PLUG POWER INC. DL-_01
Commented by André Will-Laudien on March 17th, 2026 | 07:00 CET
Uranium and nuclear power over hydrogen! Investors favoring Stallion Uranium and leaving Nel ASA and Plug Power behind!
The recent military operations in Iran were unsurprising, given the prolonged, fruitless nuclear negotiations. However, few forecasters would have predicted a regional escalation across the entire Middle East. As a result, oil and gas markets are once again exploring the potential for an upturn, even though a global oversupply should prevail due to recession fears. Regardless, traders are driving energy prices ever higher; yesterday, Brent crude once again surged past the magic USD 100 mark. It remains to be seen whether the trend will hold. At the same time, geopolitical turbulence is fueling the global expansion of nuclear energy. India, for example, plans to increase its nuclear capacity to around 100 GW by 2047, starting from just under 10 GW today. These plans underscore the drive for a stable base supply in a hyper-digital world. The IT giants are also playing a major role, as they need electricity. As a result, demand for uranium is rising steadily, drawing attention to companies with strong reserves. Stallion Uranium is one of them. We take a closer look!
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Commented by Armin Schulz on March 16th, 2026 | 07:55 CET
A Geopolitical Turning Point Meets AI: Entering the Next Generation of Energy with Plug Power, First Hydrogen, and Oklo – What Matters Now
Geopolitical crises and the AI boom are converging to create an unprecedented energy dilemma. While Europe and the US are ramping up their hydrogen infrastructure in the wake of the Ukraine shock, data centers run by tech giants are already consuming amounts of electricity today that could power entire countries. But green hydrogen alone falls short due to the intermittency of wind and solar power. The solution could lie in combining it with mini-nuclear reactors, known as SMRs. We take a closer look at the current situation at Plug Power, First Hydrogen, and Oklo.
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Commented by André Will-Laudien on March 13th, 2026 | 08:25 CET
Gas shortages and the USD 150 bet on oil! Caution advised for Shell, BP, A.H.T. Syngas, and Plug Power
The daily news offers little reassurance for investors. Burning refineries, damaged oil tankers, and air battles over the planet's most oil-rich region mean extreme tension and volatility for the international capital markets. Despite all the horror, the financial carousel continues to turn. Institutional and private investors worldwide are sitting on USD 250 trillion in assets seeking investment opportunities. This keeps capital flows alive and encourages millions of people to keep an eye on the flashing prices. Energy companies are currently moving to the top of the list of interests, while some previously favored high-tech and AI stocks are currently consolidating. In this environment, it is worth looking not only at multinationals such as Shell or BP, but also at specialty stocks such as A.H.T. Syngas or Plug Power. They address the challenges of the times and must demonstrate how they can deliver operational performance in this environment. We take a closer look at the numbers.
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Commented by Mario Hose on March 13th, 2026 | 06:55 CET
Hotter than hydrogen stocks Nel ASA and Plug Power: the discreet crisis winners CHAR Technologies, 2G Energy, and Verbio!
The politically driven energy transition was meant to change a lot, but while many are still discussing distant dreams, three companies are already creating tangible results today. This goes beyond environmental protection; it is about the radical conversion of waste into valuable energy and helping heavy industry avoid CO2 collapse. Among them, Canada's CHAR Technologies stands out, making the virtually impossible possible with a unique high-temperature technology and recently raising fresh capital for its next big leap. CHAR is not alone. In Germany, heavyweights such as 2G Energy and Verbio are proving that biogas and highly efficient combined heat and power are no longer niche topics, but can make stock market prices soar. These three stocks could form the backbone of a green portfolio in 2026, provided the overall market and political conditions are favorable. Here is why these three stocks, in particular, could boost your portfolio.
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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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