Mobility
Powering heavy-duty transport and long-distance logistics.
H2
Institutional clean energy capital
Capital for the clean energy transition.
The Hydrogen Fund invests across the hydrogen value chain to accelerate a zero-carbon future where other solutions fall short.
US$1B Target Fund
Infrastructure
Mobility
Industry
Our Investment Thesis
Hydrogen completes the transition where batteries are limited.
Industrial Heat
Decarbonising high-temperature processes beyond electrification.
Seasonal Storage
Enabling long-duration storage for a reliable, resilient energy system.
Energy Security
Diverse, domestic supply chains for a stronger tomorrow.
Our Investment Universe
Investing across the hydrogen value chain.
01
Production
Low-carbon hydrogen at scale and at competitive cost.
02
Mobility
Enabling transport solutions that move the world.
03
Infrastructure
Building the networks that unlock adoption at scale.
04
Industry
Decarbonising the hard-to-abate, creating impact at scale.
05
Applications
Powering solutions for a zero-emission economy.
A Massive, Growing Opportunity
The market is ready to scale.
Hydrogen demand is accelerating, driven by policy, industry and the urgency of decarbonisation.
Sources: IEA, BNEF, McKinsey, Hydrogen Council
Our Strategic Advantage
Strategic advantage built on insight, access & discipline.
Deep Sector Expertise
Domain specialists across energy, infrastructure, industrials and mobility.
Proprietary Deal Flow
Global network with early access to high-conviction opportunities.
Active Value Creation
Hands-on partnership to accelerate execution and scale.
Disciplined Capital
Risk-managed approach with strong downside protection.
Capital with conviction. Long-term horizon.
Built to build value. Creating lasting impact.
Solving complex challenges at scale.
Shaping frameworks for the future.
Our Ecosystem
A connected platform for scale and impact.
An integrated network of markets, infrastructure and partners — built to deploy capital where the energy transition is moving fastest.
- Global coastal and industrial access
- Policy-aligned energy transition markets
- Infrastructure-ready trade corridors
- Strategic demand centers and offtakers
- Regional platforms with local execution
Rio de Janeiro
South American access to renewables, ports and export-linked industrial demand.
- Abundant low-cost renewables
- Deep-water Atlantic export ports
- Industrial cluster for green ammonia
Portugal
Atlantic connectivity, grid ambition and port infrastructure linking Europe outward.
- EU-aligned hydrogen strategy
- Sines deep-water export terminal
- Solar + onshore wind capacity
Sydney
Gateway to Asia-Pacific capital, talent and large-scale clean infrastructure demand.
- APAC institutional capital hub
- National hydrogen headstart program
- Export corridors to Japan & Korea
Singapore
Trading, shipping and financing depth positioned at the center of regional flows.
- Global commodities & trade finance
- World-class bunkering and shipping
- Regulatory clarity for clean fuels
Japan
Advanced demand markets, industrial technology leadership and long-horizon adoption.
- Long-dated offtake from utilities
- Heavy industry & mobility leaders
- Government-backed hydrogen society
Germany
Industrial offtake, engineering capability and central access to European demand.
- Steel, chemicals & mobility offtakers
- National hydrogen backbone network
- Central EU logistics corridor
Spain
Mediterranean logistics, solar-rich potential and strong links into continental Europe.
- Top-tier solar resource & land
- H2Med pipeline to France & Germany
- Mediterranean shipping connectivity
South America
Emerging markets
Abundant renewables
Growing demand
Europe
Enabling scale
Market leadership
Policy tailwinds
Asia-Pacific
Scale markets
Export corridors
Rapid growth
Let’s Build What’s Next
Partner with us to power the future.
We back visionary teams building the hydrogen economy.