ACT Expo Highlights: Hammer Down Talks Clean Trucking Technology with Leaders from OneH2, Schaeffler, and WEX

Hey, everybody. Welcome to Hammer Down on the Market Scale Network. I'm your host, Mike Busch, coming to you from Act Expo. If you haven't heard me talk about the Act Expo, well, you haven't been listening all that well. ACT Expo, which is Advanced Clean Truck, is perhaps the most optimistic show in all of trade show. It focuses on the green technologies, that are improving the environment, empowering the supply chain, and really transforming the world. Over the next few episodes, I'm gonna bring you a ton of views, news, and cool things I saw at the show. Thanks for checking it out. Who's been your customer so far? Who's your perfect world like? Like, what is the perfect use case for this? Really, we since we got so many different mobile fuelers, we got many use cases. Think about whatever if you need hydrogen and you need you don't have a lot of real estate, but also you need it quickly. Like, you need it next day. This guy can just drive up and actually start fueling provided you get your authorities, you know, having basically permits except in place. Gotcha. And you you help people get their permits and all that stuff? Yes. Totally. We help everything. So since this is a new technology, even authorities are also learning more about it. Sure. So there's a learning curve. We help them understand, hey. This has been used to so many different places in US. So it's not just, you know, first time we're doing it. This has already been fueling in California, Texas, Georgia, Michigan, etcetera. So we have done many fueling events with this guy. This was this technology is deployed since last year. Okay. Okay. So we're we're at ACT Expo. Yep. What are what are some of the things that that you're bringing forward in this initial focus on clean trucking? We are we have a pretty comprehensive display here in terms of our electric portfolio. So that starts from individual components that, go into an e axle, but also includes a whole e axle in itself. Right? So if a customer comes to us and says, hey. I need help designing a certain e axle. We can help them with that. We can help designing the overall system, and but then we don't stop there. Right? We don't just design that. We we manufacture it as well. We we make the components behind it. We put it together in assembly and, you know, sell sell that to our customer. Can we, can we take a tour? Absolutely. Awesome. What we see here is an example of a electric e axle or an e axle for a class eight heavy duty truck. Right? So we have, obviously, the mechanical structure of the axle itself. Here you see a a stamped housing, where the wheel ends attached to that, and then it's driven by two electric motors. We're use utilizing this part here as a demonstrator project, not so much as a part that that is in production, but it's a demonstrate a technology demonstration of what we can do. Alright. So, then if you take, one step further here, what I showed is the the e axle. Right? So we need electricity to drive the e axle. That that electricity can come either from a battery system or can be powered by a fuel cell system. So fuel cells is the other side of, electrification. You take hydrogen, con and and convert that hydrogen into electricity that you can use to, to charge the battery and drive the truck. Over here, we're showing, you know, without going into too much detail, but here we're showing a little bit of our product portfolio that supports the conventional internal combustion engines. You know, you we're seeing some products here that go into the valve train that help the combustion engine to become more efficient, to burn less fuel, to put out less carbon dioxide, and overall helps in the equation for for carbon reduced, transportation. Another great example here is, now I'm at the risk of getting too technical, but this is what's called a p one hybrid module. So it's a it's a generator that's hooked up directly to the internal combustion engine, and it provides the electrical energy to power an electric heater in the after treatment system. So, it allows us to reduce emissions or allows the OEM to reduce emissions to bring up the after treatment system up to operating temperatures much faster and and basically meet the finish the standards that the industry is Sure. Got it. Pricing. Because this is something most people don't think about. Like, if I drive for Amazon or, you know, whatever company it might be, I might be using my own vehicle, but I might be using the company starting it in my house. So is Amazon or Amazon's an an example I'm not I'm not calling Amazon out, but Amazon is one example of a company that might ask ask people to charge the vehicle. Hell, maybe it's not so fair to say, hey. Can you pay your electric bill when, recharging my truck? You know what I mean? Okay. So and and it is a problem for in all sorts of ways. And we what we have is, many of our customers are, I would say, midsize fleets. They're big enough that they can afford to do to to set their customer employers employees up with, EVs, but not Amazon. So that's a different thing altogether. Yeah. So our program is quite simple. We have a mechanism where you can order a charger online from us, and we have a a third party who will install it for you. You can onboard your charger with our app. And it says, okay. I wanna onboard this charger. It's at my house and things like that. It's private. Just mine. Don't advertise the world where my house is. But you onboard it, including we work with a partner to connect yourself with whatever utility it is you're working with. And we then capture every time you charge a vehicle, it captures it and puts it all on your on the billing statement for that card. And then the employer just so they can either bulk approve them all every month to approve all this, and we literally issue a check to the employee to cover their electricity costs. That's amazing. Yeah.