Saturday, March 7, 2026

Will Electrolyzers Be Meaningful Businesses 5 Years From Now?

The economics are starting to make sense for hydrogen as a long-term energy storage medium. In this Motley Fool Live segment from “The High Energy Show,” recorded on June 28, Fool.com contributors Travis Hoium and Jason Hall discuss what investors need to know. 

Travis Hoium: Going to the future of energy, we’ve heard a lot about this in the last two years or so. I think two years is when the hype cycle started. Will electrolyzers, this is a process of turning, typically, today you’re talking about using wind or solar and then water turning that into hydrogen. So you can then use hydrogen for something else in the future. Will electrolyzers be a meaningful business, define that however you want, five years from now?
Jason Hall: I think Bloom and Plug.
Travis Hoium: Yeah.
Jason Hall: Public, as far as like the publicly traded ones are relatively far along. There’s a…

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