Hydrogen

[kiwi2007]

Hydrogen power
The Big Read. Lex in depth: how the hydrogen hype fizzled out
Once viewed as a superfuel that could decarbonise large chunks of the economy, the likely uses are shrinking dramatically.

https://www.ft.com/content/14a60649-172a-45c1-99a9-039f481430e7

Been an awful investment for many. Prices of individual stocks went through the roof when a number of ETFs were launched a couple of years ago. Nearly all are back on the floor now with some well below basement level.

HYDR ETF
https://www.tradingview.com/chart/1fxouXFx/?symbol=NASDAQ%3AHYDR

I have a couple of mates in the UK who filled their boots right at the top and continued buying all the way down. Will they ever get their money back? I wouldn't bet on it.

[BlackPeter]

Hydrogen power
The Big Read. Lex in depth: how the hydrogen hype fizzled out
Once viewed as a superfuel that could decarbonise large chunks of the economy, the likely uses are shrinking dramatically.

https://www.ft.com/content/14a60649-172a-45c1-99a9-039f481430e7

Been an awful investment for many. Prices of individual stocks went through the roof when a number of ETFs were launched a couple of years ago. Nearly all are back on the floor now with some well below basement level.

HYDR ETF
https://www.tradingview.com/chart/1fxouXFx/?symbol=NASDAQ%3AHYDR

I have a couple of mates in the UK who filled their boots right at the top and continued buying all the way down. Will they ever get their money back? I wouldn't bet on it.

Can't comment on your link ... however - the initial bubble is typical for anything hyped up by markets. Too much hype creates more demand than the markets can supply - prices rise until they are absolutely out of whack with reality, and than - here we go ....

Look at the beginnings of wind energy (e.g. NWF or Siemens Energy)? Look at Lithium or any other mineral crucial for electromobility (too many to name)? Look at cryptocurrencies (pick your coin)?

Obviously - the latter is just a scam, but otherwise - what happens on the stock exchange is not a reflection of the value of any technology, but just a reflection of the madness of the masses ...  lets call it populism catching up with the markets. Bad enough to have to deal with these idiots in politics.

If you are a trader then these hype waves are amazing to surf, but they say nothing at all about the value of the effected industry or technology.

Hydrogen clearly is an option to decarbonise. How much of the market it will get, who knows?

[Henry Filth]

For what it's worth, I see hydrogen as a fuel for industrial or process heat, and for transport.

I see land transport initially splitting into "light/domestic" with battery electric, and "heavy" with hydrogen or HV electric. So battery electric cars & vans, with hydrogen trucks and electric trains.

And a replacement of coal/gas fueled industrial heating by hydrogen as a fuel.

I have no idea as to what the future holds for either marine or aviation.

But with electricity, I have reservations about wind and solar – primarily around what do you do in thirty or forty-odd years with the coming tidal wave of wind turbines and solar panels at the end of their economic lives?

So I figure that electricity generation will eventually come down to a combination of hydro, geothermal, and nuclear, with vastly improved distribution networks.

Of course the perpetually-imminent arrival of nuclear fusion will probably up-end my entire thinking.  😊