I follow technology-driven changes reshaping transportation.

Cummins is a top maker of heavy-duty diesel engines but the company is gearing up for a zero-emissions future with big plans to supply hydrogen-electric power systems and electrolyzers that make the clean fuel. And while its core market is trucks, trains and buses look like a bigger commercial opportunity in the near term.

The Columbus, Indiana-based manufacturer, which supplies diesel engines for boats, heavy-duty pickups, delivery vehicles, buses and semis, laid out a comprehensive strategy in its “Hydrogen Day” presentation, covering its production of fuel cells, stationary power systems, fuel tanks and electrolyzers to help companies make their own hydrogen. Cummins is testing hydrogen-powered big rigs, but expects both transit operators and steelmakers needing to lower their carbon emissions to be the best early markets, Chairman and CEO Tom Linebarger tells Forbes.

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