Investing in Hydrogen: A Clean Energy Revolution
London, Friday, 14 November 2025.
L&G Hydrogen Economy ETF expands its portfolio, spotlighting a shift towards hydrogen as a key clean energy source. Investors are betting big on hydrogen’s future in sustainable power.
The Rising Star of Hydrogen Investments
The L&G Hydrogen Economy UCITS ETF (HTWO.L) recently expanded its holdings, reflecting a strategic focus on hydrogen-related industries. This ETF’s top ten holdings now make up approximately 57.49% of its total assets, a clear indicator of the growing investor confidence in hydrogen as a cornerstone of future energy solutions [1][2]. With an emphasis on clean energy, this shift aligns with broader trends in sustainable finance and ESG practices [6].
Hydrogen: The Fuel of the Future
Hydrogen, especially green hydrogen produced from water using renewable energy, presents a promising solution to reduce carbon emissions in hard-to-abate sectors. However, significant financial and regulatory hurdles remain [2][3]. The European Investment Bank highlights the need for hundreds of billions in investment to realise hydrogen’s potential, blending public and private funding to overcome these barriers [3].
Strategic Moves in the Hydrogen Sector
Investors are drawn to hydrogen for its potential to replace fossil fuels, driving a future of clean, sustainable energy. The ETF’s update on 14 November 2025 underscores this strategic pivot. By tapping into the hydrogen value chain, from production to end-use, the ETF captures a comprehensive slice of this budding industry [5][6].
Potential and Challenges Ahead
While the excitement around hydrogen is palpable, the path is not without challenges. Balancing the need for innovation with economic viability remains crucial. As we invest in this cleaner future, humour me when I say, it’s like betting on your favourite underdog – thrilling, a bit risky, but potentially very rewarding [GPT][2].