Hydrogen stocks performed less well in the first quarter than in 2020
Hydrogen sector to bounce back – BIoomberg
Bloomberg Intelligence expects investments in the sector to rise dramatically in the next few years
Firms operating in the hydrogen sector saw a weaker performance in the first quarter of 2021 after rising interest rates and concerns over project returns caused a sell-off in stocks, according to a report by Bloomberg Intelligence (BI). The research firm has created a basket of companies to track performance in the sector. To be included, members must expect to generate a meaningful portion of revenue by 2025 from the manufacture of fuel cells and electrolysers or other activities related to producing, transporting, storing or using hydrogen. After strong 2020 returns shares of almost two-thirds of firms in the BI hydrogen basket fell in the first quarter. But the poor performance of these
Also in this section
4 March 2026
Turmoil in Middle East reminds nascent clean hydrogen sector that its future prospects are dependent on global energy markets and geopolitics
25 February 2026
Low-carbon hydrogen and ammonia development is advancing much more slowly and unevenly than once expected, with high costs and policy uncertainty thinning investment. Meanwhile, surging energy demand is reinforcing the role of natural gas and LNG as the backbone of the global energy system, panellists at LNG2026 said
18 February 2026
Norwegian energy company has dropped a major hydrogen project and paused its CCS expansion plans as demand fails to materialise
4 February 2026
Europe’s largest electrolyser manufacturers are losing patience with policymakers as sluggish growth in the green hydrogen sector undermines their decision to expand production capacity
