NEL ASA NK-_20
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
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
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?
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
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
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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Commented by André Will-Laudien on July 23rd, 2025 | 07:05 CEST
The hot phase for nuclear energy is beginning! Oklo, First Hydrogen, Nel, Siemens Energy, and Plug Power
For a long time, nuclear power was considered a thing of the past; however, a significant shift in energy policy is now underway worldwide. The US is at the forefront of this movement. Under Donald Trump, a comprehensive action plan to rebuild the nuclear industry was recently adopted. The goal is nothing less than to quadruple the country's nuclear power capacity, in particular through the massive expansion of small modular reactors (SMRs), which are compact, decentralized mini nuclear power plants. They are considered efficient, safe, and scalable. The message is clear: the United States wants to regain its position as the dominant nuclear power, both in terms of energy policy and technology. Which companies are in the spotlight?
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Commented by Nico Popp on July 22nd, 2025 | 07:05 CEST
Top CEO warns of global economic crisis – Secure your portfolio now: Nel, Evonik, Dryden Gold
These are words that raise concern: Evonik CEO Christian Kullmann believes that the global economy is on the brink of an economic crisis due to constant tariff threats. The CEO is calling for greater economic freedom for companies in Germany, as investment is urgently needed after years of stagnation. Although Kullmann ends the interview on a hopeful note, the situation remains uncertain. We explain how investors can navigate this uncertainty and present stocks with promising prospects.
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Commented by Fabian Lorenz on July 21st, 2025 | 07:10 CEST
ALERT for Nel ASA shares! Positive Sentiment at Siemens Energy and Zinc Play Pasinex!
Away from the big commodity and precious metal themes, an exciting stock is currently developing: Pasinex Resources. The Company owns high-grade zinc mines, and stable cash flows are expected to be achieved in just a few months. Additional projects are already in the pipeline, which could give this zinc play momentum in the second half of the year. Things have been running smoothly at Siemens Energy for years. More than 1,000% has been earned since the wind subsidiary ran into difficulties. Will Siemens Gamesa now also get back on its feet and contribute to growth? In contrast, there are no signs of growth at Nel ASA. The recent quarterly figures were disappointing, as both revenue and order intake are significantly below the levels of the previous year. Losses are rising. By now, investors should be hearing alarm bells.
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Commented by André Will-Laudien on July 16th, 2025 | 07:20 CEST
Does Trump love hydrogen after all? The sector is celebrating! Plug Power, Nel, dynaCERT, and MP Materials are in rocket mode
Global pressure to reduce climate-damaging emissions is growing, and the hydrogen sector is increasingly coming into focus. Although US policy under Donald Trump does not prioritize climate protection, Europe and Asia are resolutely pushing ahead with the transformation in mobility, logistics, and mining. Hydrogen technologies offer enormous potential here, especially in the heavy-duty sector. Innovative providers such as dynaCERT are focusing precisely on this area with tried-and-tested solutions for reducing emissions and increasing efficiency. The technologies are mature and ready for use, global demand is rising, and decision-makers are under growing public pressure to support sustainable alternatives. The sector remains relatively quiet, but with a bit of industry rotation, the pendulum could swing quickly in the other direction.
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Commented by Armin Schulz on July 15th, 2025 | 07:15 CEST
Hydrogen at a crossroads: Plug Power, Pure Hydrogen, and Nel ASA between opportunity and crisis – Your profit strategy
The hydrogen industry is facing a critical turning point in 2025. Despite massive political support and growing global market volume, companies are struggling with profitability gaps and regulatory hurdles. The widening gap between ambition and implementation is becoming an existential threat. Only those who successfully master innovation, scalability, and infrastructure connectivity will survive the upcoming market shakeout. In this tense environment, it will be determined who can truly capitalize on the billion-dollar opportunities of green hydrogen – and who will be left behind. We take a look at Plug Power, Pure Hydrogen, and Nel ASA and analyze their path forward.
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