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Forward thinking | Video - 12:35 MIN

Hydrogen needs patient capital to build the future

2 Authors - Forward thinking
07-18-2023 · 2 Min

The momentum of green hydrogen is undeniable, with its potential to decarbonise industries, serve as a versatile energy storage solution, and receive strong support from governments and industries worldwide.

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 is scaling up a zero-carbon way to produce and liquefy the universe’s most abundant element by extracting it from water to make hydrogen a major force in the fight to slow climate change.

Andy envisions hydrogen becoming an integral part of future power networks, with hydrogen-powered fuel cells providing backup for solar and wind. He goes one-step further to say that in ten years’ time most applications that use grey hydrogen today will be replaced by green hydrogen. Andy also believes that the asset management industry and capital markets have a critical role to play in the transition to a clean energy economy; he believes that patient capital will be essential to build the future.

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

Disclaimer

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.
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.
Past performance or achievement is not indicative of current or future performance. Performances is calculated net of fees unless otherwise stated.
  • 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.
Private assets are investment opportunities that are unavailable through public markets such as stock exchanges. They enable investors to directly profit from long-term investment themes and can provide access to specialist sectors or industries, such as infrastructure, real estate, private equity and other alternatives that are difficult to access through traditional means. Private assets do, however, require careful consideration, as they tend to have high minimum investment levels and may be complex and illiquid.

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