growth in clean fuel

alternative hydrogen in North America Company sees market starting to pick up in commercial vehicles

Automotive supplier Forvia has bold plans for hydrogen growth in North America as it weans itself from internal combustion and zeros in on a niche outside of pure electric batteries.

e French company, whose North American base is in Auburn Hills, has invested more than $300 million in hydrogen since 2018 — primarily in Europe and Asia as the clean fuel alternative has failed to gain traction in the U.S.

North America, with prototype and pre-series builds for tank and hydrogen storage systems as well as validation testing, Shappell said.

Spokeswoman Misty Matthews declined to detail the investment or where the pilot line would go but said she expects an announcement to be forthcoming.

A likely landing spot in Southeast Michigan could be the American Center for Mobility in Ypsilanti Township, where a rst-of-its-kind hydrogen hub is expected to open.

ufacturers in the U.S. to play catchup, Abdel-Baset said.

“ is is the rst time in the U.S. we’ve seen that kind of commitment,” he said. “We’ve seen a big uptick in the quoting activity.”

Belle Tire on Tuesday announced the acquisition of Toledo, Ohio-based Tireman Auto Service Centers. | FILE

DEALS & DETAILS



Contracts

 Lumenore, Madison Heights, a business intelligence platform, has a contract with iQ Innovation Hub LLP, Pune, India, an integrated technology partner, to increase business momentum and expansion into the U.S., European Union and Indian markets. Website: lumenore.com

 Altair, Troy, an information technology company, has a license agreement with TU Delft, the Netherlands, a public technical university, for use of 1 million Altair unitsto access simulation, data analytics, AI, and high-performance computing software solutions. Altair also has been named the o cial computational science and arti cial intelligence partner for the New York Yacht Club American Magic, challenger for the 37th America’s Cup. Altair will provide the team with software technology, consulting services, and two “work streams” to improve boat and sailor performance. Website: altair.com

 EXPANSIONS

 Jobes Technology Solutions, Holly, a technology consulting rm, launched AccelHealth Systems, a platform to help health organizations, specialty provider networks, and hospital-based management organizations coordinate care.

Website: jobestech.com

 e Dental Hygiene Clinic at Macomb Community College, 27956 College Park Drive, Warren, a dental clinic, is now open and accepting patients. Phone: (586) 445-7161.

Website: macomb.edu/community/dental-clinic.html

 Athletico Physical erapy, Oak Brook, Ill., an orthopedic rehabilitation chain, has opened a new location at 10560 Hartland Square Drive, Unit 4, Hartland. Phone: (810) 279-2899.

Website: athletico.com/Hartland

However, the business case has changed in the past year, said Charles Shappell, director of zero emissions engineering for Forvia. Hydrogen is primed for its moment in the spotlight as more vehicle makers come to realize the need for hydrogen to hit emissions reduction goals and as billions of dollars in incentives for the technology from the federal In ation Reduction Act come down the pike.

“We see the market in the U.S. starting to pick up, especially as it relates to commercial vehicles,” Shappell said. “We’ve seen a lot of companies realizing that hydrogen is really the only true zero-emission option they have, so this has driven a lot of interest and a lot of activity in the hydrogen fuel cell for heavy-duty trucks and medium-duty trucks.” e company, which nalized its takeover of lighting giant Hella a year ago, is aiming for $3.7 billion in hydrogen sales by 2030. Its total revenue in 2022 was $25.5 billion. Forvia declined to say what percentage of it was tied to hydrogen.

Forvia is in talks to sell its commercial vehicle exhaust business in the U.S. and Europe to Cummins, it announced this month, marking a potential milestone in its ICE divestment and hydrogen growth plan.

As it looks to establish its hydrogen business outside of Europe and Asia, Forvia will launch a pilot line in

Reuben Sarkar, CEO of the center, has been working to diversify the state-backed testing and validation center from solely autonomous technologies to those going mainstream more quickly, such as hydrogen.

Sarkar declined to comment on “any prospective deals.”

Forvia’s hydrogen fuel technology is on the road in Europe with a commercial van by Stellantis as well as the Hyundai Xcient, marketed as the “world’s rst fuel cell heavy-duty truck.” ere are fewer than 50 hydrogen fueling stations in the U.S. today, with nearly every one of them in California, according to the U.S. Department of Energy. By comparison, there are several hundred in Europe, which is quickly scaling up. e In ation Reduction Act, which calls for a $3/kg incentive for zero-carbon hydrogen, is fueling man-

Its hydrogen products are not in production in the U.S. A big reason is lack of infrastructure and urgency from OEMs, said Tarek Abdel-Baset, Forvia’s chief engineer of hydrogen storage systems for North America.

Forvia is in talks with U.S.-based OEMs for hydrogen fuel systems on commercial vans to semi-trucks. While automakers are focused mainly on plug-in electric for passenger cars, batteries have their limitations, Abdel-Baset said. ey are very heavy and bulky, especially those with enough energy to power a big truck. at cuts into storage space, which is a major drawback for delivery vehicles. Additionally — at least with the current technology — they take longer to charge and lack the range o ered by hydrogen fuel tanks, which can be lled in a handful of minutes for 400-500 miles of range. e initial adopters of the technology in the U.S. are expected to be eet vehicles, such as those used by Amazon, Walmart and FedEx, plus utility trucks and any companies that operate from a central hub, where hydrogen tanks can be installed.

“ e rst high-volume production vehicles are starting to hit the road as early as 2026 and accelerating rapidly through 2030,” Shappell said. “How rapidly remains to be seen.”

Contact: knagl@crain.com; (313) 446-0337; @kurt_nagl