Hydrogen
Commented by Fabian Lorenz on January 30th, 2026 | 09:00 CET
DroneShield disappoints! Plug Power fights for survival! American Atomics stock poised for an overdue rally?!
Tech analyst Pip Klöckner paints a clear picture for 2026: he expects NVIDIA CEO Jensen Huang to become the world's most influential energy lobbyist. Without additional, reliable energy, data centers cannot operate - and without data centers, no one will buy NVIDIA chips. Meta is already fully committed to nuclear energy, underlining how critical stable baseload power has become in the AI race. American Atomics stands to benefit from this development. After all, uranium is needed regardless of who builds the nuclear power plants or ultimately wins the AI arms race. Importantly, American Atomics is developing several promising projects directly in the United States. The AI-driven energy boom has also lifted hydrogen stocks in the past, including Plug Power, but the euphoria has faded, and the Copmany is now fighting for survival. And what about DroneShield? The drone defense specialist's shares have taken a sharp hit in recent days. Was the sell-off triggered by the latest quarterly figures, or is something else at play?
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Commented by André Will-Laudien on January 28th, 2026 | 07:00 CET
Stock markets under pressure! High momentum expected for Siemens Energy, Pure One Corp., and E.ON
After months of back and forth, there was a shift in investors' sector choices at the start of 2026. The popular tech stocks that were the top performers in 2025 have largely been sidelined, while the commodities, energy, and defense sectors are experiencing a significant rally. The World Economic Forum in Davos did not bring any major news for the economy. What is becoming clear is that the US is continuing on its harsh course, and the rest of the world must prepare for a scenario of ongoing shortages and fragile supply chains. There is also a noticeable return to fossil fuels, which are needed on a large scale, especially during long, cold winters when the sun and wind are not available. For individual companies, this is a license to print money. For investors, however, the choice remains agonizing.
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Commented by André Will-Laudien on January 27th, 2026 | 07:35 CET
Stress test: Nuclear power instead of hydrogen? Caution advised with Nel ASA, First Hydrogen, Oklo, and Plug Power
"Drill, baby, drill" – that is the loud cry coming from the White House. For the Trump administration, that means quick approvals and a capital-intensive push for fossil fuels. However, it currently seems unclear what will happen with alternative energies. Some of the funds from the Inflation Reduction Act (IRA) passed by the previous administration under Joe Biden have not been paid out, and hoped-for public contracts in line with the Paris Climate Agreement are now obsolete due to the absence of the US. However, the shift away from alternative energies has not been communicated very clearly. After all, there is a large following for ESG-compliant energy models, with nuclear energy in particular becoming socially acceptable again as a net-zero source. Where should investors prick up their ears?
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Commented by Carsten Mainitz on January 26th, 2026 | 07:35 CET
2026 – The comeback of hydrogen stocks: Now it is substance that counts, not hype! The hidden potential of dynaCERT, Ballard Power, and VW
For years, hydrogen stocks were considered the promise of the future. The hype was followed by a hangover. Valuations have fallen sharply, and after a phase of exaggerated expectations, the focus is now shifting to robust business models and industrial scaling. dynaCERT stands out with its innovative bridge technology that meets high environmental standards. Its ready-to-use solutions for reducing emissions are convincing more and more customers from industry. As an established player, Ballard Power is driving the further development of fuel cells in heavy-duty transport. Volkswagen is taking a different approach. A few days ago, the automaker published key data for the past fiscal year, which came as a positive surprise.
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Commented by Armin Schulz on January 23rd, 2026 | 07:10 CET
The new hydrogen turbo: How Plug Power, First Hydrogen, and Nel ASA are benefiting from the AI boom
The course has been set for the hydrogen revolution. Following a consolidation in 2025, clear regulations, groundbreaking production technologies such as SMRs, and entirely new sources of demand, from AI data centers to heavy-duty transport, will drive the market into a new, potentially profitable growth phase. This momentum is now positioning pioneers in the value chain for exceptional opportunities. We analyze the promising strategies of Plug Power, First Hydrogen, and Nel ASA.
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Commented by Nico Popp on January 22nd, 2026 | 07:20 CET
Gas boom Down Under: Omega Oil + Gas and Elixir Energy becoming increasingly expensive – balance sheet treasure at Pure One Corporation
There is a strange discrepancy in the global energy markets that is nowhere more tangible than on Australia's east coast. While politicians and ESG funds have been rehearsing the demise of fossil fuels for years, reality is now hitting the economy with full force. Sentiment in trading rooms from Sydney to Perth has shifted markedly. A gold-rush mood has returned – this time for natural gas. In its "Gas Statement of Opportunities 2025," market operator AEMO warns in an almost alarmist tone of an impending supply gap. Gas explorers such as Omega Oil & Gas and Elixir Energy have already risen sharply. But away from the obvious investments, hydrogen company Pure One presents a classic arbitrage opportunity that is still largely ignored by the broader market. The Company is preparing to spin off its gas division, and a detailed comparison with its peers suggests that investors can currently acquire this asset at virtually no cost – a gift for anyone who knows how to read balance sheets.
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Commented by André Will-Laudien on January 20th, 2026 | 07:35 CET
Will new Trump tariffs slow down the stock market boom? Keep an eye on Plug Power, dynaCERT, and Nordex
The stock market currently has to cope with all kinds of weather conditions. First, there is a very dry and cold winter, which is causing problems for Ukraine in particular due to the war. To make matters worse, the energetic US President Donald Trump is suddenly laying claim to Greenland. Most likely, he is only interested in securing the entire NATO, hence the pressure over the new tariffs. The EU will also have to make a huge security contribution for Greenland. It feels as if the war machine is running at 300% capacity. How the states intend to finance all this is more than questionable, because taxes will no longer cover the costs if they do not want to stifle their economies. In this environment, capital market interest rates should actually be skyrocketing, but Trump is vehemently demanding interest rate cuts. We are looking for attractive opportunities in a challenging environment.
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Commented by André Will-Laudien on January 15th, 2026 | 07:30 CET
Acquisition Breakthrough: D-Wave, First Hydrogen, and Plug Power in focus
In an increasingly fast-paced world, investors are seeking timely information on stocks that have been highly volatile in recent weeks. Often, the key opportunities lie in turnaround situations, driven partly by operational news and partly by technical chart patterns. Today's selection of stocks reflects exactly this picture. D-Wave is impressing with a complementary acquisition deal, First Hydrogen with a successful capital raise, while Plug Power is unfortunately facing negative analyst commentary. What is happening on the price board?
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Commented by Nico Popp on January 14th, 2026 | 07:05 CET
Between euphoria and industrial realism: How Linde, Hapag-Lloyd, and dynaCERT are defining the new reality of the hydrogen economy
We are witnessing a decisive turning point in the global hydrogen economy: The phase of speculative euphoria that characterized the beginning of the decade has given way to a phase of industrial realism and technocratic implementation. In investor circles and industry analyses, the term "mean reversion" has become established – a return to reality, away from unrealistic hyper-growth scenarios and toward physically feasible projects. According to the International Energy Agency's (IEA) Global Hydrogen Review 2025, the hydrogen sector continues to grow steadily and reached demand of nearly 100 million tons in 2024, but the structure of this growth is more complex than previously forecast. In this new environment, where regulatory interventions such as FuelEU Maritime and emissions trading (EU ETS) set the pace, three distinct winner profiles are emerging: infrastructure giant Linde, logistics heavyweight Hapag-Lloyd, and technology bridge builder dynaCERT, which occupies a highly compelling niche.
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Commented by Armin Schulz on January 7th, 2026 | 07:30 CET
AI's energy hunger and decarbonization: How Siemens Energy, CHAR Technologies, and Plug Power are positioning themselves to profit
The global energy transition is caught in a paradoxical race: While electricity demand is exploding due to AI and electrification, decarbonization must succeed. This collision is creating a billion-dollar market for companies that solve fundamental bottlenecks, from grid stability to green industrial energy to the hydrogen economy. Three pioneers exemplify this systemic change. Their strategies could not be more different, as current developments at Siemens Energy, CHAR Technologies, and Plug Power show.
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