Hydrogen as theme, it would be better to look at pipelines, hydrogen storage and maybe a few of processor companies. No point buying RIL or any of the large caps as even at peak Hydrogen will form small percentage of revenue.
InoxCVA, Confi petro and time techno are involved or contemplating hydrogen storage.
Transport is still up in the air.
Processors will need to understand who will supply key reactive chemicals or equipment for this.
Subscribe To Our Free Newsletter |