Why is it Increasingly Difficult to Grow?

The Strategic Imperative 8™

The Impact of the Top 3 Strategic Imperatives on the CO2 Emissions Life Cycle in the Fuel Cell Electric Truck (FCET) Industry

H2 is the Fuel of the Future

Life Cycle Flow of H2 as a Fuel for FCETs

Different H2 Production Methods

Research Scope

Powertrain Technology Segmentation

Growth Drivers

Growth Restraints

Analysis of Major H2 Production Methods

Key Factors Impacting H2 Production Pathway Adoption—Policies and Targets

Key Factors Impacting H2 Production Pathway Adoption—Announced Clean H2 Capacities and Consumption

Key Factors Impacting H2 Production Pathway Adoption—European Hydrogen Backbone (EHB) and Key Corridors

Adoption Forecast of H2 Production—Spain

Adoption Forecast of H2 Production—France

Adoption Forecast of H2 Production—Germany

CO2 Emission Trail from H2 Production

Major Components of an FCET

Major FCET Components Impacting the CO2 Emissions Trail—FC Stack, H2 Storage Tank, and Battery

Major CO2 Contributions Within FCET Components

CO2 Emission Trail—FCET Manufacturing

LDT Use Case Characteristics and Forecast Assumptions

LDT Cycles A and H—H2 Consumption and CO2 Emissions

LDT Cycles A to H—kg CO2/km

MDT Use Case Characteristics and Forecast Assumptions

MDT Cycles A and H—H2 Consumption and CO2 Emissions

MDT Cycles A to H—kg CO2/km

HDT Use Case Characteristics and Forecast Assumptions

HDT Cycle A—H2 Consumption and CO2 Emissions

HDT Cycle H—H2 Consumption and CO2 Emissions

HDT Cycle A to H—kg CO2/km

LDT—ICE, BEV, and FCEV Comparison (Cycles A and H)

MDT—ICE, BEV, and FCEV Comparison (Cycles A and H)

HDT—ICE, BEV, and FCEV Comparison (Cycles A and H)

Growth Opportunity 1: CO2 Emissions Tracking

Growth Opportunity 1: CO2 Emissions Tracking (continued)

Growth Opportunity 2: Geographic-specific Vertical Integration for Battery and FC Manufacture

Growth Opportunity 2: Geographic-specific Vertical Integration for Battery and FC Manufacture (continued)

Growth Opportunity 3: Hydrogen Infrastructure Expansion

Growth Opportunity 3: Hydrogen Infrastructure Expansion (continued)

Top 3 Takeaways

Benefits and Impacts of Growth Opportunities

Next Steps

List of Exhibits

List of Exhibits (continued)

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