Fuel Cells (Industry forecasts for 2012, 2017 & 2025)

Table of Contents

INTRODUCTION

I. EXECUTIVE SUMMARY

II. MARKET ENVIRONMENT

• General
• Macroeconomic Environment
• Long-Term Trends
• Industrial Sector Outlook
  • Power Generation Sector
  • Motor Vehicle Sector
  • Electronics & Communications Sector
  • Chemicals Sector
  • Military/Aerospace Sector
  • Public/Institutional Sector
• Cost/Pricing Dynamics
• Legal & Regulatory Environment
• International Environment
  • World Fuel Cell Markets
  • International Fuel Cell Programs
  • Foreign Trade & Multinational Investment

III. TECHNOLOGY

• General
• Basic Electrical Properties
• Fuel Cell Construction & Operation
• Fuel Cell Chemistries
  • Alkaline
  • Direct Methanol
  • Molten Carbonate
  • Phosphoric Acid
  • Proton-Exchange Membrane
  • Solid-Oxide
  • Other
• Hydrogen Fuel Sources
• Fuel Cell Materials
  • Catalysts
  • Electrodes, Electrolytes & Plates
  • Nanotechnology
• Alternative Sources of Power
  • Batteries
  • Internal Combustion Engines
  • Turbines & Microturbines
  • Other Sources of Power

IV. PRODUCTS

• General
• Commercial Fuel Cell Demand
• Fuel Cell Stacks & Systems
  • Proton-Exchange Membrane
  • Phosphoric Acid
  • Molten Carbonate
  • Solid-Oxide
  • Alkaline
  • Direct Methanol
  • Other
• Fuel Cell Fuels
  • Hydrocarbon-Based
  • Pure Hydrogen
  • Renewable Sources
  • Other
• Fuel Cell Electronic Devices
  • Test Equipment
  • Power Conditioning Devices
  • Controls & Other
• Other Fuel Cell Products & Services
  • Fuel Cell Services
  • Stack Components
  • Fuel Cell Reformers & Processors
  • Fuel Cell Storage Devices
  • All Other

V. MARKETS

• General
• US Fuel Cell Programs
• Electric Power Generation
  • Industry Outlook
  • Fuel Cell Market
    • Miocropower
    • Large-Scale
• Motor Vehicles
  • Industry Outlook
  • Fuel Cell Market
    • Light Vehicles
    • Medium/Heavy Vehicles
• Backup Power Supplies
• Military/Aerospace
  • Defense & Space Outlook
  • Fuel Cell Market
• Portable Electronics
  • Portable Electronics Outlook
  • Fuel Cell Market
• Other Fuel Cell Markets
  • Motive Power
  • All Other

VI. INDUSTRY STRUCTURE

• General
• Industry Composition
• Market Share
  • UTC Power
  • FuelCell Energy
  • Ballard Power Systems
  • Teledyne Technologies
  • Other Companies
• Research & Product Development
• Manufacturing
• Marketing & Distribution
• Cooperative Agreements
• Financial Requirements
• Acquisitions & Divestitures

• COMPANY PROFILES
  • Acumentrics Corporation
  • Advanced Energy Technology, see GrafTech International
  • Air Products and Chemicals Incorporated
  • Apollo Energy Systems Incorporated
  • Automotive Fuel Cell Cooperation Corporation, see Ballard Power Systems, Daimler AG and Ford Motor
  • Ballard Power Systems Incorporated
  • Bridgeport Fuel Cell Park LLC, see FuelCell Energy
  • Cellex Power Products Incorporated, see Plug Power
  • Chrysler LLC
  • Daimler AG
  • Delphi Corporation
  • Distributed Energy Systems Corporation
  • DuPont (EI) de Nemours
  • ElectroChem Incorporated
  • Ford Motor Company
  • Fuel Cell Technologies Corporation, see Acumentrics
  • FuelCell Energy Incorporated
  • General Hydrogen Corporation, see Plug Power
  • General Motors Corporation
  • Gore (WL) & Associates Incorporated
  • GrafTech International Limited
  • Honda Motor Company Limited
  • Hydrogenics Corporation
  • IdaTech LLC
  • Jadoo Power Systems Incorporated
  • Johnson Matthey plc
  • Manhattan Scientifics Incorporated
  • McDermott International Incorporated
  • Medis Technologies Limited
  • Mesoscopic Devices LLC, see Protonex
  • Methanex Corporation
  • Motorola Incorporated
  • Northern Power Systems, see Distributed Energy
  • Nuvera Fuel Cells Incorporated
  • Plug Power Incorporated
  • Proton Energy Systems, see Distributed Energy
  • Protonex Technology Corporation
  • Quantum Fuel Systems Technologies Worldwide Incorporated
  • ReliOn Incorporated
  • Rolls-Royce plc
  • Siemens AG
  • SOFCo-EFS Holdings LLC, see Rolls-Royce plc
  • Teledyne Technologies Incorporated
  • Toyota Motor Corporation
  • United Technologies Corporation
  • UTC Power, see United Technologies Corporation
• Other Companies Mentioned in Study

LIST OF TABLES

SECTION I -- EXECUTIVE SUMMARY

• Summary Table

SECTION II -- MARKET ENVIRONMENT

• 1 Economic Indicators
• 2 Industrial Sector Indicators
• 3 Electricity Supply & Demand
• 4 Motor Vehicle Parts & Shipments
• 5 Computer & Electronic Product Shipments
• 6 Chemical Shipments
• 7 Aerospace Equipment Shipments
• 8 Government Spending & Investment Trends
• 9 World Fuel Cell Spending
• 10 Selected International Fuel Cell Programs

SECTION III -- TECHNOLOGY

• 1 Battery Supply & Demand
• 2 Internal Combustion Engine Shipments
• 3 Turbine & Turbine Generator Demand
• 4 Selected Micropower Product Demand

SECTION IV -- PRODUCTS

• 1 Total Fuel Cell Spending
• 2 Commercial Fuel Cell Demand
• 3 Fuel Cell Stack & System Demand
• 4 Proton-Exchange Membrane Fuel Cell Demand
• 5 Phosphoric Acid Fuel Cell Demand
• 6 Molten Carbonate Fuel Cell Demand
• 7 Solid-Oxide Fuel Cell Demand
• 8 Alkaline Fuel Cell Demand
• 9 Direct Methanol Fuel Cell Demand
• 10 Other Fuel Cell Demand
• 11 Fuel Cell Fuels Demand
• 12 Hydrocarbon-Based Fuel Cell Fuels Demand
• 13 Pure Hydrogen Fuel Cell Fuels Demand
• 14 Renewable Sources Fuel Cell Fuels Demand
• 15 Other Fuel Cell Fuels Demand
• 16 Fuel Cell Electronic Device Demand
• 17 Other Fuel Cell Products & Services Demand

SECTION V -- MARKETS

• 1 Fuel Cell Demand by Market
• 2 Selected US Fuel Cell Programs
• 3 Electric Power Generation
• 4 Electric Power Generation Fuel Cell Demand
• 5 Motor Vehicle Outlook
• 6 Motor Vehicle Fuel Cell Demand
• 7 Backup Power Supply Fuel Cell Demand
• 8 Defense Spending Trends
• 9 Military/Aerospace Fuel Cell Demand
• 10 Wireless Communications & Portable Computing Device Demand
• 11 Portable Electronics Fuel Cell Demand
• 12 Other Fuel Cell Demand

SECTION VI -- INDUSTRY STRUCTURE

• 1 US Fuel Cell Sales by Company, 2007
• 2 Research & Development Spending Patterns: Selected Fuel Cell Companies, 2005-2007
• 3 Selected Cooperative Agreements
• 4 Selected Acquisitions & Divestitures

LIST OF CHARTS

SECTION II - MARKET ENVIRONMENT

• 1 Average Energy Efficiency of Various Power Sources
• 2 Fuel Cell Pricing Patterns

SECTION III -- TECHNOLOGY

• 1 Basic Fuel Cell Construction
• 2 Gravimetric Energy Density of Various Power Conversion & Storage Systems

SECTION IV -- PRODUCTS

• 1 Fuel Cell Stack & System Demand by Chemistry, 2012

SECTION V -- MARKETS

• 1 Fuel Cell Demand by Market, 2012

SECTION VI -- INDUSTRY STRUCTURE

• 1 US Fuel Cell Market Share by Company, 2007