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Commented by Armin Schulz on April 22nd, 2025 | 07:30 CEST

Mobility and logistics under pressure: BYD, dynaCERT, and Daimler Truck put to the innovation test

  • Hydrogen
  • greenhydrogen
  • Trucks
  • Electromobility

The transport industry is at a crossroads: With CO2 limits getting stricter and supply chains needing to be smarter than ever, companies are struggling to find the right balance between efficiency and sustainability. According to the "NEW MOBILITY REPORT 2025," the battle for dominance in tomorrow's logistics is underway – driven by electric trucks, AI-managed fleets, and hydrogen prototypes. But in the race to be the frontrunner, three key players are pulling different levers. BYD focuses on innovative all-electric passenger vehicles, dynaCERT offers disruptive retrofit solutions for diesel engines, and Daimler Truck aims to combine autonomous systems with green drives. Who is driving the revolution – and where will investors benefit the most?

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Commented by Armin Schulz on January 28th, 2025 | 07:10 CET

Plug Power, dynaCERT, Daimler Truck – Now is the hour of blue hydrogen

  • Hydrogen
  • bluehydrogen
  • renewableenergies
  • Trucks
  • Fuelcells

"Drill Baby Drill," said Donald Trump in his inauguration speech. The US wants to produce more oil and natural gas domestically, but while oil is still in demand, the US already has enough natural gas today to export. What should be done with the gas when the storage facilities are full? One option is to use the surplus gas to produce blue hydrogen. The national energy emergency declaration will reduce regulatory hurdles, paving the way for projects like blue hydrogen production. As a result, the price of blue hydrogen will decrease. This is reason enough to look at three companies banking on hydrogen within their business model.

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Commented by Stefan Feulner on January 20th, 2025 | 07:30 CET

Daimler Truck, First Hydrogen, Siemens Energy – Hydrogen with rebound potential

  • Hydrogen
  • GreenTech
  • greenhydrogen
  • renewableenergies
  • Energy

From a stock market perspective, 2024 was a year to forget for companies in the hydrogen fuel cell segment. Companies like Plug Power and Nel ASA faced significant setbacks, continuing to shed the inflated valuations that had ballooned since the pandemic lows. There is no question that hydrogen technology remains fundamental to the climate turnaround. However, smaller, innovative competitors are now pushing their way to the fore and could benefit disproportionately from the next upward wave.

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Commented by Armin Schulz on November 19th, 2024 | 07:05 CET

Nel ASA, dynaCERT, Daimler Truck – Decarbonization in focus

  • Hydrogen
  • greenhydrogen
  • renewableenergies
  • Trucks

Nel ASA, dynaCERT and Daimler Truck are three companies involved in various areas of hydrogen technology, thus contributing to decarbonization. Nel ASA is a pioneer in the production of electrolysers that generate hydrogen from renewable energies. dynaCERT develops innovative systems that integrate hydrogen into combustion engines to reduce emissions. Daimler Truck is committed to hydrogen fuel cells for long-distance transportation and has achieved impressive ranges with the GenH2 Truck. Together, they are driving the use of hydrogen as a clean energy carrier and shaping the future of mobility and energy supply.

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Commented by Armin Schulz on September 17th, 2024 | 07:25 CEST

Daimler Truck, dynaCERT, Plug Power – There is hope for hydrogen

  • Hydrogen
  • Fuelcells
  • Electromobility
  • greenhydrogen

Hydrogen technology faces similar challenges to electromobility. Yet, there are reasons for hope. It is not necessarily a choice between electric or hydrogen; a combination of both is possible, as demonstrated by the introduction of ultra-fast fuel cell charging stations for electric vehicles. In parallel, the German government is promoting this green revolution, supported by pioneering industry events such as ACHEMA 2024. Companies like Enapter AG are celebrating remarkable revenue increases. Everyone agrees on one thing: the environment must be protected. Solutions will be showcased at the upcoming IAA Transportation in Hanover and the 9th Supplier Marketplace Hydrogen and Fuel Cell Technology in Berlin.

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Commented by Armin Schulz on August 12th, 2024 | 07:15 CEST

Daimler Truck, dynaCERT, Plug Power - Electric on the decline! Is this the hour of hydrogen?

  • Hydrogen
  • Electromobility
  • renewableenergies

In recent years, electromobility has been regarded as the undisputed driving force behind the global transport revolution. However, recent developments paint a different picture: stagnating sales figures and growing challenges in the supply of raw materials raise the question of whether the era of electric vehicles has reached its peak. As a result, the focus is shifting to another alternative drive system: hydrogen. With increased investment and technological advances in the hydrogen sector, the question arises as to whether the time has come for hydrogen as an energy source to experience its major breakthrough and win the race for sustainable mobility.

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Commented by Armin Schulz on July 16th, 2024 | 07:30 CEST

Daimler Truck, First Hydrogen, Nikola - Green logistics companies in focus

  • Hydrogen
  • greenhydrogen
  • Logistics
  • Trucks
  • Electromobility

With the aim of promoting greener technologies and meeting legal requirements, logistics companies are faced with the choice between electric and hydrogen drives for the future. Many countries have introduced strict emissions regulations to reduce CO2 emissions and minimize the use of fossil fuels. While electric drives impress with their high energy efficiency and low operating costs, hydrogen drives score points with their fast refueling and long range. We have picked out three companies, some of which are pursuing different approaches, and take a look at their current situation.

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Commented by André Will-Laudien on April 29th, 2024 | 06:30 CEST

Turnaround within reach; invest in hydrogen 3.0 now? Nel ASA, Plug Power, dynaCERT and Daimler Truck

  • Hydrogen
  • greenhydrogen
  • renewableenergies
  • Energy

No sector has been hit as hard in recent months as the hydrogen sector. Even after 70 to 90% losses in individual well-known public stocks, the starting signal for a recovery rally does not yet seem to be in sight. However, there are now an increasing number of listed business models that use hydrogen as a clean, climate-friendly fuel. Spurred on by public subsidies, attempts are now being made to combine alternative energy generation and clean combustion processes. Whether in steel production, industrial manufacturing, or transportation, the application areas are diverse. Are interested investors now facing a technical rebound in the hydrogen sector?

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

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

  • Hydrogen
  • Electromobility
  • fuelcell
  • Batteries

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.

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Commented by Armin Schulz on January 22nd, 2024 | 07:15 CET

Daimler Truck, dynaCERT, Plug Power - Hydrogen: The future king of energy sources?

  • Hydrogen
  • greenhydrogen
  • Electromobility
  • Energy

Against the backdrop of climate change and dwindling fossil fuel resources, the world is at a turning point that necessitates a redesign of energy supply. Hydrogen is emerging as the centerpiece of a future low-carbon economy, especially in the transportation sector. This sector, which is currently heavily dependent on fossil fuels, accounts for a significant proportion of global greenhouse gas emissions. In a world seeking sustainable, long-term energy solutions, hydrogen could provide the answer to some of the most pressing challenges of our time. Today, we look at three companies working to reduce emissions using hydrogen.

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