TerSol’s North American operations are strategically positioned at the intersection of two powerful market forces: the urgent need to decarbonize heavy transport and the growing impossibility of grid-based electrification in the near term.

The North American Market Reality

The “All-Electric” timeline has broken in North America. AI data center power demand is projected to reach 75.8 GW in 2026 alone, consuming grid capacity previously earmarked for transportation electrification. US grid transmission queues now face delays of 7–10 years, making widespread fleet electrification impossible in the near term. Heavy-duty trucks account for over 70% of ICE CO₂ emissions, yet electric truck TCO parity isn’t expected until 2030.

The trucking, rail, and logistics sectors must decarbonize immediately using the liquid infrastructure they already have. C2X™ answers this critical need.

Value Proposition for Fleet Operators

  • 11.4%+ Fuel Cost Reduction: Immediate savings on fuel spend across diesel-powered fleets
  • 50% CO₂ Reduction: Compared to current B5 Diesel blends, delivering meaningful environmental impact
  • Zero Infrastructure CapEx: Works with existing pipelines, tanks, and engines—no charging stations, no grid upgrades
  • Cost-Neutral at the Pump: C2X™ blends match standard diesel pricing, offering a “free” carbon reduction to fleet operators

Economic Resilience: Federal Subsidy Capture

The transition from the $1/gallon blender’s tax credit (Section 40A) to the Section 45Z Clean Fuel Production Credit in 2025 has created significant market disruption, with biodiesel and renewable diesel volumes declining over 58%. TerSol’s C2X™ is uniquely positioned to capture value in this restructured incentive landscape as a domestically produced clean fuel additive.

Measurable Results

Since launching our North American operations, we have achieved:

  • 30% Reduction in fleet emissions across participating companies
  • 15% Improvement in average fuel efficiency for long-haul trucking
  • $2.3 Million in cumulative fuel cost savings for our partners
  • 50+ Fleet Partners across the United States and Canada

Strategic Market Presence

  • Regional Distribution Centers: Strategically located facilities ensure rapid deployment across major trucking corridors
  • Fleet Partnerships: Direct partnerships with major trucking companies and logistics providers
  • Regulatory Compliance: Full compliance with EPA and Transport Canada environmental standards
  • Technical Support: Local technical teams provide on-site support and optimization services

Revenue Model

Projected $8M/year revenue per biodiesel facility based on a $0.25/gallon licensing fee. As global EV mandates soften and grid constraints tighten, demand for high-efficiency liquid fuel additives is projected to outpace initial estimates. Target: 40 licensed facilities by Year 10.