If we want to stop climate change, greenhouse gas emissions must be drastically reduced. That is why the expansion of renewable energies, for example through solar, wind or hydroelectric power plants, is being strongly pushed worldwide. The disadvantage of these new renewable energies: they produce electricity irregularly because they depend on the weather and the season. The electricity produced must be stored. This is essentially done using pumped-storage power plants, batteries or hydrogen. Since the expansion of pumped storage power plants is politically controversial in many places or is not feasible for topographical reasons in certain regions or countries (e.g. in the Netherlands), modern, hydrogen-based solutions are favoured above all, in addition to batteries.

How can hydrogen be stored?

Hydrogen can be stored in gaseous or liquid form. Two processes are used for this:

How versatile are the possible uses of hydrogen?

The possible uses of hydrogen are manifold.

Steel production (Green Steel)
Gas power plants (electricity production)
Heat generation
Aviation
Rail transport
Vessel traffic
Trucks, buses
Passenger cars

Where does hydrogen experience great political support?

With the aim of ensuring climate protection and energy security in equal measure, various countries have already decided to phase out conventional energy by 2050. Hydrogen technology has been identified as a replacement for fossil energy sources (natural gas, oil and coal). The same applies to numerous supranational organisations.

Countries:

Supranational organisations:

Investment strategy.

The absolute and relative momentum are continuously analyzed. Based on this information, decisions are made regarding whether a re-balancing should be undertaken. Stocks with the strongest momentum from the “Green Hydrogen Production”, “Pure Plays”, and “Solution Providers” sectors are selected. A bottom-up approach is applied.

Risk Management

We constantly analyze the absolute and relative momentum of our investments. If our defined momentum criteria are no longer met, we consistently sell these investments. The proceeds from the sales are reinvested if suitable new investments with momentum are available. If not, we may hold up to 49% in liquidity. This approach has historically helped reduce downside risk.