First Hydrogen Corp.
Commented by Nico Popp on September 10th, 2025 | 07:10 CEST
Hydrogen – New paths through the funding jungle: ITM Power, NEL, First Hydrogen
Europe has ambitious goals for the hydrogen economy, but its implementation is often hampered by complex regulations and bureaucratic funding processes. "We have ambitious goals in Europe, but implementation is stalling because we are getting lost in the details of the rules. Instead of triggering investment, we are creating complexity," criticizes Jorgo Chatzimarkakis from the Hydrogen Europe association in an interview with Telepolis. Many projects are still on hold due to unclear approvals or subsidy details. While large energy corporations can navigate the bureaucratic jungle, agile specialists are looking for niche opportunities. We shed light on the business models of NEL, ITM Power, and First Hydrogen.
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Commented by Armin Schulz on September 4th, 2025 | 07:20 CEST
BYD under fire: How First Hydrogen, SMR Technology, and Nel ASA aim to disrupt the Hydrogen Market
The mobility of the future will be shaped by more than just one technology. While electric batteries dominate in passenger vehicles, hydrogen offers enormous potential in heavy-duty transport, light commercial vehicles, and industrial applications. Its breakthrough depends on affordable, green production. Innovative small modular reactors (SMRs) could be the game changer here, radically reducing costs and guaranteeing long-term production. In this context, we take a closer look at BYD, the industry leader in electric mobility. First Hydrogen has already tested hydrogen-powered vehicles on the road and is now increasingly focusing on SMR development. Last but not least, we analyze hydrogen veteran Plug Power.
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Commented by André Will-Laudien on August 20th, 2025 | 07:05 CEST
Rethinking energy! Siemens Energy, First Hydrogen, VW, and BYD for the winning portfolio
For a long time, it seemed that nuclear energy was disappearing from the global energy mix, but now there are clear signs of a change of course. The US, in particular, is pushing for a restart. The government has adopted an ambitious plan to quadruple nuclear power capacity. The focus is on small modular reactors (SMRs) - compact reactors that can be used in decentralized locations, are considered efficient and safe, and can also be built more quickly than conventional large-scale power plants. In addition to their role in domestic energy supply, SMRs are considered an important export product for allied countries looking to reduce their dependence on fossil fuels. At the same time, they offer the possibility of being flexibly combined with renewable energy sources, such as supplementing solar and wind farms to ensure base load capability. E-mobility also depends on a secure power supply. Which companies are attracting the most investor interest?
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Commented by Fabian Lorenz on August 12th, 2025 | 07:20 CEST
First 1,000%, now dividends! Siemens Energy, Nordex, and First Hydrogen shares
The race for dominance in artificial intelligence is increasingly turning into a competition for energy. While Helion Energy has begun construction of the first fusion reactor designed to power Microsoft's data centers in the US, Siemens Energy, among others, is earning handsomely in Germany with infrastructure for AI giants. The stock has gained over 1000% in recent years, and the Bundestag has now cleared the way for profits to be distributed to shareholders once again. First Hydrogen is on its way to becoming a specialist in green hydrogen, produced using small modular reactors (SMRs). The Canadian government is pushing development, and the Company is collaborating with a university. Following a recent setback, the stock may present a new entry opportunity. Those who invested in Nordex at the start of the year seized their chance. The stock has emerged as one of the quiet high-flyers of 2025, with profitability on the rise.
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Commented by Nico Popp on August 7th, 2025 | 07:25 CEST
Hydrogen turnaround? Bad news from Africa: First Hydrogen, thyssenkrupp nucera, BASF
According to a report in Der Spiegel, producing green hydrogen in Africa for export to Europe could be more expensive than previously thought. This is indicated by research conducted by scientists from the Technical University of Munich, Oxford, and ETH Zurich. According to the study, only 2% of around 10,000 sites examined across 31 African countries could produce at competitive costs by 2030. The reason lies in financing. Depending on the country in Africa, financing costs range between 8% and 27%, which is too high to remain competitive. Instead of the planned price guarantees of EUR 3 per kg of hydrogen, the EU would have to guarantee EUR 5 to ensure a reliable flow of hydrogen from Africa to Europe. What does this mean now for the European hydrogen economy?
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Commented by Armin Schulz on July 29th, 2025 | 07:25 CEST
Hydrogen from setback to comeback: Plug Power, First Hydrogen, Nel ASA – Who will emerge victorious from the transformation?
Quietly but steadily, the hydrogen revolution is regaining momentum! Despite short-term setbacks, pragmatic solutions are reigniting the fire. Core networks are emerging, logistics alliances are optimizing supply chains, and niche markets are beginning to thrive. Here, smart players are shaping decarbonization far removed from the overheated expectations of 2021. Three companies stand out: Plug Power, First Hydrogen, and Nel ASA. They combine strategic partnerships and specialized technologies, leveraging government infrastructure initiatives to emerge from the crisis as stronger winners.
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Commented by André Will-Laudien on July 23rd, 2025 | 07:05 CEST
The hot phase for nuclear energy is beginning! Oklo, First Hydrogen, Nel, Siemens Energy, and Plug Power
For a long time, nuclear power was considered a thing of the past; however, a significant shift in energy policy is now underway worldwide. The US is at the forefront of this movement. Under Donald Trump, a comprehensive action plan to rebuild the nuclear industry was recently adopted. The goal is nothing less than to quadruple the country's nuclear power capacity, in particular through the massive expansion of small modular reactors (SMRs), which are compact, decentralized mini nuclear power plants. They are considered efficient, safe, and scalable. The message is clear: the United States wants to regain its position as the dominant nuclear power, both in terms of energy policy and technology. Which companies are in the spotlight?
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Commented by Fabian Lorenz on July 14th, 2025 | 07:10 CEST
Siemens Energy gifted away? RENK is betting on AI! First Hydrogen shares rally 100%!
The opportunities of hydrogen and nuclear power in one stock? First Hydrogen offers just that. Over the past 4 months, the stock has more than doubled. Nevertheless, it still does not appear to be expensive, as the global hunger for energy and thus the potential for First Hydrogen is huge. This energy demand is also driven by the AI hype, which is causing data centers to spring up like mushrooms. RENK is turning to artificial intelligence for the future. The Company may focus even more on defense going forward. Analysts view this positively. Siemens Energy shares have increased more than tenfold in recent years. But is the core business still being offered for free? A look at India suggests this might be the case. A buying opportunity?
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Commented by Nico Popp on July 10th, 2025 | 07:10 CEST
German government kicks off hydrogen boost: Rheinmetall, thyssenkrupp, First Hydrogen
The German government is stepping on the hydrogen gas pedal: Simplified approvals and accelerated construction of electrolysers, import terminals, pipelines, and storage facilities are intended to make German industry fit for the future. Hydrogen is of "overriding public interest," according to a draft law obtained by the news agency dpa. This is good news for companies in the hydrogen economy that have gained momentum in recent years. Planning security can give the emerging industry the boost it needs, and it is essential for the transformation of German industry.
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Commented by Armin Schulz on June 25th, 2025 | 07:00 CEST
US hydrogen industry under pressure: Plug Power struggles - Things are looking much better for First Hydrogen and thyssenkrupp nucera
While Europe is hitting the hydrogen accelerator, as evidenced by more than 100 events during Hydrogen Week 2025 and billions being invested in infrastructure and electrolyzer factories, the US market is stumbling. Political U-turns are abruptly halting subsidies and jeopardizing projects, especially those involving green hydrogen. However, the global megatrend remains intact. Europe is pushing ahead with decarbonization, aiming to double its production capacity by 2030, and the market is growing dynamically. In this field of tension between setbacks and new beginnings, we take a look at three key players: Plug Power, First Hydrogen, and thyssenkrupp nucera.
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