Hydrogen
Commented by Armin Schulz on September 9th, 2026 | 06:45 CEST
Why IAA 2026 Could Be the Starting Signal for dynaCERT, DHL and Caterpillar – and How to Benefit
When the IAA Transportation opens its doors in Hanover from September 15 to 20, the global logistics and heavy industry sectors will take centre stage. Artificial intelligence and the push toward carbon neutrality are forcing logistics giants and machinery manufacturers to transform. dynaCERT is presenting its bridging technology for existing diesel fleets, Deutsche Post is relaunching as DHL AG, and Caterpillar is focusing on AI-driven autonomous systems. The question is what will happen to existing fleets and how the industry will move forward. We take a closer look at the current situation at all three companies.
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Commented by Stefan Feulner on September 8th, 2026 | 07:35 CEST
Volvo, dynaCERT, Caterpillar: Diesel Will Not Disappear Overnight
The commercial vehicle industry is facing a massive transformation. Battery, hydrogen and more efficient combustion technologies are competing for a market in which millions of heavy-duty machines are likely to continue running on diesel for many years to come. At the same time, pressure is mounting to reduce fuel consumption and emissions quickly. This transitional phase is opening up a market worth billions. While major manufacturers are investing billions in powertrains of the future, technologies that make existing fleets cleaner and more efficient could stand to benefit.
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Commented by Armin Schulz on September 7th, 2026 | 08:00 CEST
Siemens, First Hydrogen and SpaceX Aim to Profit from the USD 200 Billion Tech Supercycle Driven by AI, Robotics and Space
We are heading into a new economic era shaped by three interconnected megatrends: artificial intelligence, robotics and the exploration of space. While AI provides the cognitive framework, robotics translates this intelligence into physical actions, and space is emerging as the ultimate source of raw materials, energy and data bandwidth. Together, these technologies will not merely automate processes; they will shape the industries of tomorrow. Analysts estimate that investment in this AI-driven hardware offensive could reach up to USD 200 billion. As an investor, you cannot afford to miss this trend. We therefore take a closer look at the strategies of Siemens, First Hydrogen and SpaceX.
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Commented by Matthias Schomber on September 4th, 2026 | 09:30 CEST
Danger at Rheinmetall and OHB! Is HPQ Silicon a Buying Opportunity?
The defence sector has experienced an unprecedented rally in recent years, but a harsher wind is suddenly blowing on the trading floor. While major players such as Rheinmetall and the aerospace specialist OHB are suffering from profit-taking and rising oil prices despite their exceptionally strong order books, a potentially entirely new opportunity is emerging away from the headlines. Canadian technology company HPQ Silicon is developing market-changing innovations in battery and hydrogen technologies that are approaching commercial breakthrough. Bold investors who think innovatively may recognize that opportunities on the stock market could be emerging right now.
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Commented by Stefan Feulner on September 4th, 2026 | 07:30 CEST
Bloom Energy, A.H.T. Syngas, Veolia: Waste is Giving Rise to a Multi-Billion-Dollar Market
Waste and industrial residues are evolving from a cost factor into a valuable raw material. Rising energy prices, decarbonization and the enormous power demands of new data centres are driving up the economic value of technologies that convert previously unused materials into energy. At the same time, pressure is mounting on industry and local authorities not only to dispose of waste but also to recycle and repurpose it. This is giving rise to a multi-billion-dollar market at the intersection of the circular economy and energy supply.
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Commented by André Will-Laudien on September 4th, 2026 | 07:00 CEST
USD 100 Oil Price Shock – Boost Returns with Smart Alternatives like ITM Power, Zefiro Methane, Plug Power and Nel ASA
Created and Published on Behalf of Zefiro Methane Corp.
Volatility is going through the roof! The conflict in the Middle East is driving oil prices relentlessly toward the critical USD 100 mark, putting the energy market on high alert. Exploding commodity costs are further fuelling already stubborn inflation, increasing pressure on central banks to keep interest rates at restrictive levels. In this toxic environment for traditional assets, however, the irreversible trend towards the energy transition is proving to be a powerful catalyst for future-proof investment alternatives. Investors wishing to make their portfolios crisis-proof are now looking for profitable niche players and, for example, reducing their exposure to the high-tech sector, which has risen sharply. Alongside the hydrogen leaders ITM Power, Nel ASA and Plug Power, the US company Zefiro Methane is shining. And the formula is simple: by decommissioning orphaned oil and gas wells, this environmental tech specialist stands to profit directly from reduced climate-damaging emissions. Investors should therefore make clever use of the current market volatility to secure tomorrow's winners away from the expensive oil sector.
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Commented by André Will-Laudien on September 3rd, 2026 | 08:50 CEST
AI Energy Crisis Boosts Niche Players: Deutz, Siemens, dynaCERT and Siemens Energy in Focus
All the warning lights are flashing red at the Brussels Energy Office! The ever-growing daily use of AI is driving electricity demand to unprecedented levels, putting enormous strain on global infrastructure. A recent industry study by Allianz on data sufficiency underscores the fundamental problem: the enormous computational load of modern AI applications devours vast amounts of electricity and drastically exacerbates the global energy shortage. But all is not lost yet! For where traditional grids reach their limits, the time has come for specialized niche players to turn the rapidly escalating energy crisis into viable business models. Energy technology giant Siemens Energy is laying the foundations by stabilizing the urgently needed grid infrastructure and supplying highly efficient gas turbines for large data centres. However, as the expansion of centralized electricity grids can barely keep pace with the growth of AI, decentralized solutions are also gaining significant prominence. This is where Deutz AG is positioning itself as a leading systems provider for self-sufficient energy supply and state-of-the-art emergency power generators. Looking at the heavy goods vehicle sector, one comes across dynaCERT. This cleantech company supplies the market with its patented hydrogen technology, which has been proven to reduce fuel consumption and emissions from logistics and energy-generation facilities. For forward-thinking investors, this acute bottleneck presents an attractive entry opportunity.
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Commented by Armin Schulz on September 3rd, 2026 | 08:25 CEST
Power Metallic Mines, Siemens Energy, BYD: Some Benefit from Record Copper Prices, Others Struggle for Every Ton
Copper has always been regarded as a barometer of the economy. Yet what is currently unfolding on the markets is more than just an ordinary price rally. While new record prices for copper are dominating the headlines, a structural bottleneck is emerging behind the scenes. The world is facing a massive supply deficit, which is being further fuelled by electric mobility, the expansion of hydrogen infrastructure and the exploding energy demands of AI data centres. The red metal is thus becoming a strategic asset. We are therefore taking a look today at the polymetallic explorer Power Metallic Mines, the technology group Siemens Energy and the electric vehicle market leader BYD.
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Commented by Stefan Bode on September 2nd, 2026 | 07:10 CEST
Between Renewed Interest Rate Fears, Technological Breakthroughs and Disruptive Competition – Vonovia, dynaCERT and Siemens Energy
Rising bond yields and restrictive central bank policies are challenging established business models following years of low interest rates. While a real estate giant is grappling with the consequences of tighter monetary policy, a pioneer in clean mobility technology is striving to make the decisive leap from pilot projects to regional market leadership. At the same time, a visionary tech billionaire is causing unrest amongst industry leaders with ambitious expansion plans in the energy sector. Which players can hold their own in this dynamic environment, and where do sensitive share price setbacks loom?
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Commented by Stefan Feulner on September 1st, 2026 | 07:30 CEST
Ballard Power, First Hydrogen, ElringKlinger: Is Hydrogen Poised for a Fresh Start?
After years of billion-dollar investments and grand promises, the hydrogen industry must finally deliver. What matters now is no longer new letters of intent, but applications that will work in everyday life and that can be scaled economically. Fuel cells are now making their way into heavy-duty transportation, providers are bundling technology and hydrogen supply, and new areas of application are emerging beyond traditional vehicles. For investors, this could mark the beginning of a new phase. It is no longer merely the vision that matters, but rather who is actually turning hydrogen into a business.
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