Investor Presentaiton

Revenue Forecast Outlook Applications MH, EV, stationary, etc. - Market Tail Winds Regulatory Social Cost Curve Energy - Hydrogen Fuel, Electrolyzers, and Cryogenic equipment 2030 2026 • ~$14.4B • • 2023 ~$0.78B ~$3.1B ~$5.6B -$1.9B ~$0.62B • • • • · Action Plans Expand market channels - customers & partners Grow new markets - EV, Stationary Power, Aerospace Leverage global market for electrolyzers Build on cryogenic platform & converge on the pipeline Utilize flexible business models Develop new hydrogen solutions to accelerate adoption Cross sell using full hydrogen solution offering Scale capabilities (supply chain, mfg, green H2, etc.) Continue investment in cost downs & improved performance 50 50

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