GreenTech
Commented by Nico Popp on January 24th, 2023 | 16:04 CET
Hydrogen vision or greenwashing? Amazon, First Hydrogen, Plug Power
Nowadays, various sustainability projects are under criticism, for example, when companies invest in forests to offset their CO2 emissions. Even the EU Commission has been accused of greenwashing following its decision to classify natural gas as sustainable. The critical discourse that has now been initiated could put many companies under scrutiny. We explain where sustainability is just PR and where the hydrogen vision can become a reality.
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Commented by Stefan Feulner on January 19th, 2023 | 11:19 CET
Nel ASA, First Hydrogen, Landi Renzo, Plug Power - Hydrogen: The 2nd row is booming
For climate protection and a secure energy supply, the Western world must become independent of fossil fuels. Hydrogen plays a key role in climate change as a substitute for natural gas, oil, and coal. Despite programs worth billions of euros from politicians and excellent prospects for the future, the largest companies in the hydrogen and fuel sector, such as Nel ASA and Plug Power, are still undergoing a profound correction. In contrast, it is mainly second-tier companies attracting attention that could catch up soon based on their technology.
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Commented by André Will-Laudien on January 16th, 2023 | 15:22 CET
Last Generation in Lützerath - Greentech shares jump! Siemens Energy, Auxico Resources, JinkoSolar, and Nordex in focus
Fossil energy supply is becoming increasingly uncertain and is a red rag for the "Last Generation". What is currently happening in Lützerath could become a blueprint for Germany's energy problems in the future. The political loss of the supplier and raw material giant Russia creates a dangerous undersupply, especially for Central Europe. Due to the mild winter, gas reserves are still abundant, but public pressure is on the industry. Production processes must become more sustainable, even if this initially increases costs in the short term due to necessary investments. In the long term, however, this will sustainably renew the German industrial landscape and make it much more competitive again. Which Greentech stocks should you keep an eye on?
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Commented by André Will-Laudien on January 9th, 2023 | 17:38 CET
An explosive start to 2023 for GreenTech and battery shares - BASF, Manuka Resources, Freyr and Varta in turnaround
In 2023, international pressure to initiate the climate turnaround remains. One potential path is seen in e-mobility. Despite the enormous development efforts of the last 5 years, no battery solution has yet been launched that could match the performance characteristics of a last-generation diesel powertrain. Key characteristics here are cost and sustainability in manufacturing, range, lifetime and safety. Nevertheless, progress is being made in the chemical mix of battery components, and some companies are making a name for themselves here. We analyze the current status.
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Commented by André Will-Laudien on December 28th, 2022 | 08:12 CET
Goodbye Tesla shares - Now bet on the hydrogen rally 2023: Plug Power, First Hydrogen, Nel, Ballard Power
Tesla is experiencing a continued decline in demand in China. According to internal plans, the assembly lines at the production site in Shanghai will be at a standstill for almost two weeks in January. The US electric carmaker plans to produce at its main factory at the beginning of 2023 only, from January 3 to 19. Around the Chinese New Year, Tesla will stop the assembly lines. Tesla did not give an official reason for the surprising break. The Company, founded by Elon Musk, has yet to respond to press requests to comment on the production cuts after Christmas. The share has now lost 40% in 4 weeks and continues to go down unchecked. Last Saturday, Tesla had already largely stopped production in Shanghai for the rest of the year. The prospects for electric car makers are clearly darkening, and we look to alternatives such as hydrogen.
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Commented by André Will-Laudien on December 27th, 2022 | 09:47 CET
Hydrogen shares - Environmental technology to take off in 2023: Plug Power, dynaCERT, ThyssenKrupp and Uniper
As we look ahead into the new year 2023, hydrogen technology could positively contribute to the energy transition for the first time. The key factors are the stroke rate, the price and the quantity that can be generated in an environmentally friendly manner to industrial standards. Plug Power, one of the market leaders in modern fuel cell systems, will bring H2 technology to market in large-scale production. Canada's dynaCERT is already delivering good H2 augmentation systems, and Germany could once again become an engineering hub. Where are the opportunities for investors?
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Commented by André Will-Laudien on December 14th, 2022 | 12:00 CET
Climate protection & energy crisis: BYD, Mercedes, Globex Mining, Volkswagen - Invest in metals!
Those who want to switch from fossil energy to electrical forms of use forget the sometimes poor efficiency in converting fossil primary energy forms to electricity from the socket. Truly green solutions are defined per se by "GreenTech" applications that improve the overall energy balance or even reduce it to zero. A prerequisite for all efforts is access to inexpensive raw materials, especially high-tech metals. These are copper, iron, nickel, silver, and, as the scope of applications expands, silver, platinum and gold. By the fall of 2022, green power yields were between 43 and 66% of the grid capacity. Fossil fuels had a share of only 15 to 20%. Winter has now set in, and trouble looms as the fossil component is more than uncertain for Europe, and solar power yields are falling. Where is the solution?
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Commented by André Will-Laudien on December 8th, 2022 | 09:22 CET
Gas is becoming scarce and raw materials increasingly expensive: Uniper, BYD, Defense Metals, and Nordex in focus
Five years ago, Tesla CEO Elon Musk announced the transportation revolution. Last week, it finally happened: Pepsi was the first company to receive the keys to the new Tesla e-truck called the "Tesla Semi." It is said to have a full 500 miles, or 800 km, range and can be charged in less than an hour with the appropriate high-voltage current. Because fossil fuel energy supplies are becoming more and more expensive, electric innovations are now entering all areas of business. But electricity from the socket also needs its sources. For this, in turn, all countries worldwide are making efforts to get GreenTech off the ground, i.e. the climate-neutral generation of electricity. Only then can e-mobility be said to benefit the environment. What is urgently needed for this are inexpensive energy and metal raw materials.
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Commented by Nico Popp on December 7th, 2022 | 09:45 CET
Volkswagen, Altech Advanced Materials, NIO: Where does the starting signal come from?
The whole world is currently investing in renewable energy and storage solutions. Germany, in particular, is considered a pioneer when it comes to promoting environmentally friendly energy sources. However, it looks as if other regions, such as Asia and North America, are overtaking Europe. We look at what the current situation means for investors and which companies can profit regardless of the situation in Germany.
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Commented by Armin Schulz on December 5th, 2022 | 11:18 CET
BYD, First Hydrogen, Daimler Truck - Green solutions as a booster for the portfolio
With the climate crisis worsening, the need for viable solutions and systems to reduce emissions is greater than ever. One area that has a major impact on emissions is freight transport. As the demand for freight transportation increases, so does the emissions released into the atmosphere. This not only has a serious impact on the environment but also affects the sustainability of the freight transport industry. So the question is, what kind of drive system will prevail in freight transport? Will it be electric propulsion or hydrogen propulsion with its fuel cells? We take a look at three companies that are focusing on different drive systems.
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