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Commented by Stefan Feulner on September 1st, 2026 | 07:30 CEST

Ballard Power, First Hydrogen, ElringKlinger: Is Hydrogen Poised for a Fresh Start?

  • Hydrogen
  • cleantech
  • Automotive
  • Fuelcells
  • AI
  • Robotics

After years of billion-dollar investments and grand promises, the hydrogen industry must finally deliver. What matters now is no longer new letters of intent, but applications that will work in everyday life and that can be scaled economically. Fuel cells are now making their way into heavy-duty transportation, providers are bundling technology and hydrogen supply, and new areas of application are emerging beyond traditional vehicles. For investors, this could mark the beginning of a new phase. It is no longer merely the vision that matters, but rather who is actually turning hydrogen into a business.

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Commented by Stefan Feulner on July 20th, 2026 | 07:05 CEST

Cameco, American Atomics, and ElringKlinger Make a Splash

  • nuclear
  • Uranium
  • renewableenergy

The next long-term investment trend is taking shape in the capital markets. While many investors focus on short-term price fluctuations, future markets worth billions are emerging in the background. The expansion of nuclear energy, the industrial use of hydrogen, and the development of independent raw material and supply chains are gaining momentum worldwide. At the same time, the transformation of the automotive industry is opening up new opportunities in the global auto parts business. Companies that benefit early on from these structural developments could be poised for a sustained revaluation.

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Commented by Nico Popp on December 1st, 2020 | 09:32 CET

SAF-Holland, ElringKlinger, Almonty: cyclical for the year-end rallye

  • Investments

Prices are picking up once again: Vaccination hopes and the recovery of the global economy are boosting cyclical stocks, in particular, such as the automotive industry. However, base metals are also considered a good bet in times of economic upswing. But one after the other. The shares of SAF-Holland, the commercial vehicle and camping equipment supplier, rose by more than 40% on a one-year horizon. In the past few days, it still grew by more than 7% despite a minor consolidation. While the stock was still considered a beneficiary of the trend toward camping trips after the initial lockdown, the hard facts are now providing price fantasy. When the economy is booming, commercial vehicles will be needed again, according to the market.

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