Search
  • Ernie Diaz

H2? Oh.

The universe cares not for the laws of supply and demand, else why would hydrogen, the universe's most abundant element, be so expensive to harness? Literally ligher than air, hydrogen also offers the cleanest, greenest source of power for automotive and industrial use. The key to making it affordable? Innovation.

Thus China unironically vows to lead the way in spurring and implementing that innovation. Sarcasm seldom translates well into Mandarin, and lately the jibes of "copycat" have grown less frequent, what with advances in AI , becoming the global leader in new patents, and ranking 9th in the Global Innovation Index, just behind the United States. The question is, how could such innovation shape the clean energy landscape?

"Even if a relatively cheap way to manufacture 'green' hydrogen for fuel cells is found, conventional battery-powered EV has a huge head start, and is already on a lowering-cost curve," says Jimmie Jeremejev. "Nonetheless, China's government is offering huge subsidies to all manner of companies pursuing innovative hydrogen technologies. I'd say the smart play is to invest in companies that will use hydrogen for more traditional industries, such as steel production."

5 views0 comments

Recent Posts

See All

Let's tick off all China's bad news, before getting to the good news. Good news, that is, for investors looking to diversify their global portfolios. Not so good for Gordon Chang and other patient app

Like Hollywood, the western press is invested in narratives and emotional manipulation. Unlike Hollywood, that press has no compunction about skipping the third act of a story, if it doesn't fit that

Politics makes shortchanged bedfellows. As we've written before and will no doubt write again, the paradigm that China stocks = the VIEs of giant tech companies that make it to New York is keeping ave