March 12, 2021

Sycomore ǀ Hydrogen: a bubble or a wave?

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In Short

In 2020, markets were in turmoil, hitting record highs and record lows. Our job today is to draw a distinction between the bubbles that will last – more akin to waves, and weaker bubbles that are eventually doomed to burst. Here, hydrogen offers a particularly interesting case study.
Sycomore ǀ Hydrogen: a bubble or a wave?
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Last year saw the emergence of the 4th bubble on hydrogen after the technology generated much enthusiasm in the 70s, 90s and more recently in 2000. The share prices of companies involved in this nascent industry – as shown in the table opposite – surged between 3 and 10-fold and some stocks have already started to fall back to more reasonable levels.

Jean-Guillaume Péladan
Jean-Guillaume Péladan

Head of Environmental Strategy,
Sycomore Asset Management

IS HYDROGEN GREEN?

For a clearer insight into this issue, we need to understand whether hydrogen can already deliver proven environmental advantages. Fortunately, the Agency for Environmental Transition1 recently published the findings of its study on the impact of hydrogen use for the mobility sector. Hydrogen is an energy vector rather than a source of energy. Consequently, its environmental impacts – and particularly its greenhouse gas contents – depend on the sources used in its production. 

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Sycomore ǀ Hydrogen: a bubble or a wave?
March 12th, 2021

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