BörsenBuddy (@BoersenBuddy) on getquin

3Yr·

Hydrogen ETF - the hype of tomorrow💧?

Hydrogen is expected to be a key component of global energy and climate policy in the coming decades. Within the industry, the households as well as on the traffic of the roads the CO-2 emissions have increased & are to be reduced now💨.

The "green" hydrogen can be a cornerstone here & according to studies, the production capacity should increase from 2019-2030 from 40,000 - to 5.7 million tons annually🌍.

Which title for the depot🧐?

Hydrogen companies such as Nel or even Plug Power are players in the industry & could benefit from the increasing demand. In addition, there are 2 ETFs that also target this industry🤨:

1 l L&G Hydrogen Economy UCITS ETF.

🎯 32 positions

💰0.49% TER

🏦 €393 million Fund size

2 l VanEck Vectors Hydrogen Economy UCITS ETF

🎯 25 positions

💰0.55% TER

🏦 45 Mio € Fund size

The ETFs offer us the opportunity to spread the risk more easily & not have to focus on individual companies. Thus, we can "more easily" map the industry with the awareness that the non-profitable companies of the industry are also included🥸.

Do you hold hydrogen ETFs or do you prefer to focus on individual stocks?🎯

What do you think of the industry, does it have future potential?🚀

WISH QUESTION FOR THE BUDDYS🤪

Would you like to have a small ETF presentation on one of the stocks with all its key fundamentals?⚡️

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Source: Investing.com , The Motley Fool, Finance 100, JustETF

31 Comments

Daniel@Bubblebuster

3Yr

Hydrogen is not the solution for the broad market, in my opinion. Trucks yes, cars no.

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Roman@-Helmut-

3Yr

Too expensive to produce, store and transport. Too little energetic output. As a chemist, I think hydrogen has one foot in the grave as an energy carrier and will not become established.

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Raphael Steil@TheRealRapha

3Yr

For me, this is a clear yes, and here's why: Hydrogen is, after all, extremely energy dense (1Kg of hydrogen gas contains 3x as much energy as oil), but can be produced from both renewable energies and fossil fuels. Hence the distinction between green and gray hydrogen. The problem with clean hydrogen is the production chain and whether enough can be produced at all to meet the growing demand, so I think hydrogen should be used to decarbonize energy-intensive sectors like freight transport or chemical production. If this becomes the focus, then it will definitely become a very valid trend, otherwise I am less optimistic about it.

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Aktienblut@Aktienblut

3Yr

I am invested here for the long term, I hold individual positions for the next 5-15 years👍

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Matti. A.@Bkay1987

3Yr

Hydrogen will clearly be the future! So as an insider, even in NRW or in Wesseling and Cologne Godorf there is the Shell2030 project for Shell. Until 2030, the old refinery is dismantled and completely converted to hydrogen production! That should already mean something.....

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Roc2103@Roc2103

3Yr

Unfortunately, the hype here has flattened out somewhat...... No investment from my side.🆘

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How$y 🗽@Howsy

3Yr

As Godfather Christian Lindner always says, the further development of drive systems must be free of ideology. Electricity is certainly not the (ecological) panacea, just as hydrogen is currently not a viable means of propulsion. Should we therefore rule it out from the outset? Not at all! In the end, it is the market that decides, as long as it has not been influenced by political intervention (electromobility). Nevertheless, I would not invest directly in a hydrogen ETF. Without knowing the exact content, I suspect that all the small "start-up" like companies like Nel, Ballard, Plug are collected there, which so far had good short-term returns mainly because of the hype. For me this is not an investment, but rather a bet. I would rather invest in a blue chip like Linde.

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