Investor Presentaiton
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Macro Factors Driving Demand
Broadband Infrastructure
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COVID-19 highlighted the importance of reliable, affordable and fast internet
connectivity for all
The $65 billion spending allocation in the Infrastructure Bill begins to address
the need for substantial investment in this critical necessity
Expected to benefit sales and rentals of safe-digging trucks, industrial vacuum
loaders, dump truck bodies, trailers, and street sweeping equipment
Electrification Investments
Showcased newest EV product offerings at recent trade shows
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Growing demand for lithium-ion batteries expected to benefit metal
extraction industry
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Products expected to benefit include electric product offerings and metal
extraction support equipment
Ex
PLUG-IN
ZERO
EMISSION
100%
ELECTRIC
Broom Bear
ELGIN
PLUG-IN
HYBRID
HYBRID
BIGHIN
RYDRY
Global demand for lithium-ion
batteries will be over 3,100 GWh
in 2030
Market demand for LiB by
application [in GWh]
717
363
213
1,327
Global
announced
capacity:
CAGR
2019-2030
approx
4.2 TWh
3,127
Consumer
82
Electronics &
5.5%
175
Others
32.7%
570
Energy Storage
30.3%
Systems
2,208
Commercial
Vehicles
29.9%
2300
Passenger
Transportation
2019
2021
2023
2025
2028
2030
Fully-electric street sweeper
Plug-in hybrid electric Broom BearⓇ
street sweeper
Sources: Avicenne, Fraunhofer, IHS Markit, Interviews with market participants, Roland Berger
Switch-N-GoⓇ system on electric chassis
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