Hydrogen
Commented by Armin Schulz on October 1st, 2025 | 07:00 CEST
The hydrogen formula: How to position yourself in the billion-dollar market with Nel ASA, dynaCERT and Plug Power
Global industry is facing what is arguably the greatest transformation of our time. Driven by the push for climate neutrality, the hydrogen market is rapidly gaining momentum and attracting capital once again. After a period of consolidation, the recent stock market upturn signals a new phase of maturity. The range of technologies, from green production and cleantech applications to more efficient use of fossil resources, is enormous. This is precisely where the opportunity lies for investors to find tomorrow's winners in good time. We take a look at three companies, Nel ASA, dynaCERT, and Plug Power, and analyze their opportunities.
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Commented by Carsten Mainitz on September 26th, 2025 | 07:35 CEST
Gerresheimer, dynaCERT, Volkswagen – Exciting developments!
News drives prices. However, the pendulum can swing in both directions. For informed investors, the correct interpretation of events is crucial. Often, this then leads to lucrative entry and exit signals. Gerresheimer was the latest to be hit, but which stock could be next? However, there are also stocks that are due for a realignment, offering opportunities for rising prices.
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Commented by Armin Schulz on September 26th, 2025 | 07:10 CEST
Is the turbo kicking in? A look at the strategies of Plug Power, Pure Hydrogen and Ballard Power
The race for the future of industrial energy is entering its decisive phase. While global energy demand continues to grow unabated, high CO₂ prices and strict climate regulations are driving explosive demand for clean solutions. Green hydrogen, in particular, promises to revolutionize energy-intensive sectors such as steel and logistics, opening up a market worth billions. Pioneers with concrete technologies and projects stand to benefit the most from this boom. This dynamic makes companies like Plug Power, Pure Hydrogen, and Ballard Power key players who are now in the spotlight.
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Commented by André Will-Laudien on September 22nd, 2025 | 07:20 CEST
SMR nuclear power on the rise! 100% with Oklo, First Hydrogen, E.ON, and Plug Power
Since Fukushima, nuclear power seemed to be on the decline, but with the energy transition, it is now experiencing a spectacular comeback, with small modular reactors (SMRs) taking center stage. Although this topic is only sporadically addressed in Europe, the US, under Donald Trump, recently approved a program to quadruple domestic nuclear power by 2050. While Brussels is still hesitating, the technology is advancing in Poland, France, Finland, and Czechia. These innovative countries are planning concrete SMR projects, while France even classifies the reactors as a pillar of future energy supply. Of course, large amounts of electricity are also supplied to Germany at high prices. Canada has already started approval processes for its first plants, and British energy giant Rolls-Royce is working on the series production of its own SMR technology. Even the International Atomic Energy Agency (IAEA) is now talking about a turning point. Which companies are currently at the forefront of this nuclear revolution?
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Commented by Fabian Lorenz on September 18th, 2025 | 07:10 CEST
MAJOR DEVELOPMENTS for megatrend stocks: Rheinmetall, BioNTech, First Hydrogen
Rheinmetall is going full throttle: on land, at sea, in the air, and even in space. Its latest bombshell is the announced takeover of Lürssen's naval division. Will this provide the tailwind the stock needs to break through the EUR 2,000 mark on a sustained basis? Analysts view the transaction positively, though some cautionary voices remain. Meanwhile, a major development in Canada is boosting sentiment around First Hydrogen. North Americans aim to be at the forefront of the small modular reactors (SMRs) movement. The potential is enormous. BioNTech also holds significant promise in the fight against cancer. However, challenges have emerged - ironically in the world's largest pharma market. The US government plans to cut or even stop funding for new mRNA vaccine development. BioNTech shares reacted accordingly and may break through their sideways trend downwards.
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Commented by Carsten Mainitz on September 17th, 2025 | 07:05 CEST
Pure Hydrogen, Rheinmetall, RENK – Tailwind from the Fed and positive news
This week, decisions from several central banks are on the agenda. The US Federal Reserve is considered the most important signal setter. Investors firmly expect the Fed to cut interest rates by 25 basis points. In addition, stock market participants are eagerly awaiting signals from Fed Chair Jerome Powell regarding the further pace of monetary easing. Stocks from the commodities and defense sectors remain at the top of the list of favorites.
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Commented by André Will-Laudien on September 16th, 2025 | 07:05 CEST
Stock market with explosive potential – Where are the winners? Daimler Truck, dynaCERT and Plug Power
The stock market is currently developing very selectively. In addition to the megatrends of artificial intelligence, high-tech, and defense, investor interest is gradually shifting to future-focused sectors that have not yet felt much of the general bull market. The hydrogen sector in particular has hardly benefited from the general bullish mood so far. In addition to industrial applications within the energy transition, hydrogen technologies offer significant potential in heavy-duty transport, local transport and mining. The goal is to significantly reduce diesel consumption and thus contribute to emissions reduction. This is particularly true in cases where battery-powered trucks reach their limits in terms of range, weight, or charging times. The market for fuel cell infrastructure is growing rapidly. The EU plans to invest around EUR 5 billion in this area by 2030. Pilot projects and government subsidies are driving development forward, and private investors are now starting to take notice. Where do the opportunities for investors lie?
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Commented by Fabian Lorenz on September 10th, 2025 | 07:20 CEST
Evotec downgraded! Out of Hensoldt? Into Pure Hydrogen?
Out of Hensoldt and into Rheinmetall? That is what analysts are suggesting—at least indirectly. Valuation is becoming a headache. How do other experts view the share's performance? In contrast, an exciting buying opportunity seems to be developing at Pure Hydrogen. With their openness to technology, the Australian company is clearly striking the right chord with customers. Once again, they have managed to win over a client in the US – the world's largest commercial vehicle market. Heavy commercial vehicles with fuel cell drives are scheduled for delivery before the end of this year. The stock is unlikely to remain this cheap for long. At Evotec, on the other hand, the MDAX downgrade is weighing heavily, with the stock trading close to its multi-year low. Analysts see almost 100% upside potential, but investors are not responding.
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Commented by Nico Popp on September 10th, 2025 | 07:10 CEST
Hydrogen – New paths through the funding jungle: ITM Power, NEL, First Hydrogen
Europe has ambitious goals for the hydrogen economy, but its implementation is often hampered by complex regulations and bureaucratic funding processes. "We have ambitious goals in Europe, but implementation is stalling because we are getting lost in the details of the rules. Instead of triggering investment, we are creating complexity," criticizes Jorgo Chatzimarkakis from the Hydrogen Europe association in an interview with Telepolis. Many projects are still on hold due to unclear approvals or subsidy details. While large energy corporations can navigate the bureaucratic jungle, agile specialists are looking for niche opportunities. We shed light on the business models of NEL, ITM Power, and First Hydrogen.
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Commented by Stefan Feulner on September 9th, 2025 | 07:05 CEST
Enphase, dynaCERT, Siemens Energy – Renewable energy on the verge of a turnaround
Despite some massive price losses, renewable energy remains a key topic for the future. The global expansion of wind, solar, and hydrogen infrastructure continues to gain momentum, being driven forward by geopolitical crises, climate targets, and billion-dollar subsidy programs. While many investors have exited the market in recent months, falling interest rates, rising energy prices, and political tailwinds could now pave the way for a rebound. Those who think countercyclically should take a closer look now.
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