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Commented by Armin Schulz on October 1st, 2025 | 07:00 CEST

The hydrogen formula: How to position yourself in the billion-dollar market with Nel ASA, dynaCERT and Plug Power

  • Hydrogen
  • greenhydrogen
  • cleantech
  • Fuelcells
  • renewableenergies

Global industry is facing what is arguably the greatest transformation of our time. Driven by the push for climate neutrality, the hydrogen market is rapidly gaining momentum and attracting capital once again. After a period of consolidation, the recent stock market upturn signals a new phase of maturity. The range of technologies, from green production and cleantech applications to more efficient use of fossil resources, is enormous. This is precisely where the opportunity lies for investors to find tomorrow's winners in good time. We take a look at three companies, Nel ASA, dynaCERT, and Plug Power, and analyze their opportunities.

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Commented by Nico Popp on September 10th, 2025 | 07:10 CEST

Hydrogen – New paths through the funding jungle: ITM Power, NEL, First Hydrogen

  • Hydrogen
  • cleantech
  • greenhydrogen
  • renewableenergies

Europe has ambitious goals for the hydrogen economy, but its implementation is often hampered by complex regulations and bureaucratic funding processes. "We have ambitious goals in Europe, but implementation is stalling because we are getting lost in the details of the rules. Instead of triggering investment, we are creating complexity," criticizes Jorgo Chatzimarkakis from the Hydrogen Europe association in an interview with Telepolis. Many projects are still on hold due to unclear approvals or subsidy details. While large energy corporations can navigate the bureaucratic jungle, agile specialists are looking for niche opportunities. We shed light on the business models of NEL, ITM Power, and First Hydrogen.

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Commented by Armin Schulz on September 4th, 2025 | 07:20 CEST

BYD under fire: How First Hydrogen, SMR Technology, and Nel ASA aim to disrupt the Hydrogen Market

  • Hydrogen
  • SMR
  • cleantech
  • renewableenergies
  • Electromobility

The mobility of the future will be shaped by more than just one technology. While electric batteries dominate in passenger vehicles, hydrogen offers enormous potential in heavy-duty transport, light commercial vehicles, and industrial applications. Its breakthrough depends on affordable, green production. Innovative small modular reactors (SMRs) could be the game changer here, radically reducing costs and guaranteeing long-term production. In this context, we take a closer look at BYD, the industry leader in electric mobility. First Hydrogen has already tested hydrogen-powered vehicles on the road and is now increasingly focusing on SMR development. Last but not least, we analyze hydrogen veteran Plug Power.

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Commented by André Will-Laudien on September 1st, 2025 | 08:50 CEST

This is where the action is! Plug Power has turned around, Pure Hydrogen, nucera, and Nel ASA with top news!

  • Hydrogen
  • GreenTech
  • greenhydrogen
  • Fuelcells

The capital markets are speculating on a US interest rate cut in September. With high inflation and government debt, this is not causing much fiscal enthusiasm, but at least more liquidity is flowing into the markets after the current summer slump. For those paying attention right now, there are opportunities to pick up stocks at bargain prices, but caution is warranted: trading volumes are thinner than usual. Turnaround speculators and medium-term investors should take another look at the hydrogen sector. Many things are changing for the better here, and there are some interesting new additions. We are examining Plug Power, Nel ASA, thyssenkrupp nucera, and Australian hydrogen specialist Pure Hydrogen. The Company is currently expanding successfully into the US, with other continents likely to follow. Where are the opportunities for investors?

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Commented by Fabian Lorenz on September 1st, 2025 | 07:30 CEST

ALERT at Nel ASA! BUYING OPPORTUNITIES in BYD and Walmart partner MiMedia stock?

  • cloud
  • computing
  • renewableenergies
  • Hydrogen
  • Electromobility

Is everything getting worse at Nel ASA? The silence from the usually communicative hydrogen specialist is indeed alarming. The partnership with Samsung has long since fizzled out, and after weak order intake in Q2, there is no improvement in sight. In contrast, Walmart partner MiMedia now offers an attractive entry opportunity following a decline in its share price. The latest operational reports from the cloud company are certainly promising. And BYD? The Chinese electric vehicle giant continues to grow dynamically despite fierce price competition – and is gaining momentum in Europe. However, the stock market did not seem convinced on Friday.

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Commented by Armin Schulz on August 27th, 2025 | 07:15 CEST

Benefit from the hydrogen boom: The most promising developments at Nel ASA, dynaCERT, and Daimler Truck

  • Hydrogen
  • GreenTech
  • greenhydrogen
  • Trucks

The hydrogen market is booming! A groundbreaking efficiency record in electrolysis is revolutionizing production costs. At the same time, the world's first commercial hydrogen flight connection is launching, proving the technology's suitability for everyday use. This boom is confirmed by a European hydrogen auction, which underscores the immense competitiveness of green hydrogen with record results. These three powerful impulses are now also driving the established players. The developments at Nel ASA, dynaCERT, and Daimler Truck are particularly noteworthy.

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Commented by Armin Schulz on August 18th, 2025 | 07:10 CEST

Hydrogen renaissance – Plug Power, Pure Hydrogen, and Nel ASA want a slice of the USD 680 billion pie

  • Hydrogen
  • GreenTech
  • greenhydrogen
  • renewableenergies

The global hydrogen economy is on the verge of a breakthrough. This is being driven by multi-billion-dollar decarbonization targets, the quest for independence from fossil fuels, and falling costs for renewable energy. Demand could increase fivefold by 2050. By 2035, 60% of energy demand is expected to come from clean production, supported by over 1,500 large-scale projects worldwide. Despite gaps between planning and implementation, investments of up to USD 680 billion in the coming years and groundbreaking industry contracts signal an irreversible transformation. Amid this momentum, three key players are strategically positioning themselves: Plug Power, Pure Hydrogen, and Nel ASA.

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Commented by Armin Schulz on July 29th, 2025 | 07:25 CEST

Hydrogen from setback to comeback: Plug Power, First Hydrogen, Nel ASA – Who will emerge victorious from the transformation?

  • Hydrogen
  • cleantech
  • greenhydrogen
  • renewableenergies

Quietly but steadily, the hydrogen revolution is regaining momentum! Despite short-term setbacks, pragmatic solutions are reigniting the fire. Core networks are emerging, logistics alliances are optimizing supply chains, and niche markets are beginning to thrive. Here, smart players are shaping decarbonization far removed from the overheated expectations of 2021. Three companies stand out: Plug Power, First Hydrogen, and Nel ASA. They combine strategic partnerships and specialized technologies, leveraging government infrastructure initiatives to emerge from the crisis as stronger winners.

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Commented by Nico Popp on July 28th, 2025 | 07:20 CEST

Hydrogen in Germany – Who will solve the "chicken and egg problem"? Pure Hydrogen, thyssenkrupp, NEL

  • Hydrogen
  • renewableenergies
  • cleantech

Germany aims to achieve climate neutrality within twenty years. Hydrogen plays a crucial role in making industry more sustainable. However, as a recent article in Focus magazine shows, Germany has a "chicken and egg problem" when it comes to hydrogen. Planning security is needed to drive the necessary investment in hydrogen infrastructure. But industry is still hesitant, especially in uncertain times; no one wants to stick their neck out too far. This, in turn, does not provide an environment conducive to launching essential prerequisites, such as pipelines, storage facilities, or decentralized electrolysers. What does the future hold for Germany as a hydrogen location? Which stocks could benefit?

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Commented by André Will-Laudien on July 24th, 2025 | 07:00 CEST

What is going on here? Watch out for DroneShield, Pure Hydrogen, and Nel ASA

  • Hydrogen
  • cleantech
  • Drones
  • renewableenergies

The stock market is currently taking no prisoners. Megatrends such as AI and high-tech have enabled investors to reap substantial returns over the past two years. But for the past three months, defense and armament stocks have been performing a wild dance on the trading floor. With special public programs to upgrade NATO, investors are expecting billions to flow into companies that maintain a defense segment in their business model. But how can a 600% rise in share prices be justified with just 20% more orders? What if DroneShield disappoints in September? The Australian hydrogen specialist Pure Hydrogen is currently expanding into the US, and much remains to be seen here. So where are the opportunities for investors?

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