Hydrogen-powered Commercial Vehicles – Demand Overview & Outlook

  • Public Equity
  • Energy
  • North America


Former executive at Hyzon Motors Inc


  • Demand appetite for hydrogen-powered commercial EVs across weight classes
  • Production challenges, parts availability and infrastructure roll-out
  • Competitive landscape analysis, discussing Nikola (NASDAQ: NKLA) and Rivian (NASDAQ: RIVN) vs incumbents OEMs (original equipment manufacturers)
  • Demand growth and 3-5-year outlook


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