GreenTech
Commented by Nico Popp on April 2nd, 2026 | 07:50 CEST
Hydrogen as the Fuel of the Future: Linde Lays the Groundwork, Amazon Tests, and First Hydrogen Delivers the Solution
Is hydrogen on the verge of a breakthrough in logistics? Rising costs for fossil fuels are colliding with regulatory pressure and technological maturity. While battery-electric vehicles are already established in light urban delivery traffic, heavy payloads are also expected to be transported as CO2-neutrally as possible in the future. This is where pure battery technology reaches its limits in heavy, long-haul transport and intensive industrial logistics. Hydrogen is becoming increasingly important in this context, as it enables significantly longer ranges and shorter refueling times for intensive delivery operations compared to pure battery vehicles. While corporations like Linde are planning the necessary refueling infrastructure and hydrogen supply on a large scale, major fleet operators such as Amazon are increasingly exploring the use of fuel cells. In this market environment, First Hydrogen is positioning itself as a one-stop provider. With its light commercial vehicles, specifically developed for the demands of distribution transport and capable of ranges exceeding 600 km, as well as offerings centered on green hydrogen production, the company is striking a chord.
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Commented by Nico Popp on March 31st, 2026 | 07:05 CEST
Resilience in Logistics: Daimler Truck and Nel Explore a Hydrogen Future – dynaCERT Bridges the Gap
The logistics sector faces major challenges that highlight just how dependent it is on fossil fuels. An escalating conflict in the Middle East and the blockade of the Strait of Hormuz have shaken energy markets and led to rising prices for petroleum products and their derivatives. Particularly alarming is the price surge for diesel, the primary fuel for global heavy-duty transport. According to current market data, diesel prices on the London Stock Exchange have jumped by about 27 cents per liter since the end of February 2026. The economic consequences are enormous: simulations by the German Economic Institute show that a sustained oil price of USD 100 per barrel could result in real economic damage of about EUR 40 billion over two years. In this context, hydrogen is no longer seen merely as a tool for greater sustainability but as a prerequisite for resilience in energy matters. In this transformation process, the business models of Daimler Truck, Nel ASA, and dynaCERT complement one another. We analyze the solutions, which range from far-reaching visions for the future of mobility to immediate efficiency gains in heavy-duty engines.
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Commented by Fabian Lorenz on March 27th, 2026 | 09:00 CET
Takeovers, Drone Potential, Full Pipeline: Rheinmetall, DroneShield, and First Hydrogen in Focus
Drones and other unmanned systems are making massive inroads into everyday military and civilian life. First Hydrogen aims to secure a slice of this billion-dollar pie in the future. To that end, the company has secured the technology for AI-powered robotic ground drones. If the new business division is successfully established, the current valuation may not yet reflect this potential. DroneShield is certainly not cheap. Yet in the latest investor presentation, a fully loaded sales pipeline drew attention. If this is realized, the pipeline points to multi-billion-dollar revenue potential. Rheinmetall currently generates billions primarily from battle tanks, ammunition, and other systems of classic "old-school" warfare. But the Düsseldorf-based company has also recognized this trend and has acquired a majority stake in a specialist for autonomous systems.
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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 Mario Hose on March 23rd, 2026 | 07:25 CET
Hunting for Bargains After the Sell-Off: What Investors Need to Know About SAP, Vonovia, and Pure One Right Now
The stock market currently resembles a battlefield where even the strongest names find little mercy and are getting hammered. Whether it is software pioneers like SAP or real estate giants like Vonovia, the massive sell-off has left deep scars in some portfolios. But while many investors are pulling the ripcord in a panic, something completely different is brewing behind the scenes. The fundamental strength of these companies is often completely forgotten amid the current market noise. Whether AI will really destroy and replace as much as feared at SAP remains to be seen. Things get particularly exciting when you look beyond the horizon to Australia, where Pure One is currently blazing entirely new trails in clean mobility. All three stocks currently share a rather depressing price level, which could, however, form the basis for a massive recovery. In this report, we analyze why sentiment might be worse than reality and where the hidden treasures might be buried. Will SAP and Vonovia find their bottom? And can Pure One celebrate its long-awaited breakthrough through strategic milestones? Read the analysis now on the courage required, new market lows, and the hope for imminent price surges.
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Commented by André Will-Laudien on March 16th, 2026 | 07:00 CET
Oil Price Shock and Middle East Panic! The Next 100% with DroneShield, dynaCERT, and Hensoldt
The stock market is currently under significant stress. The ongoing fighting in Iran, as well as conflicts between Israel and neighboring states, poses a serious threat to the global supply of oil and raw materials. Twenty percent of the world's daily oil production passes through the Strait of Hormuz. A closure or mining of the strait could trigger oil price increases of 20 to 30%. Due to widespread nervousness, prices have already surged 50% since the start of the year, reaching USD 100. Beyond the tragic casualties on all sides and the massive destruction everywhere, the conflict acts as a showstopper for industry and global growth. For investors, the question is: Which sectors could thrive in this environment? As a stock market service, the task is to filter out the terrible news and identify the "good." Completely without emotion - not an easy task! Here is an attempt.
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Commented by Mario Hose on March 13th, 2026 | 06:55 CET
Hotter than hydrogen stocks Nel ASA and Plug Power: the discreet crisis winners CHAR Technologies, 2G Energy, and Verbio!
The politically driven energy transition was meant to change a lot, but while many are still discussing distant dreams, three companies are already creating tangible results today. This goes beyond environmental protection; it is about the radical conversion of waste into valuable energy and helping heavy industry avoid CO2 collapse. Among them, Canada's CHAR Technologies stands out, making the virtually impossible possible with a unique high-temperature technology and recently raising fresh capital for its next big leap. CHAR is not alone. In Germany, heavyweights such as 2G Energy and Verbio are proving that biogas and highly efficient combined heat and power are no longer niche topics, but can make stock market prices soar. These three stocks could form the backbone of a green portfolio in 2026, provided the overall market and political conditions are favorable. Here is why these three stocks, in particular, could boost your portfolio.
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Commented by André Will-Laudien on March 5th, 2026 | 10:00 CET
War, destruction, and the next oil crisis? RE Royalties' financing model as a driver of green infrastructure inspires
The global restructuring of energy supply is no longer a vision, but an economic and social necessity. Rising demand for electricity due to digitalization, electromobility, and AI infrastructure is meeting ambitious climate targets. In particular, there is enormous pressure to reduce emissions sustainably. This is precisely where it will be decided whether sufficient capital will flow into clean technologies quickly, efficiently, and scalably. Sustainable financing programs are therefore not a "nice-to-have," but a key lever for security of supply, competitiveness, and climate protection. The company RE Royalties exemplifies how capital markets and climate protection can work hand in hand. What is more, investors can reap high returns while keeping their conscience clear!
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Commented by Mario Hose on March 4th, 2026 | 07:00 CET
Iran War: Why TUI and Lufthansa are trembling while RE Royalties plans for the energy of the future!
The world is watching the Middle East with bated breath. What is happening there is not only shaking up the political world map but also inflicting deep wounds on the portfolios of many investors. The giants of the travel and aviation industry, TUI and Lufthansa, are under particular pressure. The uncertainty is visible and palpable as flight schedules are canceled and booking numbers plummet. But while crisis mode prevails, a very different story is unfolding away from the turbulence. RE Royalties shows in 2026 that there are alternatives that are not only relatively crisis-proof, but also actively benefit from global transformation. While the classics of the travel industry are struggling to stay afloat, RE Royalties has already made a remarkable jump from CAD 0.25 to CAD 0.40 in 2026. This may just be the start of a significant upward trend.
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Commented by Nico Popp on February 19th, 2026 | 07:55 CET
Energy transition 2.0: Why CHAR Technologies is thinking much further ahead than Enviva and why Plug Power is still dreaming
The global energy market has learned its lesson - electrons alone cannot save heavy industry. While wind turbines and solar parks are making power grids greener, steelmakers and gas suppliers face a physical dilemma: they need carbon molecules – just "green" ones. In this gigantic market for sectors that are difficult to decarbonize, former biomass giant Enviva has already proven that wood is a suitable energy source. But while Enviva has only burned pellets, CHAR Technologies is igniting the next stage of evolution. With their high-temperature pyrolysis (HTP) process, the Canadians are transforming simple biomass not only into heat, but into two high-value industrial products: biochar for the steel industry and renewable natural gas (RNG) for the grid. CHAR is thus delivering exactly the solution that visionaries like Plug Power are striving for with hydrogen, but can often only achieve with billions in investment in new infrastructure. CHAR Technologies uses the existing gas grid and earns money from day one.
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