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:

Portfolio Report

The Hydrogen Portfolio invests in companies in the hydrogen economy. We select companies from the sectors “Green Hydrogen Production”, “Pure Plays” and “Solution Providers”.

Here you can find out which SDG Goals each company primarily focuses on to make an impact.

Investment strategy.

Re-balancing takes place at the end of each month. The stocks with the strongest momentum are selected from the sectors “Green Hydrogen Production”, “Pure Plays” and “Solution Providers”. A bottom-up approach is applied.

We constantly analyse the absolute and relative momentum of our investments. If the momentum criteria we have defined are no longer met, we consistently sell the shares. The proceeds from the sales are not immediately reinvested, but held in liquidity until the next rebalancing. This approach has enabled us to reduce the risk of setbacks in the past.