Contact

H2 profits from the crisis 

By

April 16, 2022

Image titel:

Sources:

H2 profits from the crisis 

Unfortunately, it must be stated so: the global increase in the price of oil and gas or LNG, which is also fueled by Russia’s bellicose actions here in Europe, is beneficial for the ramp-up of the hydrogen economy, since at the end of the day, aside from climate and economic policy issues and price, it’s about the ensured availability and delivery of energy. So there is a winner in this crisis: hydrogen green hydrogen. 

Because hydrogen is set to become a new commodity, a tradeable good, in more and more regions of the world. And in large quantities, for better and better negotiation conditions. It is therefore growing into a serious competitor of the battery, since the raw materials for such are becoming scarcer and more expensive, as is the price for electricity. Its assumed advantages, lower costs for travel, are increasingly losing meaning. 

Advertisements

The current crisis situation is letting investments in hydrogen – production, warehousing, transport, marketsrise dramatically, where much still needs to be done before a sufficient guarantee of availability is reached. In a sense, the markets around hydrogen and fuel cells have been dealt a favorable hand, which in turn benefits the shares of the listed companies in this industry. 

Energy prices skyrocket 

Advertisements

On the stock market, the first few months of the year have produced only very weak share prices for the listed companies discussed here. Nevertheless, there have recently been noticeable upward trends again, even if the solid prices from the beginning of 2021 stillseem very far away. Some short sellers have also made their contribution to this and additionally depressed weak prices. This is now coming to an end and the direction is finally changing, as the companies are very well positioned and publish thoroughly satisfying news with respect to their growth prospects, new products, partnerships and JVs, and above all, strongly increasing influx of orders for their production sites (e.g. stacks, electrolyzers). 

While the shares of oil companies in particular rose sharply because of the skyrocketing energy prices, this group has the potential to be replaced by those of the hydrogen economy in the long run. However, it should be added that at the same time very large corporations from the fossil industry (gas and oil) have recognized hydrogen’s potential and have massively invested in this area, since hydrogen will replace oil and natural gas, even though this could still take many decades. The journey is the destination. 

Market momentum picks upworldwide 

Daily, reports come in about new major projects and initiatives in countries all over the world involving the production of hydrogen, especially the green kind. In addition, countries such as India have now also announced very ambitious hydrogen programs. This year, 26 nations are to publicly share their country-specific H2 strategy or news about their implementation. In 2021, it was already 21.[…]

… Read this article to the end in the latest H2-International

Author: Sven Jösting, written March 15th, 2022 

 

Kategorien: Germany

Here are interesting and current articles on the topic of hydrogen – stocks and the stock market!

Economic prospects for companies in the hydrogen sector | Future, stocks & hydrogen companies on the stock exchange and more…

Which hydrogen companies will prevail in the competitive market in the long term? Get tips and cartwheels and learn more about risks or opportunities. Our stock market specialist and expert author Sven Jösting reports critically, independently and competently.

Mar 18 2024

Search for the ideal hydrogen storage

Interview with Thomas Korn, CEO of water stuff & sun Startup company water stuff & sun has...
Mar 15 2024

Is exponential growth slowing down?

Fuel Cell Industry Review 2022 Year 2022 saw fuel cell shipments creep up over 2021 numbers,...
Mar 11 2024

On the way to becoming a green hydrogen partner

Oman aims to score points with H2 infrastructure Wind, sun and loads of expertise – these...
Mar 07 2024

We can master a scale-up for green hydrogen

Interview with Dr. Kai Fischer, Director at RWTH Aachen The efficient scaling of green hydrogen...
Mar 07 2024

Frustration over continuing uncertainties

Interview with Jorgo Chatzimarkakis, CEO of Hydrogen Europe There is a lot that needs sorting out...
Mar 05 2024

“If ever there was momentum for hydrogen, it is now”

Interview with Dr. Jochen Köckler, chairman of Deutsche Messe “We’re bringing people together.”...
Feb 28 2024

H2Direkt: Blueprint for heating with pure H2

The energy providers Thüga und Energie Südbayern (ESB) as well as Energienetze Bayern have...
Feb 26 2024

Just switch over?

Hydrogen in the existing natural gas network Whether hydrogen contributes to the clean heating...
Feb 26 2024

Pilot plant for coating bipolar plates

At Fraunhofer FEP (Fraunhofer-Institut für Organische Elektronik, Elektronenstrahl- und...
Feb 20 2024

55 MW electrolyzer to decarbonize Saarland

Hydrogen Regions series: HydroHub Fenne living lab The power plant site in Fenne, Völklingen, a...
Feb 20 2024

Chicken feathers as FC membrane material

Feathers from chickens or other poultry could in the future help make fuel cells more effective...
Feb 15 2024

SMEs demand more security

Guest article by André Steinau, CEO of GP Joule Hydrogen After all, the Ampel Coalition leading...
Feb 15 2024

Accelerated expansion of renewable energies

RED III is here – Elsewhere, the wait continues Progress is being made at EU level – albeit...
Feb 12 2024

Picea 2 relies on lithium instead of lead

HPS presents new product generation The company HPS Home Power Solutions has unveiled a new...
Feb 12 2024

H2 production by photocatalysis

The direct generation of hydrogen from sunlight has long been considered the most elegant solution...
Feb 05 2024

Regional instead of international

Hy-Fcell has it difficult asserting itself The aspiration of Landesmesse Stuttgart with Hy-Fcell...
Feb 01 2024

Hydrogeit Verlag turns 20 years old

Hydrogeit Verlag is proudly celebrating its 20th anniversary as a renowned specialist publisher in...
Jan 26 2024

Stracke other H2Now managing director

BMV Energy GmbH is entering the market as another player in hydrogen refueling stations. The...
Jan 26 2024

Starting points for a comprehensive hydrogen ramp-up

Industry congress GAT 2023 in Cologne To establish a functioning hydrogen economy, the entire...
Jan 26 2024

The industry highpoint in autumn

Hydrogen Technology Expo total success In autumn 2023 as well, the Hydrogen Technology Expo was...

0 Comments

Leave a Reply