3Année·

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 Commentaires

Daniel@Bubblebuster

3Année

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

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KALLE@Sasiiio

3Année

Believing is not knowing, but we have seen again with the natural disaster that electric has no long-term possibility unless a super small battery is developed that lasts a very long time ... I still can't imagine most construction vehicles without diesel.

It will split and the economy (politics) plays a big role battery (car) hydrogen (truck) ... the problem in the end will be the conditions that are decided in Europe (Germany).

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Kr47@Kr47

3Année

@Sasiiio Are you aware that filling stations don't work without electricity?

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Fliegender Chichi Chickenwing@Chichi

3Année

@Bubblebuster cars yes trucks yes airplanes yes what else is there yes. Hydrogen is 1000 times lighter than a battery, the additional weight of the battery draws at least 10% of the energy actually consumed, with hydrogen this 10% is still usable. In addition, the performance of batteries decreases, so it is better to use the ingredients of batteries for important things where they are needed, but not to get a car from A to B, a car is not a toy!

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Voir toutes les 2 autres réponses

Roman@-Helmut-

3Année

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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BörsenBuddy@BoersenBuddy

3Année

@-Helmut- Thank you for your professional expertise😛Can certainly be helpful for some investment decisions 🚀

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Aktienblut@Aktienblut

3Année

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

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BörsenBuddy@BoersenBuddy

3Année

@Aktienblut May I ask in which individual securities?

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Matti. A.@Bkay1987

3Année

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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BörsenBuddy@BoersenBuddy

3Année

@Bkay1987 interesting info🚀 Thank you💸

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Raphael Steil@TheRealRapha

3Année

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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BörsenBuddy@BoersenBuddy

3Année

@TheRealRapha Thank you for the informative aspect🚀 I'm excited to see what the future holds

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Fliegender Chichi Chickenwing@Chichi

3Année

@TheRealRapha Hydrogen can be used everywhere in transportation. The only question is how little it will be worth at some point, when so many people are producing the stuff, perhaps it will soon no longer be worth selling hydrogen, so that production will be nationalized. Questions about questions, it will definitely get off to a good start.

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Roc2103@Roc2103

3Année

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

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BörsenBuddy@BoersenBuddy

3Année

@Roc2103 We also had a hype at that time around the 2000s that has flattened out again😇 Or is the topic of opinion that it has no future or does not offer a long-term solution?

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How$y 🗽@Howsy

3Année

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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3Année

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How$y 🗽@Howsy

3Année

@Eochaid Yes, you're not entirely wrong. Politicians have to make people aware of the problems and set the broad direction in an open-ended way, but ultimately the consumer decides which solution is right for them. That's why I'm fundamentally against bans/compulsions.

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