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Mensuel de mars 2021 - Fonds & ESG

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SDG 7 and Hydrogen : a new investment thematic?
By Christophe BOGAERT, Senior Portfolio Manager Charles LAMOULEN, Head Portfolio Management at FIA Asset Management   As the world struggles to control climate change and CO2 emissions, the search for alternative sources of energy is accelerating. Renewables (solar, wind and hydro power) have made good progress in terms of both capacity and efficiency, driving down costs. However, one of the biggest challenges is how to store the power generated from those renewable sources.   Hydrogen could be a key part of the answer, creating a boom in innovation around this technology. Hydrogen has the chemical properties to store energy for later use. Hence, the “decoupling” of power generation and consumption is one of the big challenges facing green...
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