Connected Strategy for Hydrogen Value Chain ^ Top ^ 6 customers real-time information on truck and driver performance including fuel consumption, fleet utilization, idle time, and route optimization. This information enables drivers to improve fleet efficiency and reduce fuel consumption and CO2 emissions. The use of green hydrogen will be central to any decarbonization solution. The hydrogen value chain is still evolving and could be the avenue where these disruptive new entrants bring together digital and connected technologies to create new business models that help enhance the customer experience. This study looks through a “system”1 lens at the emerging B2B hydrogen value chain as applied to 1) power generation by utilities and 2) heavy duty truck transport to explores the ways in which connected strategies can enable hydrogen adoption. In addition, the study analyses emerging business models and relationships to evaluate how energy companies will have to transform to stay competitive in this new emerging hydrogen value chain. Executive Summary The energy transition combined with digitalization, decarbonization and decentralization are having a significant impact on the energy industry. The sector is moving from transactional, commodity-based business models to improving the customer experience through innovation. Connected strategies will be critical to capitalize on these shifts which will drive efficiencies throughout the entirety of the value chain. As innovation takes place, new entrant and business models are emerging which have the potential to replace the dominant forces of today in the energy and utility sector. Smart freight made possible via digitalization and connected strategies such as driverless operation will soon self-identify and self-monitor. When paired with a hydrogen powertrain they pose a formidable solution for safe and zero-carbon logistics. The autonomous technology companies are the new entrants that are starting to dominate the central hub position in a hub and spoke partnership model. These new entrants are acting as an aggregator, bringing attributes of power train, truck chassis and fueling infrastructure under their proprietary autonomous architecture. Monetization models are emerging wherein autonomous technology companies are providing autonomous mobility as a service on a pay per 1 Systems approach looks at the efficiencies at the value chain level. It views the efficiencies of activities not individually but as contributing factors for the overall value chain