Fuelcells
Commented by Armin Schulz on July 10th, 2026 | 07:00 CEST
Zero-Emission Commercial Vehicles in 2026: Why Daimler Truck, Pure One, and Plug Power Are Benefiting from the Logistics Revolution
Since July 2025, the EU has mandated a gradual decarbonization of heavy-duty transportation, and the logistics industry is grappling with the right technology. Batteries or hydrogen? The answer is: both. The complexity of long-haul transport requires a mix of propulsion systems and a robust infrastructure. While batteries excel in short-distance travel, hydrogen offers the potential for heavy loads and fast refueling. Three key players exemplify this transformation: the vehicle giant Daimler Truck, the cleantech specialist Pure One, and the infrastructure pioneer Plug Power.
Read
Commented by André Will-Laudien on July 8th, 2026 | 07:25 CEST
Penalty Shootout in the Energy Sector: Takeovers Ahead? Keep an Eye on Nel ASA, A.H.T. Syngas, Helios Solar, ITM, and Plug Power
Markets continue to climb, and the global energy transition is entering a new investment phase. Yet the momentum is far from evenly distributed. While Europe is accelerating the expansion of renewable energy to meet rising electricity demand from electric vehicles, industry, data centers, and artificial intelligence, the US administration is placing renewed emphasis on expanding nuclear power. Meanwhile, Southeast Asia is quietly emerging as one of the world's fastest-growing solar markets. According to the International Energy Agency, annual global investment in clean energy technologies will need to exceed USD 2 trillion by the end of the decade merely to move closer to international climate targets. At the same time, the European Commission is easing fiscal rules, giving member states greater scope to invest in energy infrastructure, while the European Investment Bank plans to provide EUR 75 billion in financing for energy transition projects by 2028. Who stands to benefit?
Read
Commented by Nico Popp on June 29th, 2026 | 07:00 CEST
Hydrogen Is Gaining Ground in Emerging Markets - How the Transition Can Succeed: Trimble, Nel, dynaCERT
While the long-term goal of completely emission-free mobility remains, opinions on the path to achieving it vary widely. Especially in light of the sluggish economy and major challenges, more and more economies are turning to pragmatic solutions. Many technological and infrastructural hurdles can be circumvented in this way. Since the conversion of large commercial vehicle fleets to battery or fuel cell systems is likely to take decades for well-known reasons, transition technologies are gaining importance. We shed light on the market and introduce three promising players.
Read
Commented by Armin Schulz on June 16th, 2026 | 07:35 CEST
How to Capitalize on the Billion-Dollar Market for Zero-Emission Commercial Vehicles with BYD, Pure One, and Plug Power
In late December 2026, DACHSER will become the first customer worldwide to put the Mercedes-Benz NextGenH2 truck, powered by liquid hydrogen, on the road. At the same time, WattEV in California ordered 370 Tesla Semis—the largest single purchase of electric trucks in the state. And in April 2026, Pure One delivered two 32-ton hydrogen-powered concrete mixers to Heidelberg Materials for acceptance. These three announcements from recent weeks prove that the zero-emission commercial vehicle market is taking off. This is precisely where BYD, Pure One, and Plug Power are positioning themselves with different but highly profitable strategies.
Read
Commented by Stefan Feulner on June 12th, 2026 | 07:10 CEST
BYD, Standard Uranium, FuelCell Energy: The Battle for Electricity Creates New Stock Market Stars
Global electricity demand is rising rapidly. AI data centers, electric mobility, and the electrification of industry are driving investment in alternative energy to record levels. Several future-oriented industries are benefiting from this: hydrogen and fuel cell technologies could play a key role in energy supply, while the renaissance of nuclear energy is ushering in a new phase of growth for the uranium market. At the same time, the global electric vehicle boom is driving sustained high demand for innovative mobility solutions.
Read
Commented by Fabian Lorenz on June 4th, 2026 | 07:50 CEST
Plug Power in Rally Mode! Robotics Potential at RENK and First Hydrogen
Plug Power's stock has more than doubled since late February. It broke through the USD 4 mark earlier this week. But the rally will eventually need to be backed up by operational news. At least there was a recent capital increase. At First Hydrogen, the revaluation has only just begun. The company aims to make its mark in robotics and drones. It is targeting an interesting niche within the multi-billion-dollar markets. The stock does not appear expensive. Analysts recommend buying RENK, though the price target has been lowered. However, as is the case across the entire defence sector, momentum is lacking. But this could change soon. A defence trade show is coming up, and RENK is offering an interesting outlook.
Read
Commented by Fabian Lorenz on June 2nd, 2026 | 06:05 CEST
Ballard Power Stock Surges – What Is Happening at Standard Lithium and Antimony Resources?
Created and published on behalf of Antimony Resources Corp.
Ballard Power continues to surprise the market, with the stock having tripled within just a few months. At the same time, quarterly losses remain elevated, a key anchor shareholder has been gradually reducing its position, and operational updates remain limited, aside from isolated announcements out of Germany. By contrast, Antimony Resources is impressing with positive news. Analysts see significant upside potential, and the company is advancing a strategically significant antimony project in a market where critical metals remain in strong demand. Following a recent correction, the share price may now be offering a more attractive entry point. And what is Standard Lithium up to? There is news from the flagship Smackover project—though not the kind investors had hoped for.
Read
Commented by Fabian Lorenz on May 22nd, 2026 | 07:10 CEST
Big News at Plug Power! Steyr Motors and HPQ Silicon Poised for Strong Growth!
Big news at Plug Power! The hydrogen specialist is finally making progress on a major contract. Only through contracts like this can the company likely succeed in finally turning a profit and justifying its ambitious valuation. While Plug Power is focusing on electrolysis, HPQ Silicon aims to revolutionize hydrogen production through hydrolysis. And this is not the company's only growth driver. It also aims to take battery performance to a new level with new components. Drone tests are already impressive, and experts are calling it "the quiet battery revolution." Steyr Motors' stock stood out with relative strength during the sell-off in the defence sector. Yesterday, the stock jumped by around 7%. Analysts see significantly more upside potential for the specialty motor supplier.
Read
Commented by Carsten Mainitz on May 15th, 2026 | 09:25 CEST
Hydrogen Stocks in Rally Mode: New Developments Continue to Boost dynaCERT, Plug Power, and SFC Energy!
Hydrogen stocks have rebounded significantly in recent months. Soaring oil and energy prices are providing a tailwind, as are international guidelines for achieving decarbonization goals. In addition, numerous positive developments can be seen at the corporate level. Plug Power recently exceeded market expectations with its quarterly results, while SFC reported a record order. At dynaCERT, everything is moving in the right direction, particularly its expansion in Southeast Asia, which is fueling optimism. Analysts attest to the Canadian company's significant growth potential.
Read
Commented by Armin Schulz on May 13th, 2026 | 07:35 CEST
The battery alone is not enough – Why BYD, HPQ Silicon, and Plug Power will be the hidden winners of the hybrid future
The decarbonization of the global economy is no longer a distant ideal, but a fiercely contested race for market share. While some are betting on pure battery solutions, it is becoming increasingly clear that the future belongs to hybrid systems, in which innovative materials and green hydrogen fill the gaps. Three players from different camps exemplify this shift and could be tomorrow's winners. This look at the heart of industrial transformation reveals the roles played by a Chinese electric vehicle giant, a Canadian innovator in superior anodes, and the American pioneer in hydrogen logistics. We therefore take a closer look at what makes BYD, HPQ Silicon, and Plug Power so special right now.
Read