NEL ASA NK-_20
Commented by Nico Popp on July 26th, 2021 | 09:48 CEST
NEL, Pure Extraction, Volkswagen VZ: Where one piece of news can change everything
Sustainability is one of those things - The closer you look, the more complex the situation becomes. Just recently, a study by the non-governmental organization ICCT showed that even hydrogen vehicles fueled with green hydrogen could have sustainability flaws. The reason: the tanks are sometimes made of carbon fibers. Their production can generate about as many greenhouse gases as the production of batteries for e-cars. We look at three stocks related to hydrogen and mobility and explain what opportunities investors can associate with them.
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Commented by Armin Schulz on July 23rd, 2021 | 12:47 CEST
Nel ASA, dynaCERT, Plug Power - Investments in hydrogen increase worldwide
Sustainability is a trend that is gaining more and more momentum. This can be seen well in the investments announced in the hydrogen sector. In February, members of the Hydrogen Council, which is made up of 109 global companies, wanted to put USD 80 billion into developing hydrogen projects. By July, that sum had increased by USD 70 billion to USD 150 billion. Europe is a frontrunner in hydrogen technology thanks to funding from the EU Commission's Important Projects of Common European Interest (IPCEI). According to McKinsey, it is only a matter of time before hydrogen is traded like all other commodities. Today we highlight three companies in the hydrogen segment.
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Commented by Stefan Feulner on July 20th, 2021 | 10:47 CEST
Nel ASA, Saturn Oil & Gas, RWE - It will not work without oil
The oil price has risen from high to high since the corona shock, in which prices below USD 20 per barrel were marked, and was recently quoted at just under USD 78, significantly higher than before the pandemic. Given the recovery of the world economy, the oil cartel OPEC and its partner countries, united in the group OPEC+, will increase daily production until further notice by 400,000 barrels per month. Climate activist Greta Thunberg criticized the decision, sarcastically calling it "positive news" on Twitter. But the young Swede has to admit one thing - we will not be able to do without oil in the coming decades.
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Commented by Stefan Feulner on July 16th, 2021 | 11:53 CEST
Nel ASA, Memiontec, McPhy - Ride the wave
The world is in a state of flux. Due to the change from fossil fuels to renewable energies, everyone is talking about the shortage of raw materials such as lithium, nickel, or copper. However, the fact that there could be a water shortage is not yet ingrained in the population's consciousness. With the growing population, urbanization and the depletion of existing sources, water will become a precious commodity in the coming decades. New types of water treatment systems offer great potential.
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Commented by André Will-Laudien on July 14th, 2021 | 11:39 CEST
Enapter, NEL, Plug Power, FuelCell - Hydrogen under cross-examination!
The sharp rise in prices for heating energy and fuels keeps Germany's inflation rate at a high level. With an increase of 2.3% compared to the same month last year, inflation slowed slightly in June, but it had risen in each of the previous five months, reaching 2.5% in May, the highest level in almost 10 years. The efficient production of hydrogen and its industrial utilization would make our energy supply affordable and environmentally sustainable in the long term. Unfortunately, current technologies are still costly and not suitable for mass production. However, hydrogen remains a hot topic on the stock market. We take a look at the main actors in the H2 thriller.
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Commented by Stefan Feulner on July 9th, 2021 | 11:27 CEST
Nel ASA, Deutsche Rohstoff AG, Royal Dutch Shell - Flexibility pays off
If you believe the media, fossil fuels have no long-term future. The replacement by renewable energies such as wind and water power or photovoltaics seems to be a done deal. Whether the "green turnaround," as planned by politicians, will occur is still written in the stars. The new technologies have too many open construction sites; think of the weak infrastructure for e-charging stations. Until then, demand for fuels such as gasoline and diesel for cars with internal combustion engines is likely to remain at a high level, much to the liking of oil producers.
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Commented by Nico Popp on July 7th, 2021 | 15:29 CEST
NEL, Enapter, Plug Power: Three hydrogen stocks - two opinions
Hydrogen is a technology of the future. If renewable energies are used to produce hydrogen, then the energy carrier is even really clean. Especially when it comes to large vehicles, such as ships or trains, hydrogen can show its strengths. Hydrogen can also be used in trucks. Other areas of application include decentralized energy supply. We introduce three companies around hydrogen and explain how to view their respective shares.
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Commented by Armin Schulz on July 7th, 2021 | 12:30 CEST
Mineworx Technologies, Nel ASA, Nordex - Recycling Capitalism the coming super trend?
It all started with recycling bottles and moved on to renewable energy and current ESG criteria and sustainability thinking. This way of thinking is catching on more and more. The number of vegetarians and vegans is growing steadily. Recently, single-use plastic products have been banned and are no longer allowed to be produced in the EU. Less raw materials should be used, and the products should be used as often as possible - think of car-sharing - and at the end of their life, the raw materials used should be recycled. In this way, the world could make do with its existing resources, and future generations would benefit. This new approach is also finding its way into several publicly traded companies, three of which we will look at today.
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Commented by André Will-Laudien on July 5th, 2021 | 15:37 CEST
Nel ASA, Barsele Minerals, Nordex - The profiteers of climate policy!
June had to offer strong repetition effects to the last bull market in January and February. The typical stock market favorites made substantial gains again, especially the so-called "climate stocks." These are stocks whose business models fit into the decarbonization strategies of governments. On December 12, 2015, the Paris Protocol was adopted, and one year later, the international climate treaty came into force. A milestone of the agreement was that China and the United States also ratified it. Trump formally withdrew from the Protocol in November 2020, but his successor Joe Biden rejoined on February 19, 2021, while authorizing USD 500 billion per year by 2025 for climate investments.
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Commented by Stefan Feulner on July 5th, 2021 | 12:31 CEST
Nel ASA, Royal Helium, Siemens Energy - In the fast lane
Hydrogen can power electric motors, store energy and heat homes with the help of fuel cells. Because of these properties, the most common chemical element in the universe plays a vital role in the energy transition and CO2 neutrality. Shares in hydrogen companies were the stars of the stock market sky last year, alongside electric carmakers. Then came a sharp correction. Currently, most companies have finished their bottoming phase and are turning north again. Do not miss the second chance!
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