Connected Strategies for Hydrogen Value Chain ^ Top ^ 2 Contents Introduction ................................................................................................................................................................... 4 Executive Summary ....................................................................................................................................................... 6 How is this white paper organized? .............................................................................................................................. 8 Part 1 | Hydrogen as a transport fuel for heavy trucks ................................................................................................. 9 Heavy duty trucking business customer needs ............................................................................................................. 9 Customer willingness to pay ........................................................................................................................................ 14 Heavy duty trucking business model ........................................................................................................................... 16 Connected strategies in hydrogen heavy duty trucking .............................................................................................. 18 Vehicle-to-vehicle (V2V) communication ........................................................................................................... 18 Vehicle-to-infrastructure (V2I) communication .................................................................................................. 20 Remote Diagnostics ............................................................................................................................................ 21 Autonomous Operation ...................................................................................................................................... 21 Emerging business models and monetization structures ............................................................................................ 24 Implications ................................................................................................................................................................. 25 Part 2 | Hydrogen as a zero-carbon power sector i.e., Energy & Utility (E&U) ........................................................... 27 Power sector challenges and role of connected technologies and hydrogen in alleviating these challenges ............ 27 Consumer Willingness to pay ...................................................................................................................................... 30 Current Value Chain and Business Model ................................................................................................................... 33 Connected strategies in hydrogen power sector......................................................................................................... 34 Internet of Things (IoT) ....................................................................................................................................... 35 Artificial Intelligence (AI) managed smart grids .................................................................................................. 37 Robotic Process Automation (RPA) ..................................................................................................................... 38 Cloud computing to manage energy production and distribution ..................................................................... 39 Developing Power Sector Business & Monetization Model ........................................................................................ 41 Prosumers ........................................................................................................................................................... 41 Aggregator .......................................................................................................................................................... 42 Peer-to-Peer (P2P) Electricity Trading ................................................................................................................ 43 Energy-as-a-Service ............................................................................................................................................. 44 Community Ownership Model ............................................................................................................................ 45 Implications ................................................................................................................................................................. 46 Part 3 | How can energy & utility (E&U) companies participate in the emerging hydrogen value chain? ................. 47