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Hydrogen and the energy transition: one molecule to rule them all? – AXA Investment Managers

Hydrogen is not a climate change silver bullet, but it can be a credible part of the strategy to decarbonise our energy system, if it is itself produced without carbon.

Posted on Oct 20, 2022

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... Renewable electricity is a clear and obvious route to gain exposure to the growth potential of green hydrogen. Greater use of electricity and the electrification of many processes promises decades of development for solar and wind power, and while AXA Investment Managers acknowledge that green hydrogen is one of many growth drivers, it also means that risks are spread. Electric utilities with strong credentials in renewables ought to benefit from the rise of the hydrogen economy.

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