PLUG POWER INC. DL-_01
Commented by André Will-Laudien on April 15th, 2026 | 07:50 CEST
Oil shortages as a turning point for uranium and hydrogen with Siemens Energy, Standard Uranium, Plug Power, and Nel ASA
The start of the week was volatile. Oil prices are rising sharply again, up around 12%, increasing pressure on consumers and policymakers. Now the Black-Red coalition government has developed a 17-cent package set to be passed in the coming weeks. A temporary reduction in the eco-tax is intended to help. Geopolitical tensions continue to drive price volatility, even though underlying supply-demand fundamentals in oil and gas do not indicate a structural shortage. Prime Minister Söder is even calling for a resumption of gas exploration in Germany. Who would have thought? We, too, are looking at possible alternatives and taking a closer look at nuclear power and hydrogen. For investors, companies such as Siemens Energy, Standard Uranium, Plug Power, and Nel ASA are increasingly coming into focus, as they stand to benefit directly or indirectly from these structural energy shifts. We take a closer look at the underlying drivers.
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Commented by Fabian Lorenz on April 13th, 2026 | 07:15 CEST
Oil Shock Fuels Cleantech Rally: Nordex, Plug Power, and dynaCERT in Focus
Cleantech stocks are currently in demand like never before. For instance, Nordex shares have risen by over 30% since the start of the US attack on Iran. A flurry of news and positive analyst comments continue to provide a tailwind. At dynaCERT, German manager Kevin Unrath has already injected new momentum as COO. Now, as CEO, he is set to drive commercialization forward. If successful, the Cleantech stock could multiply in value. Analysts share this view. At Plug Power, analysts have significantly raised their price target. However, the stock has also performed very well in recent weeks. Can the former hydrogen hopeful continue its upward trajectory?
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Commented by Fabian Lorenz on April 7th, 2026 | 07:45 CEST
Iran War: Threat for Siemens Energy, Opportunity for Pure One & Plug Power?
The war in the Middle East is driving up energy prices worldwide. Even in the energy self-sufficient US, consumers are feeling rising costs at the gas station, which is accelerating the shift toward renewable energy. Are AI companies possibly rethinking their strategy of relying on gas-fired power plants? Siemens Energy shareholders should keep an eye on this. One potential beneficiary could be Pure One. The small-cap stock combines a diversified cleantech portfolio with a majority stake in Eastern Gas, a promising gas explorer in Australia. Its customers include the German company Heidelberg Materials. Meanwhile, Plug Power is approaching a key resistance level. Is the latest major order enough to break through it? Additionally, the company appears to have discovered retail investors.
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Commented by André Will-Laudien on April 2nd, 2026 | 09:50 CEST
Oil Price Shock as an Opportunity: 100% Potential with Nel ASA, A.H.T. Syngas, and Plug Power
Daily updates continue to emerge on efforts to rein in Iran. President Donald Trump claims to have already achieved all war objectives. Yet, the Iranians appear surprisingly self-confident for a nation portrayed as defeated, pushing back against the media narrative surrounding their willingness to negotiate. Meanwhile, the German government has introduced a new fuel pricing law. Since April 1, a package of measures aimed at curbing price increases has come into effect. In the future, price increases will only be permitted once per day at 12:00 noon, while price reductions remain possible at any time. The law was drafted based on common practice in Austria and is intended to provide greater transparency and stability. However, the initial effect was mixed: although the Brent spot price fell by 7% at midday and the euro weakened against the US dollar, fuel prices did not decline accordingly.
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Commented by Carsten Mainitz on March 27th, 2026 | 07:20 CET
Underrated – Are Hydrogen Stocks Poised to Take Off? Why dynaCERT, Nel, and Plug Power Are Worth a Look Right Now
First the hype, then the crash. Hydrogen stocks have been on a rollercoaster ride in recent years. In light of the current energy crisis and changing market conditions, shares in industry leaders are once again attracting growing interest from investors. Operationally, most companies are making progress. Activities in Europe are gradually developing through a matchmaking portal for hydrogen projects and subsidies. Forward-looking investment is the order of the day.
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Commented by Stefan Feulner on March 23rd, 2026 | 07:05 CET
Siemens Energy, A.H.T. Syngas Technology, Plug Power – Energy Demand Is Overwhelming Old Systems
Global electricity demand is skyrocketing. At the same time, existing grids are reaching their limits, while volatile renewable energy sources are creating new challenges for supply security. As a result, the need for stable infrastructure, flexible energy sources, and decentralized solutions is growing rapidly. In addition to traditional large-scale projects, the focus is increasingly shifting toward innovative technologies, ranging from more efficient grids to alternative gases and hydrogen. This creates an exciting environment for investors, where new winners of the energy transition are emerging.
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Commented by Fabian Lorenz on March 19th, 2026 | 07:40 CET
Over 100% Upside Potential with Nordex, Plug Power, and A.H.T. Syngas: The Oil and Gas Alternatives?
Anyone relying on oil and gas these days is likely feeling the pressure and looking for alternatives. Renewable energy is regaining momentum and offers opportunities for investors. However, careful selection remains essential. Nordex is riding a wave of success and has already gained more than 50% in 2026. The company also reported a new order this week. In contrast, analysts are lowering their price targets for Plug Power, as the company has not managed to turn a profit for years. A completely different picture is emerging at A.H.T. Syngas. The newcomer is replacing natural gas with a clean alternative, and business is gaining traction. Analysts expect significant earnings growth in the coming years and see upside potential of over 100%.
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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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