Hydrogen
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 Fabian Lorenz on November 23rd, 2022 | 11:43 CET
China causes a bang in Qatar: Opportunity for Nel ASA, Plug Power, First Hydrogen, ITM Power
Germany wanted to secure liquefied natural gas (LNG) from Qatar to reduce its dependence on Russia. But now China is digging in and securing LNG supplies from the emirate for the next 27 years. During this time, 108 million tons are to be supplied. Germany only wanted to commit for 5 years. While this does not necessarily take the German government's deal off the table, it does show that gas supplies will continue to be anything but secure or cheap in the future. And it shows how vital hydrogen will be in the future and that policymakers must push for its promotion because hydrogen from renewable energies can at least partially replace natural gas. Companies like Nel ASA, Plug Power and First Hydrogen can benefit from this. In 2022, however, only First Hydrogen was convincing.
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Commented by Armin Schulz on November 21st, 2022 | 14:22 CET
BYD, dynaCERT, Plug Power - Sustainable shares for the portfolio
The end of fossil fuels is inevitable. The only question is how quickly we can make the transition. And the answer to that question will determine the extent of the impact of climate change. Last year alone, more than USD 6 billion was pledged to phase out fossil fuels. And this trend will only intensify. The Paris Agreement, signed by nearly 200 countries in 2016, set a goal of limiting global warming to below 2°C. Vehicles with internal combustion engines are major emitters of emissions. If we succeed in reducing CO2 emissions here, we will be closer to achieving the targets. Today we take a look at three companies that are helping to make mobility more environmentally friendly.
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Commented by André Will-Laudien on November 14th, 2022 | 12:46 CET
Hydrogen buying panic for COP27: Plug Power, First Hydrogen, Nel ASA, Ballard Power - 100% rally ahead!
That was a turn on the heel. DAX and NASDAQ were ablaze two weeks ago. But now buyers have prevailed and are defying the adverse environment. The favorite stocks of investors are back again. With the narrow victory of the Democrats in the Senate, Joe Biden can now continue his ambitious future program for modern infrastructures unhindered. The hydrogen sector could be one of the beneficiaries; some stocks have already recovered more than 20% in just 48 hours. Which title has the best cards?
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Commented by Nico Popp on November 8th, 2022 | 12:24 CET
Hydrogen trends for the radar! NEL, First Hydrogen, Plug Power
Hydrogen, or green hydrogen, to be more precise, is an explosive mixture. In the past few days alone, reports around spectacular developments have multiplied. Researchers in Belgium have unveiled a solar hydrogen module that can produce the coveted substance directly from solar energy and the water vapour in the air. At the same time, tractor manufacturer Fendt presented engines that can also run on hydrogen. And in Birmingham, UK, a hydrogen van is ready and waiting, which could be just the thing for delivery giants like Amazon. We shed light on three exciting hydrogen-related stocks.
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Commented by André Will-Laudien on November 1st, 2022 | 12:26 CET
Halloween of energy prices: Shell, BP, Saturn Oil + Gas, Nel ASA - Is this the peak yet?
It sounds ambitious! To completely transform Europe in terms of energy supply, the European Union would need to invest a good EUR 300 billion in alternative energy sources, infrastructure and raw material supply contracts by 2030. By 2021, Germany alone was importing 45% of its fossil fuel energy from Russia, its valued partner until then. After the invasion of Ukraine, this business partner will likely be taken off the list. But this also means that the very favorable sources for Central Europe will no longer be accessible. So prices for electricity, heating and mobility will remain high. Which stocks can benefit from this scenario?
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Commented by Nico Popp on October 31st, 2022 | 11:21 CET
Hydrogen shockwave and the laughing third party: NEL, dynaCERT, Mercedes-Benz
In order to store green energy and continue to use existing infrastructure, such as gas pipelines, hydrogen is more than just a beacon of hope. In the meantime, it is also clear to large industrial companies where the journey is heading. But why did the hydrogen universe tremble at the end of last week? The British hydrogen company ITM Power published a profit warning. We explain here what this means for the industry and whether there are any profiteers.
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Commented by Fabian Lorenz on October 28th, 2022 | 12:54 CEST
BioNTech, Nel ASA and Desert Gold - Ripe for uptrend?
The profit warning at ITM Power sent shockwaves throughout the hydrogen sector. Does this mean that the friendly development of the Nel share of the past few days has already ended? Analysts see little potential, at least at present, but are optimistic for the long term. Goldman Sachs is also optimistic about the gold price. At least the chances for a rise to over USD 2,000 are better than for a renewed decline. Producers like Barrick Gold should profit from this, and explorers like Desert Gold even disproportionately. At BioNTech, there is currently no impetus for an upward trend, and analysts' price targets diverge considerably. However, rumors from the US are encouraging.
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Commented by Juliane Zielonka on October 27th, 2022 | 12:13 CEST
Volkswagen, dynaCERT, Linde - Energy transition outside Europe?
Hydrogen is an essential part of the energy transition. In order to produce it, fossil fuels are still needed, and these are anything but affordable in Europe at the moment. So it is no wonder that Linde plc is looking to delist from the DAX in order to expand its business more lucratively. The listing on the NYSE remains in place. Volkswagen is also feeling the barriers in its home country of Germany, especially for its in-house battery production location. But numerous patents in hydrogen solutions indicate the direction in which the Group will move. dynaCERT has long since arrived there with its hybrid model for diesel trucks. The patented HydraGEN™ technology reduces carbon and increases fuel efficiency. We look at why it is smart to focus on values outside Europe.
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Commented by Stefan Feulner on October 25th, 2022 | 11:26 CEST
Varta, Barsele Minerals, Nel ASA - Hard-hitting announcements from analysts
The suspense is rising - the third quarter number season is open. It will be interesting to see how companies from various sectors have performed in the months from July to September despite imponderables such as rising raw material and energy costs and the global economic downturn. Due to the partly horrendous share price losses in recent months, interesting buying opportunities could arise at a cheaper level, which should promise high price gains in the long term.
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