PLUG POWER INC. DL-_01
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 Fabian Lorenz on March 9th, 2026 | 07:40 CET
Crash at Plug Power?! SFC Energy and AI profiteer American Atomics are looking strong!
What is going on with Plug Power? A sell-off quickly followed the sharp recovery. The hydrogen specialist's figures were initially celebrated - but is there really a reason for this? Cash flow remains deep in the red. If the announced break-even point is actually to be reached, at least one major capital increase will be required before then. In contrast, there are solid reasons for rising prices at American Atomics. The AI boom is driving demand for uranium, the company is currently exploring an exciting area in the US state of Utah, the US government is strongly supporting the sector, and the stock does not appear expensive. The founder recently made a convincing impression at an investor conference. Meanwhile, SFC Energy's outlook has impressed analysts at First Berlin, with both the price target and the share price on the rise.
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Commented by André Will-Laudien on March 6th, 2026 | 08:10 CET
Rockets are blasting into March! Investors are eyeing E.ON, Standard Uranium, and Plug Power
The current military actions in Iran did not come as a complete surprise. However, very few observers had anticipated an escalation across the entire Middle East. Oil and gas are therefore once again testing a breakout, even though global markets should theoretically face a surplus due to the weak economic environment. Regardless, speculators are simply trading fossil fuels higher; let's see if they stay up there. The global expansion of nuclear power programs is being reinforced by such periods of uncertainty. One example is India, which plans to expand its nuclear power capacity to around 100 GW by 2047, while currently less than 10 GW is installed. Such expansion plans reflect the growing demand for reliable base load energy in an increasingly digitalized economy and act as a hedge against commodity-induced crises. The long-term demand outlook for uranium is improving almost daily as a result of such trends, drawing investors' attention to companies with promising projects. Here are a few ideas.
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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 Nico Popp on February 26th, 2026 | 07:05 CET
Hydrogen transition: How dynaCERT, Plug Power, and Ballard Power Systems are decarbonizing the transportation sector
The market for hydrogen-powered logistics is set to reach a volume of USD 32.47 billion in 2026 and is expected to grow to USD 204.9 billion by the end of the decade. The International Energy Agency (IEA) reports that global demand for hydrogen was nearly 100 million tons last year, but less than 1% of that came from low-emission sources. In the US, tariffs on electrolysers and fuel cells, ranging from 10% to 30%, are forcing the industry to build local supply chains. In Europe, the REPowerEU plan, together with the EU hydrogen strategy, creates a stable framework for investment in infrastructure. However, an immediate and comprehensive replacement of the global heavy-duty fleet with completely emission-free vehicles would be difficult to achieve and also economically nonsensical. Instead, companies are preparing to retrofit existing fleets or promote the hydrogen transition in other ways.
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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 Carsten Mainitz on February 20th, 2026 | 07:35 CET
Exciting developments at First Hydrogen, Plug Power, and thyssenkrupp nucera! What they mean for shareholders
Who can satisfy the enormous power demand of data centers and AI infrastructure? Microsoft and Meta have already demonstrated the possible direction forward: nuclear energy and so-called SMRs - small modular reactors. In the United States, there is no long-term alternative to nuclear power. On the other hand, hydrogen should not be underestimated. Plug Power and thyssenkrupp nucera are well-known industry representatives. First Hydrogen is pursuing exciting new approaches. The Canadians have the potential to shake up the industry. This could lead to a massive revaluation of the stock.
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Commented by Nico Popp on February 19th, 2026 | 07:55 CET
Energy transition 2.0: Why CHAR Technologies is thinking much further ahead than Enviva and why Plug Power is still dreaming
The global energy market has learned its lesson - electrons alone cannot save heavy industry. While wind turbines and solar parks are making power grids greener, steelmakers and gas suppliers face a physical dilemma: they need carbon molecules – just "green" ones. In this gigantic market for sectors that are difficult to decarbonize, former biomass giant Enviva has already proven that wood is a suitable energy source. But while Enviva has only burned pellets, CHAR Technologies is igniting the next stage of evolution. With their high-temperature pyrolysis (HTP) process, the Canadians are transforming simple biomass not only into heat, but into two high-value industrial products: biochar for the steel industry and renewable natural gas (RNG) for the grid. CHAR is thus delivering exactly the solution that visionaries like Plug Power are striving for with hydrogen, but can often only achieve with billions in investment in new infrastructure. CHAR Technologies uses the existing gas grid and earns money from day one.
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Commented by Armin Schulz on February 18th, 2026 | 07:10 CET
Plug Power, Pure One, Daimler Truck: Your turbocharger for returns in the billion-dollar market of emission-free mobility
The global economy is at a historic turning point in 2026. The forced shift away from fossil fuels is catapulting green technologies into a new dimension. Driven by regulatory hammer blows from Brussels and exploding investments worth billions, the decarbonization of heavy-duty transport and the hype surrounding hydrogen are colliding to create a perfect storm for investors. While battery-electric trucks are already conquering short distances, a race between systems is emerging in long-distance transport, in which only the technology with the best infrastructure can win. The following article highlights how Plug Power, Pure One, and Daimler Truck are shaping this battle for supremacy.
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Commented by Fabian Lorenz on February 12th, 2026 | 08:05 CET
Bloom Energy shows Plug Power how it is done! SMA Solar and RE Royalties shares STRONG!
A look at Bloom Energy makes it clear that something is seriously amiss at Plug Power. Both are fuel cell specialists, but one is profiting handsomely from the boom in AI data centers, while the other continues to face operational challenges. Looking at JinkoSolar and SMA Solar, there is also a clear winner. The German inverter manufacturer's stock has more than doubled. However, the stock appears to be slowly running out of steam, or will the latest news provide new momentum? While Bloom Energy's stock has already been identified as an AI winner, this could still be ahead for RE Royalties. Currently, the dividend gem is gaining momentum and remains very attractive.
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