Mensuel de mai 2021 - Fonds d’investissement

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Hydrogen and the energy transition: no silver bullet
As a future energy source, hydrogen has caught the imagination of stock brokers and fund managers. Many of them now perceive hydrogen as a new disruptor in the energy transition and the associated hype has been pushing up hydrogen-related investments. While hydrogen is part of the energy transition toolbox, experts agree that it is not a universal solution. As such, this niche category should be considered within a diversified portfolio of solutions related to the energy transition, rather than as a standalone investment theme.   Hydrogen: A brief overview   The concept of the hydrogen economy was originally coined by John Bockris in 1970, referring to an envisioned future in which hydrogen would replace fossil fuels. Fossil fuels...
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