Green hydrogen could change where some of the world’s industrial work takes place and allow India to export the value of its renewable resources, according to Krishan Rattan, founding partner of global investment firm Terra Invest.

“India’s sunshine could become part of an industrial product bought on the other side of the world,” Rattan writes in a commentary published on the firm’s website. Renewable electricity can be converted into hydrogen and then into products that travel, such as ammonia or iron produced with hydrogen as a reducing agent.