Pooling demand for a new product or service is an effective strategy to mitigate risks associated with the upfront investment needed to scale supply. The Tranzero Initiative is a prime example of co-located companies – some of them traditionally being competitors – collaborating to create synergies for their energy transition. This initiative comprises Stena Line (one of Europe’s largest ferry companies), the Port of Gothenburg in Sweden and world-leading providers of transport solutions Volvo Group and Scania. It aims to establish a unified demand signal for clean energy, initially focusing on the decarbonization of the 1 million truck transports annually passing through the Port of Gothenburg, the largest port in Scandinavia. As concrete results of the Tranzero Initiative, charging infrastructure for electric trucks has been established, comprising a total of 14 charging stations at strategic locations in and close to the port. In the meantime, the number of electric trucks in the port area has increased from less than a handful to over 100. Also, in October 2024, a hydrogen filling station was inaugurated in the middle of the port area, specially designed to cater for trucks and port terminal equipment. Having identified the supply of green electricity as a crucial factor for scaling up the green transition, the partners of the Tranzero Initiative will now widen the cluster collaboration to focus on the aggregated demand for a larger industrial area shifting all sectors into renewable power. Under the name Tranzero Energy, the cluster will also understand how the demand will affect prices and availability of electricity at a certain place and point in time and how any negative effects can be mitigated. This can be achieved by flexible power consumption customized for the industry cluster, helping to reduce costly peak-hour electricity demand (peak shaving), which in turn stabilizes the grid by alleviating power constraints during high-demand periods. Due to this, potential negative effects on the willingness to shift to electrification in the transport industry due to unpredictable cost and availability can be reduced. The initiative will provide local and national policy-makers and utility companies with insights into the current and future demand for renewable power to be able to make informed investment decisions. The Tranzero Initiative sends a strong message that collaboration is both essential and achievable in tackling future sustainability challenges. Joint efforts are crucial for overcoming barriers to accelerating availability of non-fossil energy and finding innovative ways to utilize existing resources. Initiatives like this pave the way for ongoing investments in cutting-edge solutions, as availability of non-fossil energy is a requirement for any vessel design. Niclas Mårtensson, Chief Executive Officer, Stena Line At the Port of Gothenburg, we are proud to support the Tranzero Initiative by providing the necessary infrastructure and access to fossil- free fuels. Our collaboration with industry leaders to aggregate demand for clean power and fuels was essential in creating clear demand signals for this infrastructure. Together, we will provide comprehensive demand signals for clean fuels and power to fuel producers, utility providers and government. Göran Eriksson, Chief Executive Officer, Port of Gothenburg Gothenburg harbour, SwedenCASE STUDY 8 Aggregating clean energy demand at the largest port in Scandinavia via the Tranzero Initiative Unleashing the Full Potential of Industrial Clusters: Infrastructure Solutions for Clean Energies 23

Unleashing the Potential of Industrial Clusters 2025