Daimler Truck Holding AG
Commented by André Will-Laudien on November 29th, 2023 | 09:50 CET
DAX on record course, hydrogen sell-off! Plug Power, First Hydrogen, Nel ASA and Daimler Truck on the test bench
The DAX is soaring because most investors expect interest rates to fall. Based on the assumption of slower growth, investors are again focusing on cyclically sensitive stocks at the turn of the year. According to the expectation curves for ECB and FED interest rates, the first downward adjustments are already expected in Q2. The key factors here are the slight fall in inflation and the central banks' desire to cushion the potential downturn. Despite all the euphoria, the desire to buy is currently bypassing the hydrogen sector. Representatives of the sector are the stock market losers of 2023. Is there still a possibility of a quick rebound in 2024? We do the math.
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Commented by Armin Schulz on November 15th, 2023 | 06:15 CET
Plug Power causes hydrogen tremor - Will dynaCERT and Daimler Truck benefit?
For a long time, hydrogen was considered a real alternative to fossil fuels, especially in freight transport, as refueling times were significantly shorter than electric trucks, and the range was often greater. However, this requires suitable infrastructure and a sufficient supply of green hydrogen. Plug Power aims to provide this infrastructure. However, the Company may run out of money before achieving this goal. This creates opportunities for providers of alternative solutions, such as dynaCERT's HydraGEN™ technology, which enables fuel savings and reduces emissions. Daimler Truck could also benefit from the current situation with its electric trucks. We take a closer look at all three companies.
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Commented by Armin Schulz on August 23rd, 2023 | 07:40 CEST
Nel ASA, dynaCERT, Daimler Truck - Into the future with hydrogen
Hydrogen is a promising energy carrier for the future that can be produced from renewable sources such as green electricity. Hydrogen can be used in various sectors such as industry, heating, or transportation to reduce greenhouse gas emissions and increase energy security. Transport, in particular, emits a lot of emissions, making it a crucial focal point for action. The German federal government has already adopted a national hydrogen strategy to promote the development and use of hydrogen. There are similar efforts in the US and Europe. We look at three companies harnessing the power of hydrogen.
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Commented by Armin Schulz on July 17th, 2023 | 08:15 CEST
Plug Power, First Hydrogen, Daimler Truck - Bringing tomorrow's winners into the portfolio today
The energy transition has only just begun. The farewell to fossil fuels is a done deal. Alongside electrification, green hydrogen is expected to play a crucial role in the energy of the future, generated from renewable sources such as wind and solar power. Here, the infrastructure of tomorrow needs to be planned and implemented today. On July 12, the German transmission system operators presented their plan for a hydrogen network for Germany that is to cover a length of 11,200 km. In addition to connecting industrial sites, the plan also calls for the creation of a charging infrastructure for vehicles, as the transportation industry is primarily responsible for CO2 emissions. Investors who position themselves correctly early can profit from the upcoming hydrogen boom.
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Commented by Nico Popp on June 29th, 2023 | 07:50 CEST
Hydrogen abc - Everything about opportunities and risks: ThyssenKrupp, Daimler Truck, First Hydrogen
Hydrogen is experiencing a boom. The upcoming IPO of ThyssenKrupp subsidiary Nucera has a signal effect. At the beginning of the subscription period, the demand for the shares of the hydrogen specialist exceeded the supply. The shares are to be traded for the first time on July 5. Here we will discuss what Nucera's IPO means for the industry and where risks and opportunities lurk.
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Commented by Nico Popp on June 15th, 2023 | 08:55 CEST
Breakthrough for the e-truck? Daimler Truck, Siemens Healthineers, Almonty Industries
For a long time, hydrogen was considered the energy carrier for heavy machinery. Now Daimler Truck has high hopes for a battery-powered model of its Actros. We explain the background, shed light on what lies behind Siemens Healthineers' share buyback program and also introduce a company that could benefit equally from advances in medical technology and the run on modern batteries.
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Commented by André Will-Laudien on May 23rd, 2023 | 08:00 CEST
DAX on a record chase, and hydrogen is making a comeback! VW, Daimler Truck, First Hydrogen, Traton. Who can convince?
The EU wants to invest about EUR 25 billion in hydrogen over the next 10 years. To this end, the Commission has drafted the concept of a "Hydrogen Accelerator" to promote the use of renewable hydrogen. The "REPowerEU plan" launched for this purpose aims to produce 10 million tons of renewable hydrogen within the EU by 2030 and to import a further 10 million tons. It is hoped that this will provide an important building block for saving the climate. The private sector is also involved. We take a look at some of the key players.
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Commented by Armin Schulz on April 14th, 2023 | 10:28 CEST
dynaCERT, Daimler Truck, Plug Power - Into the future with hydrogen solutions
We are at the beginning of a new era of sustainability and efficiency. The consumption of fossil fuels in Western industrial nations is to be significantly reduced in the coming years. However, alternatives are needed. The future of energy supply could lie in hydrogen. Using electrolysis, water is broken down into its components: oxygen and hydrogen. The clean fuel produced can then be used directly or stored to produce electricity when needed. If renewable energy sources are used to produce green hydrogen, there will be no CO2 emissions. Today we look at three companies using hydrogen technology for their products.
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Commented by Stefan Feulner on March 16th, 2023 | 12:01 CET
E.ON, Smartbroker Holding, Daimler Truck - Optimistic about the future
Despite challenging market conditions with high raw material and energy prices, many companies beat analysts' forecasts for the full year 2022 in the slowly fading figures season. There is no question that the current fiscal year is also likely to be shaped by many external uncertainty factors. Nevertheless, many companies are defying the negative conditions and are on the verge of setting new records in 2023.
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Commented by Armin Schulz on February 27th, 2023 | 14:53 CET
BYD, First Hydrogen, Daimler Truck - Battle of the drive systems
In recent years, the debate about the future of mobility has focused heavily on conventional passenger cars. Yet it is commercial vehicles that are responsible for the majority of emissions. Here, the competition between electromobility and hydrogen as drive systems for trucks and vans is now moving into the focus of the discussion. While electromobility has been on the rise for several years, hydrogen is also gaining in importance as an alternative drive system. In contrast to batteries, fuel cell vehicles can achieve a significantly greater range with hydrogen. Another advantage of hydrogen as a propulsion system is the short refueling time. Today, we look at three companies that are taking different approaches.
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