NEL ASA NK-_20
Commented by Armin Schulz on March 10th, 2026 | 07:10 CET
Plug Power, dynaCERT, Nel ASA: How to profit from the new billion-dollar rush on hydrogen in 2026
In 2026, the stock market has moved on from hydrogen as a speculative investment and is rediscovering it as a solid industrial asset. While the initial euphoria has faded, record sums are now flowing into concrete infrastructure and production. Three technology leaders in particular are driving development forward with their different approaches. Plug Power is focusing on the commercialization of hydrogen ecosystems, dynaCERT is optimizing the combustion process for cleaner diesel engines with its HydraGEN™ systems, and Nel ASA is scaling up green production with its electrolysers.
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Commented by André Will-Laudien on March 6th, 2026 | 07:05 CET
War – Shortages – Capitulation! Nel ASA, American Atomics, Oklo, and Siemens Energy in focus
In an environment where capital markets are already highly strained, another Middle East conflict has emerged at the beginning of March - this time involving Israel, the US, and Iran. Naturally, Hezbollah in Lebanon also stands ready to support its financiers from the Persian state. All of this adds fuel to an already overheated situation that can hardly cool down due to global shortages of energy, weapons, and raw materials. For stock market traders, this environment presents both opportunities and risks, because where there are losers, there are always winners as well. With oil and gas prices 15% higher, alternative energy sources are quickly coming back into focus. Stocks such as Nel ASA, which had already faded somewhat, are thus getting a new lease of life. A particularly strong spotlight is now falling on the nuclear industry, as it is more important than ever. Risk-conscious investors may still want to jump on the moving train.
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Commented by Mario Hose on March 5th, 2026 | 07:00 CET
Hydrogen madness 2.0: Plug Power soars – Could Nel ASA and First Hydrogen follow? Robotics joins the race!
As history shows, those written off often survive longest. On Tuesday, the stock market delivered a dramatic reminder: Plug Power, the US hydrogen pioneer, staged a remarkable comeback. After what felt like an eternity in the "valley of tears" (an experience usually reserved for solar stocks in winter when the sun hardly shines), the shares of US pioneer Plug Power shot up by double digits, shaking off the doldrums and potentially waking the entire hydrogen sector. Investors are now rightly wondering whether this is the long-awaited starting signal for a new, massive rally in the clean energy sector. While the Americans are impressing with bare figures, other players are already positioning themselves with strategies that go far beyond simple fuel cell propulsion. Canadian newcomer First Hydrogen is causing a stir with its strategy. Scandinavian giant Nel ASA is also waiting in the wings, just waiting to be swept up in the new wave of euphoria. In this report, we analyze why the cards are being completely reshuffled in the hydrogen sector and whether we are on the verge of a historic turning point. There is a sense of optimism in the air, with new technologies and a profit opportunity that many had already written off. Read on, because the momentum we are currently experiencing could keep the markets on tenterhooks for the rest of the year.
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Commented by Fabian Lorenz on February 24th, 2026 | 07:30 CET
New German hydrogen gem! Will A.H.T. Syngas eclipse the old favorites Plug Power and Nel ASA?
Is it time for a changing of the guard in the hydrogen sector? The old favorites Plug Power and Nel ASA have been falling short of expectations for years. Yet the benefits of hydrogen in the energy mix of the future are undisputed. A.H.T. Syngas is on its way to becoming the new hydrogen gem. The company produces synthetic natural gas substitutes from biogenic residues and, in the future, hydrogen as well. A.H.T. Syngas has recently achieved an important breakthrough. In addition, it is in the process of transforming itself from a pure plant manufacturer to an energy producer. The revaluation has begun, but is far from complete. Analysts see considerable upside potential.
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Commented by Fabian Lorenz on February 23rd, 2026 | 07:00 CET
WATCH OUT for Nel ASA! INSIDER PURCHASES at thyssenkrupp nucera! Secure a 10% DIVIDEND now with RE Royalties shares!
Investors can currently still secure a dividend yield of 10% with RE Royalties shares. The share price has finally taken off and still appears inexpensive. It offers an opportunity to profit from the AI energy boom in the US at a low cost. Hydrogen companies are still far from paying dividends. Most recently, thyssenkrupp nucera also slipped into the red. However, analysts see potential for the share price to rise and recommend buying. Insiders are also buying the stock. In contrast, Nel appears to have lost all share price momentum. The company has not published any news for what feels like an eternity, and no analyst recommends buying the stock. But next week is likely to be exciting.
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Commented by Carsten Mainitz on February 20th, 2026 | 06:50 CET
Do not miss out! Small and micro cap upside in the cleantech sector with A.H.T. Syngas Technology, Nel, and SFC Energy!
The supply of electricity from renewable energy and climate protection are important issues not only on the political stage, but also on the capital market. National and international regulations represent decisive guidelines that lead to structural changes. When it comes to hydrogen and fuel cells, Nel and SFC Energy are the companies to watch. A.H.T. Syngas Technology, on the other hand, is a company that has been completely neglected until now. As a provider of syngas solutions, the company combines climate protection and security of supply. A.H.T. is currently undergoing a groundbreaking transformation process. Analysts attest that the stock has the potential to double in value. What can investors expect?
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Commented by André Will-Laudien on January 29th, 2026 | 07:35 CET
Iran conflict and oil prices at USD 100? Caution advised for Nel ASA, A.H.T. Syngas, and Plug Power
The stock markets are in absolute stress mode! The US dollar has been depreciating for days, silver, gold, and copper are skyrocketing, and yesterday oil also started to rise. The threatening gestures from Washington are slowly making it clear that the number of geopolitical conflicts could even expand to include Iran in the short term. The Pentagon has sent an armada of ships to the Persian Gulf. Just another Donald show? Maybe, but maybe not! On platform X, he makes it unmistakably clear that an intervention in Iran's sovereignty could be imminent at any time. This means absolute "panic mode" for the commodity markets, as Iran produces over 4 million barrels of oil per day, and Western industries fear for their supply chains. We take a look at a few scenarios that are related to this situation in extended mode.
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Commented by André Will-Laudien on January 27th, 2026 | 07:35 CET
Stress test: Nuclear power instead of hydrogen? Caution advised with Nel ASA, First Hydrogen, Oklo, and Plug Power
"Drill, baby, drill" – that is the loud cry coming from the White House. For the Trump administration, that means quick approvals and a capital-intensive push for fossil fuels. However, it currently seems unclear what will happen with alternative energies. Some of the funds from the Inflation Reduction Act (IRA) passed by the previous administration under Joe Biden have not been paid out, and hoped-for public contracts in line with the Paris Climate Agreement are now obsolete due to the absence of the US. However, the shift away from alternative energies has not been communicated very clearly. After all, there is a large following for ESG-compliant energy models, with nuclear energy in particular becoming socially acceptable again as a net-zero source. Where should investors prick up their ears?
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Commented by Armin Schulz on January 23rd, 2026 | 07:10 CET
The new hydrogen turbo: How Plug Power, First Hydrogen, and Nel ASA are benefiting from the AI boom
The course has been set for the hydrogen revolution. Following a consolidation in 2025, clear regulations, groundbreaking production technologies such as SMRs, and entirely new sources of demand, from AI data centers to heavy-duty transport, will drive the market into a new, potentially profitable growth phase. This momentum is now positioning pioneers in the value chain for exceptional opportunities. We analyze the promising strategies of Plug Power, First Hydrogen, and Nel ASA.
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Commented by André Will-Laudien on January 15th, 2026 | 07:20 CET
Silver, gold, copper, and uranium - The stuff dreams are made of! Nel ASA, American Atomics, and Siemens Energy in focus
Commodities are off to a strong start again this year. As they are irreplaceable raw materials for industry, energy distribution, and e-mobility, high prices are also accelerating inflation in Western jurisdictions. With the exception of gold, critical metals have been trading at "safety premiums" for several months. This is a result of fragile supply chains, geopolitical constraints, and increasing supply uncertainty. Solar module manufacturers in China are now said to be hoarding silver because speculators are virtually buying up the procurement markets for physical goods. Silver has gained around 200% in the past 12 months, with physical demand now exceeding annual production. According to experts, this trend is far from over. Are portfolio rebalancing measures necessary?
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