Hydrogen: Beyond The Hype, It Is All About Execution
Source: SeekingAlpha
2025-01-22 08:30:00 ET
Summary
- The sector (hydrogen) is shifting from announcements to execution.
- The US leads with blue hydrogen, while Europe is focused on green hydrogen despite cost and trade challenges.
- Meanwhile, hydrogen demand is moving from steel to oil refining and transportation.
By Gerben Hieminga & Coco Zhang
Call 1: Beyond the hype, it's all about execution
Last year, we anticipated that 2024 would serve as a reality check for the efforts to scale up hydrogen. But expectations have fallen even more than anticipated, with new project announcements down by over 80% globally and producers scaling back earlier commitments....
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Hydrogen: Beyond The Hype, It Is All About Execution
Global X Hydrogen ETF
NASDAQ: HYDR
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