Air Liquide joins truck makers to scale European hydrogen mobility value chain

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Air Liquide joins truck makers to scale European hydrogen mobility value chain

· Air Liquide · Partnerships

Air Liquide, alongside Volvo Group, Daimler Truck, Toyota, Bosch, TotalEnergies, TEAL Mobility and MB Energy, unveiled plans at IAA Transportation to accelerate hydrogen-powered truck rollout across Europe. Daimler Truck plans a small series of 100 next-generation fuel cell trucks in customer operations from late 2026, and the group targets scalable hydrogen truck deployment by 2030. TEAL Mobility is a 50/50 joint venture between TotalEnergies and Air Liquide, and the partners aim for refueling stations capable of serving up to 100 trucks per day.

Why it matters

Coordinated liquid and gaseous hydrogen supply chain build-out, plus requested German-style incentives and AFIR-aligned funding, could create sustained demand for industrial hydrogen and refueling infrastructure across Europe.

Key facts

Companies Air Liquide, Volvo Group, Daimler Truck, Toyota Motor Corporation, Bosch, TotalEnergies, TEAL Mobility, MB Energy
Chemicals hydrogen, liquid hydrogen, gaseous hydrogen
Capacity Refueling stations able to refuel up to 100 trucks per day; Daimler Truck small series of 100 next-generation fuel cell trucks
Investment Daimler Truck invests a mid-three-digit million euro amount in hydrogen trucks by the end of the decade
Location Germany (launchpad); Europe-wide scaling
Timing 2026-09-15, from end of 2026, by 2030, next year (H2 ICE market launch)
Partners TotalEnergies, TEAL Mobility, MB Energy, Volvo Group, Daimler Truck, Toyota Motor Corporation, Bosch
End uses hydrogen-powered trucks, heavy-duty freight transport, logistics

Market context

Hydrogen is used across refining, ammonia and methanol production, metals processing, electronics and food, and it is increasingly being positioned as a fuel for heavy-duty vehicles. Liquid hydrogen suits long-haul trucking because it stores far more energy per unit volume than compressed gas, while gaseous hydrogen remains common for depots and fleets with shorter routes. Demand in this segment depends on vehicle availability, refueling networks and the supply of low-carbon hydrogen, so producers of industrial gases tend to move alongside vehicle makers and energy companies. When supply chains are built out in a coordinated way, production, liquefaction, storage, distribution and station capacity have to expand together, which can reshape logistics costs and favor suppliers that already hold the infrastructure. Public funding and regulatory frameworks often determine how quickly such projects move from pilot scale to repeatable commercial volumes.

Source: official release on airliquide.com. Summary and context written by Market Krystal.

Hydrogen trade, HS 2804.10

India imports, Jul 2026$0.0M$534.00/kg
USA imports, Jul 2026$8.5M–
EU imports, Jul 2026$1.1M$14.32/kg

Official customs data (UN Comtrade). See the full trade picture in Trade Pulse

About Air Liquide

Industrial gases · France · No. 9 in the Market Krystal chemical company ranking · chemical sales about $30.5B.

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