Fuel Cell Trucks and Green Hydrogen Network Expansion Strategy

Hydrogen Demand New Apps Create Multiplier Effect for Hydrogen Demand 1kg/day Forklifts 6kg/day LCV Base Case = 500TPD 2025 Total Pull Through Total Merchant Market Acceleration Total Supply 40-50kg/day HDV 1MW 24/7: >1TPD Stationary Power 500TPD of demand represents 5,000 class 7-8 trucks and less than 300MW of stationary power Long haul trucking in NA alone requires 200,000TPD of green hydrogen to displace diesel plug 2024 2023 2022 2021 2025

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