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Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


John Jeffrey, CEO, Saturn Oil + Gas Inc.

John Jeffrey
CEO | Saturn Oil + Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary (CAN)

info@saturnoil.com

+1-587-392-7900

Saturn Oil + Gas CEO John Jeffrey: "Acquisition has increased production by 2,000%"


18. January 2021 | 09:54 CET

Enapter, NEL ASA, Bayer - the future can begin!

  • Hydrogen
Photo credits: Enapter AG

Without a doubt, hydrogen will become one of the most important energy sources in the coming decades. According to a study by the Hydrogen Council, demand for hydrogen will increase eightfold by 2050. According to this study, hydrogen could account for one-fifth of global final energy consumption. Some listed stocks' valuations have already risen to dizzying heights due to the very optimistic forecasts for the future. In addition, a fierce battle for the best technologies and patents is going on at the moment. Some of the well-known companies will fall by the wayside, and new ones will move up.

time to read: 3 minutes by Stefan Feulner
ISIN: DE000A255G02 , NO0010081235 , DE000BAY0017


Jim Payne, CEO, dynaCERT Inc.
"[...] We are committed to stay as the number one Canadian and global leader in the Hydrogen-On-Demand diesel technology [...]" Jim Payne, CEO, dynaCERT Inc.

Full interview

 

Author

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

About the author


Made in Germany

Enapter AG is currently well-positioned in the market. The Company's vision is to use German technology to produce green hydrogen more cheaply than the competition. The Company wants to achieve this with its innovative Anion Exchange Membrane (AEM) electrolysis. With this technology, which is based on modularity, it is possible to produce electrolysers and stacks that can be scaled up to larger units more efficiently and cost-effectively. The software developed in-house by Enapter AG is another significant asset. The perfect combination with the powerful hardware results in a modern energy system. Many individual electrolyser or stack units form an extensive system and are controlled uniformly via the software. Enapter plans to mass-produce its electrolyser by 2022 at the latest. To do this, it plans to open a factory in North Rhine-Westphalia to produce up to 100,000 units a year.

Patents and technology give a head start

According to the Company's management, it has a technology lead over the competition of 3 to 5 years. The Company invests 6 to 8% of sales annually in research and development to build on this. Enapter has long-standing research collaborations with the Universities of Pisa, Madrid, and Munich's Technical University. Enapter also collaborates on various research projects with the German Aerospace Center (DLR), the Norwegian University of Science and Technology (NTNU), and the Jülich Research Center. In addition to its strong R&D work, the Company boasts a growing patent portfolio of approved and filed patents. The most crucial patent protects the core technology, AEM electrolysis with a dry cathode, in Europe, the USA, China and India. The market capitalization of Enapter AG is currently just under EUR 690 million.

Spaniards keep their word

In contrast to Enapter, NEl ASA currently produces much larger electrolysers. The main application area is centralized large industrial solutions. We reported on the preliminary agreement from Spain in early November, and the order has now been confirmed. NEL Hydrogen Electrolyser, a division of Norwegian hydrogen specialist NEL ASA, has received a EUR 13.5 million order from Spanish energy Company Iberdrola. The order is for a 20 MW PEM solution for a fertilizer project in Spain that will be supplied with green electricity. Iberdrola, one of the world's largest utilities, has launched a project with one of the world's leading fertilizer manufacturers, Fertiberia, to build the most extensive green hydrogen plant in Europe. In Puertollano, Spain, a 100 MW photovoltaic system, a battery system with a storage capacity of 20 MWh, and a 20 MW electrolyser are to be built. The hydrogen will be used mainly for the production of fertilizer.

Ready for the future

Currently, Bayer AG is doing everything it can to make the relatively modest year of 2020 a thing of the past. Despite the still pending settlement in the glyphosate lawsuit, the Leverkusen-based Company is eager to tap into new growth markets. A healthy boost is expected from gene and cell therapies in the coming years. Many pharmaceutical companies are intensively researching these therapies. They are intended to enable new therapeutic approaches for widespread diseases such as heart failure and provide cures for rare diseases rather than merely alleviating symptoms. In 2020, 25 collaborations were announced in this area, and 7 compounds are currently being developed.

The golden straw

The hottest topic currently is the collaboration and service agreement with CureVac, which was signed at the beginning of January. CureVac is researching the Corona vaccine CVnCoV, for which the pivotal Phase III clinical trial began in mid-December. CureVac expects initial results at the end of the first quarter of 2021. The pharmaceutical giant is entering the game through the back door. Now Bayer is considering starting the production of Corona vaccines. With its global production network, the pharmaceutical giant would undoubtedly be in a position to produce vaccines in larger quantities. In the event of approval of the CureVac vaccine, the EU Commission has already secured 405 million doses for the EU countries.


Author

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

About the author



Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.


Related comments:

22. September 2021 | 14:05 CET | by André Will-Laudien

NEL, dynaCERT, Plug Power, FuelCell Energy - Hydrogen, the flagpole is broken!

  • Hydrogen

Today, what a hype, one would say. Those who held their nerve in January and let reality prevail are not the ones who are surprised at the outcome today. Hydrogen was the stuff of dreams for a few weeks, but the barrel foamed over properly. After rises of up to 2500%, almost all H2 stocks went into the cellar. And how dynamic it was! In just 6 months, hydrogen stocks have lost up to 85% again. One wonders: can there be a second wave? The framework parameters are suitable, as both the EU and Joe Biden have agreed on more hydrogen within the climate targets. The only important thing is the exact design of the subsidies because it will probably not be possible without government orders!

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17. September 2021 | 13:43 CET | by Nico Popp

NEL, dynaCERT, Volkswagen: Where hydrogen has not yet been written off

  • Hydrogen

Will hydrogen become a climate saver in homes? Or will it revolutionize the propulsion technology of ships and trucks? Even if hydrogen has lost some of its fantasy in recent months, the energy carrier is still on the agenda of many inventors and engineers. We introduce three companies that are - sometimes more and sometimes less - involved with hydrogen.

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15. September 2021 | 14:23 CET | by André Will-Laudien

Nel ASA, Enapter, Plug Power, FuelCell Energy - It is time to go all out!

  • Hydrogen

Hydrogen is not only a climate-friendly means of propulsion for automobiles and heavy-duty transport. Large industries such as chemicals and steel can use hydrogen technology to reduce their consumption of natural gas. There are costs involved when converting to hydrogen, most of which are only feasible with political support. The German government's national hydrogen strategy fits in well here. But medium-sized industries, especially energy-intensive sectors, could also become much more environmentally friendly with hydrogen-based technologies. Which stocks are well-positioned here?

Read