NEL ASA NK-_20
Commented by André Will-Laudien on November 25th, 2021 | 12:58 CET
Nel ASA, Enapter, Plug Power, ThyssenKrupp - Hydrogen now or never!
It sounds crazy, yet we have arrived at the times when billionaires ask social platforms if they can flog a part of their shares to flush some money into the empty state coffers. In an age of powerful wealth shifts in favor of stock owners, this is perhaps legitimate, or nice, as it is sometimes referred to in the press. But appearances are deceptive. Behind a generally formulated question about whether one should sell shares lies the precise calculation of shifting blame if the announced sale causes a significant price loss. What then happens is a self-fulfilling prophecy with one small difference: the intention to sell was previously legitimized, so to speak, by public vote.
Read
Commented by Carsten Mainitz on November 24th, 2021 | 13:25 CET
Clean Logistics, Ballard Power Systems, Nel ASA - Hydrogen shows its strengths in logistics!
It may seem as though the race for drive concepts of the future has been decided, and the e-drive in combination with battery storage has prevailed. However, in the area of transport logistics, the last word does not seem to have been spoken yet. Prominent examples here include the new cooperative concepts of Nikola and Bosch in fuel cell development or the cooperation between TotalEnergies and Renault in the area of small delivery vehicles. The following companies are also likely to benefit significantly from further advances in hydrogen technology.
Read
Commented by Nico Popp on November 19th, 2021 | 10:55 CET
NEL, Enapter, Plug Power: Where does the music play for hydrogen?
Hydrogen is an essential pillar of the climate turnaround - after all, hydrogen as an energy carrier releases no CO2 and can be produced using renewable energy. But the technology is only just taking off. Such early phases are characterized by volatility and lean periods on the market. But those who believe in hydrogen for the long term can seize opportunities right now - after all, many shares are trading well below their peak prices. We present three stocks.
Read
Commented by Fabian Lorenz on November 18th, 2021 | 10:50 CET
Nel, ITM Power, dynaCERT: Hydrogen shares unstoppable
Since the beginning of October, hydrogen stocks have been celebrating a terrific comeback. The sector has clearly left behind the strong correction since February 2021. Even the climate conference without concrete results cannot stop the rally. Even the steel and industrial group Thyssenkrupp is reportedly toying with the idea of listing its hydrogen electrolyzer business on the stock market. Because one thing is clear: More and more countries are relying on hydrogen for a successful energy turnaround. In Europe alone, electrolysis capacities for "green hydrogen" are to be multiplied to 40 gigawatts by 2030. The US investment bank Jefferies is correspondingly optimistic about the potential of hydrogen companies. The market will continue to grow significantly. The analysts' favorite is ITM Power, but Nel is also recommended. The same could soon apply to dynaCERT.
Read
Commented by Fabian Lorenz on November 16th, 2021 | 12:56 CET
Climate conference ends: Nel, Plug Power and Defense Metals continue with momentum
After two weeks, the climate conference in Glasgow has come to an end. The results are manageable. Although coal and other fossil fuels were declared to be phased out for the first time, the wording was watered down several times. For example, it was only possible to agree on a call that the use of coal-fired power plants without CO2 capture should be "gradually reduced". But even without concrete resolutions, one thing is sure: the energy turnaround is in full swing, and investor darlings Nel and Plug Power are again stepping on the gas. Defense Metals could be due for a reassessment after the completion of drilling.
Read
Commented by André Will-Laudien on November 12th, 2021 | 13:52 CET
NEL, dynaCERT, FuelCell Energy, Plug Power - How far will the hydrogen wave carry us?
The average temperature on Earth should rise by no more than 1.5 degrees Celsius over the next few decades. 190 countries agreed on this target in Paris in 2015. Since then, there have been four further world climate conferences. The fifth is now underway in Glasgow, Scotland, and is scheduled to end today, Nov. 12. It is not only the EU that is tightening its climate targets - around the globe, more and more countries are decarbonizing their economies. The topic of hydrogen is a rainmaker in this context. Here the question arises, when will it really start? According to the World Energy Council (WEC) analysis, at least 20 countries accounting for almost half of global economic output have already adopted a national hydrogen strategy or are at least close to doing so. We take a look at well-known protagonists.
Read
Commented by André Will-Laudien on November 5th, 2021 | 12:40 CET
First Hydrogen, Nel, Plug Power, Ballard - Glasgow UN Climate Change Conference ups the ante!
In its hydrogen strategy, the EU plans to expand electrolysis capacities to 40 GW for "green hydrogen" by 2030. Germany contributes one-eighth of the EU-wide total capacity within a national share and is a major driver of innovation due to its technological expertise. Green hydrogen refers to the use of electricity for electrolysis from exclusively renewable energies and is, therefore, a completely CO2-free hydrogen production. As a result, hydrogen technology is in the spotlight for climate-neutral energy production and reducing emissions. We get an overview of the listed protagonists.
Read
Commented by Stefan Feulner on November 2nd, 2021 | 11:07 CET
Nel ASA, Water Ways Technologies, Everfuel - Unfortunately, this is the future
Water scarcity is an ever-growing problem for many countries, especially on the African continent. More than two billion people live in water-scarce countries and lack access to clean drinking water and sanitation. In the run-up to the UN Climate Change Conference COP26, scientists and activists are urging policymakers to act and address the looming water crisis. For years, companies in the water industry have been wallflowers on the stock market. Yet this issue, in particular, has enormous potential.
Read
Commented by André Will-Laudien on October 29th, 2021 | 10:23 CEST
NEL, Plug Power, Royal Helium - Hydrogen rally, now it's rolling!
Only months ago, the comparatively expensive production of green hydrogen was put side by side with cheap Russian gas. Things can move that fast! The gas price has risen by 500% within 3 months, and the calculations are being recalculated. The explosive development of prices in the last 12 months shows how strongly shortages can affect the raw materials market. On average, known commodities increased by at least 25%, metals by 60-80% and energy doubled just like that. However, gas takes the cake with plus 600% in just 6 months, which gets the hydrogen industry buzzing. We take a closer look.
Read
Commented by André Will-Laudien on October 27th, 2021 | 11:03 CEST
NEL, Clean Logistics, Ballard Power, FuelCell Energy - Hydrogen in the third wave!
The hydrogen hype is entering its third wave. The price increase of fossil fuels increases the pressure to switch to alternative energies and new propulsion concepts. Governments around the world have therefore decided on rapid decarbonization. For the EU, the resolutions were already passed in 2020. In the USA, Joe Biden has now extended his environmental package to USD 1.5 billion. The market will decide whether battery or hydrogen technology will play a greater role here; the only important thing is quickly releasing the funds to finance the upcoming research projects. Time is pressing because the pandemic has put many industries on the sidelines. The transport industry, in particular, depends on the sale of goods, and in the future, this should occur without any negative environmental impact.
Read