ADI leveraged proprietary demand models to project hydrogen consumption across heavy-duty trucking and bus segments in North America, East Asia, and Europe. The study evaluated pump-price parity across regions and the impact of the Inflation Reduction Act (IRA) on green hydrogen adoption over a 10-year period.
The client
Clean technology provider
The situation
Ambiguity regarding the growth trajectory and market value of hydrogen fuel for heavy-duty transportation across three regions.
ADI’s contributions
Regional demand modeling
ADI estimated hydrogen demand surges over a 10-year period, isolating heavy-duty trucking as the primary growth driver.
Hydrogen pricing analytics
Comparative analysis of regional hydrogen prices at the pump, benchmarking North America against East Asian markets.
Regulatory impact analysis
Evaluation of state-specific ZEV targets and federal tax credits, including IRA 45V impact on fuel cost competitiveness.
Sector-specific segmentation
Granular forecasting of vehicle fleet counts and refueling station requirements across trucks, buses, and garbage fleets.
Key outcomes
- Enabled strategic prioritization of regional markets based on total addressable volume and maturity of policy support.
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