PLUG POWER INC. DL-_01
Commented by Stefan Feulner on October 12th, 2021 | 11:55 CEST
NIO, Defense Metals, Plug Power - It is getting critical
Today we are faced with ever-tighter climate targets on the one hand and the availability of critical minerals for a safe and fast energy transition on the other. The disparity between scarce supply and steadily increasing demand is widening. There has been a threat of extreme scarcity and a crashing failure of the widely announced climate change for many years. The few producers of strategic materials are likely to have a bright future.
Read
Commented by Armin Schulz on October 8th, 2021 | 12:19 CEST
Nel ASA, dynaCERT, Plug Power - Hydrogen is part of the energy turnaround
If the upcoming German government wants to achieve the energy transition and banish all fossil fuels such as coal, oil and gas, part of the solution lies with hydrogen. On particularly sunny or windy days, some of the green electricity generated is simply lost. To avoid overloading the power lines, some of the electricity is given away abroad. Using this energy to produce green hydrogen would make the energy produced both storable and portable. If the price per kg of hydrogen could be reduced significantly, the greatest potential for this technology would automatically arise.
Read
Commented by Fabian Lorenz on September 30th, 2021 | 13:54 CEST
Good News from Evergrande, Plug Power and Triumph Gold
Volatility has increased sharply on the stock markets in recent days. The overall mood is negative. Technology stocks, in particular, are suffering from rising interest rates. In China, energy shortages due to a lack of coal are slowing economic growth, and worries surrounding Evergrande's insolvency continue. The insolvent real estate group has sent a sign of life and gives investors hope. Investors also have renewed hope in hydrogen stocks like Plug Power. For the purchase of gold shares, one needs courage at present. However, this could soon be rewarded in the case of Triumph Gold, for example.
Read
Commented by André Will-Laudien on September 22nd, 2021 | 14:05 CEST
NEL, dynaCERT, Plug Power, FuelCell Energy - Hydrogen, the flagpole is broken!
Today, what a hype, one would say. Those who held their nerve in January and let reality prevail are not the ones who are surprised at the outcome today. Hydrogen was the stuff of dreams for a few weeks, but the barrel foamed over properly. After rises of up to 2500%, almost all H2 stocks went into the cellar. And how dynamic it was! In just 6 months, hydrogen stocks have lost up to 85% again. One wonders: can there be a second wave? The framework parameters are suitable, as both the EU and Joe Biden have agreed on more hydrogen within the climate targets. The only important thing is the exact design of the subsidies because it will probably not be possible without government orders!
Read
Commented by André Will-Laudien on September 15th, 2021 | 14:23 CEST
Nel ASA, Enapter, Plug Power, FuelCell Energy - It is time to go all out!
Hydrogen is not only a climate-friendly means of propulsion for automobiles and heavy-duty transport. Large industries such as chemicals and steel can use hydrogen technology to reduce their consumption of natural gas. There are costs involved when converting to hydrogen, most of which are only feasible with political support. The German government's national hydrogen strategy fits in well here. But medium-sized industries, especially energy-intensive sectors, could also become much more environmentally friendly with hydrogen-based technologies. Which stocks are well-positioned here?
Read
Commented by Nico Popp on September 8th, 2021 | 10:42 CEST
JinkoSolar, Silver Viper, Plug Power: Shares for the energy transition
Clean energy does not work without technology. The energy transition can only succeed if photovoltaic systems or even wind turbines are state-of-the-art. It is therefore essential that there are companies that lead the way technologically. This can be achieved with new products, daring plans, or in a classic way: by promoting suitable raw materials.
Read
Commented by André Will-Laudien on August 30th, 2021 | 12:13 CEST
First Hydrogen, Nel, Plug Power, FuelCell Energy - Is the next Hydrogen rally coming?
Hydrogen is repeatedly put forward as a solution for climate-neutral energy production. A strong distinction must be made for climate protection because only green hydrogen - produced from 100% renewable energy - is truly climate-friendly. Insufficient differentiation between hydrogen types has fatal consequences for the globe. In a recent study, scientists at the University of Standford in California prove that blue hydrogen, produced from natural gas in combination with the injection of the resulting CO2 through carbon capture-and-storage, actually has a significantly worse climate balance than the direct combustion of crude oil and natural gas. Significant methane gas emissions in production mainly cause this. Today we look at interesting values in the hydrogen environment.
Read
Commented by Armin Schulz on August 23rd, 2021 | 13:18 CEST
Plug Power, Enapter, Ballard Power - What is the future of hydrogen?
In the passenger car sector, the battle for hydrogen fuel cells seems lost, as the entire automotive industry is focusing on the production of e-cars. In the commercial vehicle sector, there is still hope for the hydrogen industry. The prerequisite for this, however, is inexpensive hydrogen, and this is not yet available. Promises of subsidies due to climate protection for the hydrogen sector should give a boost, but the extreme overvaluation built up in shares from the hydrogen sector up to the end of January has not yet been completely eroded in some cases. After the FED indicated in its latest minutes that it would abandon its loose monetary policy, uncertainty is spreading among many North American hydrogen companies. Today, we take a look at three hydrogen companies.
Read
Commented by André Will-Laudien on August 13th, 2021 | 12:36 CEST
NEL, dynaCERT, FuelCell Energy, Plug Power - Is hydrogen about to explode next?
Not only is the EU tightening its climate targets, but around the globe, more and more countries are decarbonizing their economies. The subject of hydrogen is providing the rainmaking impetus for discussion. Since the closing of ranks on e-mobility, however, it is no longer the focus of attention. However, according to the World Energy Council (WEC) analysis, at least 20 countries that account for almost half of global economic output have adopted a national hydrogen strategy or are at least close to doing so. Leading the way are Japan, France, South Korea, the Netherlands, Australia, Norway, Spain and Portugal. But Russia, China, Morocco and the USA are also working on their strategies. Australia and China are leading the way, while Europe and the Middle East are already doing a lot. We take a look at the premier league of H2 values.
Read
Commented by Armin Schulz on August 11th, 2021 | 10:28 CEST
Nel ASA, First Hydrogen, Plug Power - Hydrogen market awaits impetus
Since sustainability and climate protection have come more and more into focus, the hype around hydrogen stocks has also been in full swing. This rally in almost all stocks continued until the end of January. Some of the company valuations were astronomically high. Since investors have been looking more at key figures, the share prices of hydrogen companies have been falling. The key objective is to lower the cost of hydrogen. That would make it economically viable, and the share prices of companies in the hydrogen market would rise significantly again. Currently, the market is waiting for impetus. A lot of funding is being made available in Europe and the USA for hydrogen development. Today we take a closer look at whether there is already impetus from the companies.
Read