HYDROGEN ECONOMY INDEX (H2X) – Rebalance for Latter Q1 2024. 59 COMPONENTS
Hydrogen Index (H2X) – components | Theme | Sector | Activity |
Aker Horizons ASA | Green hydrogen & ammonia, wind, CO2 capture. | HI | NORWAY |
Alfa Laval | Heat exchangers for green H2 production, electrolyzers. | HS | SWEDEN |
Arcadis NV | H2 network, Netherlands, Europe, in planning. | HI | NETHER. |
Ballard Power Systems Inc | Fuel cells, H2 in buses, trucks, trains, backup power etc. | HT | CANADA |
Belden | DC power from fuel cells, or intermittent wind & solar. | FC | USA |
Bloom Energy Corp | Fuel cells, SOFC high temps can use variety of fuel sources. | FC | USA |
Brookfield Renewable Energy | Teaming to produce green hydrogen from hydroelectricity. | HI | USA |
Ceres Power Holdings PLC | Fuel cells, high SOFC temperature allows variety of fuels. | FC | UK |
Chart Industries | Liquid hydrogen, storage and transport expertise. | HS | USA |
China Datang Renewables | Wind & hydro in China, that’s developing H2 projects. | HG | CHINA |
Chung-Hsin Electric | Fuel cells. Hydrogen, methanol reformers. | HG | TAIWAN |
Compagnie Plastic Omnium | H2 storage, high pressure tanks, vehicles, fuel cells. | HT | FRANCE |
Corp. Acciona Energias Renov. | Green H2, new GreenH2Chain to ensure green H2 origins. | HI | SPAIN |
Doosan Fuel Cell | Fuel cells, high temperature for a variety of fuels. | FC | S. KOREA |
Fluence Energy | Energy storage software, hardware for green H2 on grid. | HI | USA |
Fuelcell Energy Inc | Fuel cells, high temperature so over range of fuel sources. | FC | USA |
Furuya Metal | Electrolysis, green H2, iridium coating for electrodes. | HG | JAPAN |
Gevo Inc | Biofuels, energy dense net-zero carbon liquid fuels. | HG | USA |
Greenvolt Energias | Biomass to hydrogen without need for combustion. | HG | PORTUGAL |
Hanwha Solutions | H2 storage, refueling vehicles, drones, aerospace. | HS | S. KOREA |
Hyosung Advanced Materials | Advanced composite materials for hydrogen tanks. | HS | S. KOREA |
Hyster-Yale | Lift trucks, powered cleanly by hydrogen fuel cells. | HT | USA |
Iljin Hysolus | Compressed hydrogen tanks for fuel storage. | HS | S. KOREA |
Infineon Technologies | Power electronics, in green hydrogen, wind, solar. | GH | GERMANY |
ITM Power PLC | Fuel cells, PEM; electrolyzer manufacturing green H2. | GH | UK |
Johnson Matthey | Catalyst-coated membranes, in fuel cells, electrolyzers. | FC | UK |
Kolon Industries | Membranes, fuel cell PEMs, MEA commercialization. | HI | S. KOREA |
LEM Holding | Power measurements, better fuel cell efficiencies. | FC | CHINA |
Littelfuse | Hydrogen & fuel cell sensors, temperature probes. | HS | USA |
Lotte Fine Chemical | Green hydrogen, production launch, ammonia. | GH | S. KOREA |
Nel ASA | Electrolysis for H2 from water, using alkaline and PEM. | GH | NORWAY |
Neoen SA | Water Electrolysis and renewable energy for green H2. | HG | FRANCE |
Neste Oyj | Renewable hydrogen and diesel, SAF, but some fossils. | HG | FINLAND |
Nexans SA | Cables, can carry both H2 + electricity, H2 pipelines. | HT | FRANCE |
NFI Group | Hydrogen fuel cell electric power in buses, | HT | CANADA |
OCI N.V. | Green Ammonia, building up from biogas, hydrogen. | HG | NETHER. |
Orsted A/S | Green hydrogen directly from wind power, early stage. | GH | DENMARK |
OX2 AB | Green H2 infrastructure, pipelines, generation in review. | HS | SWEDEN |
Plug Power Inc | Green hydrogen, and fuel cell systems in development. | HI | USA |
Powercell Sweden AB | Fuel cell systems, both clean H2 and fossils for fuels. | FC | SWEDEN |
Renesas Electronics | Hydrogen gas sensors, power controller systems. | HG | JAPAN |
Renew Energy Global | Green hydrogen activity, India, Egypt, elsewhere. | GH | INDIA |
Resonac Holdings Corp | Lower-CO2 hydrogen from used plastics; graphite uses. | HI | JAPAN |
Scatec ASA | Green Hydrogen produced by solar power. | GH | NORWAY |
Schneider Electric SE | Gas analysis, automation for advanced H2 storage. | HS | FRANCE |
SKF AB | Advanced bearings, for H2 by compressed transmission. | HS | SWEDEN |
SMA Solar Technology | Electrolyzer converters, green H2 from renewables. | GH | GERMANY |
Spie SA | Hydrogen in mobility, H2 production, distribution. | HT | FRANCE |
Takaoka Toko | Stabilizing the power grid, use of green H2 on grid. | HS | JAPAN |
TE Connectivity | Hydrogen pressure sensors, fuel cell connectors. | FC | SWITZER. |
Tianneng Power | Hydrogen, fuel cells, Li-ion and other batteries. | FC | CHINA |
Toray Industries | Membranes for H2 purification, generation, fuel cells. | HI | JAPAN |
Toyo Tanso | Graphite, nanotubes H2 storage, brushes in wind. | HS | JAPAN |
Varta AG | Hydrogen gas generating cells, ultrapure. | HG | GERMANY |
Verbio Vereinigte Bioenergie AG | H2 from biomethane, biofuels, agriculture. | HG | GERMANY |
Wacker Chemie AG | Green H2 from water using renewables, into methanol. | GH | GERMANY |
Weichai Power | Hydrogen uses in forklifts, fuel cell buses, Asia. | GT | CHINA |
Wolfspeed | High power fuel cell systems, SiC, GaN. | HT | USA |
Yara International | Green ammonia, H2 catapult aims for H2 <$2/kg. | GH | NORWAY |
For Rebalance in latter Q1 2024 | ||||
Additions for Latter Q1 2024: Hanwha Solutions, Hyster-Yale, Renesas Electronics, ReNew Energy Global. | ||||
Deletion for Latter Q1 2024: Dae Myoung. | ||||
Equal Weight = 100/59 = 1.694915254% each. | ||||
Hydrogen Index Sector | # | |||
FUEL CELLS (FC) = | 10 | |||
GREEN HYDROGEN (GH) = | 10 | |||
HYDROGEN GENERATION (HG) = | 11 | |||
HYDROGEN INNOVATION (HI) = | 9 | |||
HYDROGEN STORAGE (HS) = | 11 | |||
HYDROGEN in TRANSPORTATION (HT) = | 8 | |||
TOTAL CONSTITUENTS = | 59 |
- H2X SECTORS, WEIGHTS AND STOCKS FOR LATTER Q1 2024
- H2X SECTORS, WEIGHTS AND STOCKS FOR LATTER Q4 2023
- H2X SECTORS, WEIGHTS AND STOCKS FOR LATTER Q3 2023
- H2X SECTORS, WEIGHTS AND STOCKS FOR LATTER Q2 2023
- H2X SECTORS, WEIGHTS AND STOCKS FOR LATTER Q1 2023
- H2X SECTORS, WEIGHTS AND STOCKS FOR LATTER Q4 2022
- H2X SECTORS, WEIGHTS AND STOCKS FOR LATTER Q3 2022
- H2X SECTORS, WEIGHTS AND STOCKS FOR Q2 2022
Articles relevant to philosophy and integrative approach behind the Index
Commentary 18.0
Index Report 2021
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Index Report 2019
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Index Report 2018
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Sea Level Rise (2017)
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Index Report 2016
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Index Report 2015
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Index Report 2014
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Solar & Clean Energy Issues in 2012
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Solar Sense: Powering your Car by the Sun (2011)
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Elon Musk writes on Tesla Delivering its Car #250; PV+EVs (2009)
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Index Report 2007
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Index Report 2005
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Five Types of Fuel Cells (2000)
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We Need Green Hydrogen Soon (2000)
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Book Chapter 5: Pollution Prevention (1998)
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Listening to the Sea (1998 Book)