Hydrogen ETF

Ciprico

This could be interesting for the more adventurous. Not many details announced yet, but I expect it will contain the usual suspects...
(Ceres, ITM, AFC, Eqtec, PHE, to name a few).
All have massive potential matched by massive risk, 
L&G Hydrogen Economy UCITS ETF

csgohan4

interesting, will keep an eye on this, but expect it to be volatile

quirkydeptless

I expect it to be a load of hot air 

ivormonee

quirkydeptless said:

I expect it to be a load of hot air 

It's the sort of investment that could balloon in value.

Ciprico

ivormonee said:

quirkydeptless said:

I expect it to be a load of hot air 

It's the sort of investment that could balloon in value.

...and die out with a squeaky pop!

Moe_The_Bartender

Ciprico said:

This could be interesting for the more adventurous. Not many details announced yet, but I expect it will contain the usual suspects...
(Ceres, ITM, AFC, Eqtec, PHE, to name a few).
All have massive potential matched by massive risk, 
L&G Hydrogen Economy UCITS ETF

What do Eqtec have to do with hydrogen?

Ciprico

Moe_The_Bartender said:

Ciprico said:

This could be interesting for the more adventurous. Not many details announced yet, but I expect it will contain the usual suspects...
(Ceres, ITM, AFC, Eqtec, PHE, to name a few).
All have massive potential matched by massive risk, 
L&G Hydrogen Economy UCITS ETF

What do Eqtec have to do with hydrogen?

Their product takes waste (plastic) and through chemical process turns it into H2 (and other gases).
Google "gasification"

maxsteam

There are a lot of hydrogen related scams out there. Investing in an L&G fund is going to be significantly better than going with the scheme that this bloke in the pub was telling me about back in the days when there were pubs.

AnotherJoe

Hydrogen is unlikely to be economically viable in the medium let alone long term except for a few niche applications. Simply because it's always going to be 3x the cost to run of the battery equivalents* and more complex and expensive to build. 

No longer viable for cars, looking like large lorries/trucks soon to be the same way leaving trains, planes and ships. Planes more likely to go the biofuel route. It's also 5x to 10x the cost to build an H2 refuelling station than an electric one, and far more complex and dangerous making it difficult to get planning especially in built up areas, unlike an electric charging station.  Technology advancements are rapidly eroding the one supposed benefit, faster refuelling**, plus you can not realistically refuel at home / office / work / parking lots, which you can for electric. 
Since over the next twenty years nearly all fossil fuel power stations will be replaced by solar or wind, investing in those seems like a much more certain bet to me. And of course the H2 is produced from electricity so if H2 did become viable it would need 3x as much electric production, so again, investing in electric production would seem to be a more certain bet. 

* fuel cell systems are at root the same as battery driven, just with smaller batteries and a complex generation system.  This was perhaps a viable technology 20 years ago but the industry missed its chance to strangle pure battery vehicles at birth,  and it's too late now, mass production and research is driving the cost curve of batteries down far faster than fuel cells can ever match. 

** the dirty secret of faster H2 refuelling vs batteries is that after a couple of fills the refuelling system needs to compress the H2, with a 20 min wait until the next car. This is leading to large queues at stations in the one place with significant population of fuel cell cars, South Korea. Plus of course overnight charging of batteries even if it takes hours is effectively far faster than waiting for an H2 refill. This isn't just for private vehicles but also many commercial set ups who have depots where vehicles can charge overnight unattended. 

Chickereeeee

Ammonia seems a  more viable solution for large transport vehicles, much easier to transport and store than pure hydrogen, and yet having an energy density 20-50 times higher than LI-Ion batteries. It, in effect, acts as a ' container' for getting hydrogen from the point of production to the point of use. 

maxsteam

Chickereeeee said:

Ammonia seems a  more viable solution for large transport vehicles

Be wary of anyone offering the fuel of the future. There have not been many successful fuels in the past (coal, gas, petrol, diesel and electricity). It looks like LPG will not have time to become widely accepted as a vehicle fuel before electricity takes over. Ammonia is toxic.