Thematic projects
Hydrogen
Cleaner power on a massive scale, on a timetable that runs to 2050.
This is research, not a product. Full deployment arrives between 2030 and 2050, and much of the capital that matters is not listed yet.
- Investment required by 2030
- $150bn
- As at
The investment the deployment pathway requires to 2030, across listed and private companies, on third-party sector estimates. It is a requirement, not a commitment, and not a projection of returns.
Cleaner power on a massive scale
Hydrogen will impose itself as one of the more important energy sources for transport and for housing. If it remains a complement to battery-electric vehicles, the more likely outcome is hydrogen commercial aircraft rather than commercial airliners full of batteries — and the same reasoning holds for buses, trucks, boats and trains.
Full deployment arrives between 2030 and 2050. That timetable is the whole argument for treating this as a project thematic rather than a fund: the capital that matters is not all listed yet.
The investment the pathway requires is spread across listed and private companies. A global approach and a private-equity partner allow the two to be advised together, and combined in one strategy where a client wants that.
Related
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Thematic projects
The other themes the firm researches without a vehicle behind them.
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China Decarbonization 2060
The invested thematic where this energy transition is already a position.