Investor Presentaiton
20
Truck1
TAM²
~$195B
Key Partners & Customers
MAHLE (Europe), Hexagon Purus (US),
Linamar (North America & Europe), Weichai (China),
Quantron (Europe)
Fuel Cell Size
-
50kW 360kW
Deployed/
In-Development
~2,300/145 Trucks
Value Proposition: FCETS provide long range, fast refueling and full route flexibility, consistent with diesel technology, and serve a wide range
of operating conditions with minimal impact on vehicle payload.
Current development: >2,200 Ballard powered FCETS worldwide
Partnership structure focused on Tier 1 suppliers (Weichai Group, Mahle, Linamar) as a channel to global truck OEMs.
Work underway to develop fuel cell engines for market scale mid term development horizon.
Working with vehicle integrators (Quantron, Hexagon Purus, Wisdom, Weichai Group) expected to help accelerate current demand of fuel
cell trucks by bringing early-stage truck fleets to market. Enhanced capabilities in energy system engineering anticipated to support these
initiatives by reducing customer friction points, accelerating customer adoption.
Key Partners &
Customers
Linamar
1
2
3
Quantron
Hexagon Purus
Mahle²
5
6
Weichai¹
7
8
Truck
Classification
LO (o)
Light Duty
(50 - 70kW)
Medium Duty
(70 - 100kW)
1, 2 See Slide Notes
D
III
Heavy Duty
(150 - 360kW)
BALLARD™View entire presentation