Gates and Bezos are pouring hundreds of millions into Kansas natural hydrogen. Now Top End Energy has secured prime land next door, joining our portfolio at a small market cap.
Good question, we covered some early thoughts here (https://articles.equitiesclub.com/p/trump-impact-asx-mining-stocks) but we're keeping an eye on any developments. Natural hydrogen isn't really a classic green energy play - it's more like traditional gas extraction but getting hydrogen instead.
Trump's obviously pro oil & gas, the sector has backing from majors like Shell, BP and Chevron, and so far it's mostly been driven by private capital more than government subsidies.
Also ticks a lot of Trump boxes - oil and gas friendly, profitable for his base (Kansas/Nebraska are deep red states), uses existing infrastructure. His streamlined permitting approach could speed up development too.
Trump picking Burgum as Interior Sec, who's a heavy hydrogen backer, adds more signal that Trump should at worst ignore it and at best throw some weight behind it.
We're leaning bullish on natural hydrogen under Trump, which might defy the common narrative, but staying on top of any news either direction
Love your work folks! What about the Trump factor (i.e the likelihood of him putting up hurdles for green energy pursuits like this)?
Good question, we covered some early thoughts here (https://articles.equitiesclub.com/p/trump-impact-asx-mining-stocks) but we're keeping an eye on any developments. Natural hydrogen isn't really a classic green energy play - it's more like traditional gas extraction but getting hydrogen instead.
Trump's obviously pro oil & gas, the sector has backing from majors like Shell, BP and Chevron, and so far it's mostly been driven by private capital more than government subsidies.
Also ticks a lot of Trump boxes - oil and gas friendly, profitable for his base (Kansas/Nebraska are deep red states), uses existing infrastructure. His streamlined permitting approach could speed up development too.
Trump picking Burgum as Interior Sec, who's a heavy hydrogen backer, adds more signal that Trump should at worst ignore it and at best throw some weight behind it.
We're leaning bullish on natural hydrogen under Trump, which might defy the common narrative, but staying on top of any news either direction
Some good insights. Thanks 👍