Investor Presentaiton
18
Bus¹
TAM²
$15B
Current BDLP FCEB
Mkt Share
Europe: >75%; N.Am. >90%;
China: >25%
Key Partners & Customers
Solaris (Poland), Wrightbus (UK),
Van Hool (Belgium), New Flyer (US),
Skoda (Czech), ADL (UK), ARCC (Australia),
Wisdom (HK), Doosan (Korea)
Fuel Cell Size
70kW 100KW
-
Deployed/
In-Development
~1,500/~300 Buses
Value Proposition: Zero emission buses without compromise on service. FCEBS are a direct one-to-one replacement for diesel buses
(no need to increase fleet size to accommodate charging times) as hydrogen as a low carbon fuel enables scalable deployment of zero emission
bus fleets, without potential significant infrastructure capital required for large BEV deployment.
Ballard products have been integrated by 19 OEMs
Current Development:
Europe: ~250 in-service + ~250 in development in 15 countries
North America: ~100 in-service + ~50 in development in 5 U.S. states
China: ~1,100 in-service
Declining Capital Costs²: Initial demonstration costs declined from ~$3M per bus to ~$1.25M since 2005
(current diesel bus ~$500k). USDOE has interim capital cost target of $1M per bus, with ultimate target of $600k.
Significant policy support in Europe & US for zero emission bus deployment (see slides 25-27)
1, 2 See Slide Notes
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