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“Over the past year, we have also witnessed the globalisation of net zero policies: nearly half the world has already adopted climate neutrality goals, and the early signs from the US are encouraging,” Goldman said in a research note published Feb. 8.

“As a result, we estimate a c.200% upgrade in green energy infrastructure spending vs. the current annual run rate for the European Green Energy Majors (GEMS), assuming constant market shares.”

GEMS are companies with at least 65% of earnings before interest tax depreciation and amortization (EBITDA) from renewables and power distribution grids, Goldman said. They are also recognized for investing a high proportion of their EBITDA to grow green infrastructure assets.

Goldman recognized 10 companies in the GEMS group: Orsted, EDPR, EDP, Solaria, Enel, Iberdrola, RWE, SSE, Acciona and Endesa. The bank said this group may deliver over 9% earnings per share compound annual growth rate.

Analysts at Goldman have previously described green hydrogen as a “once-in-a-generation opportunity,” with an addressable market potentially worth up to 10 trillion euros ($12.1 trillion) by 2050.

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This from CNBC THURSDAY FEBRUARY 11th

Electrolyzer tech
Citi and Bank of America Securities are among some of the Wall Street banks that have issued bullish recommendations for green hydrogen and clean energy.

Analysts at Citi say a surge in interest of European hydrogen equipment players has led to an increased focus around electrolysis technology — the system with the electric current that can produce green hydrogen.

In a research note published Jan. 28, Citi reaffirmed U.K.-based electrolyzer producer ITM Power as a “buy” and upgraded Norway’s Nel to a “buy” from a “neutral” rating. It also highlighted U.K.-based fuel cell technology player Ceres Power as a “buy.”

Separately, in September last year, analysts at Bank of America Securities said green hydrogen was “the only viable clean molecule” to help countries achieve their legally binding pledges of net zero carbon emissions by 2050.

The most abundant element in the universe “could supply our energy needs, fuel our cars, heat our homes and help to fight climate change,” the bank said.

Analysts at Bank of America Securities said hydrogen had the potential to generate $2.5 trillion of direct revenues and $11 trillion of indirect infrastructure by 2050, while jumping six times in volumes.

In the production of green hydrogen, an electric current is used to split water into hydrogen and oxygen using electricity from a renewable source, such as solar or wind energy. It is referred to as “green” because water as a feedstock is considered clean and the electricity is generated from a renewable source

Analysts at Wall Street’s biggest banks see massive potential for the prospects of so-called green hydrogen, describing it as a “once-in-a-generation opportunity” amid the transition toward net zero carbon emissions.

The rollout of climate policies in the coming years is widely expected to lead to a dramatic surge in power demand — with Goldman Sachs predicting a near 200% spike in demand over the coming decades — and green hydrogen tipped to be at the forefront of this pivot away from fossil fuels.

It comes amid huge pressure from climate crisis campaigners and activist investors for companies to dramatically speed up their plans to reduce planet-warming emissions.

Here, analysts at Citi and Goldman Sachs name the stocks they expect to outperform as a result of this fundamental shift.

Electrolyzer tech
Citi and Bank of America Securities are among some of the Wall Street banks that have issued bullish recommendations for green hydrogen and clean energy.

Analysts at Citi say a surge in interest of European hydrogen equipment players has led to an increased focus around electrolysis technology — the system with the electric current that can produce green hydrogen.

In a research note published Jan. 28, Citi reaffirmed U.K.-based electrolyzer producer ITM Power as a “buy” and upgraded Norway’s Nel to a “buy” from a “neutral” rating. It also highlighted U.K.-based fuel cell technology player Ceres Power as a “buy.”

Separately, in September last year, analysts at Bank of America Securities said green hydrogen was “the only viable clean molecule” to help countries achieve their legally binding pledges of net zero carbon emissions by 2050.

The most abundant element in the universe “could supply our energy needs, fuel our cars, heat our homes and help to fight climate change,” the bank said.

Analysts at Bank of America Securities said hydrogen had the potential to generate $2.5 trillion of direct revenues and $11 trillion of indirect infrastructure by 2050, while jumping six times in volumes.

In the production of green hydrogen, an electric current is used to split water into hydrogen and oxygen using electricity from a renewable source, such as solar or wind energy. It is referred to as “green” because water as a feedstock is considered clean and the electricity is generated from a renewable source.

Rise of the GEMS
Analysts at Goldman Sachs believe the move to net zero emissions in Europe implies a nearly 200% power demand increase through to 2050. That’s an average of 3.5% increase per year and reflects a “complete game-changer” for an industry that has experienced no consumption growth for more than a decade.

Goldman said an expected uptick in climate action should see power demand grow at 2% per year through to 2030, before accelerating to between 4% and 4.5% through to 2050 — underpinned by green hydrogen demand.

“Over the past year, we have also witnessed the globalisation of net zero policies: nearly half

GDR went down 10% earlier in the day. Then back up higher than yesterday's clos back down 1% again, maybe ODX will havea simialr look by stumps.

I'm hoping ...but the talk is of a massive STOCK CRASH and only the cash rich undebted will survive a hammering.
If we don't get orders and start selling then even ODX will be vunerable.
To much printed money out there and a massive reset with most of the West's market in free fall.

oh
103.50 after reaching 112, some will sell at that price

bbobobson
Apologies for my ignorance but what does all that mean ?

Interesting reading chaps. I've been in since May 2020. @42p. Would of liked a lot more than I have but everything is profit now. I don't want to be greedy and have been thinking of top slicing but everything I read is to positive. Wish I had got in with Quantumscape too.

...then all the way up tot he sky...

Lot's of Sells happening and expect there will be even more when it hits 100p probably at some point today then al

Why does HL show 255 to sell and 265 to buy when others are 262 ?

Greggs
I can't see tha comparasion your getting at . There's only one chart.

Bought some 7k worth of Silver in August @ £12.30.
If it goes to £1,000 I'll be ok. :)

Renewables everywhere have had a bad week,down everywhere. maybe Trump has got back in.

Botak
The share rebounded from SR sell alert to 171 I didn't panic then . The SP has gone back up and down since but Monday was a good high to get out on. I was going to top slice but haven't been able to concentrate on the markets this week due to my Father in hospital with Covid. I'm wishing I had but feel in the long run the share go up again and go more steady as we move in to the year of Renewables.
SB do have a lot of good research but when they broadcast an elert things go mayhem on certain stocks.

Wondered where you had gone , just caught up.
I like your posts.

My whole protfolio has crashed today. Massive declines especially Healthcare and Renewables.

Let's compramise .
40% today, followed by a series of 10%'s

I don't think we are the top in Europe, Greece used to be followed by Germany and The Netherlands. That top 4 all move around like the PL this season. All those countries plus probably Belgium,France,Italy and Spain will all have high obesity levels that will contribute to the issue. BAME people also have a high level of obesity in the UK as they do more so in the USA. It's almsot seen as good thing in some quarters.

Bigging up Novacyt and Abingdon bit ODX get a worthy mention.

https://www.ii.co.uk/analysis-commentary/covid-19-testing-companies-still-hit-investors-ii514900?utm_source=newsletter&utm_medium=email&utm_campaign=NEW-DLY-ENGAGE-afternoon_round_up_260121%20(1)&utm_content=newsletter&spMailingID=11962798&spUserID=NDAxMDQ1Njg5NTg3S0&spJobID=1675490449&spReportId=MTY3NTQ5MDQ0OQS2