HydrogenOne Capital Growth plc Annual Review: Accelerating Clean Hydrogen Growth Amidst Challenges
Key Ideas
- Despite challenges, forecasts for clean hydrogen growth have more than doubled, driven by the need to reduce GHG emissions and address energy security.
- The sector faces headwinds such as supply chain shortages, inflation, and geopolitical tensions, impacting investor sentiment.
- Significant investments are flowing into green hydrogen projects, with a 15X increase in supply expected between 2024 and 2027.
- The 2025 Hydrogen Handbook by HydrogenOne Capital LLP projects a substantial growth in clean hydrogen supply by 2027, highlighting the sector's strategic importance.
HydrogenOne Capital Growth plc, a London-listed fund focusing on clean hydrogen investment, released its annual review of the hydrogen sector, showcasing a positive outlook despite ongoing challenges. The industry's structural drivers revolve around climate change, air quality, and energy security, with a specific emphasis on reducing greenhouse gas emissions from the current 'grey' hydrogen market. Clean hydrogen and its derivatives offer versatile solutions for transportation, power generation, and renewable energy storage, contributing to grid balancing and energy security. Despite setbacks like supply chain disruptions and geopolitical tensions post-COVID, the sector is witnessing exponential growth, with billions of dollars invested in green hydrogen projects. Dr. JJ Traynor from the Investment Adviser anticipates a significant increase in clean hydrogen supply by 2027, emphasizing the sector's importance in the global energy transition. The Hydrogen Handbook serves as a comprehensive reference guide for investors navigating the evolving landscape of the clean hydrogen industry.