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July 15th, 2021 | 14:46 CEST

Pure Extraction, BallardPower, JinkoSolar, Siemens Energy - The makers of the future!

  • Hydrogen
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The most efficient ways to generate energy are being discussed almost daily. With nearly 8 billion people on the planet, we need to put energy-intensive mobility on a viable and sustainable footing. The shift to post-industrial economies and rapid changes in information technologies, for example, have greatly simplified the coordination of work. In terms of jobs, there is potential for greater flexibility and dispersion, according to Eurostat. The relationship between home and workplace is being redefined. Mobility and energy concepts that adapt to the new forms of work and production are therefore in demand.

time to read: 3 minutes | Author: André Will-Laudien

Table of contents:

    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


    First Hydrogen and Ballard Power - Hydrogen-powered vans

    Hydrogen could be considered for the mobility issue as well as for energy supply. Both, of course, require the gas to be produced with green energy because only then could the protagonists demonstrate a real decarbonization strategy. First Hydrogen is a new sector representative but still trades on the stock exchange under Pure Extraction. It should not be a source of irritation, as an already listed shell company has been used here.

    First Hydrogen plans to develop hydrogen-based delivery vehicles and has taken Ballard Power and AVL Powertrain on board for this purpose. The fuel cell issue is not new, but with the green billions from Joe Biden and the EU, longer-term projects can be put on the road. According to Statista, the global market for green hydrogen will become highly dynamic. A scenario analysis forecasts a production volume of around 160 million tons of green hydrogen worldwide by 2050. So far, the production capacity is only 25 million tons worldwide. New logistics concepts depend on the availability of fuel.

    The new form of energy is particularly relevant for delivery services. Small to medium-sized commercial vehicles have been used to date because small tanks with a long-range are installed here. Compared to electric cars with lithium-ion batteries, First Hydrogen promises significantly higher efficiency and ranges between 400 and 600 km. It is here where the fleet profile according to ESG - a very important key figure for modern logistics service providers - is pleased. While systems running on hydrogen were previously considered too expensive, according to industry experts, prices are expected to drop by over 50% in the next three years, even creating competition for conventional diesel. The crux of this development is, of course, the availability of H2 dispensers.

    With the help of Ballard Power and AVL Powertrain, an initial prototype of the "First Hydrogen Utility Van" is being developed at the cost of about CAD 2 million. Development time will be about 12 months, which is manageable. The stock market has already reacted to First Hydrogen's announcements, valuing Pure Extraction shares at about CAD 70 million. The entire sector gets a new and very interesting value, with the stock tradable in Frankfurt and Toronto.

    JinkoSolar - New efficiency records for solar modules

    Another representative from the renewable energy generation sector is JinkoSolar. The increasing demands of the distributed power generation market require unique solutions from all commercial and residential stakeholders. Demand in the global distributed generation (DG) market is expected to grow rapidly at a compound annual growth rate (CAGR) of 10% between 2021 and 2025.

    Earlier this week, JinkoSolar announced in a press release that the maximum solar conversion efficiency of a new series module is a maximum of 25%, which is a breakthrough achievement to previous bests. The result was tested and confirmed by TÜV Rheinland. The Company also holds the previous record of about 23%. Thus, the Chinese solar module manufacturer JinkoSolar renews its own test record. The increased efficiency is made possible by using modern TOPCon cell technology in combination with new welding technology. The new design also reduces the module's internal resistance loss and improves efficiency and appearance.

    JinkoSolar's stock has successfully nearly doubled since May. Currently, the share stands at EUR 51.5. A big gulp from the bottle, in our opinion!

    Siemens Energy - Cooperation with UPM-Kymmene

    Since autumn, the DAX also includes a green energy stock; it is Siemens Energy AG, a spin-off from the Siemens Group. The Finnish Company UPM-Kymmene chose Siemens Energy as the supplier of the electrification, automation and digitization solutions for an innovative next-generation biorefinery currently under construction in Leuna. It will use novel process innovations to produce wood-based monoethylene glycol (MEG), monopropylene glycol (MPG) and renewable functional fillers from 100% wood in sustainable processes. MEG and MPG, as well as functional fillers, have always been produced from fossil raw materials.

    With these materials, UPM offers alternatives that significantly reduce the carbon footprint of end products such as PET bottles, packaging materials, textiles or rubber products used in various applications in the automotive sector. To achieve this, the biorefinery in Leuna will produce green biochemicals without using fossil raw materials. The plant is the first of its kind designed for industrial-scale operation.

    Since January, Siemens Energy shares have been in a downtrend but could leave this trend if the EUR 27 mark can be overcome. Currently, disposals by existing shareholders since the listing in the fall of 2020 are likely also weighing on the stock.

    Green investments are in vogue and help investors to invest their capital in a more sustainable future. However, the investment process is not easy, as hydrogen and solar technology, in particular, are hyped trend topics with sometimes high valuations. If you are looking for new approaches, First Hydrogen is still an investor of the first hour.

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    Der Autor

    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.

    About the author

    Related comments:

    Commented by André Will-Laudien on February 29th, 2024 | 08:30 CET

    Uranium with exploding demand! Kraken Energy ideally positioned, hydrogen with Nel ASA and Plug Power in rebound?

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    Some politicians are feverishly dreaming of making energy generation climate-neutral! Those who take a closer look at the matter realize that the speed of adaptation to more sustainable electricity production must be supported by sizeable public investment budgets. In Germany and the EU, so-called eco-taxes are levied on private transport, which are used to finance alternative energy generation. That is the green theory, as expensive environmental projects should benefit the general public. Because the EU recently gave nuclear energy the "green light" in its taxonomy, this form of energy is now coming back into focus. The protagonists of this view are the nuclear power supporters France, Spain, Poland and the Czech Republic, with Germany notably staying out of this topic. Worldwide, over 50 reactors are expected to come online in the next few years, and what is needed for that is uranium. Which shares should be in focus now?


    Commented by André Will-Laudien on February 27th, 2024 | 07:00 CET

    Timing is half the battle! Watch out for defense stocks: Renk, Rheinmetall, Hensoldt, and dynaCERT in focus!

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    Despite a red-green government, defense stocks are in demand again in Germany. After years of pacifism, Berlin's traffic light government is now firing up arms investments everywhere with conviction. The aim is to make the war in Ukraine a success for Europe by supplying weapons - an interesting experiment and an entirely new direction in the German political spectrum. The underfunding of the German Bundeswehr has been rightly recognized, and now an additional EUR 100 billion is to be allocated under the Basic Law. The stock market picks up on this trend and values the sought-after armaments higher and higher, and international exports are now more legitimized than ever. That is how quickly times change. This brings fantasy to the share price and a windfall for resourceful investors. Where do further opportunities lie?


    Commented by Armin Schulz on February 26th, 2024 | 07:00 CET

    Plug Power, First Hydrogen, Daimler Truck - Hydrogen: the game changer in transportation

    • Hydrogen
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    The rapid development of electromobility has undoubtedly brought many advantages. However, there are some questions regarding its suitability for use in commercial transportation. The issues concerning the weight of the batteries, the long recharging time, and the limited range cannot be ignored. In view of these facts, it is questionable whether electric vehicles can completely replace diesel fuel in commercial transportation. There is a need for further technological advances, such as hydrogen propulsion. Although hydrogen has not yet received the same level of attention as electric vehicles, its potential suggests that it can solve the current problems.