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PLUG POWER INC. DL-_01

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Commented by Nico Popp on May 15th, 2023 | 07:20 CEST

Thanks to Macron: Special boom for fuel cells? Plug Power, First Hydrogen, Volkswagen

  • Hydrogen
  • fuelcell
  • Electromobility

It is a bombshell announcement that is expected to be made by the French Cabinet in Paris this week. As reported by Handelsblatt, in the future, emissions generated during the production of electric vehicles will be taken into account when promoting these vehicles. Until now, France, similar to Germany, has provided incentives for each electric vehicle priced below EUR 47,000. With the new law, Chinese manufacturers could be left out. We look at what this means and why hydrogen could be heading towards a special boom.

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Commented by André Will-Laudien on May 11th, 2023 | 12:30 CEST

Financial crisis - which financial crisis? Spring bull market ahead: Mercedes-Benz, Blackrock Silver, Nel ASA, Plug Power - Still getting in now?

  • Mining
  • Lithium
  • Hydrogen
  • Electromobility

The stock markets are jumping from one high to the next. If it even comes, the long-anticipated recession has already been mentally filed away. That is because the GFK consumer climate index has been rising for 8 months, and the ifo index is once again close to the 100 mark at 96.5, which is considered an expansion signal among economists. Uncertainty in the financial sector could not be greater due to overnight takeovers. But after 8 consecutive US interest rate hikes, some market participants now believe the hawkish period is over. Since the ECB has been reluctant to get into the inflation fight, only 5 rate hikes have been registered here. Gold, silver, and even lithium are sensing the arrival of spring once again. We will now focus on three interesting stocks.

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Commented by Stefan Feulner on May 11th, 2023 | 07:50 CEST

Plug Power, Canadian North Resources, RWE - Critical metals as a sticking point

  • Mining
  • Commodities
  • Electromobility
  • renewableenergies

The dream of a climate-neutral world still exists, at least in the minds of politicians. Thus, many companies that took on the transformation of the transport and energy sectors were also given plenty of advance praise. However, there are still problems with the implementation and the leap into the profit zone. One reason for the weakening margins is the raw materials needed for the energy transition, which are still at high levels. However, due to the scarcity of many critical metals, a reduction in base prices is likely to remain a pipe dream.

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Commented by Fabian Lorenz on May 10th, 2023 | 09:35 CEST

Panic at Plug Power: Hydrogen specialists Nel and First Hydrogen convince

  • Hydrogen
  • greenhydrogen
  • renewableenergies

Is the wheat being separated from the chaff in the hydrogen sector? This is the impression one could get in the last few weeks. First, Nel convinced with its quarterly figures. The Norwegians are finally getting a grip on their margins and are building the next gigawatt factory in the US. First Hydrogen is also investing in North America. A new site for the production of hydrogen and fuel cell commercial vehicles is to be built in Canada. Plug Power, on the other hand, has its work cut out. The US company disappointed with its quarterly figures on Monday evening. In addition, capital measures were announced. The share price fell by almost 10% in German trading yesterday.

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Commented by Stefan Feulner on May 4th, 2023 | 07:30 CEST

Clear signals at BYD, Globex Mining and Plug Power

  • Mining
  • Commodities
  • Electromobility
  • Hydrogen
  • fuelcell

The growth rates of electric car companies continue to be enormous, as the recently published sales figures of the Chinese market leader BYD show. The trend will likely continue at least until the end of this decade. According to a forecast by Statista, there will be 116 million electric vehicles worldwide in 2030, representing an increase of 1,800% since 2020. However, the transformation of the transport sector is causing an enormous demand for industrial metals. For some critical raw materials, demand is already outstripping supply.

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Commented by Nico Popp on May 3rd, 2023 | 07:45 CEST

Lose the German goggles and profit? Plug Power, Myriad Uranium, RWE

  • Mining
  • Uranium
  • renewableenergies
  • Hydrogen

Drought in southern Spain, gloomy weather in Germany - that climate change will also make itself felt in 2023 is already apparent now, at the beginning of May. In view of climate change, some authors are already calling for an end to the pursuit of growth. But is that worth striving for, and can it even be implemented in liberal democracies? We shed light on the limits of cuts and where technology could make climate protection possible without cuts.

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Commented by Fabian Lorenz on April 27th, 2023 | 09:15 CEST

Plug Power stops sell-off? BYD is grabbing lithium, and Defense Metals is doing well

  • Mining
  • Lithium
  • RareEarths
  • renewableenergies

In Germany, the last nuclear power plants have been taken off the grid, and in North America, one battery factory after another is being built. Hydrogen is also booming. The Fraunhofer Institute, however, sees few opportunities in the passenger car sector. Experts list the lack of a filling station network and the relatively high prices for hydrogen as disadvantages compared to battery technology. Plug Power, among others, is working on improving the refuelling situation. The operating business of the Americans is in deep red. Can the Q1 figures stop the sell-off of the share? BYD shares, on the other hand, made significant gains yesterday. The Chinese are fully committed to e-cars and have entered into a lithium partnership in Chile for the necessary batteries. It is interesting to note that only a few days ago, the government of the South American country announced that it would nationalize lithium production. Is China thus grabbing the huge lithium deposits in Chile? The battle for raw materials is coming to a head. Defense Metals should profit from this. The rare earth project is located in legally secure Canada and is considered extremely promising.

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Commented by Nico Popp on April 26th, 2023 | 08:40 CEST

Copper is becoming more and more interesting: Mercedes-Benz, Orestone Mining, Plug Power

  • Mining
  • Copper
  • Electromobility

The price of copper is also known among investors as "Dr Copper". The reason: the price of copper predicts economic crises more reliably than an economist and can be considered an indicator of economic activity. Currently, the demand for copper is exceptionally high because of its role as a jack-of-all-trades among metals. We explain which companies are dependent on copper and who can provide supplies.

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Commented by André Will-Laudien on April 25th, 2023 | 07:20 CEST

100 gigawatts by 2030 - Hydrogen to the rescue! What happens to Plug Power, dynaCERT, Nel ASA and ThyssenKrupp?

  • Hydrogen
  • greenhydrogen
  • renewableenergies

According to various surveys, the installed capacity for hydrogen is currently just 1.75 gigawatts. Nuclear power is history, but still, Germany wants to become climate neutral by 2045 at the latest. How is this to be achieved? The EU has set some guidelines and wants to install 100 gigawatts of green hydrogen by 2030. That would require more than 60 times as many electrolyzers as today for Ursula von der Leyen's plan to work. The cost of research, development and production, including infrastructure, is about EUR 2.5 trillion, which EU citizens are expected to pay for a lower-emission future. What should investors pay particular attention to on the stock market now?

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Commented by Stefan Feulner on April 21st, 2023 | 07:20 CEST

Outstanding long-term opportunities - Plug Power, Myriad Uranium, JinkoSolar

  • Mining
  • Uranium
  • renewableenergies

Hydrogen, photovoltaics and nuclear power are three promising options for achieving a CO2-free energy supply. Hydrogen can be used as a fuel and as energy storage. Photovoltaic enables the direct conversion of sunlight into electricity, and nuclear energy provides a reliable and emission-free energy source. Despite the outstanding long-term opportunities, companies in these sectors have been in a correction on the stock market for months. For many, however, the bottom has now been reached.

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