Though some knock hydrogen fuel cell investing, iClima’s Gaby Herculano says it’s a good way for investors to get exposure where their once had Exploration & Production in their portfolios.
In recent years, hundreds of billions of dollars have been earmarked by the countrties worldwide for green-energy and with it a new frenzy of companies in the hydrogen-fueled trucking business, have helped hydrogen become a new investing darling.
Fuel cells may have shot up, especially in 2020, but there is also speculation the bubble may burst and that it could take at least 10 years until hydrogen is priced competitively with natural gas. But, that said, those in the fuel cell market are used to playing the long game.
