NKLA - Industrial Gas Giants: Stable Option To Ride Green Hydrogen Wave

• 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.

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