Key insights
- The article highlights investment opportunities in the hydrogen power sector, driven by the transition away from fossil fuels. Companies mentioned include Ballard Power Systems (fuel cells), NFI (hydrogen buses), ATS Corp (battery/fuel cell automation), Max Power Mining (hydrogen mining), and ATCO (hydrogen trains/data center power). This signals a potential shift in investor focus towards clean energy, but the impact on US equities is limited due to the early stage of the industry and the global scope of the companies mentioned.
As the world transition away from fossil fuels due to oil shocks and climate change. There are many great opportunities in the hydrogen power sector .
Ballard Power Systems - build hydrogen power fuel cells , backed by chinese state and blackrock as major institutional investors
Nfi - new flyer industries building hydrogen fuel cell busses and electric busses
ATS corp - automate manufacturing of batteries and hydrogen fuel cells
Max power mining - to mine hydrogen for fuel
Atco - collaborate with CP to build hydrogen power trains , atco also make behind the meter power for data centers