Nel ASA
Commented by Nico Popp on October 28th, 2026 | 05:42 CET
Climate Protection at Nel and Daimler Truck at a Dead End: Why Hydrogen and Electric Trucks Are Stalling—and How dynaCERT Is Bridging the Gap
The logistics industry is currently facing an existential challenge characterised by sharply rising energy costs. According to the European Commission's Oil Bulletin, the average diesel price across the EU stood at EUR 2.136 per litre in mid-October, almost 40% higher than a year earlier. At the same time, the rollout of zero-emission infrastructure for heavy-duty transport is experiencing significant delays. As a result, solutions that reduce fuel consumption across existing fleets are becoming increasingly important for freight and logistics companies.
Read
Commented by Armin Schulz on October 21st, 2026 | 05:25 CEST
Nel, dynaCERT, Daimler Truck – Hydrogen, Electricity and Diesel Aim to Reduce Emissions in Heavy-Duty Transport
The decarbonisation of trucks is progressing at different speeds. Daimler Truck sold a total of 91,260 units in the 3rd quarter of 2026, of which only 1,207 were battery-electric. The transition is therefore progressing more slowly than sales are growing. Hydrogen propulsion first requires low-cost hydrogen production. Meanwhile, fleet operators are looking for ways to make existing diesel engines cleaner today to improve their carbon footprint. Ultimately, manufacturers must deliver vehicles that perform in everyday use. If all this can be brought together, it could give hydrogen a long-term boost. We therefore take a closer look at Nel, dynaCERT and Daimler Truck.
Read
Commented by Fabian Lorenz on October 19th, 2026 | 05:35 CEST
Up 38% in One Week: OHB Takes Off - Could Nel ASA and First Hydrogen Be Next?
What a week for OHB shares. The stock surged by around 38%. This could mark the end of the sharp correction. Analysts see further upside for the German space company, citing its strong order backlog, which could expand further soon. Beyond space, robotics is another market of the future. Leading investment banks predict golden times for the sector. First Hydrogen aims to secure a share of the billions in expected revenue. If it succeeds, the stock is a strong candidate for a revaluation. Meanwhile, Nel shareholders were hoping for further gains at the start of last week. However, the Norwegian company's quarterly results quickly brought the rally to an end.
Read
Commented by Fabian Lorenz on October 15th, 2026 | 05:25 CEST
Nel ASA and Evotec Shares Rise! When Will DRC Gold Take Off?
Evotec shares gained more than 9% yesterday, driven by better-than-expected figures for the first nine months. In an initial reaction, analysts once again recommended buying the stock. Nel ASA has also received positive news in recent days. The Norwegian company secured an order in the United States, while its collaboration with Rheinmetall is also attracting attention. The aim is to jointly develop solutions for local production of low-emission fuels, particularly for the defence sector and critical infrastructure. Could DRC Gold shares be poised for a breakout? The company, led by a German CEO, aims to establish itself in one of Africa's most historic gold-producing regions. It recently reached an important milestone. The aim is to bring the Kebigada deposit, with a historical resource estimate of around 4.1 million ounces of gold, into production as quickly as possible. Further acquisitions are also under consideration.
Read
Commented by André Will-Laudien on October 14th, 2026 | 09:15 CEST
Energy Security in the EU: An Obstacle Course! What Are Nel ASA, ITM Power, NU E Power and Plug Power Doing?
Created and Published on Behalf of NU E Power Corp.
As electrification and AI data centre expansion drive up electricity demand, Europe's energy security is facing a major test. To strengthen the power system and accelerate the transition to clean energy, Brussels is taking action through reforms to the EU electricity market and the revised Renewable Energy Directive (RED III). These strict rules not only require significantly faster approval procedures for infrastructure projects, but also set binding quotas for green hydrogen and flexible energy storage in industry. But the path to a crisis-resilient energy system remains a bureaucratic and financial race for project developers and technology providers. Regulatory hurdles, volatile energy prices and the urgent need for investment capital continue to weigh on the sector. In this complex environment, strategic alliances and innovative financing models are gaining importance. Our latest analysis examines the different approaches of leading players and explores how business models can help overcome regulatory hurdles and make Europe's green industrial transformation economically viable. The exciting part? Investors can follow these developments, too.
Read
Commented by Fabian Lorenz on October 8th, 2026 | 07:25 CEST
Nel ASA Out of Hope? RWE Partner ITM Power Down 50%! dynaCERT Flying Under the Radar?
Is there any hope left for Nel ASA? The Norwegian company's stock is currently at a yearly low. Its latest US order failed to excite investors. What will it take for this former investor darling to get back on track? At ITM Power, a partnership with Rheinmetall in the spring sent the stock soaring. Since then, however, the share price has more than halved again. The company also collaborates with RWE and Linde. Meanwhile, flying under the radar, dynaCERT is working on a comeback story. The company stands to benefit from elevated diesel prices, while its German management team is fully focused on sales. Following successes in Vietnam, there is now positive news to report from France. Analysts see significant potential for further growth.
Read
Commented by André Will-Laudien on September 21st, 2026 | 07:00 CEST
Gas Prices Above EUR 2.50? Nel ASA, Bayer, MustGrow and K+S in the Spotlight
Created and Published on Behalf of MustGrow Biologics Corp.
The ongoing debate over rising energy costs and the transition toward a greener economy is increasingly reaching gas stations and supermarket shelves. If gasoline prices remain sustainably above EUR 2.50, agricultural producers in particular will come under enormous pressure. Food production remains heavily dependent on fossil fuels, as tractors and harvesters are traditionally powered by agricultural diesel. Higher fuel prices therefore directly increase the cost of producing and transporting our daily food. At the same time, the agricultural sector faces the enormous challenge of reducing its reliance on conventional chemicals and fertilizers and finding more sustainable alternatives. This transformation requires innovative approaches at the intersection of the energy and agricultural sectors. Companies such as Nel ASA are therefore moving into focus, as green hydrogen can play a key role in decarbonizing the agricultural sector and producing cleaner fuels. Specialists such as MustGrow Biologics are also gaining importance by developing biological crop protection products designed to replace chemical alternatives. The traditional fertilizer giant K+S is likewise a key player in the rapidly evolving sector of sustainable food. Where are the opportunities for investors?
Read
Commented by Fabian Lorenz on September 14th, 2026 | 08:00 CEST
Oil Price Shock! New Tailwind for Hydrogen Stocks! Buy thyssenkrupp nucera, Nel ASA, or dynaCERT Now?
While the world appears to be gradually coming to terms with the problems in the Strait of Hormuz, recent developments in Yemen could bring the next shock to the oil market. The Houthi rebels, allied with Iran, have expanded their position at the strategically important Bab al-Mandab and now control, among other areas, the island of Perim/Mayun at the entrance to the Red Sea. This increases the risk to another major shipping route. Saudi Arabia has already shut down a pipeline. One potential beneficiary of current developments in the oil market is dynaCERT, with its technology to reduce fuel consumption and emissions. Against this backdrop, the company's participation in IAA TRANSPORTATION 2026, which begins tomorrow, could hardly come at a better time. Analysts are recommending the stock as a "Buy", and the investment case is taking shape. Hydrogen stocks are also back in the spotlight. Analysts also recommend buying thyssenkrupp nucera.
Read
Commented by Matthias Schomber on September 10th, 2026 | 09:35 CEST
Is Nel ASA Set to Rebound? Analysts Are Singing Bayer's Praises! RE Royalties Entices with Dividends!
Today we are taking a look at three companies that may all be at a critical turning point. Hydrogen specialist Nel ASA is racing against the clock and must prove its full order book can translate into real profits. On the other hand, there is Bayer—a company that, after years of deep crisis, share prices hovering around EUR 20, and seemingly endless legal battles, has risen like a phoenix from the ashes and is aiming to climb even higher. Last but not least, we take a look at RE Royalties. The project financier is well positioned for the energy transition and is delivering strong returns to shareholders. We examine the numbers, the technical analysis, and the truth behind the latest news.
Read
Commented by André Will-Laudien on September 4th, 2026 | 07:00 CEST
USD 100 Oil Price Shock – Boost Returns with Smart Alternatives like ITM Power, Zefiro Methane, Plug Power and Nel ASA
Created and Published on Behalf of Zefiro Methane Corp.
Volatility is going through the roof! The conflict in the Middle East is driving oil prices relentlessly toward the critical USD 100 mark, putting the energy market on high alert. Exploding commodity costs are further fuelling already stubborn inflation, increasing pressure on central banks to keep interest rates at restrictive levels. In this toxic environment for traditional assets, however, the irreversible trend towards the energy transition is proving to be a powerful catalyst for future-proof investment alternatives. Investors wishing to make their portfolios crisis-proof are now looking for profitable niche players and, for example, reducing their exposure to the high-tech sector, which has risen sharply. Alongside the hydrogen leaders ITM Power, Nel ASA and Plug Power, the US company Zefiro Methane is shining. And the formula is simple: by decommissioning orphaned oil and gas wells, this environmental tech specialist stands to profit directly from reduced climate-damaging emissions. Investors should therefore make clever use of the current market volatility to secure tomorrow's winners away from the expensive oil sector.
Read