Companies in the production of hydrogen from renewable sources include Norway-based Nel ASA. Connecticut-based FuelCell Energy and Toyota are among those actively engaged in fuel cell technology. What’s the Bottom Line on Investing in Hydrogen?
Are hydrogen and renewables a good investment?
Hydrogen and renewables are steaming hot right now as investments. Governments around the world support green hydrogen production and applications. I will present a lot of companies active in the hydrogen economy. These companies are mostly at high valuation levels. Looking for a portfolio of ideas like this one?
How much do developers need to invest in hydrogen?
Developers will need to invest around US$100 billion to support supply growth up to 2030 and an additional US$500 billion by 2050. In short, the hydrogen opportunity is huge – and growing. Our Hydrogen strategic planning outlook explores a low-carbon hydrogen supply forecast driven by policy, costs, the growing project pipeline and market dynamics.
Is there an ETF for hydrogen?
Yes, there is an ETF for hydrogen. The Global X Hydrogen ETF launched in the summer of 2021 and invests in several companies that are producing hydrogen and manufacturing products with hydrogen fuel cells. To be included in the ETF, each company must make 50% of its revenue from hydrogen.
