GreenTech
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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Commented by André Will-Laudien on December 1st, 2022 | 13:18 CET
Who builds the best battery? Varta, Altech Advanced Materials, SFC Energy, IBU-tec - The entry is tempting!
Three years ago, the Chinese battery market leader CATL presented its cell-to-pack technology to the world for the first time. A new battery with this design is now said to give e-vehicles a range of 1,000 km and super-fast charging in just 10 minutes. According to CATL, the "Qilin" battery is more powerful than Tesla's 4680 cells. CATL plans to begin mass-producing the new battery in 2023. Whether the promised distance will be achieved, however, depends on the size of the installed battery and the vehicle's aerodynamics. In Europe and North America, research and development is also being carried out at full speed because the market for e-mobility still promises growth of over 30% per annum. What is the current status in Germany?
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Commented by Juliane Zielonka on December 1st, 2022 | 13:09 CET
First Hydrogen, Tesla, Volkswagen - Hydrogen or battery drive, who makes the race?
The German Federal Ministry of Research and Education has big plans: the natural gas network is to be converted as a supply structure for hydrogen so that Germany is well equipped for the future. The Canadian company First Hydrogen is betting on hydrogen propulsion, launching its first production facility in Quebec. A call for leadership is being heard regarding Elon Musk and his car company Tesla. It seems that a blue bird and the desire for freedom of expression are taking up so much of his time that the share price is wobbling. The competition is not sleeping: Volkswagen is currently number one in Europe with its EV models. Who will make the race?
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Commented by André Will-Laudien on November 29th, 2022 | 11:10 CET
Hydrogen from Qatar: Nel, Plug Power, dynaCERT and ThyssenKrupp, winners in H2 fever!
"The accelerated expansion of hydrogen supply chains is central to the transition to sustainable energy." Economics Minister Habeck welcomed the planned cooperation between German companies and Emirati producers of hydrogen. For this purpose, there is a new research cooperation between the Fraunhofer Institute and the Ministry of Energy of the United Arab Emirates. Of particular interest to Germany is the production, storage and delivery of green hydrogen to the EU. Whether the FIFA World Cup will help to deepen industrial relations in this field is not certain. But what is important is that hydrogen technology is finally gaining momentum worldwide. We take a look at the protagonists in the round-up for important investments.
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Commented by André Will-Laudien on November 23rd, 2022 | 10:06 CET
GreenTech takes off again: BASF, Meta Materials, Nordex, JinkoSolar - Is there a quick comeback?
For the rapid expansion of "renewable energies", the traffic light coalition has presented a 500-page package of measures this year. With its help, the share of alternative power generation is to be increased as quickly as possible from the current level of around 50% to about 80%. According to reports from Berlin, the necessary approval loops with authorities will be drastically shortened. However, a prerequisite for this would be the population's approval for any encroachments on property in terms of distance regulations, noise and residential quality. It is here where things are currently hitting a snag because the government's bill includes extensive encroachments on nature and major sacrifices by residents in order to serve the common good. But with no one pushing forward on this issue, skepticism about quick success is warranted. Who are the big beneficiaries of climate technology progress?
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