NEL ASA NK-_20
Commented by André Will-Laudien on May 19th, 2026 | 07:20 CEST
Energy Rally 3.0: Hydrogen and Methane Are Driving the Market! ITM Power, Zefiro Methane, Plug Power, and Nel ASA In Focus
The stock market today is anything but a one-way street. While the problems in the Middle East have had a virtually direct impact on the chip industry's supply chains, other sectors have been left behind. For investors, stock selection is becoming a difficult task, as markets will eventually have to price in the higher inflation and interest rates over the medium term. Almost unnoticed, an alternative energy segment has gained momentum in recent days: hydrogen. Shifting away from oil and toward other themes, liquidity is finally flowing into this sector as well. A major beneficiary of this situation is Zefiro Methane. Here, the profit potential stems from decades of shortcomings in oil exploration and production. The highlight of the current selection: all stocks have surged significantly in recent weeks. But the clear winner in terms of returns is Zefiro Methane. And the story is just beginning!
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Commented by André Will-Laudien on May 18th, 2026 | 07:50 CEST
Act Now or Miss Out – Sharp Correction in Siemens Energy, RE Royalties, and Nel ASA Amid Ongoing Upswing
The global energy transition is increasingly facing a structural financing challenge. While governments worldwide are announcing ambitious decarbonization targets, the cost of capital is rising dramatically. However, higher interest rates, skyrocketing government debt, and a weaker economy are fundamentally altering the risk assessment of long-term infrastructure projects. According to analyses by the International Energy Agency (IEA), global investment in clean energy would have to accelerate significantly by 2030 to keep the agreed-upon climate targets within reach. Yet this is precisely where the dilemma begins: many countries have long since reached their fiscal limits. In Europe, North America, and parts of Asia, capital markets are therefore growing increasingly skeptical of heavily subsidized transition models. Against this backdrop, we take a broader view beyond the "green revolution"—where can solid returns still realistically be expected?
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Commented by Matthias Schomber on May 12th, 2026 | 07:20 CEST
Hydrogen Frenzy at Nel ASA and ITM Power: A Brief Pause for the Bulls—Will the Uptrend Continue? Is RE Royalties' Big Moment Finally Here?
The world of renewable energy is practically turned upside down and going wild. Those who have been following the stock prices of Nel ASA and ITM Power in recent weeks could hardly believe their eyes. It was a veritable fireworks display set off by the bulls. It also put the many doubters and skeptics in their place. But now the all-important question arises: was this just a brief hype, or the beginning of a lasting trend? While the big names in the hydrogen scene are currently taking a well-deserved breather and consolidating their gains, another player in the background is preparing for the big leap. RE Royalties is playing a completely different game. This company has perfected a model that could be on the verge of a technical breakout right now. We take a look behind the scenes at these three stocks, as they could be making headlines in the coming weeks.
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Commented by Fabian Lorenz on May 12th, 2026 | 07:10 CEST
SHARE PRICE DROP for Nel ASA and Evotec! SHARE PRICE OPPORTUNITY for HPQ Silicon!
Is HPQ Silicon's stock poised for a revaluation? There are certainly good reasons to think so. Its high-performance batteries have once again impressed. This could signal a significant technological leap forward for applications in drones, defence, mobility, and high-end electronics. Nel ASA's new generation of pressure-driven alkaline electrolyzers is expected to represent such a technological leap. On the stock market, however, the announcement triggered a sell-off. Investors had likely speculated on bigger news following the rally. There is disappointment also at Evotec. The management board provided an optimistic outlook in its Q1 results, but first-quarter revenue and EBITDA were initially underwhelming. Analysts' price targets vary widely.
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Commented by Armin Schulz on May 11th, 2026 | 07:05 CEST
How Nel ASA, A.H.T. Syngas, and Occidental Petroleum Can Help Capitalize on the Energy Transition
Since the strategic Strait of Hormuz in the Persian Gulf was blocked, gas prices have been climbing dramatically. Electricity bills for average households are rising by double digits, and industry is groaning under record-high energy costs. Brussels is countering with a multi-billion-euro acceleration program, but dependence on fossil fuel imports remains a sore spot. Green alternatives like hydrogen or synthetic gas are still too expensive, but the pressure is mounting. This is precisely where profit opportunities arise: with Nel ASA, which builds electrolyzers; A.H.T. Syngas, a specialist in biomass gasification; and Occidental Petroleum, which excels in CCS technology.
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Commented by Nico Popp on May 11th, 2026 | 07:00 CEST
Hydrogen Transformation: Why dynaCERT Is Becoming Indispensable as a Bridge for Industry – Background on NEL and Caterpillar
The energy crisis is driving change. While experts from the International Energy Agency (IEA) and McKinsey make it clear that the 1.5-degree target is now virtually unattainable, a transformation process has also been set in motion across industry and logistics amid high energy prices. The ongoing tensions in the energy markets, exacerbated by geopolitical instability in key regions such as the Strait of Hormuz, have transformed hydrogen from a future-oriented topic into an economic imperative. In sectors considered difficult to transform, including heavy industry, the maritime sector, and heavy mining, there are few viable alternatives to energy sources such as hydrogen. By 2030, green hydrogen is expected to achieve cost parity with fossil fuels in many areas, provided the infrastructure is finally scaled up. But this is precisely where the problem lies: while the world waits for tomorrow's major infrastructure solutions, industry needs efficient bridge technologies today to remain competitive. One company is already on the market and is currently enjoying more popularity than ever.
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Commented by Mario Hose on May 7th, 2026 | 08:50 CEST
Following the stock rallies at Ballard Power and Nel ASA—Is HPQ Silicon Now Poised for a Breakout?
The world of renewable energy and modern energy storage is on the move again, sending investors into a frenzy. While companies like Ballard Power and Nel ASA have already delivered impressive price surges and positive analyst upgrades, a smaller technological pioneer still seems to be waiting in the wings for its big moment. We are talking about HPQ Silicon, a company that is causing a sensation with groundbreaking lab results and its first commercial orders in the field of battery technology. In this report, we examine the current momentum of established hydrogen players and analyze why the technical charts for HPQ Silicon could be set for "victory." Read on to find out whether, following the rebound of the big players, the moment has perhaps arrived for the next hidden champion to break through resistance and set its sights on new price targets.
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Commented by André Will-Laudien on May 7th, 2026 | 08:15 CEST
Oil Rally Done, Now Hydrogen Comes with 250%! All Eyes on ITM Power, Zefiro Methane, Plug Power, and Nel ASA
Up and down – Trump rides a political rodeo, creating volatile conditions for investors. Yesterday again, it sounded as if the US involvement might be winding down. But is a real resolution already in sight? Regardless, oil plunged 12% to USD 95, only to climb back to USD 100. After a prolonged back-and-forth between Washington and Tehran, uncertainty about the conflict's future course continues to rise, leaving investors with little clarity. Perhaps it is worth taking a long-term look at the oil sector's peer group or making a fresh push into the alternative energy space. There, Plug Power recently triggered a strong rally. The question now is how competitors ITM Power and Nel ASA are faring in this environment. Then there is also the newcomer Zefiro Methane, which, with its environmentally focused approach to the oil industry, could potentially push its stock into a new league. One thing remains certain: uncertainty dominates the picture.
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Commented by André Will-Laudien on May 4th, 2026 | 07:20 CEST
Blackout in Your Portfolio? Not with these energy boosters for dynamic investors: 200% potential with Nel ASA, A.H.T. Syngas, and ITM Power
The Petersberg Climate Dialogue makes one thing clear: the current energy crisis is, above all, a fossil fuel crisis. And that is precisely where an opportunity for climate protection lies. Rising oil and gas prices and risks are forcing countries to accelerate the expansion of renewable energy, energy efficiency, and electrification far faster than previously anticipated. What matters now is speed and consistency—something policymakers in Brussels have so far struggled to deliver. In practical terms, this means reducing dependencies, investing in clean technologies, and, above all, shifting transport and heating toward green electricity. At the same time, it is becoming clear that international cooperation is crucial, even if the phase-out of fossil fuels remains highly controversial globally. The bottom line: those who strategically leverage the energy crisis can strengthen security of supply while simultaneously accelerating the energy transition. For investors, there are numerous entry points into these scenarios today—but where is the right place to jump in now?
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Commented by Fabian Lorenz on May 1st, 2026 | 07:15 CEST
Nel ASA Soars! RENK and First Hydrogen Bet on Robots!
Nel ASA shares are currently unstoppable. Just yesterday, they surged by more than 15%. This brings the price gain over the past two weeks to around 50%. What is driving this surge? At First Hydrogen, the reason for the ongoing rally is clearer. The company is entering the robotics market. Its "Drones-as-a-Service" model is set to be offered in both civilian and military sectors. This once again links the company's existing hydrogen strategy to a multi-billion-dollar market. Currently, its market capitalization stands at a modest EUR 15 million. RENK is also entering the robotics market. Most recently, the defence contractor, known for its military gearboxes and propulsion systems, announced a contract in the field of autonomous defence systems. The stock is not currently benefiting from this. Yet analysts are recommending a "Buy".
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