Jane Hunter, CEO, Tritium:
Yeah, look, no, absolutely. And I think one of the biggest changes weve seen since the announcement is really the north American market coming online in
a big way. So starting to mature enormously just in terms of the size of the orders that are being discussed with customers and more high power charging than weve previously seen in the US. And its already had an impact. So I think when
we put out the investor pack on the slide which has percentages of revenue, which is slide 19, it 70% Europe, 20% north America, 10% Asia pack. And even in the last six months, thats become 60% Europe, 30% north America, 10% Asia pack. So I
think thats the biggest trend weve seen, Gabe Daoud Jr., Cowen is a really large amount of demand coming online in the US whether its driven by President Bidens announcements, or whether its just driven by the market
which we saw hit the tipping point and go right over. Theres just a lot of buoyancy. And in a lot of different areas that we havent seen before. So fleet really starting to come online for our chargers. We had a recent sale by one of our
resellers, Siemens of 202 50 kilowatts. But that customer is talking about the next order being 1,200. So if you think about the fact that at the time that we put this pack together, I think if we jump up to slide six, we had fielded 4,400 DC fast
chargers at that date. It would be higher now, significantly higher in last six months. And then think about the fact that theres one American customer talking about an order of 1,100 50 kilowatts. And weve also started to talk to
workplaces in the States. So weve got a defense customer in the States, and not one of the large global primes, a smaller defense customer is talking about starting with 100 50 kilowatt chargers in their workplace, and then taking that up to
200. So as workplaces come online, we expect that to be another huge segment that we havent seen. EV ride share, Revel in New York. So 35 charges at a site in Brooklyn and theyre guide open a number of sites across four or five large
cities across the States running fleets of Teslas. So thats really been the biggest jump that weve seen, Gabe Daoud Jr., Cowen. And then alongside that, theres been a lot of global tenders all occurring at a similar time. So
weve been participating in bids with people like Shell, BP, a lot of fuel bids all occurring at the same time. So its very busy time. Theres a lot of pent up demand. But I think the biggest trend weve seen is just north
America really coming online.
Gabe Daoud Jr., Cowen:
Great. Great. Thats great to hear. Well, okay, well leave it there. I think were out of time. Jane Hunter, CEO, Tritium and David, thank you
so much.
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Forward-Looking Statements
Certain statements made in this document are forward-looking statements with respect to the transaction between Decarbonization Plus Acquisition
Corporation II, a Delaware corporation (DCRN), Tritium Holdings Pty Ltd, an Australian proprietary company limited by shares (Tritium), and Tritium DCFC Limited, an Australian public company limited by shares
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