Hydrogen
Commented by Stefan Feulner on February 4th, 2025 | 07:20 CET
Baidu, dynaCERT, BYD – Using the Trump hammer
After the Trump trades and the subsequent rally, is the Trump hammer coming next? After the stock markets reached historic highs in recent weeks, a sharp correction followed on Monday. The reason for this was the tariffs imposed by the US on Canada, Mexico, and China. The consolidation could continue to expand, given that the Buffett Indicator, which looks at the market capitalization of all US companies in relation to economic output, is at an all-time high. Nevertheless, there are undervalued value stocks that could escape the downtrend.
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Commented by André Will-Laudien on January 28th, 2025 | 07:20 CET
DeepSeek hits right in the eye! Selective correction on the way! Watch out for Nel, Siemens Energy, First Hydrogen, and SMCI
The Chinese language model DeepSeek is stirring up the AI market. The entire tech sector is reacting nervously and showing significant price losses. Artificial intelligence (AI) is proving indispensable in many areas. Large language models like ChatGPT are already helping to solve complex tasks, and their further development promises enormous advances for the economy and society. The new Chinese language model is seen as a serious challenge to US dominance in AI and threatens the dominance of the hyped US companies. The AI assistant introduced on January 10th recently overtook rival ChatGPT as the top-rated free software application in Apple's App Store in the US. A shot across the bow for Nvidia and associated companies. Some green energy stocks are also coming into focus. Is it time to jump on board now?
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Commented by Armin Schulz on January 28th, 2025 | 07:10 CET
Plug Power, dynaCERT, Daimler Truck – Now is the hour of blue hydrogen
"Drill Baby Drill," said Donald Trump in his inauguration speech. The US wants to produce more oil and natural gas domestically, but while oil is still in demand, the US already has enough natural gas today to export. What should be done with the gas when the storage facilities are full? One option is to use the surplus gas to produce blue hydrogen. The national energy emergency declaration will reduce regulatory hurdles, paving the way for projects like blue hydrogen production. As a result, the price of blue hydrogen will decrease. This is reason enough to look at three companies banking on hydrogen within their business model.
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Commented by Juliane Zielonka on January 23rd, 2025 | 07:00 CET
F3 Uranium, Plug Power, RWE - Opportunities and challenges from Trump's energy emergency
The election of Donald J. Trump as the 47th President of the United States is already having an impact on global energy policy and its players. Shortly after taking office, Trump declared a "National Energy Emergency" to secure the country's energy supply and reduce reliance on foreign energy companies. This presents a new opportunity for the Canadian explorer company F3 Uranium to accelerate its uranium exploration in Canada, as relaxed environmental regulations can speed up approval procedures. With 95 nuclear power plants, the US is an ideal consumer of the valuable raw material. Hydrogen expert Plug Power, on the other hand, has already seen its share price fall on the stock market. Just two days before Trump's inauguration, the Company secured a multi-billion-dollar loan guarantee under former President Biden for the expansion of its hydrogen facilities. The German energy company RWE appears largely unfazed by the change of government. Analysts at Deutsche Bank remain optimistic about the stock's growth potential, noting that existing wind farm projects seem unaffected by the energy emergency. We look at what the current developments mean for investors.
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Commented by Fabian Lorenz on January 22nd, 2025 | 07:15 CET
Caution advised with Nordex and Plug Power! Momentum stock Globex Mining continues to rise!
The stock of Globex Mining is currently very momentum-driven. With its gold projects, the mining incubator is one of the winners of the Trump presidency. Additionally, there is more positive news from its risk-diversified resource portfolio. The chart also looks positive. The stock is marching towards its all-time high and remains attractively priced. In contrast, there has been a shock at Nordex! In his inaugural speech, the new US president has already put pressure on the wind energy sector, which he despises. If it were up to him, all wind projects in the US would be stopped! Furthermore, news from the industry adds to the strain. Plug Power is also among the Trump losers. At least the outgoing US president left a farewell gift worth billions. What is next for these shares?
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Commented by Stefan Feulner on January 20th, 2025 | 07:30 CET
Daimler Truck, First Hydrogen, Siemens Energy – Hydrogen with rebound potential
From a stock market perspective, 2024 was a year to forget for companies in the hydrogen fuel cell segment. Companies like Plug Power and Nel ASA faced significant setbacks, continuing to shed the inflated valuations that had ballooned since the pandemic lows. There is no question that hydrogen technology remains fundamental to the climate turnaround. However, smaller, innovative competitors are now pushing their way to the fore and could benefit disproportionately from the next upward wave.
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Commented by André Will-Laudien on January 16th, 2025 | 07:00 CET
The energy year 2025! Uranium stocks such as Oklo, NuScale and F3 Uranium are in high demand, as are Nel ASA and Plug Power
In 2007, a pound of uranium occasionally cost more than USD 140 per pound before a long decline in prices began. With the outbreak of the Fukushima disaster in 2011, the mood against nuclear power reached its peak and forced the uranium price even below USD 50. Since the "NetZero" wave, however, it has been rising unchecked because, according to the World Energy Agency, nuclear power is now once again being classified as environmentally friendly compared to fossil fuels. Currently, 439 reactors are operational worldwide, with 64 under construction and 88 planned. Uranium demand is, therefore, set to rise by a good 30%, which is not a good sign for the hydrogen industry because this is where government investment is urgently needed. F3 Uranium has extensive concessions in the world's largest uranium mining district: the Athabasca Basin. The industry is preparing for the coming supply shortage with acquisitions and purchases. Good returns are on offer for risk-conscious investors.
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Commented by Fabian Lorenz on January 15th, 2025 | 07:00 CET
Horror for Nel share! Nordex and First Hydrogen impress!
Nel ASA is plunging - both operationally and in its stock performance. The hydrogen pioneer is shocking the capital market with massive job cuts and a production stop at its main plant. What are the reasons? Is there any improvement in sight? On the day of the Nel crash, First Hydrogen delivered a positive highlight. As a result, the share price even rose slightly. The technology company belongs to the new generation of hydrogen specialists. Its fuel cell commercial vehicles have passed the practical test, and the stock appears ready for a re-rating. Analysts believe that Nordex shares could make a comeback. The Company is considered one of the promising German midcaps. Operationally, things are going well, too, with a new major order from North America recently reported.
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Commented by André Will-Laudien on January 13th, 2025 | 07:10 CET
Greentech stocks make a flying start in 2025 – Tax package on the way? Nel ASA, dynaCERT, Plug Power, and Nordex in focus
The stock market kicked off the year with significant volatility. However, while the DAX 40 index is setting new records daily, the NASDAQ is consolidating at a very high level. Some profit-taking is weighing on the recently favoured "Magnificent 7" stocks, while long-neglected stocks in the greentech sector are starting to make a comeback. Canadian hydrogen specialist dynaCERT has now cleared all regulatory hurdles and strengthened its emissions trading team with the appointment of a new board member. In Germany alone, the environmental certificate market represents an annual volume of EUR 18.5 billion. We analyze which greentech stocks are now in a position to unlock their potential.
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Commented by Armin Schulz on January 8th, 2025 | 07:30 CET
Bayer, First Hydrogen, Volkswagen – Turnaround Candidates for 2025 Under Review
After the year-end portfolio window-dressing in December, the new year starts with the hunt for the right stocks for 2025. Special attention should be given to turnaround candidates, meaning stocks that underperformed last year. These companies have faced challenging times and have often already begun addressing their issues through strategic realignment. Sometimes, market conditions for a sector can improve significantly from one year to the next, and then the stocks of these companies often rise disproportionately. Identifying the right stocks requires thorough research. We look at three potential turnaround candidates.
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