NEL ASA NK-_20
Commented by Nico Popp on August 7th, 2026 | 08:25 CEST
Hedge Funds Bet on Hydrogen: Nel ASA Under Pressure, Amazon Gains Momentum, and First Hydrogen Targets a Promising Niche
Industry is under increasing pressure to address climate change. The regulatory framework is already in place, and emissions targets have been clearly defined. Yet even large industrial groups are reaching the limits of what they can achieve during the energy transition. Siemens Energy, for example, is reportedly considering spinning off a majority stake in its Transformation of Industry division under the project name "Voyager". The business includes, among other things, compressors, steam turbines, energy storage systems, and electrolysers. The move highlights the growing pressure on industrial companies to sharpen their strategic focus. In the global race to capture market share in energy transition technologies, success increasingly depends on lean organizational structures, specialization, and the willingness to rethink traditional business models. The restructuring of the hydrogen and energy sectors has long since begun; we examine the market and highlight potential beneficiaries.
Read
Commented by André Will-Laudien on August 5th, 2026 | 07:20 CEST
Endless NASDAQ Rally – AI Drives Demand for Electric Power and Hydrogen: Nel ASA, dynaCERT, BYD, and ITM Power
While the relentless tech rally on the NASDAQ races from one historic all-time high to the next thanks to the insatiable AI boom, investors are increasingly focusing on the industry's fundamental Achilles' heel: the enormous electricity demand of AI data centers. As artificial intelligence becomes more deeply embedded in business operations, it not only requires vast amounts of electricity but is also automating routine tasks that were once performed by human workers. This rapid adoption is driving an unprecedented need for reliable power generation. The question is no longer whether additional energy will be needed, but where it will come from. Investors looking toward the future are increasingly seeking the most compelling ESG investment opportunities at the intersection of high-tech innovation and energy production. In addition to expanding nuclear energy, many cleantech solutions are being explored. The e-mobility giant BYD recognized this challenge years ago; today, it dominates the roads worldwide with groundbreaking battery technologies. Complementing the electrification trend is the growing hydrogen economy, where Nel ASA and ITM Power continue to play important roles. At the same time, dynaCERT is rapidly advancing toward broader commercial adoption through an ambitious expansion strategy in Asia, leveraging its emissions-reduction technology. Where are the key catalysts for investors?
Read
Commented by Armin Schulz on August 3rd, 2026 | 07:30 CEST
Hydrogen Reality 2026: Nel ASA and A.H.T. Syngas Step Up as BP Pulls Back
The industrialization of hydrogen is heading toward a decisive turning point. While the major oil multinationals are surprisingly cutting back on their billion-dollar green projects, demand for clean energy remains strong. Investors need to rethink their strategies. The future of energy will not be shaped by the former pioneers, but by specialized technology companies and niche players who now want to seize the opportunity at hand. We examine this landscape more closely, taking a closer look at Nel ASA as a pioneer in electrolysis technology, A.H.T. Syngas as a creative niche provider of decentralized hydrogen solutions, and BP as the energy giant that is pulling back.
Read
Commented by Nico Popp on July 30th, 2026 | 09:40 CEST
Hydrogen Shake-Up: How NEL and Plug Power Are Streamlining Their Operations as dynaCERT Enters a Pivotal Phase
When heavy-duty trucks and massive mining equipment operate at full capacity for hours on end, they burn vast amounts of fossil fuels. While the energy and industrial sectors continue to push the transition towards cleaner alternatives, at least judging by media coverage, challenging conditions in the mining industry, high interest rates and economic uncertainty continue to delay many ambitious climate projects. Companies that are unable or unwilling to make large-scale investments are therefore looking for transitional solutions that can reduce operating costs while at least partially lowering emissions. We take a closer look at three companies that are well positioned to benefit from this trend.
Read
Commented by André Will-Laudien on July 28th, 2026 | 07:20 CEST
The Energy Sector Boom Is Boosting Critical Metals: Siemens Energy, Nel ASA, Globex Mining, and Nordex in the Spotlight
The world is changing rapidly! The escalating crisis in the Middle East highlights the acute vulnerability of global commodity supply chains and is forcing Western industrialized nations to undergo a radical geopolitical realignment. To free themselves from dependence on unstable regions and autocratic monopolies, the US and Canada are investing heavily in the accelerated development of self-sufficient North American supply chains for critical minerals and precious metals. This development is receiving an additional regulatory boost from the protectionist economic policies of a second Trump administration—under the slogan "Drill, Baby, Drill"—and is creating a boom for resource-rich areas of North America, such as the Abitibi Belt in Québec. In this highly volatile market environment, Globex Mining, a licensing specialist that consistently operates behind the scenes, is emerging as one of the biggest beneficiaries of recent times. While partner companies finance the capital-intensive drilling operations, the company risk-free acquires valuable smelting licenses and positions itself perfectly for the energy transition that will shape the future. For investors, the North American renaissance in resource extraction offers multiple opportunities. In contrast, after an extended rally, established energy companies appear to be taking a breather. A critical look is warranted.
Read
Commented by Matthias Schomber on July 24th, 2026 | 09:00 CEST
A Moment of Truth, Bankruptcy Fears, or Comeback? Plug Power & Nel ASA Fight for Survival! Will Lahontan Gold See a Technical Breakout?
Geopolitical tensions in the Middle East and an escalation in the Iran conflict are currently causing further turmoil in global financial markets. Crude oil prices are climbing noticeably, while uncertainty among market participants grows by the day. How much higher can prices go, or will peace negotiations resume? The news suggests otherwise. B-1 bombers are being sent to, or redeployed to, the Middle East. Yields on 10-year US Treasury bonds have risen to 4.7%—the highest level this year. In any case, with the resurgent oil price shock, inflation also threatens to pick up again, which could pose significant challenges for central banks worldwide. In this nervous market environment, investors are desperately searching for clear reference points and promising tangible assets. While traditional hydrogen pioneers such as Plug Power and Nel ASA continue to struggle to maintain their own stability and liquidity, select commodity stocks may offer better prospects. In these turbulent times, investors looking to build a more resilient portfolio need to take a closer look.
Read
Commented by André Will-Laudien on July 23rd, 2026 | 11:50 CEST
Things are heating up! Disappointment at Nel ASA - can A.H.T. Syngas, E.ON, and ITM Power deliver?
It is earnings season again! As is the case every year starting in mid-July, publicly traded companies are reporting on the past quarter. There is a lot of movement, especially among the highly watched tech stocks, some of which have suffered sharp price declines in recent weeks. Nel ASA has already reported its Q2 results, confirming the difficult situation in the hydrogen business with another revenue decline—though at least order intake is on the rise. With the climate and energy transition back in the spotlight amid summer temperatures nearing 40 degrees, we are also taking a look at its competitors in the energy sector. A.H.T. Syngas continues to grow in Poland, ITM Power secures additional EU funding, and E.ON is making acquisitions in the UK. So the M&A merry-go-round is spinning again—investors should remain on their toes despite the heat!
Read
Commented by Fabian Lorenz on July 20th, 2026 | 07:00 CEST
Nel ASA Reports Dismal Results! ITM Power Enjoys a Cash Windfall! Is dynaCERT Poised for Multi-Bagger Returns?
When an established company posts a quarterly loss that exceeds its revenue, it is fair to describe the results as dismal. That is exactly what happened at Nel ASA. Against this backdrop, the slight decline in the share price can almost be viewed as positive. That said, not everything in the quarterly report was negative. Analysts view developments at dynaCERT positively. If the company succeeds in commercializing its fuel- and emissions-saving technology, the stock could deliver multi-bagger returns. Management currently sees particularly strong growth opportunities in Asia, where the company has already secured its first major orders. Meanwhile, ITM Power's shares have roughly halved in value in recent months. The market's enthusiasm surrounding the partnerships with Rheinmetall and Deutsche Bahn persisted for quite some time. At least the British company can now celebrate a significant cash windfall.
Read
Commented by Armin Schulz on July 18th, 2026 | 07:25 CEST
How to Secure Your Hydrogen Advantage: Nel ASA, dynaCERT, and Plug Power Now in the Spotlight
The era of green hydrogen has finally left behind its much-criticized phase of announcements and exaggerations. Concrete investments worth billions in electrolyzers, pipelines, and storage facilities are propelling the sector into the real economy by 2026—and thus into the spotlight of investors who want to see more than just political declarations of intent. As production costs for green hydrogen improve and industrial demand surges, the spotlight is now on those companies that have mastered the technology behind this value chain. We are therefore taking a look today at the Norwegian electrolyzer specialist Nel ASA, the Canadian emissions reducer dynaCERT, and the US system integrator Plug Power.
Read
Commented by Nico Popp on July 14th, 2026 | 07:10 CEST
Daimler Truck Warns of Charging Station Shortages: NEL Refines Its Strategy While Pure One Rethinks the Entire Approach
The transformation of heavy-duty road transport remains an uphill battle. While increasingly stringent regulations are pushing vehicle manufacturers toward zero-emission technologies, the rollout of charging and hydrogen infrastructure across EU member states continues to lag far behind. The shortcomings are particularly evident along Europe's highways and major freight corridors: for transport operators, an emissions-free truck offers limited value if reliable charging stations or hydrogen refueling infrastructure are unavailable. Against this backdrop of ambitious regulation and slow infrastructure development, agile technology providers are finding new opportunities. We take a closer look at pragmatic solutions and examine where the most promising investment opportunities may emerge.
Read