Hydrogen Power Will Give Rise to an $11 Trillion Revolution in 2022
[Editor’s note: “Hydrogen Power Will Give Rise to an $11 Trillion Revolution in 2022” was previously published in December 2021. It has since been updated to include the most relevant information available.]
The best investments — with the potential to mint millionaires — are often found in places where most aren’t looking. Follow that thread of logic, and you’ll find that the next generation of millionaire-maker stocks lies in hydrogen power.
And no, it’s not lost on me that hydrogen has been touted as a viable clean energy source since the 1970s. I’m well-aware of its back story. Yet, since then, despite all the predictions, hydrogen hasn’t been used to do much of anything in the energy sector. For the hydrogen power economy, the past 50 years have been characterized by false starts.
I know the disappointing history there, as does the market. That’s why hydrogen stocks don’t get as much love from investors as solar, wind, or electric vehicle stocks.
But this is a huge mistake. Despite its stop-and-go history, hydrogen power is on the cusp of living up to its decades-old promise. It’s finally near to becoming the world’s most important, most reliable, and cheapest clean energy source.
That will happen in the 2020s — this year, in fact.
Not in five years, not in 10. No, we’re talking months before we’ll witness the emergence of an $11 trillion Hydrogen Economy. And we’ll see some hydrogen stocks soar thousands of percent.
History will look back on 2022 as the year that hydrogen began to reshape the world.
That means the time to get bullish on hydrogen stocks is now. Critically, the rest of the world isn’t paying attention. And that’s your edge — the ability to act before certain stocks absolutely skyrocket.
The Science Behind Hydrogen Power
So, let’s cut the hype. What’s the science here?
To best explain, let’s rewind to Chemistry 101.
Recall that on the periodic table, hydrogen is the lightest element in the universe. As such, you can fit a lot more of its atoms into a finite space than you can, say, lithium atoms.
Therefore, any power source made with hydrogen will be infinitely more energy-dense than a power source made with something else.
That has enormous implications.
In transportation markets, more energy density means hydrogen fuel cells have longer drive ranges and faster refuel times than batteries. In stationary markets, it means they have more consistent and robust power output. Indeed, in all markets, it means hydrogen fuel cells are much lighter and more transportable.
Make no mistake. Hydrogen adds enormous value to the world of clean energy.
Hydrogen Power’s Kickstarters
The value proposition, however, isn’t a new one. After all, the periodic table hasn’t changed over the past 50 years. So, if nothing has changed, then why will hydrogen power suddenly take over the clean energy world this decade?
Well, a few things.
For starters, the politics have changed. In the 1970s, no one cared about decarbonization. Now, nearly every country and company in the world is aiming to achieve net-zero emissions within the coming years. And in late 2021, the U.S. passed the Bipartisan Infrastructure Law. It provides $62 billion for clean energy innovation — the largest investment for the industry in American history.
The costs have changed. Economies of scale and advanced tech have led hydrogen fuel cell costs to drop 60% over the past decade. Deloitte expects those costs to drop below electric battery and combustion engine costs in just a few years.
The tech has changed. Technological breakthroughs and falling renewable energy expenses have led to a new era of scalable “Green Hydrogen” production. Now hydrogen is produced cost-effectively from renewable energy sources like solar and wind instead of natural gas, which is how most has historically been produced.
In other words, while the periodic table hasn’t changed over the past 50 years, everything else has. And for the first time ever, all the growth drivers for hydrogen have shown up at the same time.
In the words of Matthew Blieske, Shell’s 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 it’ll create what Morgan Stanley sees as an $11 trillion hydrogen market in the coming decades.
The Final Word on Hydrogen
Nonetheless, plenty of otherwise “serious” investors are sleeping on the potential of hydrogen stocks. I’m not. I’ve seen what hydrogen was and why it wasn’t ready for mainstream use. And now in 2022, I’m seeing hydrogen power’s previous barriers fall one by one like dominos. Since most investors have yet to realize this massive undercurrent of financial potential, you can buy the future world leaders of clean energy while they’re on sale.
And in our flagship advisory Innovation Investor, we exclusively invest in the world’s most transformative megatrends, like cloud computing, AI, electric vehicles, blockchain, gene-editing, and, yes, hydrogen.
It’s here where we’ve put together a portfolio of what we feel are the world’s most innovative stocks. Each have enormous long-term upside potential.
And in that portfolio, we own one hydrogen company.
It is, by far and away, the strongest hydrogen company in the market today. In fact, we’ve begun referring to it as the “Tesla of Hydrogen.” And its stock? Well, it could follow in Tesla’s (NASDAQ:TSLA) explosive footsteps, too.
And alongside this “next Tesla,” we also own one, tiny $3 stock that’s pioneering a forever battery. In tandem with hydrogen power, it’ll redefine the world’s energy grid over the next decade.
All our research points to this hydrogen stock becoming a huge winner. And this tiny $3 “forever battery” stock projects to be an even bigger one.
Remember; the advantage with hydrogen right now is that most investors aren’t paying enough attention. Expect that to change… fast.
To keep your element of surprise intact.
On the date of publication, Luke Lango did not have (either directly or indirectly) any positions in the securities mentioned in this article.