Hyzon SPAC Presentation Deck slide image

Hyzon SPAC Presentation Deck

FCEV Trucks Provide Superior Economics to BEV in California As more FCEVS are rolled out, we expect that hydrogen will drop in price and FCEVS will become more competitive As more BEVS are rolled out, we expect that electricity costs will increase in price and BEVS will become less competitive The high cost of electricity in California makes the roll out of battery electric trucks particularly uncompetitive, compounding the critical issues in refueling time and battery weight The California grid already makes electric vehicles impractical given the frequent blackouts (city bus fleets were grounded in September heatwaves, due to grid limitation, even with minimal EV penetration). California has almost half the share of EVS in the US Source: Management estimates, SoCal public data HYZON | DCRB+ ENERGY CONSUMPTION (kWh PER MILE) ELECTRICITY PRICE (kWh) MILES PER KG HYDROGEN PER kg TOTAL ENERGY COST PER MILE PEAK HOURS ELECTRIC TRUCK 2.0 $0.40 $0.80 BEV vs. FCEV Trucks OFFPEAK HOURS ELECTRIC TRUCK 2.0 $0.25 $0.50 CURRENT FUEL CELL TRUCK 7.5 $3.50 $0.47 APPENDIX PROJECTED FUEL CELL TRUCK 9.0 $3.00 $0.33 52
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