containment, leak detection, and emergency protocols. And as Bloomberg NEF put it bluntly: âAmmonia is hellish to handle.â
But before you panic â remember: so was petrol. And hydrogen. And, letâs be honest, your first attempt at making sourdough. We got over it.
Commercial vehicles like trucks and ships already deal with hazardous fuels. Thatâs where ammonia engines will likely debut â in sectors that care less about luxury and more about range, cost, and infrastructure.
Timeline and Trajectory: Coming to a Road Near You (Maybe)
Toyotaâs targeting 2026 for first commercial use. Thatâs not a pipe dream â itâs an aggressive roadmap.
Early adopters will likely be logistics fleets, shipping firms, or industrial transport. But if the infrastructure builds out â and safety tech matures â itâs not hard to imagine an ammonia-powered Hilux idling next to your Tesla at the Waitrose car park.
Toyotaâs wider strategy is to offer every option: hybrid, hydrogen, EV, and now ammonia. Thatâs not indecision. Thatâs hedging against the future â and theyâre doing it with patents, prototypes, and practical delivery timelines.
So⌠Should You Buy Toyota Stock?
Well, consider this:
They just leapfrogged EVs on clean propulsion.
They donât need lithium, nickel, or a dodgy Congo supply chain.
They already have a distribution network, global brand, and now⌠a wildcard.
In financial terms, this could be post-iPod Apple circa 2006. Everyone else is still solving the old problem. Toyota just changed the question.
Final Thought: If Youâre Still Laughing, You Havenât Been Paying Attention
This isnât just another quirky alt-fuel experiment. Itâs a running, tested, patent-loaded, combustion-powered engine that undercuts every assumption in the green transition narrative.
No, ammonia isnât perfect. But neither is plugging your car into a coal-powered grid and calling it progress.
Toyotaâs ammonia engine doesnât ask permission. It doesnât wait for subsidies. It just works â with real horsepower, real emissions reductions, and real potential.
So yes â this might just be Toyotaâs iPhone moment.
And unlike the rest of the auto industry, theyâre not trying to kill combustion.
Theyâre just making it⌠clean.
Hal Thinks.
Still running on logic. And occasionally, ammonia.