EK maintains a listing related to green investments, where one can see the investors, project description, phase, monetary estimate, and so on. The user interface might not be the best, however…
From a stock investor’s perspective, I looked at that site and started to ponder which listed company one should invest in to get the greatest benefit from the practical applications of future investments. From the list, for example, SSAB (hydrogen), Freyr Battery (Battery technology), Neste (hydrogen), UPM (hydrogen), Kempower (transport) emerged, which I recognized immediately. PlugPower and Blastr Green Steel also due to big news headlines. Wärtsilä benefits as an equipment supplier. MeriAura also has its own hydrogen project (a ship using ammonia as fuel) underway, as does Fortum. Certainly others, but these at a quick glance.
I think that investments made in (offshore) wind power largely flow into hydrogen production. Wind power would therefore not be a more value-generating investment target (primary production) than, correspondingly, those that either produce hydrogen or use hydrogen.
Battery technologies would create the most jobs. I can’t determine if this is a cost burden or how it should be interpreted.
How/where are you currently investing in the green transition?
