First of all, let’s note one thing – as the world enters the sixth technological revolution, one of its defining transformations is the intensifying competition between energy paradigms. From electrification and renewables to synthetic fuels and nuclear fusion, the race is no longer just about supply, it is about strategic dominance. Among these competitors, hydrogen stands out as a universal energy carrier and a symbol of industrial rebirth.
So, what is it about hydrogen that attracts attention? The answer is its versatility. It is used as a fuel for fuel cell vehicles, helps reduce carbon emissions in heavy industry, and stores renewable energy that can be unstable. The growing interest in hydrogen has sparked a wave of global research and development, with countries and companies pouring resources into hydrogen-fueled cars, prototype aircraft engines and other large-scale energy solutions. Despite such progress, however, the hydrogen economy is now at a tipping point, influenced by policy, infrastructure, and market readiness for its adoption. The clean hydrogen industry itself is poised for growth, which will be facilitated by innovations in logistics, the expansion of maritime transportation, and the introduction of industry.
Overall, the industry is on the rise, but there are some obstacles in the way that it needs to overcome – these are high costs and the current lack of demand for products. This is mainly due to the lack of properly tested and safety-approved products for end users.
By the way, Bosch is launching a series of hydrogen internal combustion engines specifically designed for trucks and construction equipment. Combining its century of experience in internal combustion engines, Bosch seems to be developing scalable, low-emission options for heavy-duty industrial applications. A great example is the that was on display at the IAA Transport Show. This hydrogen-fueled engine boasts an impressive 530 horsepower and 2,600 Nm of torque, which is a pretty big leap in the long-haul and trucking industry.
Another example is . They recently launched a 1 MW stationary hydrogen generator developed in collaboration with their racing division. This device is often described as silent and odorless, and it plays a key role in a pilot project to create a renewable energy network at the NREL campus in Flatirons, where it combines solar, water, and electrolysis technologies.
When it comes to specific stocks whose agendas align with green hydrogen deals, I would mention , which is investing in the UK, as well as , which is testing hydrogen-powered trucks and a green hydrogen logistics pilot project in Chile. And when it comes to specific favorites, I would highlight companies such as , a leader in hydrogen production for logistics and industry, and . The British hydrogen production business model and the Net Zero Hydrogen Fund support these projects.
Although these stocks are among the best in my personal selection in the sector, I also like their role in hydrogen production or partnerships. However, to avoid disappointment in this rather risky environment, I prefer sector exposure, which can be obtained through renewable energy ETFs such as .