NEL ASA NK-_20
Commented by André Will-Laudien on July 8th, 2026 | 07:25 CEST
Penalty Shootout in the Energy Sector: Takeovers Ahead? Keep an Eye on Nel ASA, A.H.T. Syngas, Helios Solar, ITM, and Plug Power
Markets continue to climb, and the global energy transition is entering a new investment phase. Yet the momentum is far from evenly distributed. While Europe is accelerating the expansion of renewable energy to meet rising electricity demand from electric vehicles, industry, data centers, and artificial intelligence, the US administration is placing renewed emphasis on expanding nuclear power. Meanwhile, Southeast Asia is quietly emerging as one of the world's fastest-growing solar markets. According to the International Energy Agency, annual global investment in clean energy technologies will need to exceed USD 2 trillion by the end of the decade merely to move closer to international climate targets. At the same time, the European Commission is easing fiscal rules, giving member states greater scope to invest in energy infrastructure, while the European Investment Bank plans to provide EUR 75 billion in financing for energy transition projects by 2028. Who stands to benefit?
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Commented by André Will-Laudien on July 2nd, 2026 | 07:05 CEST
Oil on Sale, Gas and Hydrogen in Vogue! Nel ASA, Pure One, Plug Power, and Shell in the Spotlight
A Fragile Ceasefire! Tensions between the US and Iran remain high, even though the recent de-escalation has provided short-term relief for the oil markets. There is no sign of a robust peace agreement; rather, the situation remains characterized by a fragile political framework, military incidents, and diplomatic feelers. This is particularly relevant for the oil market because the Strait of Hormuz, as a key transport route, remains a geopolitical risk factor. Accordingly, Brent reacts sensitively to any new news from the region. After falling to around USD 72 per barrel, it could rebound at any time. Investment banks are now significantly scaling back their short-term price targets of up to USD 150 set in April, but remain cautious overall for 2026. Depending on the firm, forecasts for Brent now range from USD 70 to USD 85 per barrel, with geopolitical risks, OPEC policy, and the development of the global economy remaining key influencing factors. For investors, this means that oil prices are currently more of a tactical positioning matter and are unsuitable as a long-term investment. It is therefore worth taking a critical look at viable alternatives in the energy sector. But let's get one thing out of the way first: high volatility is here to stay!
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Commented by Nico Popp on June 29th, 2026 | 07:00 CEST
Hydrogen Is Gaining Ground in Emerging Markets - How the Transition Can Succeed: Trimble, Nel, dynaCERT
While the long-term goal of completely emission-free mobility remains, opinions on the path to achieving it vary widely. Especially in light of the sluggish economy and major challenges, more and more economies are turning to pragmatic solutions. Many technological and infrastructural hurdles can be circumvented in this way. Since the conversion of large commercial vehicle fleets to battery or fuel cell systems is likely to take decades for well-known reasons, transition technologies are gaining importance. We shed light on the market and introduce three promising players.
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Commented by Armin Schulz on June 26th, 2026 | 07:20 CEST
Siemens Energy leads the pack, A.H.T. Syngas follows closely, while Nel ASA struggles—which stock will deliver the highest return in the hydrogen boom
The hydrogen market has moved beyond its visionary phase. By 2026, the sector will likely be clearly separated. Some companies are delivering real substance; others are trying to gain attention with new approaches; and some are still struggling to prove their viability. This three-way split is what currently makes the sector so attractive, as the market is no longer rewarding mere participation in a megatrend, but rather execution—turning it into orders and margins. Investors now need to clearly differentiate between these groups. And this is precisely where our focus on three very different companies comes in: Siemens Energy as a current beneficiary, A.H.T. Syngas with its new technology approach, and Nel ASA as a classic turnaround candidate with potentially explosive upside.
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Commented by Fabian Lorenz on June 19th, 2026 | 07:25 CEST
SHOCK at Nel ASA! RELIEF at TUI! OPPORTUNITY for Zefiro Methane!
Shock at Nel ASA. The CEO is stepping down. At the time of his appointment, the share price stood at EUR 1.30. Today it is roughly 80% lower. A price jump as a sign of relief would not have been surprising. Instead, the stock of the former hydrogen high-flyer is continuing to fall. Good reasons for rising prices can be found at Zefiro Methane. Recently, the company secured additional major clients and contracts. It aims to close the fiscal year ending in June with revenue of USD 40 million. Next year, that figure is expected to be significantly higher. Beyond the AI hype, this could represent a very interesting investment opportunity. TUI is likely to be among the beneficiaries of peace in the Middle East. Due to the war with Iran, the tourism group had to revise its forecasts downward in April. This week, the stock is catching its breath.
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Commented by Matthias Schomber on June 19th, 2026 | 07:00 CEST
Winners and Losers of the Energy Transition: Cameco Strong, Nel ASA Disappoints, American Atomics Positions Itself
The global energy market is in flux, and stocks across the various sectors are either soaring or plummeting. While the world continues to watch with bated breath the historic peace agreement between the US and Iran—a deal expected to reopen the Strait of Hormuz and noticeably calm global markets—a similarly dramatic transformation is underway in the energy sector. Investors are currently experiencing a rollercoaster of emotions, because while established uranium giants like Cameco are benefiting from the renaissance of nuclear power, Nel ASA is fighting for its future following massive declines in orders. In the background, a smaller stock is poised to make big waves. American Atomics has strategically positioned itself to meet the growing demand for nuclear energy in the US. In a post-war world craving security and independence, Cameco, Nel ASA, and American Atomics are showing who might be among the winners in the reshaping of the energy supply—and who might be left behind.
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Commented by Armin Schulz on June 18th, 2026 | 07:55 CEST
Forget Pure Diesel Engines: Nel ASA, dynaCERT, and Daimler Truck Offer Green Returns
The logistics industry is set to undergo what is likely to be its most far-reaching structural transformation in 2026. As diesel prices have hit record highs and the CO₂-based truck toll takes full effect starting next year, new EU regulations are forcing freight carriers to radically rethink their strategies. The pressure on the transportation industry is immense, and this is precisely where a unique investment opportunity is emerging. Three players are addressing this challenge with strategically different yet perfectly coordinated approaches. Nel ASA is delivering the green infrastructure for tomorrow, dynaCERT offers the immediately effective bridge technology for today, and Daimler Truck is working on the production vehicle for the day after tomorrow to capitalize on the growing billion-dollar market.
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Commented by Carsten Mainitz on June 12th, 2026 | 07:05 CEST
Decarbonization - An Overlooked Multi-Billion-Dollar Market! Strategic Resources Aims to Take A Leading Role; What About ITM Power and Nel?
Decarbonization is increasingly becoming the dominant megatrend in global industry and is opening up entirely new value chains linking energy, raw materials, and technology. While companies like ITM Power and Nel provide the technological foundation for green hydrogen, "raw material developers" such as Strategic Resources are simultaneously coming into focus. The Canadians aim to supply the industry with green steel and plan to build a comprehensive value chain. In addition, an exciting partnership has been formed to develop vanadium-based battery materials. Who will win the race?
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Commented by Matthias Schomber on June 12th, 2026 | 06:45 CEST
Nel ASA Buys Its Way Out, Vestas Wind Keeps Winning Orders, and RE Royalties Nears a Technical Breakout!
The renewable energy market currently resembles a stormy ocean. Of course, this is partly due to global conflicts that are affecting oil prices. Since the closure of the Strait of Hormuz, oil prices have been on a rollercoaster ride. As a result, renewable energy has returned to the spotlight, and hydrogen stocks, for example, have experienced something of a second wind. However, while disappointment is once again setting in for some major players, activity continues to build beneath the surface among smaller companies. This mixed picture is reflected in the recent developments of the three stocks we are following. We take a look at a Danish wind turbine manufacturer that is practically being showered with new orders, yet continues to be punished by the stock market. We also examine a Norwegian hydrogen pioneer struggling with costly legacy issues and a shrinking project pipeline. Away from the headlines, a Canadian financier of green energy projects presents a particularly interesting case. Here, fundamental shifts and an intriguing chart setup suggest that a breakout could be imminent. Read on to find out what is currently driving these stocks and where investors may find performance opportunities for their portfolios.
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Commented by Fabian Lorenz on June 10th, 2026 | 07:40 CEST
ITM Power and Nel ASA in Correction Mode – Is dynaCERT Poised for a Breakout?
Nel ASA shares fell more than 5% yesterday alone, extending the stock's correction through June. On the positive side, the former investor favourite recently succeeded in resolving a legal dispute. ITM Power is also in correction mode. Even a new partnership in the UK has failed to halt the recent sell-off. That said, both Nel ASA and ITM Power had previously enjoyed substantial rallies, with their shares roughly doubling and more than tripling, respectively. Analysts believe dynaCERT shares are capable of such a price surge. Under its new German management team, the cleantech company has undergone a significant transformation over the past two years. Currently, the company is benefiting from elevated oil prices. There is significant interest in technology for optimizing internal combustion engines. Should dynaCERT announce larger commercial orders, the stock could attract increased investor attention and potentially continue its upward momentum.
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