To The Moon

It's time to get excited about the reverse investment opportunities in US green hydrogen stocks and ETFs!

Why am I so bullish on these green hydrogen stocks and ETFs? Well, despite the current challenges like low oil and gas prices, high interest rates, supply chain issues, and inflation, the big trend of clean energy transition ain't going anywhere. So, patience is key, and the rewards will be sweet!

If you're into green hydrogen investing, here are 6 US stocks and ETFs that you should definitely keep an eye on:

1.Bloom Energy

Think of $Bloom Energy Corp(BE)$ as the blue-chip in green hydrogen, with their stellar fuel cells and electrolyzers. Their fuel cell systems run on hydrogen, biogas, and even natural gas, giving them a huge and flexible market. Plus, they're solving big decarbonization challenges in utilities and transportation. With rising grid instability and capacity constraints, Bloom's value in solving data center power issues is yet to be fully realized.

2.Plug Power

$Plug Power(PLUG)$ is another green hydrogen star, producing hydrogen fuel cells for fuel cell electric vehicles (FCEVs). Think of their fuel cell-powered electric forklifts zipping around warehouses of $Amazon.com(AMZN)$ $Wal-Mart(WMT)$ $Home Depot(HD)$!

3.Ballard Power Systems

$Ballard Power(BLDP)$ is all about decarbonizing transportation, producing fuel cells, especially PEM fuel cells, for buses, commercial trucks, trains, ships, passenger cars, and even forklifts. PEMs are great for quick starts, long life, and high energy density, making them perfect for automotive and portable applications.

4.KBR

$KBR Inc(KBR)$ might not be a pure-play hydrogen stock, but they're a leading ammonia process licensor. Green ammonia could be the perfect solution to the challenges of storing and transporting hydrogen over long distances. With the Inflation Reduction Act supporting regional hydrogen hubs, KBR's tech will play a crucial role in green hydrogen's evolution.

5.Global X Hydrogen ETF

For those of you who prefer playing it safe, consider $Global X Hydrogen ETF(HYDR)$. It's a diversified basket of stocks from different industries and geographies, with a focus on industrial companies, but also some from consumer discretionary and materials. $Bloom Energy Corp(BE)$ $Ballard Power(BLDP)$ $Plug Power(PLUG)$ are all in the top five holdings, and the expense ratio is just 0.5%.

6.Direxion Hydrogen ETF

$Direxion Hydrogen ETF(HJEN)$ covers the entire hydrogen value chain, from production and generation to storage, supply, batteries, fuel cells, systems, and solutions. Plus, they've got the likes of $L'Air Liquide SA(AIQUY)$ $SHELL PLC(SHEL.UK)$ $BP PLC(BP)$ in their top holdings.

$Bloom Energy Corp(BE)$ $Ballard Power(BLDP)$ $Plug Power(PLUG)$ are also in the top five, with holdings spanning 12 countries and a diversified portfolio. The expense ratio is just 0.45%.