Energy Transition Update - The Green Hydrogen Revolution For A Sustainable Future

Simply Wall St.
Yesterday

Green hydrogen is set to play a pivotal role in the global energy transition, driven by advances in technology, escalating demand for renewable energy, and supportive governmental policies. This sector, which utilizes renewable energy sources such as solar and wind to produce hydrogen via water electrolysis with minimal emissions, offers significant environmental benefits. As countries align with international climate agreements like the Paris Agreement to reduce greenhouse gas emissions, the regulatory landscape is becoming increasingly favorable for green hydrogen. This shift not only aids in decarbonizing industries but also supports significant growth projections for the green hydrogen market, with a forecasted rise from USD 1.5 billion in 2025 to USD 125.3 billion by 2035.

In other market news, Delta Electronics (Thailand) was trading firmly up 11.4% and closing at THB98.00. Meanwhile, WEG softened, down 11.6% to end the day at R$44.64. On Wednesday, the company reported increased first-quarter net income and earnings per share compared to the previous year.

WEG is rapidly capitalizing on expansion in solar energy and global production facilities. Discover how this strategic growth could impact your investment strategy by clicking through to our narrative on WEG.

For a deeper understanding of the evolving Energy Transition landscape, don't miss our Market Insights piece detailing oil and gas sector pressures and long-term trends.

Best Energy Transition Stocks

  • Applied Materials ended the day at $150.71 up 0.8%.
  • Tesla closed at $282.16 down 3.4%. A personal injury lawsuit was filed against Tesla two days ago, alleging deceptive marketing of its Full Self-Driving technology.
  • First Solar settled at $125.82 down 8.3%. Two days ago, the company lowered its 2025 earnings guidance amid reduced expectations for net sales, operating income, and earnings per share.

Where To Now?

  • Discover the full array of 145 Energy Transition Stocks, featuring Veolia Environnement, DCC and EMCOR Group, right here.
  • Curious About Other Options? Explore 21 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Sources:

  • Simply Wall St
  • "Green Hydrogen Market Industry Report 2025, Global Forecasts to 2035: Alkaline Electrolyzer and PEM Lead Tech Revolution in Green Hydrogen Segment" from Research and Markets on GlobeNewswire (published 30 April 2025)

Companies discussed in this article include SET:DELTA NasdaqGS:AMAT NasdaqGS:TSLA NasdaqGS:FSLR and BOVESPA:WEGE3.

This article was originally published by Simply Wall St.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10