Hydrogen
Commented by Lars Winter on October 24th, 2026 | 05:29 CEST
New Orders, a New Shareholder and a New Bid: Fresh Developments at HPQ Silicon, CTS Eventim and Qiagen
Created and published on behalf of HPQ Silicon
Sometimes a single announcement is enough to reshape the story behind a stock. At HPQ Silicon, certified high-performance cells and initial orders could mark the transition from a development project to a commercial supplier. At CTS Eventim, the arrival of an activist investor has sparked fresh interest. At Qiagen, meanwhile, a takeover offer could lead to a bidding war between two financial investors. Three shares, three potential share price drivers – but also three very different risk and reward profiles. We take a closer look at the trio in our stock review.
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Commented by Armin Schulz on October 21st, 2026 | 05:25 CEST
Nel, dynaCERT, Daimler Truck – Hydrogen, Electricity and Diesel Aim to Reduce Emissions in Heavy-Duty Transport
The decarbonisation of trucks is progressing at different speeds. Daimler Truck sold a total of 91,260 units in the 3rd quarter of 2026, of which only 1,207 were battery-electric. The transition is therefore progressing more slowly than sales are growing. Hydrogen propulsion first requires low-cost hydrogen production. Meanwhile, fleet operators are looking for ways to make existing diesel engines cleaner today to improve their carbon footprint. Ultimately, manufacturers must deliver vehicles that perform in everyday use. If all this can be brought together, it could give hydrogen a long-term boost. We therefore take a closer look at Nel, dynaCERT and Daimler Truck.
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Commented by André Will-Laudien on October 14th, 2026 | 09:15 CEST
Energy Security in the EU: An Obstacle Course! What Are Nel ASA, ITM Power, NU E Power and Plug Power Doing?
Created and Published on Behalf of NU E Power Corp.
As electrification and AI data centre expansion drive up electricity demand, Europe's energy security is facing a major test. To strengthen the power system and accelerate the transition to clean energy, Brussels is taking action through reforms to the EU electricity market and the revised Renewable Energy Directive (RED III). These strict rules not only require significantly faster approval procedures for infrastructure projects, but also set binding quotas for green hydrogen and flexible energy storage in industry. But the path to a crisis-resilient energy system remains a bureaucratic and financial race for project developers and technology providers. Regulatory hurdles, volatile energy prices and the urgent need for investment capital continue to weigh on the sector. In this complex environment, strategic alliances and innovative financing models are gaining importance. Our latest analysis examines the different approaches of leading players and explores how business models can help overcome regulatory hurdles and make Europe's green industrial transformation economically viable. The exciting part? Investors can follow these developments, too.
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Commented by Armin Schulz on October 14th, 2026 | 05:44 CEST
SpaceX, First Hydrogen, Siemens: Space, Drones and Robotics Are Key Themes for Investors
Space, drones and robotics are likely to become increasingly important in the coming years. On September 24, the International Federation of Robotics (IFR) reported a record stock of 5 million industrial robots, while on September 28, Starship reached Earth orbit for the first time. The two developments are more closely connected than they might initially appear. Deploying drones or robots in factories requires connectivity, propulsion systems and software to control the entire operation. From space to the factory floor, the foundations for the next phase of technological development are being laid. We therefore take a closer look at SpaceX, First Hydrogen and Siemens.
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Commented by Matthias Schomber on October 14th, 2026 | 05:38 CEST
Nel ASA, Plug Power and dynaCERT: Who Will Achieve the Hydrogen Breakthrough? There is Interesting News!
Is the hydrogen sector finally poised for a turnaround, or will investors continue to burn through their savings? While industry heavyweights Nel ASA and Plug Power grapple with pending major orders and lingering questions about profitability, an often-overlooked stock is attracting attention with tangible progress. We take a closer look at three companies to assess which could outperform.
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Commented by Fabian Lorenz on October 13th, 2026 | 05:36 CEST
Plug Power Losing Hope? Renk Stuck in a Downtrend? RE Royalties Riding the AI Boom!
A look at Renk's share chart brings no joy. Whether over four weeks, six months or 12 months, the share's performance is deep in the red. Analysts recommend buying, but momentum is lacking across the entire defence sector. The latest order does nothing to change that, even if it shows future potential. For AI to realise its full potential, it needs vast amounts of energy. Accordingly, hundreds of billions of US dollars are being invested in energy infrastructure, particularly in North America. This is precisely the market in which RE Royalties operates with an interesting business model. In its latest interview, the company looks to the future with optimism. By contrast, even Plug Power's most optimistic supporters are probably despairing by now.
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Commented by André Will-Laudien on October 13th, 2026 | 05:24 CEST
E-Mobility in Rally Mode! VW and Stellantis Face TÜV Inspections as dynaCERT, BYD and Tesla Show Steady Growth
Donald Trump's surprise diesel deal with Vladimir Putin breaches Western sanctions, but the commitment to Ukraine stands. At the same time, Houthi attacks on Riyadh's airport are driving oil prices to unpredictable heights. With Brent above USD 100 a barrel, that is reason enough to switch powertrains! Supported by the electric vehicle environmental incentive, motorists are increasingly fleeing the price spiral at the pump, with alternative technologies in greater demand than ever. The clean transition relies heavily on e-mobility and green hydrogen as the future's ultimate energy carriers. But the energy transition does not only produce winners! While the struggling giants VW and Stellantis are deep into restructuring amid shrinking margins, agile challengers from the Far East and overseas dominate the field. Pioneer Tesla is delivering good figures, but its Chinese competitor BYD has long since overtaken it. At the same time, dynaCERT is demonstrating how highly innovative hydrogen technologies can make powertrains in heavy goods transport more energy-efficient. Investors should sharpen their focus, as the automotive market is currently reinventing itself.
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Commented by Carsten Mainitz on October 9th, 2026 | 07:10 CEST
dynaCERT, Volkswagen and Plug Power: Between Breakthrough and Cost Pressure! Who Will Take Off and Who Will Fall Behind?
Volkswagen shows how rising costs and intensifying competition can put even an industry veteran under pressure. Have the deep cuts and strategic adjustments come too late, and can closer partnerships help turn things around? Plug Power recently landed a notable major order. Yet its gross margin in the latest quarter came close to zero. dynaCERT is taking a very different approach. The Canadian company makes diesel engines more fuel-efficient and environmentally friendly through retrofit technology. The innovative bridging technology has proven itself in numerous pilot projects, and commercialization is now gaining momentum. Analysts at the research firm GBC believe the stock is significantly undervalued.
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Commented by Fabian Lorenz on October 8th, 2026 | 07:25 CEST
Nel ASA Out of Hope? RWE Partner ITM Power Down 50%! dynaCERT Flying Under the Radar?
Is there any hope left for Nel ASA? The Norwegian company's stock is currently at a yearly low. Its latest US order failed to excite investors. What will it take for this former investor darling to get back on track? At ITM Power, a partnership with Rheinmetall in the spring sent the stock soaring. Since then, however, the share price has more than halved again. The company also collaborates with RWE and Linde. Meanwhile, flying under the radar, dynaCERT is working on a comeback story. The company stands to benefit from elevated diesel prices, while its German management team is fully focused on sales. Following successes in Vietnam, there is now positive news to report from France. Analysts see significant potential for further growth.
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Commented by Stefan Bode on October 7th, 2026 | 08:45 CEST
Stocks Put to the Test: 1&1, BMW, dynaCERT, United Internet
Heavy investment, rising interest rates, shrinking margins, and the restructuring of established business models are currently shaping many stocks. While one company is financing the development of critical infrastructure, another is focusing on technology to make existing fleets more efficient. A third well-known company is struggling with price pressure and weaker demand in its traditional core markets. What matters most to investors is not the next announcement, but rather the resolution of the problem and its operational implementation, which will then be reflected in the order book and future cash flow.
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