ESG
10 MIN REPORT
Demand for clean energy is climbing fast. Countless companies, industry bodies and over 150 countries have committed to, or are considering net zero targets. Clean hydrogen is expected to play a crucial role in helping heavy industry decarbonize to meet these targets. Our specialists explore the investment implications for some of the most carbon-intensive sectors.
KEY TAKEAWAYS
- Blue and green hydrogen are poised to play a major role in decarbonizing heavy industry, supporting electrification and enabling more sustainable economic growth.
- The U.S. Inflation Reduction Act of 2022 is a game-changer that should unleash a wave of capital expenditure, lifting supply and demand for clean hydrogen.
- Disruption among steel producers, across the energy complex and in commercial vehicles are three areas that could offer fertile ground for selective investors who can take a long-term view.
Clean hydrogen: Opportunities beyond the hype
Clean hydrogen is expected to play a crucial role in helping heavy industry decarbonize. Our specialists explore the investment implications.