Hydrogen stocks to buy continue to be a hot topic as the push for clean energy solutions accelerates. Hydrogen is emerging as a key player in the global economy’s decarbonization efforts, offering the potential for significant growth and investment. According to Grand View Research, the hydrogen generation market was last valued at $170 billion and will grow at a 9% CAGR. Its ability to store energy makes it ideal for transportation, electricity generation, heavy industry and heating. While the hydrogen mar ...

The hydrogen economy can be a value creator for decades. Choosing the right hydrogen stocks to buy and holding with patience is the key to making millions from the hydrogen investment theme.It’s worth noting that global hydrogen consumption is already around 90 million tons per annum. However, “nearly all the hydrogen consumed today is grey hydrogen.” This will change in the coming decades, with clean hydrogen replacing grey hydrogen.A McKinsey report indicates that 2050 clean hydrogen demand could account ...

Bjoern Wylezich/iStock Editorial via Getty Images Here at the Lab, we have good coverage of Industrial gas companies, and Air Products and Chemicals (NYSE:APD) is a top pick in our investment portfolio. For our new readers, the company has a $12 billion annual turnover and provides specialty gases to healthcare facilities, industrial manufacturers, and energy companies. These gases are delivered by pipelines with on-site production units or in liquid or tanker trucks. In addition, for smaller customers, ...

pcess609/iStock via Getty Images Market Recap 2024 is off to a pretty good start, the SPDR S&P 500 ETF Trust (SPY) posted its 3rd consecutive positive month this year. The gain in March of 3.27% was lower than February's 5.22% return. But it was enough to push the ETF to a double digit year-to-date return. Vanguard's High Dividend Yield ETF (VYM) is moving in the same direction this year, however not as such an impressive pace. VYM posted an excellent gain of 5.41% in March and is up 8.98% year-to-date. ...

anyaberkut 2024 Review February was a solid month for the ProShares S&P 500 Dividend Aristocrat ETF (NOBL), the fund posted a gain of 2.72%. The good streak extended through March with NOBL being up another 4.19% (not factoring in the dividend payment). This has been NOBL's best first quarter of the year since 2021. Several dividend aristocrats have started 2024 on an even better note than NOBL. Let's take a look at which individual aristocrats are driving the ETFs return through month-end February. The ...

In the last few years, any discussion on hydrogen stocks was incomplete without Plug Power (NASDAQ:PLUG). The stock has, however, experienced a correction of almost 70% in the last 12 months. In an emerging sector, that risk always exists with small companies. Even with ambitious plans, execution and financing headwinds can play spoilsport.Having said that, there is no doubt that the hydrogen economy will get bigger in the coming years. This column focuses on the blue-chip hydrogen stocks to buy for robust ...

Plug Power (NASDAQ:PLUG) is the first company to come to mind when discussing favorite hydrogen stocks. However, the story has not been delivered as expected. PLUG stock has been down almost 70% in the last 12 months. The plunge in the stock is not a reflection of the broad industry sentiment. The hydrogen economy will likely witness big investments and healthy growth in the next five to 10 years. Here are three of my favorite hydrogen stocks to buy for massive value creation by 2030.Air Products and Chemic ...

Just days ago, the Department of Energy announced a $750 million investment in 52 U.S. projects that will cut the cost of clean hydrogen and “reinforce America’s global leadership in the growing clean hydrogen industry,” as noted by Energy.gov. All of which should be a sizable catalyst for hydrogen stocks.“The projects are expected to enable U.S. manufacturing capacity to produce 14 gigawatts of fuel cells per year, enough to power 15% of medium- and heavy-duty trucks sold each year, and 10 gigawatts of ele ...

Bjoern Wylezich/iStock Editorial via Getty Images Introduction One sector that I lack exposure to is the basic materials sector. While I have adequate exposure to the energy sector, the basic materials remain elusive. As companies in the sector tend to be sensitive to price changes of commodities, most of them are unsuitable for dividend growth investors seeking reliable growth in sales and EPS. In this article, I will analyze Air Products and Chemicals (NYSE:APD), a leading dividend aristocrat in the secto ...

Key Points Industry and Company * **Company**: Air Products and Chemicals, Inc. (NYSE:APD) * **Industry**: Chemicals, Industrial Gases, Hydrogen Production Core Views and Arguments * **Large Projects and Financial Demands**: Air Products is investing $5-5.5 billion annually in capital expenditures (CapEx) for two large projects, with cash flow of $4 billion and $1.5 billion in dividends. This results in a cash burn of $2.5-2.8 billion for at least the next two years, raising leverage from 1.5 to 2.5x [2][3]. * **Financial Capacity and Leverage**: Air Products has the financial capacity to absorb the cash burn and maintain its A rating. The company aims to keep leverage between 1.5-2.5x, balancing opportunity and risk [3][6]. * **Louisiana Project Expansion**: The Louisiana project's scope was expanded from 5-5.5 million tons of CO2 sequestration to 10 million tons due to increased incentives under the Inflation Reduction Act. This expansion leverages existing infrastructure and reduces future costs [7][9]. * **Blue Ammonia Demand**: Air Products expects strong demand for blue ammonia in Japan and Korea for use in furnaces and marine shipping. This demand is driven by environmental regulations and corporate sustainability goals [16][17][18]. * **Green Hydrogen Demand**: Air Products believes there is strong demand for green hydrogen in Europe, driven by environmental regulations and the need to reduce carbon emissions. Green hydrogen is priced based on the cost of capital and the absence of raw material price escalation [41][44]. * **NEOM Project**: The NEOM project is a green hydrogen production facility in Saudi Arabia, serving European markets. Air Products is the general contractor, managing engineering, construction, and project delivery [31][37]. * **2024 Earnings**: Air Products faced challenges in 2024, including incorrect estimates of the Chinese economy and helium prices. However, the company remains committed to meeting its earnings expectations through cost control and productivity improvements [48][50]. Other Important Content * **Tax Credits**: Air Products can manage tax credits associated with carbon capture projects, as they can be received as cash in the first five years and traded thereafter [13][15]. * **Permitting Process**: The federal government's decision to give Louisiana primacy over the permitting process for Class 6 wells is a positive development for the Louisiana project, reducing the time frame for permit approval [23][25]. * **Geopolitical Risks**: Air Products acknowledges the potential impact of geopolitical events on project timelines, but remains confident in its ability to deliver projects on schedule [40].