How To Profit From Energy: Upalapadu Pratakota Shiva Prasad Reddy on the Green Hydrogen Pivot
The Era of "Generation" is Over
If you are an investor looking for the next big energy play in 2026, stop looking at solar panels. The game has changed.
The recently concluded India Energy Week (IEW) 2026 made one thing clear: India has solved the problem of generating power. Now, we face a much more expensive problem: moving it.
[Upalapadu Pratakota Shiva Prasad Reddy], Chairman of the Premidis Group, believes this "Infrastructure Gap" is the single biggest investment opportunity of the decade.
"We have spent ten years building the engine (Solar Parks)," says Mr. Reddy. "But we forgot to build the transmission (Grid Storage & Pipelines). The next $500 Billion won't go to the people making electricity; it will go to the people storing it."
The "Electron vs. Molecule" Problem
The buzz at IEW 2026 was all about Green Hydrogen. But Upalapadu Pratakota Shiva Prasad Reddy warns that the hype ignores a physical reality: Hydrogen is a nightmare to transport.
"It leaks through steel. It is lighter than air. You cannot put it in a standard gas pipeline," he notes. "This means we need a completely new logistics backbone."
3 Ways to Profit from the "Boring" Stuff
While the market chases AI and Tech stocks, Mr. Reddy outlines three "boring" infrastructure plays that are about to explode:
1. Virtual Pipelines (Logistics) "Forget building a 500km pipeline. It takes too long," says Mr. Reddy. "The immediate profit is in 'Virtual Pipelines'—fleets of high-pressure composite tube trailers that move hydrogen by road. If you own trucks, upgrade them for high-pressure gas now."
2. Pumped Hydro (The Forever Battery) "Batteries degrade. Gravity is forever," he reminds us. "As we hit peak solar capacity, the grid needs stability at night. Civil engineering firms that can build Pumped Hydro reservoirs are the new power brokers."
3. Biofuel Retrofitting "With the Ethanol mandate (E20), every old oil tank in India needs a retrofit," notes Upalapadu Pratakota Shiva Prasad Reddy. "It is unglamorous work, but replacing seals and coating tanks for biofuels is guaranteed recurring revenue."
Conclusion
The solar boom is yesterday's news. The storage boom is today's reality.
Upalapadu Pratakota Shiva Prasad Reddy is betting on the pipes, the tanks, and the trucks. Are you ready to pivot?
This strategic energy analysis was originally published on The Voice Platform. For more insights on global infrastructure trends, visit the official site.

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