Industrial Gas Giants: Stable Option To Ride Green Hydrogen Wave

Jun. 22, 2021 12:31 PM ET, , , , , , , , , , , , , 10 Comments
LD Investments
3.07K Followers

Summary

  • Green hydrogen has been getting a lot of attention lately and is expected to be a massive opportunity.
  • Green hydrogen has had several false starts in the past. A deeper look reveals several factors which indicate green hydrogen is becoming increasingly viable but still has hurdles to overcome.
  • Industrial gas giants currently derive about 10% of their revenues from hydrogen. However, green hydrogen could potentially be a major revenue driver for the trio.
  • Even if due to unforeseen reasons green hydrogen fails to deliver yet again, investors will still be left holding high-quality, defensive businesses.
Industrial factory in Delaware with Linde North America Gas Supplier
krblokhin/iStock Editorial via Getty Images

Green hydrogen, produced by splitting water into hydrogen and oxygen in an electrolyzer powered by electricity generated from renewable energy, is emerging as a major answer to the world’s growing need for climate-friendly hydrogen. Sometimes referred to as the “Swiss Army knife of decarbonization”, the

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