Hydrogen heavy-duty mobility is seeing strong growth
Fuel-cell competition heats up as rivals target heavy-duty mobility
Diesel engine supplier Cummins emerges as significant competitor with target of $400mn electrolyser sales by 2025
Ballard Power Systems has long been the leading global supplier of proton exchange membrane (PEM) fuel-cell technology for manufacturers of buses, trucks, trains and ships. But it appears Cummins, best known as a leading maker of heavy-duty diesel engines, has quickly become a significant competitor to Ballard in the soon-to-surge heavy-duty mobility space. “We currently see a very dynamic and evolving competitive landscape, and the Cummins acquisition of Hydrogenics a couple years ago makes them a good example,” Guy McAree, Ballard’s director of investor relations, tells Hydrogen Economist. “Cummins has the size, global footprint and history to successfully scale and refine fuel-cell
Also in this section
4 February 2026
Europe’s largest electrolyser manufacturers are losing patience with policymakers as sluggish growth in the green hydrogen sector undermines their decision to expand production capacity
2 February 2026
As a fertiliser feedstock, it is indispensable, but ammonia’s potential as a carbon-free energy carrier is also making it central to global decarbonisation strategies
28 January 2026
The development of hydrogen’s distribution system must speed up if the industry is to stand any chance of grabbing a meaningful slice of the low-carbon energy market
14 January 2026
Continent’s governments must seize the green hydrogen opportunity by refining policies and ramping up the development of supply chains and infrastructure
