Starting a chat on Hyzon. It was posted as a SPAC in another...

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    Starting a chat on Hyzon. It was posted as a SPAC in another thread and also in a few MOU type relationships so excuse me for making a SOLO thread on it.

    Who is HYZON MOTORs - I think the Pod Cast here gives a good history and information https://www.h2podcast.com/episode/commercial-trucking-at-the-speed-of-hydrogen-craig-hyzon-of-hyzon-motors

    (PAYWALL)
    AFR article on Mr Knight

    My thoughts (not an experts)
    1. The almost clam SPAC change was compared to the flamboyant and volatile events for some others has been welcome by myself. The significant point of difference to other Hydrogen plays is:
    2. A focused on Heavy transport not massed transport.
    3. Collaboration with multiple business for integration with existing platforms ( not trying to be everything for everyone)
    4. Research and development
    5. Longer term history via Hyzon Fuel Cell technology 2003 Singapore

    Competition
    1. Hyundai https://www.hyundai.com/au/en/hyundai-info/news/2020/07/worlds-first-fuel-cell-heavy-duty-truck-xcient-fuel-cell
    2. Nikola Motors
    3. Cummins
    4. Volvo and Mercedes
    5. Toyota (has a few buses at the Olymics) and JV with Hino
    6. others including fuel cell space Ballard, Bloom Energy, Bosch and Chinese business
 
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