NEL ASA NK-_20
Commented by Nico Popp on June 9th, 2026 | 08:15 CEST
Hydrogen Ramp-Up: High Costs Are Slowing the Industry – Investors Turn to First Hydrogen, Plug Power, and Nel
According to the think tank Agora Energiewende, greenhouse gas reductions in Germany stagnated in 2025, with emissions falling by only 1.5% to 640 million metric tonnes of CO₂ equivalent. Although renewable energy already covers 55.3% of electricity demand, high investment costs are slowing the transformation of energy-intensive industries. While the production cost of grey hydrogen ranges between approximately EUR 1.50 and EUR 3.30 per kg depending on the price of natural gas, green hydrogen currently costs around EUR 7.00 per kg. New regulations for renewable fuels of non-biogenic origin are likely to drive these production costs even higher by 2030. Fraunhofer experts in energy infrastructure and geotechnologies have calculated that economic viability without government demand stimulation requires a CO₂ price of well over EUR 200 per tonne—clearly an unrealistic level. So how can the hydrogen ramp-up succeed nonetheless? We take a look at companies driving innovation in the hydrogen sector.
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Commented by André Will-Laudien on June 8th, 2026 | 07:00 CEST
Will NASDAQ Shockwave Burst AI Bubble? Major Movements at Nel ASA, Oklo, dynaCERT, SpaceX, and ITM Power
It has finally happened—a 7.5% drop on the tech exchanges in just three trading days. Yet, only last Tuesday, the NASDAQ 100 index had reached a new all-time high of 30,730 points. In a sudden realization, market participants understood that the central bank's next move will be a "rate hike." After all, the new Fed Chair, Kevin Warsh, makes no secret that inflation near 4% is a disaster for the US dollar and economic stability. Although Donald Trump has repeatedly hinted in the media at an interest rate cut, the central bank governors—including former Fed Chair Jerome Powell—are unanimously leaning toward hikes to curb high inflation. In addition to economically measurable inflation, voices are growing louder that excessive price increases on Wall Street paint a picture of the economy that does not align with reality. The daily gains of billions in stock market wealth, combined with the extreme increases in long positions, harbour the potential for disappointment in the near future. Whether the initial spark of a correction was set in motion last week must therefore be closely analyzed.
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Commented by Carsten Mainitz on June 3rd, 2026 | 07:35 CEST
The Future of Mobility: Why There Will Not Be Just One Winner – dynaCERT, BYD and Nel in Focus
High oil prices are accelerating the adoption of electric vehicles. Nevertheless, market realities, infrastructure constraints, and economic considerations all point to a future in which multiple propulsion technologies coexist. The classic diesel engine is far from obsolete. In heavy-duty transportation, mining, agriculture, and power generation, it is likely to remain indispensable for the foreseeable future. At the same time, bridge technologies are gaining importance. Here, the cleantech company dynaCERT stands out. The Canadian company's innovative retrofit solution uses hydrogen-assisted technology to improve the efficiency of existing diesel fleets while reducing emissions. BYD has established itself as a dominant force in the electric vehicle industry but continues to face intense price competition in its home market, China. Next year, the company plans to launch a new generation of battery technology. Meanwhile, hydrogen pioneer Nel aims to set new cost benchmarks for the industry, potentially strengthening its competitive position in the rapidly evolving hydrogen market. Against the backdrop of multiple competing mobility solutions, which company is best positioned to come out ahead?
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Commented by Matthias Schomber on June 3rd, 2026 | 07:20 CEST
Rebound Fever at Nel ASA and TeamViewer: Will Desert Gold Hit the Turbo Button Next?
Pure euphoria currently reigns over certain stocks in the international financial markets. Wall Street is gambling again just as it did shortly before the 2022 crash, and a global surge in software stocks of around 10%—and in some cases significantly more—has truly propelled the tech exchanges. Despite ongoing economic uncertainties, investors are once again making bold and decisive moves. Stocks that previously had to endure a tough dry spell are benefiting most from this rapidly shifting sentiment. Both hydrogen pioneer Nel ASA and German software specialist TeamViewer have made spectacular technical breakouts, underscoring the market's newfound confidence. Amid this dynamic environment, where tangible assets are also in high demand as a hedge against global crises, a smaller commodity stock is coming into focus. Desert Gold shares have gained momentum following its recent placement and are heading toward operational milestones that could finally propel the stock significantly higher.
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Commented by André Will-Laudien on June 1st, 2026 | 07:15 CEST
Are AI and Data Centers Boosting Plug Power and Nel ASA? RE Royalties and Nordex Under the Microscope
Rising oil and gas prices have dominated the stock market landscape in recent months. But now there are signs of a de-escalation in the Middle East. Commodity markets are already pricing in this relief, even though no political solutions have yet been reached. This means a breather for the recent winners and a chance for fresh investor capital to flow into stocks that have not yet seen their run. "Sustainable energy production" is a buzzword, because in wind energy, for example, it is highly controversial whether the widespread destruction and densification of open spaces and forests makes a positive contribution overall—especially now that a costly electricity surplus has emerged, which taxpayers must subsidize due to long-term funding commitments to investors. The production of green hydrogen is even viable at high energy prices, but in the long term, the technology must become at least 50% cheaper. At the center of these developments is RE Royalties with an innovative financing approach that supports energy projects. We delve a little deeper.
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Commented by Carsten Mainitz on May 29th, 2026 | 09:20 CEST
Cleantech Companies in the Fast Lane! How Much Higher Will Pure One, Nel, and Plug Power Shares Go?
The high prices of oil and gas amid the Iran conflict continue to provide a significant boost to cleantech stocks. Shares of Nel and Plug Power have recently risen sharply, even though most analysts remain skeptical of this trend. But as the saying goes: the market is always right. If the analysts at Trim Capital are correct, investors should keep an eye on Pure One. The experts believe the Australian cleantech company is poised to multiply its revenue over the next two years and attest that the shares have tenbagger potential.
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Commented by Matthias Schomber on May 26th, 2026 | 07:10 CEST
Something different from Nel ASA and Plug Power – What Nordex SE, Ballard Power Systems, and RE Royalties Are Really Worth in Your Portfolio! Are These Stocks Ready for a Major Breakout?
In a world that feels like it is spinning ever faster, global energy markets are undergoing equally rapid change—what some would call "transformation" in modern terms. While the long-anticipated hydrogen hype among many investors now appears to be gradually entering commercial reality through new framework agreements and new multi-year highs among industry pioneers such as Nel ASA and Plug Power, analysts remain skeptical due to what are still perceived as extremely high valuations. At the same time, established forms of alternative energy, such as wind, solar, and battery technologies, are showing significant maturity. In North America alone, the market for clean energy financing grew to USD 120 billion in 2025. However, despite solid fundamentals and strong order books in wind and hydrogen stocks, recent market trends suggest that investors are increasingly taking profits following a months-long rally. How much upside remains in trend stocks such as Ballard Power and Nordex? And what is, for example, RE Royalties doing?
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Commented by Matthias Schomber on May 22nd, 2026 | 10:00 CEST
Nel ASA, Plug Power, and A.H.T. Syngas: Which cleantech energy stock shines the brightest?
The renewable energy sector is making a strong comeback on the stock market in 2026, particularly in recent weeks. However, the former high-flyers of the hydrogen industry, Nel and Plug, are again struggling to meet market expectations and ambitious valuations. We take a look at the Scandinavian hydrogen pioneer Nel ASA, the US heavyweight Plug Power, and the European plant manufacturer A.H.T. Syngas. We examine whether mainstream stocks currently offer the best return opportunities, or whether perhaps a niche player is the true winner of the green transformation? Read on to find out which of these companies are currently setting the stage for massive growth.
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Commented by Matthias Schomber on May 20th, 2026 | 08:35 CEST
3 Explosive Stocks: Verbio, Nel ASA, and Zefiro Methane – Green Transition Hopefuls and Beneficiaries!
Verbio surprised the market with an operational turnaround, while Nel ASA has broken through a psychologically important technical resistance level. Meanwhile, Zefiro Methane is surging toward a new yearly high amid massive trading volume and now appears poised for its next major price jump. Three green stocks, three potential beneficiaries of the green future—but which one offers the greatest upside potential? We take a closer look at the background and latest developments.
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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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