海外-朱纬-ZELERO排放氢燃料CL.pptx

1、ZERO EMISSION HYDROGEN FUEL CELL,DEC 2024,Agenda,Hydrogen in decarbonization Prove Fuel Cell TechnologyBallard Powertrain,Hydrogen in decarbonization,Ballard market focus,Hydrogen will decarbonize where we never thought possible,StationaryPower,Hydrogen properties make it a great energy carrier,High

2、 energy density,as well as energy storage,Global Hydrogen Market,have developed hydrogen strategies,road maps or are supporting national projects,the Hydrogen Council formed in 2017 has now nearly 150 members,50 countries,1,000,150 members,Large scale green hydrogen projects announced to date amount

3、ing to$320bn,There is no climate solution without hydrogen,There are over 1,000 HRS in operation,Proven Fuel Cell Technology,Rapidly decreasing cost curve driving TCO parity,Estimated to reach breakeven parity of heavy-duty truck FCEV&BEV by 2025&Diesel ICE by 20281Key steps to accelerate FCEV TCO r

4、eduction:Decrease capital costs through scaling upIncrease durabilityReduce fuel costs(60%FCEV TCO for MDT/HDTs)Low-carbon hydrogen cost reduction expected to account for up to 90%of total TCO reduction from 2020 to 20302,FCEV,BEV,Diesel,FCEV expected breakeven to BEV 2025,FCEV expected breakeven to

5、 Diesel ICE 2028,HDT FCEV Expected to be Most Competitive TCO Before 20301,*40t long-haul HDT,800km fuel range,10 year lifespan,150k km/year,renewable hydrogen,Europe,FCEVs offer a 30%+cargo capacity advantage over battery electric vehicles at a 300 mile range,Fuel cell vehicles carry this much addi

6、tional cargo,Source:Morgan Stanley 2021,Range,weight-class and route predictability make fuel cell powertrains ideal for trucks,Ballard Powertrain,We are present in:Europe-China-North America1,200 total workforce,Our global presence,Sales or service presence,M