This group of stocks contains under-the-radar picks to play the transition toward clean energy, Morgan Stanley says.
The transition to clean energy won't be equal across sectors, according to Morgan Stanley Research. This presents an opportunity for investors as the transition results in winners and losers, according to analysts led by Stephen Byrd. The Wall Street bank broke down segments of the energy transition that will benefit and others that will be challenged by the transition to clean energy.
low and make the domestic market "one of the most cost competitive regions." But "the market isn't pricing this opportunity in clean tech stocks," Byrd noted. APD YTD mountain Air Products and Chemicals Inc is one of two gray hydrogren producers highlighted by Morgan Stanley. The analyst specifically singled out stocks including Linde PLC as well as Air Products and Chemicals , which both produce gray hydrogen and ammonia-adjacent projects.
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