Agree, at this point of time investing in small mid cap/ MSME stock related to green hydrogen value chain appears to be risky.
A lot of research are going on all over the world to produce cheaper hydrogen, electrolyser , fuel cell etc and the technology related to green hydrogen could undergo sea changes which the MSME ‘s may not be able to adopt quickly, where as large pvt players who are gearing up to provide end to end solutions for green hydrogen like Reliance , L&T , JSW, Adani etc and the PSU’s would be able to quickly adopt to the fast changing technology.
Rightly said , another way to play the hydrogen story is to bet on Established players on solar and wind.
Solar wind energy are the starting point for Green hydrogen production. If there is no solar wind energy, there is no green hydrogen.
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