Insights

Hydrogen and the Fuel Cell

Panmure Gordon research analysts Lacie Midgley and Sanjay Jha have published a report about hydrogen as a source of renewable energy. The report, “Hydrogen and the Fuel Cell – ‘Net Zero’ – The Real Wave”, says the combined market cap of the four UK hydrogen / fuel cell stocks is just £550m, though it would be a multi-billion pound market if hydrogen represented just 1% of the global energy mix.

The report also looks at three of the publicly listed companies:

  • Ceres Power and AFC Energy, which were initiated with Buy ratings
  • ITM Power, which was initiated as a Hold.

For more information, please contact Lacie or Sanjay, below.

Lacie Midgley

Industrial Technology

Sanjay Jha

Industrial Technology