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Forward thinking | Video - 12:25 MIN

What’s driving the green hydrogen economy?

2 Authors - Forward thinking
18/08/2023 · 2 Min

The drivers now are not just coming from government policy, but from companies – who are using green hydrogen to further their net zero goals – as well as consumers who want to buy from companies who have goals to be net zero.

Ulrik Fugmann and Edward Lees, co-heads of our Environmental Strategies Group, talk to Andy Marsh, President and CEO of Plug Power, about how his company has harnessed this momentum to build out a whole hydrogen ecosystem. In countering the arguments of naysayers who continue to suggest it’s not cost-effective enough, Andy draws parallels from his prior experience in wireless communication, reflecting that many of the fundamentals are the same.

Also listen to the podcast, ‘The uncapped impact series with Plug Power’.

The uncapped impact series brings you up close and personal with our Environmental Strategies Group and businesses that, regardless of their size, are making a big impact.

As at July 2023


Companies mentioned herein, are for illustrative purposes only, are not intended as solicitation of the purchase of such securities, and do not constitute any investment advice or recommendation.

Please note that articles may contain technical language. For this reason, they may not be suitable for readers without professional investment experience. Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients. This document does not constitute investment advice. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay. Past performance is no guarantee for future returns. Investing in emerging markets, or specialised or restricted sectors is likely to be subject to a higher-than-average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity or due to greater sensitivity to changes in market conditions (social, political and economic conditions). Some emerging markets offer less security than the majority of international developed markets. For this reason, services for portfolio transactions, liquidation and conservation on behalf of funds invested in emerging markets may carry greater risk.

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