July 15th, 2021 | 14:46 CEST
Pure Extraction, BallardPower, JinkoSolar, Siemens Energy - The makers of the future!
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"[...] Why should a modular electrolyzer cost more than a motorcycle? [...]" Sebastian-Justus Schmidt, CEO and Founder, Enapter AG
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.
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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