Connected Strategy for Hydrogen Value Chain ^ Top ^ 15 logistics companies could save nearly 30% of their total transportation costs through 2040 if connected/autonomous technologies were aggressively adopted in long-haul trucking. Additionally, 90% of U.S. logistics companies said that fully autonomous trucks, if widely adopted, could save up to 25% of their trucking costs showing high willingness to adopt. However, the survey found that just 10% of truck OEMs had adopted some form of semi-autonomous or autonomous mobility within their operations. An additional 11% said they will adopt the technology in the next three years. Cost is still the deciding factor for these firms when considering autonomous technology. Nearly 90% of manufacturers said they would adopt autonomous mobility if it provided a cost/mile advantage. The survey further raised the question of whether such a shift to self-driving trucks would be embraced by workforces knowing that it has the potential to eliminate their jobs. It predicts that autonomous trucks will “usher in a new generation of logistics technicians” to oversee the software and algorithms that may be in driver’s seats of the future. In a separate survey conducted by clean technology consultant Gladstein, Neandross & Associates (a well- known heavy-duty truck consulting firm) on 250 US based fleets that use clean fuels including propane, compressed natural gas, battery-electric vehicles, or fuel-cell-electric, nearly 85% report that their use of clean vehicle technologies will grow over the next five years. Hydrogen trucks are on the horizon with 150 hydrogen heavy-duty truck orders in 20216. Figure 5 compiles the key willingness to pay considerations across the stakeholders of the trucking value chain.

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