Across various industries, there is a growing interest in exploring alternative and environmentally friendly energy sources. This shift is not solely driven by efficiency gains but also by the need to comply with more stringent regulations.
When considering the adoption of novel fuel sources or technologies, companies face a significant initial investment. Sectors like automotive and steel, despite being capital-intensive, operate on narrow profit margins. The decision to transition from traditional coking coal to green hydrogen (H2) isn’t merely about the price difference; it hinges on the overall cost implications—including investments, opportunities, and infrastructure upgrades.
In essence, the industry players are navigating a complex landscape where financial considerations intersect with environmental responsibility
Disc: No investments in capital intensive sectors and may not do so in the foreseeable future
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