September 3rd, 2026 | 08:50 CEST
AI Energy Crisis Boosts Niche Players: Deutz, Siemens, dynaCERT and Siemens Energy in Focus
All the warning lights are flashing red at the Brussels Energy Office! The ever-growing daily use of AI is driving electricity demand to unprecedented levels, putting enormous strain on global infrastructure. A recent industry study by Allianz on data sufficiency underscores the fundamental problem: the enormous computational load of modern AI applications devours vast amounts of electricity and drastically exacerbates the global energy shortage. But all is not lost yet! For where traditional grids reach their limits, the time has come for specialized niche players to turn the rapidly escalating energy crisis into viable business models. Energy technology giant Siemens Energy is laying the foundations by stabilizing the urgently needed grid infrastructure and supplying highly efficient gas turbines for large data centres. However, as the expansion of centralized electricity grids can barely keep pace with the growth of AI, decentralized solutions are also gaining significant prominence. This is where Deutz AG is positioning itself as a leading systems provider for self-sufficient energy supply and state-of-the-art emergency power generators. Looking at the heavy goods vehicle sector, one comes across dynaCERT. This cleantech company supplies the market with its patented hydrogen technology, which has been proven to reduce fuel consumption and emissions from logistics and energy-generation facilities. For forward-thinking investors, this acute bottleneck presents an attractive entry opportunity.
time to read: 6 minutes
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Author:
André Will-Laudien
ISIN:
DYNACERT INC. | CA26780A1084 | TSX: DYA , OTCQB: DYFSF , DEUTZ AG O.N. | DE0006305006 , SIEMENS ENERGY AG NA O.N. | DE000ENER6Y0
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Author
André Will-Laudien
Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.
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Siemens Energy: The Infrastructure Specialist Keeps Growing
One of Germany's flagship companies on the DAX is Siemens Energy. The infrastructure specialist is racing from one record to the next and impressively underpinning its leading role in the global transformation. The recently published figures for the third quarter of 2026/27 underscore the steep growth trajectory at all levels. Revenue climbed by a remarkable 18.5% to EUR 11.4 billion. At the same time, the Group's net profit soared to a staggering EUR 1.2 billion. And there is good news from Spain: Siemens Gamesa, the former wind power subsidiary that had been a cause for concern, returned to profitability for the first time in almost four years with an adjusted profit of EUR 75 million. The absolute highlight, however, was the order intake, which reached a historic record of EUR 17.9 billion. The grid infrastructure division, in particular, excelled, driven by demand for sophisticated energy solutions for AI data centres in the US. As a result of this unprecedented boom, the total order book swelled to an astronomical EUR 162 billion by the end of the quarter. A strong book-to-bill ratio of 1.6 also indicates that far more new orders are coming in than are being recognized as revenue at the same time. This bulging order book provides the group with unrivalled planning certainty, as production slots for the coming years are already largely fully booked. Alongside day-to-day operations, management is driving forward the largest corporate restructuring since the separation from parent company Siemens. The strategic focus is currently on the spin-off of the "Transformation of Industry" (TOL) division, now called Omterra. Furthermore, much-discussed plans are circulating in the market regarding the possible sale, worth billions, of a majority stake in the conventional steam turbine business. In view of the company's fundamental strength, the 2026 annual forecast has been refined, with the prospect of a substantial annual profit of around EUR 4 billion. Siemens Energy's trajectory is thus clearly heading towards becoming a highly profitable, global infrastructure giant that stands to benefit significantly from the unstoppable demand for electricity in the digital age. Analysts on the LSEG Refinitiv platform have reacted to the share price peaking and revised their 12-month expectations from EUR 225 to 194. Munich-based mwb research maintains its "Sell" rating with a target price of EUR 100. Remarkably bold!
dynaCERT: Expansion Efforts in Asia Gaining Momentum
Investors talking about energy should also keep an eye on potential savings! In this context, the decarbonization of heavy goods transport is increasingly coming into focus. A recent analysis by the International Energy Agency (IEA) shows that, particularly in freight transport, energy demand and emissions will struggle to fall quickly enough without additional efficiency measures, which is why technologies to reduce consumption can play an important bridging role. dynaCERT provides viable solutions, as the Canadian cleantech company does not intend to wait for the complete replacement of existing vehicles, but rather aims to improve the efficiency of diesel engines already in use. The patented HydraGEN™ system generates hydrogen and oxygen on demand via an on-board electrolysis unit. It feeds these into the engine's air intake system to optimize the combustion process, thereby reducing fuel consumption and emissions. The hardware is complemented by HydraLytica™, a digital telematics platform designed to record operating data, fuel consumption and greenhouse gas emissions, thereby transparently documenting the technology's actual impact. The key factor for investors, however, is the commercialization that is now underway. Thanks to strong local partnerships, Vietnam is emerging as a strategic reference market for further expansion in South-East Asia.
The outlook is encouraging. dynaCERT is now working closely with customers from the waste and recycling sector, the oil and gas industry, port logistics and industrial material handling, demonstrating the broad applicability of HydraGEN™ under real-world operating conditions. Preparations for installation have been finalized at another pilot customer with its own long-haul fleet in the Hanoi area, whilst additional applications on fire engines, forklift trucks and mobile cranes are being prepared. Another exciting development is the use of HydraGEN™ on heavy-duty trucks and container-handling equipment belonging to one of the world's largest logistics companies in Vietnam, as the new telematics solution is set to record detailed operational data and provide reliable comparative figures for fuel consumption and emissions. Vietnam is thus evolving from a purely sales-oriented market into a potential showcase for the entire region, as dynaCERT is already in talks regarding further business opportunities in Cambodia, Indonesia and Japan. Several pilot installations are set to be operational as early as the third quarter of 2026.
CEO Kevin Unrath explained: "We are concentrating our resources on the markets, applications and industry relationships where we believe dynaCERT can achieve the greatest economic impact. Our focus is on expanding existing relationships, tapping into new business opportunities and maintaining this momentum through 2027."
This autumn, the management team will launch one of the broadest international sales initiatives in the company's history, focusing specifically on the three core markets of heavy goods transport, port operations and stationary power generation. In the European trucking segment, events on the agenda include the IAA Transportation in Hanover and the 24 Hours Le Mans truck race, whilst in the Americas and Asia, key industry gatherings in Houston, Cartagena and Singapore will be used to engage directly with potential customers and sales partners. The campaign will conclude with POWERGEN International 2027 in the US, through which dynaCERT aims to deepen its access to energy suppliers, independent power producers, EPC companies and OEMs in the stationary power generation market. The share is currently available for purchase at high trading volumes within the range of CAD 0.10 to 0.12. After several years of technological development, the signs now clearly point to a breakthrough!
IIF presenter Lyndsay Malchuk gets to the heart of the current sales strategy.
Deutz: Specialized Energy Solutions Are Turning the Company into a Sought-After Niche Player
What a move in just one trading week! Long-established engine manufacturer Deutz is refocusing on its strengths amid the global energy crisis. As a specialist in highly flexible, self-sufficient drive and energy systems, the group had been lying dormant for several years. But now the company is responding to the massive demand for electricity with mechanical solutions from Cologne. The focus is on bespoke, decentralized emergency power generators, which guarantee uninterrupted grid continuity despite infrastructure overload. In addition to highly advanced diesel and gas engines, the group is consistently driving forward the market readiness of pioneering hydrogen and electric powertrains. The latest financial figures confirm the success of this strategic reorientation towards specialized energy solutions beyond the traditional off-highway segment. For the first half of 2026, Deutz increased its consolidated turnover by 10.7% to a robust EUR 1.115 billion. At the same time, EBIT jumped by an impressive 43% to EUR 79.7 million. Modern services and high-margin niche applications have proven reliable sources of returns for the Cologne-based company. Through targeted partnerships and acquisitions in clean energy technologies, Deutz is continuously expanding its market leadership in the sector. The order book is filled with orders from core markets such as North America and Europe and is growing quarter on quarter. For investors, this long-overlooked share is transforming from a cyclical industrial stock into a highly exciting infrastructure beneficiary of the digital age. Just a few weeks ago, trading at just under EUR 10, the share price jumped to EUR 13. Analysts on the LSEG Refinitiv platform estimate the average 12-month potential at EUR 14.45. Exciting!
The growth markets appear to be peaking somewhat in their momentum. This is shifting investor focus towards stocks that have so far been given only passing mention. While the energy infrastructure titan Siemens Energy is taking a bit of a knock, savvy investors have discovered Deutz and dynaCERT. There is still the potential to generate substantial returns here through specialized areas such as energy security and ESG-compliant cost-saving models.
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