Auto & Heavy Industry Outlook

H2/fuel cell diversification & OEM-supplier relations recovery amid EV slowdown

H2/fuel cell diversification & OEM-supplier relations recovery amid EV slowdown

BMW-Toyota FCEV 2028; heavy equip contrast (CAT/Deere); Kodiak AI trucks momentum; excavation equipment $65.1B 2026. AI Construction report and construction tech podcast signal robotics/AI adoption driven by labor shortages in heavy industry.

Sources (12)
Updated May 20, 2026