Money Magazine

Hydrogen emerges from the shadows

MANAGED FUNDS Max Riaz

After a century in relative obscurity, hydrogen energy is set to step up and play a critical role in transitioning the global economy's reliance on fossil fuels (coal, oil, natural gas) to a world that runs exclusively on renewable sources, such as wind, solar and, yes, hydrogen.

The hydrogen economy is racing towards mass adoption in the next 10 years as governments declare their visions and outline their road maps.

Suppliers and buyers in the hydrogen ecosystem are forming a queue that is largely dictated by their spot on the falling cost curve. Investors, too, have an important role to play as providers of capital to fuel the nascent hydrogen economy.

How it will work

First, a bit of chemistry. Hydrogen is the first among 118 basiccombustible gas, but it doesn't just float around in the air.

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