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
6 January 2026
Shifts in government policy and rising power demand will shape the clean hydrogen sector as it attempts to gain momentum following a sluggish performance in 2025
23 December 2025
Government backing and inflow of private capital point to breakthrough year for rising star of the country’s clean energy sector
19 December 2025
The hydrogen industry faces an important choice: coordinated co-evolution or patched-together piecemeal development. The way forward is integrated co-evolution, and freight corridors are a good example
10 December 2025
Project developer Meld Energy ready to accelerate 100MW project in Humber region after securing investment from energy transition arm of private equity firm Schroders Capital
