Hyzon SPAC Presentation Deck
Hyzon's Aim is to Grow with Existing Fleet Customers, with Each Win
Having the Potential to Grow into Substantial (and Recurring) Revenue
Hyzon expects to exceed its business plan with very few additional key customers
Customers
Vehicles¹
Hydrogen
Source
HYZON | DCRB+
CUSTOMER
Customer 1
Customer 2
Customer 3
Customer 4
FUEL CELL
CHASSIS
SEED THE MARKET
(2021 ORDERS GROWING)
ASSEMBLY
CATEGORY
Class 8
Class 8
Coach Bus
Class 8
Ford
FONTAINE
MODIFICATION
QUANTITY
100
20
10
10
CLEAN TECHNOLOGY
SERVICE: HYZON + CUSTOMER
$ MM
20
LEVERAGE EXISTING SUPPLY
9
New York, Shanghai
FREIGHTLINER DAF
8
4
On-site customer supply (95% of existing customers)
Existing hydrogen stations (5% of existing customers)
GROW THE MARKET
(2022 2024, BACKLOG BUILDING)
TOTAL FLEET
Class 6, 8
Class 8
Bus, Other
Class 6, 8
Source: Management data and projections 1 Chassis and assembly suppliers indicative of anticipated relationships.
QUANTITY
Ford
1,400+
1,400+
100+
1,000+
HYZON
REVENUE $MM
500+
Formalize Partnership with existing rolling chassis providers
SERVICE: HYZON + CUSTOMER
500+
60+
BUILD HYZON / PARTNER SUPPLY
300+
FREIGHTLINER DAF
Hyzon-created capacity (~25%)
On-site supply and existing stations (~75%)
TOTAL FLEET
15,000
8,500
2,000
OPERATIONS
30,000
MATURE VOLUMES
(AFTER 2025)
HYZON VOL.
@ 20% SHARE
3,000
Autocar (Class 8)
1,700
400
6,000
Hyzon network (50%)
HYZON
REVENUE $MM
AS OF VISION
Development of own captive chassis with third party providers
DETROIT CHASSIS LLC
SERVICE: HYZON + CUSTOMER
1,200+
800+
250+
1,800+
(Class 8)
3rd Party capacity (50%)
HYZON AND 3RD PARTY SUPPLY ESTABLISHED
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