The study deals with the central scientific, economic, political and geopolitical questions relating to the topic and provides a classification with regard to the potential for investors. “Since massive investments and strong growth are to be expected in this area, hydrogen is one of the most exciting capital market topics of the future,” says Heinz-Werner Rapp, founder and head of the FERI Cognitive Finance Institute. In addition to specialized manufacturers of electrolysers and fuel cells, possible winners included plant manufacturers, companies in the solar energy and wind power sectors, operators of gas networks or tanker fleets, technical system integrators and providers of innovative mobility concepts. “The emerging hydrogen industry offers diverse and attractive investment themes. However, investors should always keep an eye on the political framework and also consider the risk of hype cycles, i.e. temporary euphoric overestimation of future growth prospects,” adds Rapp.
With the certificate on the Hydrogen Select Index, investors can broadly diversify their risk. The base value includes up to 25 companies from the development and production of (green) hydrogen, hydrogen drives, fuel cells and vehicle batteries (ISIN DE000HR61NA9).
Christian Scheid has been a business and financial journalist for around 18 years, including about ten years as a freelance author. He currently writes for several German-language specialist magazines and newspapers in the areas of equities and derivatives, including Börse Online, Capital, Euro am Sonntag and Zertifikate // Austria. On July 1, 2014, he returned to the ZertifikateJournal, where he had worked until the end of 2009 and was responsible for the then Austrian edition of the ZJ.
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