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Breakthrough Tech's Kickstarting the $11 Trillion Hydrogen Revolution
By Luke
Lango -
Mar 22, 2023
With favorable politics, improving tech and plummeting costs, hydrogen
is set to “tip” into hypergrowth mode this year
-
A hydrogen power source will be infinitely more
energy-dense than a power source made with anything else.
-
Hydrogen –
unlike other alternative energy sources such as solar and wind – is storable, packageable,
and transportable.
-
The Hydrogen Economy will tip
into its long overdue renaissance in the 2020s. And this will create
what Morgan Stanley sees as an $11 trillion market in the coming
decades.
![](images/images_03_28_2023/hydrogen-fuel-pipeline-768x432.png)
Source: petrmalinak / Shutterstock
Editor’s note:
“Breakthrough Tech’s Kickstarting the $11 Trillion Hydrogen
Revolution” was previously published in May 2022. It has since been
updated to include the most relevant information available.
The world’s
energy industry needs to change. And frankly, whatever firm figures
out how to best execute this change will become the
world’s most valuable company.
I firmly
believe that.
We don’t all
need social media accounts. We don’t all need to shop online.
But we all do need energy.
Trillion-dollar empires have been built on the back of providing
solutions for things we don’t necessarily need. Therefore, it seems
only logical that a $10
trillion empire
will be built on the back of providing a solution for something that
we all do need: energy.
So, let me
offer a simple investment strategy. Find the company that is going to
fix today’s energy crisis, buy the stock, and hold it for five years.
I suspect
doing just that one thing could end up being the most profitable thing
you ever do.
Alas, though,
here’s the million-dollar question: What is that company?
An oil titan?
A solar powerhouse? An energy storage firm? A wind turbine maker? A
natural gas refiner?
How about none of those?
In this
situation, we think it’s best to follow Thomas Jefferson’s advice: “If
you want something you’ve never had, you must be willing to do
something you’ve never done.”
We want to
create global energy independence and surplus. We want to have more
energy than we know what to do with – and that’s something we’ve never
had.
To achieve
that, we have to do something we’ve never done before.
We have to
embrace hydrogen as our energy
panacea.
Hydrogen: Scientific Superiority
Before we go
any further, let me first state that, yes, I’m well aware of the back
story on hydrogen.
It’s been
touted as a viable clean energy source since the 1970s. Yet, since
then, it hasn’t been used to do much of anything as far as powering
our world goes. The past 50 years in the Hydrogen Economy has been
characterized by little more than a series of false starts.
But there
comes a time when each new technology has its “moment”
– a time when that previously unproven tech proves itself and goes on
to change the world.
And now it
seems hydrogen is having its “moment.”
Currently,
we’re amid a global energy crisis. And it can’t be fixed by fossil
fuels, nor solar or wind power.
So, what will
fix the crisis?
Hydrogen –
and to understand why, we need to rewind to our college Chemistry 101
classes.
For a moment,
recall the periodic table.
Recall the
periodic table. Hydrogen is the lightest
element in the universe.
You can fit a lot more of its atoms into a finite space. As a result,
a hydrogen power source will be infinitely more energy-dense than a
power source made with anything else.
![](images/images_03_28_2023/periodic-table-of-elements%20copy.jpg)
That has astounding implications. Energy density is basically the holy
grail of energy sources.
Hydrogen Has Major Value Propositions
Indeed, you
could say energy density determines everything!
In transportation markets,
more energy density means hydrogen fuel cells have longer driving
ranges and faster refuel times than batteries. Therefore,
hydrogen-powered vehicles can drive farther and refuel much faster
than electric vehicles and even gas-powered cars.
In stationary markets,
it means they have more consistent and robust power output. An energy
storage system with more energy density will last longer and provide
more reliable power. Therefore, hydrogen storage solutions can provide
more consistent power than battery energy storage systems.
But energy
density is only one of hydrogen’s major value propositions.
Another major
value prop is that hydrogen essentially has infinite
abundance.
So long as we have water – consisting of two hydrogen atoms and one
oxygen atom – we will have hydrogen power. Over 70% of the Earth is
covered in water. There will never be a shortage of potential hydrogen
energy.
Plus, hydrogen
– unlike other alternative energy sources such as solar and wind – is storable, packageable,
and transportable.
Hydrogen can
be produced via electrolysis at giant factories to either:
-
Be stored in a container and sent across oceans on
giant ships (like oil)
-
Be pumped
into existing natural gas pipelines to homes and businesses already
connected to the existing grid (like natural gas)
-
Be pumped into existing pipelines to arrive at fuel
pumps across the globe (like gas)
![](images/images_03_28_2023/green-hydrogen%20copy.jpg)
Hydrogen truly is a “super” energy source with nearly limitless
potential. And
it’s finally ready to change the world.
The Hydrogen Economy Is at a “Tipping Point”
We believe
that for the first time ever, all the stars have aligned for the
Hydrogen Economy to “tip” into hypergrowth mode in 2023.
The elephant
in the room, of course, is the Russia-Ukraine
war. That
sent oil and natural gas prices to nearly unaffordable levels. Yet,
solar and wind aren’t quite there in terms of capacity and efficiency
to allow the world to fully break away from fossil fuel dependence.
So, in steps
hydrogen – an energy source that is simultaneously clean and cheap,
yet also powerful and plentiful enough to fulfill the world’s energy
demand.
It’s a dream
solution – and it’s getting robust support. A few months ago, the U.S.
government passed the largest-ever climate bill promoting the adoption
of alternative energy sources. And in it, there
is America’s first-ever production tax credit for hydrogen!
At the same
time, the costs of
hydrogen have plummeted, too. With advanced tech and economies of
scale, hydrogen fuel cells costs have dropped 60% over the past 10
years. Deloitte expects these costs to drop below electric battery and
combustion engine costs within a few years.
![](images/images_03_28_2023/hydrogen-fuel-cell-cost.png)
And the actual
underlying tech has dramatically improved, too.
Take, for
example, a new research paper published by researchers at the
University of Melbourne just months ago. It reveals the details of a
tiny hydrogen “sponge” that absorbs moisture from the air, then turns
that moisture into hydrogen energy.
The tech literally makes hydrogen
energy appear out of thin air. What
other energy source can do that?
Putting it all
together, all the growth drivers for hydrogen have shown up at the
same time.
In the words
of Matthew Blieske, Shell’s
(SHEL)
global hydrogen product manager:
“[In the past] there was a policy missing, or the
technology wasn’t quite ready, or people were not so serious about
decarbonization. We don’t see those barriers anymore.”
With those
barriers removed, the Hydrogen Economy will tip into its long overdue
renaissance in the 2020s. And this will create what Morgan
Stanley (MS)
sees as an $11
trillion market in
the coming decades.
The Final Word on Hydrogen Stocks
The history of
hydrogen as a viable clean energy source is riddled with empty
promises and broken dreams.
But this time
is different. Now hydrogen is finally ready to reshape the world’s
energy landscape with ultra-affordable, ultra-dense, ultra-reliable,
and ultra-transportable clean energy – at a time when it is the only
energy source capable of cost-effectively allowing every country in
the world to achieve energy independence.
Investors who
bet early on this revolution will win big.
Indeed,
investors who bet early on the broader energy transition will win big,
too. This isn’t just about hydrogen. The world needs more energy. That
means more oil, more solar, more wind – more everything.
The novel
technologies that emerge to solve the world’s energy crisis will be
the most compelling investment megatrend not just for 2023 – but for
the entire 2020s.
And there is
one in particular that will power all of these breakthroughs.
Find out more
about that top-secret tech and its explosive profit potential.
On the date
of publication, Luke Lango did not have (either directly or
indirectly) any positions in the securities
Green Play Ammonia™, Yielder® NFuel Energy.
Spokane, Washington. 99212
www.exactrix.com
509 995 1879 cell, Pacific.
exactrix@exactrix.com
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