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Hydrogen

Global investment in hydrogen energy is reaching historic highs of hundreds of billions of dollars.

Demand is driven by global net-zero targets and the push to move away from fossil fuels. Japan and South Korea have led the way with ambitious hydrogen energy economic plans, but Europe, the US and China are all now investing heavily in it’s potential across heavy industry to transport. 

But risks remain, especially in a technology largely untested on such a scale against many cheaper competitors.

Our latest in-depth analysis on hydrogen energy:

Lessons on hydrogen energy’s ambition vs reality from South Korea
Is ammonia the answer to hydrogen energy’s problems?

Stay ahead of the market with our regular investment insights into hydrogen:

Global hydrogen subsidies grow x4, increase $280 billion in 2023
Announced subsidies for low-carbon hydrogen have increased four times in the last two years, to US$280 billion, according to a...
NextEra Energy looking to make huge $20 billion bet on green hydrogen
The most valuable US power company, NextEra Energy, is reportedly focusing on green energy for new growth. The new strategy...
New $2 billion Green Hydrogen hub planned in Spain by BP
BP have announced plans to invest up to US$2 billion by 2030 in a new green hydrogen cluster in Spain’s...
India approves US$2.3 billion to support green hydrogen energy production, to create global hub
India's cabinet has approved the "National Green Hydrogen Mission", to make India a global green hydrogen hub by 2030, including:...
The gold price, only one thing can stop it
Sponsored spotlight: Mithril Resources Ltd (MTH:ASX) is a precious metals exploration company focused on discoveries, acquisitions and production of silver...
Silver eggs and red squirrels
Guest post: Simon is a director of Arlington Group Asset Management Limited. He has over three decades of investment banking...
Silver, a precious industrial metal
Sponsored spotlight: Mithril Resources Ltd (MTH:ASX) is a precious metals exploration company developing one of the highest-grade silver jurisdictions in...
Russia’s military scramble for African critical minerals
On March 16, 2024, Niger’s military government announced it was breaking off with immediate effect its military cooperation with the...

Latest Market Analysis:

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The hunt for scandium has started
The gold price, only one thing can stop it
Turning critical minerals into free range eggs
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Silver eggs and red squirrels
Refining is the chokepoint
Silver, a precious industrial metal
Fluorspar: the EV critical mineral no one has heard of
Big mining M&As too late to stop critical mineral supply crisis
Russia’s military scramble for African critical minerals
Artificial Intelligence and the next critical mineral supercycle
Gold: the real thing? (by Simon Catt)
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Kazatomprom, world’s largest uranium producer, flashes red
Is ammonia the answer to hydrogen energy’s problems?
Metal inventories, we have a problem
Inside the accelerating global race for lithium
Deep-sea mining is coming, whether the environmental lobby like it or not
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Lessons on hydrogen energy’s ambition vs reality from South Korea
How to invest in cobalt
Military rearmament is just getting started — without enough critical minerals
Renewable Energy vs Interest Rates
Platinum’s supply and demand crisis has started
Latin America’s “Lithium Triangle”: opportunities and risks for US investors
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The mining industry is running out of miners
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The critical mineral wars are coming
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Niger crisis is a warning, commodity conflict is coming
Lift off for global helium market
A lot more copper needed to expand global electricity grid
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Which critical minerals will power NextGen electric batteries
Don’t count cobalt out in the long-term
The rise of India
US Military and Critical Minerals: The New Arms Race
Cross Border Carbon Tariffs are coming. This is what investors need to know
What would “Peak Green” mean for commodity investors
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The AI Revolution in Mining: Opportunities and Risks
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Recycling critical minerals: more mining needed
Can the London Metal Exchange nickel contract survive?
The Nuclear Renaissance
EU’s $1.1 trillion climate plan to supercharge commodities trade
The Great Game for Kazakhstan’s resources
The critical role of China in the global energy transition
Plugging Canada into America’s battery belt
PDAC key takeaways: mining goes long on optimism
Graphite mining at turning point
Can America’s old copper mines meet this century’s copper demand?
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The emerging lithium powerhouse you never heard of
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The road out of the global diesel crisis
Uranium market at start of 10-year bull run
Nickel’s environmental challenge offers opportunity for the West

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Sep 09, 2024
The Art of Betting on Maybe, Junior Miners as an Options Trade
Aug 28, 2024
Why are antimony prices exploding
Aug 26, 2024
A Few Minutes With Peter Grandich and Guest, Anthony Milewski of The Oregon Group

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