ARK Weekly Summary - 03 (Environmental Impact)

Welcome to the latest edition of our weekly newsletter, where we bring you fresh insights and news from the world of thematic, innovation and sustainable investing.

This week, we delve into the recently discovered transformative potential of geological white hydrogen, exploring its role in redefining energy-intensive industries and contributing to a sustainable energy future. We also discuss the economic viability, environmental impacts, and technical challenges of this new clean energy source.

• Article: Can geological hydrogen transform energy? - In this article, Rahul Bhushan discusses hydrogen's economic viability and transformative potential to redefine energy-intensive industries and foster U.S. leadership in the energy transition.
• Post: 5 of the most critical questions about white hydrogen answered - In this article, the World Economic Forum answers five critical questions about white hydrogen, exploring its role, challenges, and the impact it could have on achieving a sustainable energy future.
• Poll: How familiar are you with the environmental impacts of large-scale hydrogen production? - Not all hydrogen is created equal; green, blue, and geological hydrogen each have distinct environmental impacts and technical challenges.
• #FactFriday: The colours of hydrogen - White hydrogen is a naturally occurring, carbon-free gas recently discovered deep in the Earth's crust — a clean, sustainable energy source that could reshape the future of hydrogen production. (Fastec 2024)

• Rahul Bhushan : On the Pulse #16 - How to buy Greenland, the market, and AI agents. Read more
• Florian Berberich: Nvidia positioning towards applied AI, consumer robots and self driving cars. Read more

• The Brainstorm - EP 73: Our economic growth predictions. Listen here
• For Your Innovation (FYI) - EP 243: Living longer - AI, biotech, and longevity with Peter Diamandis. Listen here

Webinar Recordings:

• How to find the right sustainable strategy for your portfolio. Watch now (Professional investors only)
• How to understand the AI opportunity and broaden your portfolio. Watch now (Professional investors only)

• Don't miss ARK's newsletter #445 discussing Starlink riding down Wright’s Law’s cost curve.
• To learn more about this week's strategy, head over to our website.

For any further questions, we'd like to invite you to visit our website.

We wish you a great start of the week.

The #ARKInvest Europe team