Hydrogen is suddenly the sexiest commodity on earth, with even staid German statesmen visiting Canada of all places to ask for a piece of the action.

For regular readers of this podcast, you’ll know that I’m an advocate for energy in general, and a pragmatist or realist when it comes to energy planning and delivery. I don’t pick sides as I believe we need all of all when it comes to meeting the planet’s energy needs affordably, sustainably and securely. But I also believe we need to be clear-eyed about our energy policies and choices.

Hydrogen has a lot of appeal, but it’s not a short term answer to any problem I’m aware of. It’s a long term play, and to make it work, it needs the sustained collaboration of a variety of market participants. Investor beware.