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Deliverability requires hydrogen producers to use clean power more or less on the grids that they’re connected to. Most are in agreement that this makes sense. What "Think Like A Climate Investor" topic/question should we look into next?

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Have a good climate investment article, podcast, or other resources to share? Reply below :)

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May 5, 2023Liked by Intention

When is the IRS guidance expected to be released?

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Any new investments on your radar? Reply here!

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Layperson here, so take all this with a grain of salt, but it may also be worth tracking research around materials science work (including nano-scale materials) to advance alternative processes for hydrogen production, in part by establishing and maintaining relationships with researchers working in this field.

From naive Googling, these alternative processes may include:

1. Water electrolysis (also of relevance to the fierce debate about nuclear fission's role in hydrogen production)

Representative examples of materials-related proposals or advances:

https://www.sciencedirect.com/science/article/pii/S0360319922051667

https://www.sciencedirect.com/science/article/abs/pii/S2214785321056029

2. Photocatalytic production

Representative example of a materials-related proposal:

https://pubs.acs.org/doi/10.1021/acsami.8b02984

In turn, this makes companies working with such materials potentially interesting investments, even where not suitable for an Intention-managed fund, at least for individual investors (angel, accredited, Reg. CF ...).

One example is BNNano, a maker of boron nanotubes, which recently closed a crowdfunding round on Netcapital: https://netcapital.com/companies/bnnano (Disclaimer: I'm one of their small investors.)

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