Hydrogen
Commented by André Will-Laudien on December 16th, 2024 | 07:00 CET
Bull's eye in 2025: Nuclear energy and hydrogen! Watch out for Nel, Plug Power, First Hydrogen, Mercedes and BMW
The production of hydrogen using nuclear energy is seen as a promising way to create a flexible energy carrier in a climate-neutral manner. Especially in areas where renewable energy sources are insufficient or a continuous power supply is required, hydrogen demonstrates its strengths. The carbon footprint of hydrogen from nuclear energy is comparable to that of renewable sources such as wind and solar since nuclear power plants operate almost emission-free. Unlike wind or solar energy, nuclear power can generate electricity around the clock because it is not dependent on weather conditions. This helps to avoid so-called dark doldrums, such as the one recently experienced in Germany on Friday. In countries such as France and Japan, nuclear energy is already considered an option for hydrogen production to advance the decarbonisation of industries. Which stocks are coming to the fore as a result?
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Commented by Fabian Lorenz on December 11th, 2024 | 07:45 CET
New hydrogen hype in 2025? Nel ASA, thyssenkrupp nucera, Plug Power, and First Hydrogen
Is nuclear-based hydrogen fueling a comeback for the industry? The growing energy demand for AI and other technologies is straining electricity grids. Shares of First Hydrogen have surged 17% following its announcement to venture into small nuclear reactors for hydrogen production, yet the Company is still valued at less than CAD 20 million. Nel is to build a pilot plant in South Korea to produce hydrogen from surplus nuclear power. However, the valuation of the Norwegian company still seems too high. Plug Power shareholders might face turbulent times in the coming weeks as short-sellers position themselves. By contrast, thyssenkrupp nucera is recommended as a "Buy". Which hydrogen player will take off in 2025?
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Commented by André Will-Laudien on December 9th, 2024 | 07:15 CET
DAX 20,400 – Year-end rally underway! 100% opportunities are still lurking at Shell, BP, Saturn Oil + Gas, Nel ASA, and Plug Power
All EU countries have ramped up their alternative energy production in recent years. In particular, countries like Germany achieved a 65% share of electricity from renewable sources in the first half of 2024, with wind and solar as the main drivers of growth. However, the conflict in Ukraine since 2022 has now jeopardized the achievement of the 2050 targets more than ever because the lack of affordable fossil gas is threatening the transformation of the economy. The rising gas prices of recent weeks have awakened bad memories of 2022 among European energy traders and politicians alike. When the continent was in a rush to end its dependence on Russian gas, prices had already risen by 400%. The energy sector offers great opportunities – timing is of the essence!
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Commented by Armin Schulz on December 4th, 2024 | 07:00 CET
JinkoSolar, Myriad Uranium, Plug Power – How the energy crisis can be solved
During the recent dark doldrums in Germany at the beginning of November 2024, the challenge of driving forward the energy transition exclusively with renewable sources once again became clear. Days with minimal wind and solar power production forced the country to rely heavily on fossil fuel power plants and expensive electricity imports. At the same time, energy demand is growing rapidly due to factors like electric mobility, digitalization, and industrial transformation. Given these dynamics, the debate over CO2-neutral, baseload-capable nuclear power plants is coming back into focus. Unlike wind and solar energy, these nuclear power plants provide reliable electricity and could make a decisive contribution to ensuring energy supply while meeting climate targets. We look at three companies and analyze what it takes to make these technologies a success.
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Commented by Fabian Lorenz on December 2nd, 2024 | 07:30 CET
Almost 200% upside potential! Plug Power, Renk, and F3 Uranium!
Uranium stocks from North America are likely to have a strong year in 2025. Russia and the US have imposed mutual export and import bans. At the same time, the US wants to triple its nuclear energy capacity. As a result, analysts see almost 200% upside potential for the Canadian uranium explorer F3 Uranium. The majority of experts also expect Renk's share price to rise. However, its performance this year is well behind that of Rheinmetall and Hensoldt. Plug Power is also likely to be among the disappointments of the year. However, JPMorgan believes the hydrogen company is well positioned and includes it in its list of top sustainability picks for 2025. Rightly so?
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Commented by André Will-Laudien on December 2nd, 2024 | 07:10 CET
The shooting stars of the energy transition – 325% gains with Siemens Energy, dynaCERT, Nel ASA, and Plug Power
The NASDAQ technology exchange has been the standout performer this year. With gains of over 30%, the past 12 months will go down in history as a remarkable rally. Few doubt that the mood will deteriorate again significantly by the end of the year. The spotlight was on high-tech stocks and stocks that incorporate the megatrend of "artificial intelligence" into their business model. However, one selected DAX stock was able to outperform the NASDAQ by a factor of 10: Siemens Energy. The losers in this mix were clearly the once-popular hydrogen stocks, Nel ASA and Plug Power, which each lost around 50%. Yet, these could be among the rising stars of the new year. Meanwhile, dynaCERT has already seen significant gains in 2024, but there is still plenty of upside potential. A detailed analysis reveals why!
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Commented by Stefan Feulner on December 2nd, 2024 | 07:00 CET
Rivian, First Hydrogen, Volkswagen AG – Expansion continues
In terms of sales, the automotive industry is the largest manufacturing sector and by far the most significant industrial sector in Germany. However, German carmakers are currently in crisis and unable to escape the negative headlines. They are falling behind, especially when it comes to vehicles with alternative drive systems. In recent years, companies excelling in this area have emerged, offering enormous potential for share price growth due to their promising future prospects.
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Commented by Juliane Zielonka on November 29th, 2024 | 07:00 CET
RWE, Globex Mining, Plug Power - Energy transition: Euphoria, disillusionment, and investment opportunities
The path to a sustainable energy supply is not linear but is characterized by successes, setbacks and surprising developments. Despite possible supply risks, the German energy giant RWE is posting record earnings of EUR 4 billion (EBITDA) and is a thorn in the side of the Federal Cartel Office due to its market dominance. With its "mineral bank" model, mining specialist Globex Mining proves how traditional commodity businesses can also develop sustainably. The mining sector faces a double challenge: on the one hand, the industry contributes massively to the increased carbon footprint, while on the other hand, it is indispensable for the energy transition, as the demand for metals for batteries and renewable energies is increasing dramatically. With over 252 projects and smart royalty rights, Globex Mining is growing continuously, and its enterprise value is increasing. Hydrogen pioneer Plug Power, on the other hand, is struggling with a significant 20% revenue drop despite ambitious growth targets. "Hope dies last," one thinks when considering the perseverance of Plug Power's management. Where do investment opportunities lie?
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Commented by Armin Schulz on November 27th, 2024 | 07:35 CET
Nel ASA, First Hydrogen, Volkswagen – Hydrogen could save the European automotive industry
The European automotive industry is at a crossroads: Amid the transition to zero-emission drivetrains and growing competitive pressure from China, manufacturers are looking for technological alternatives beyond battery-based solutions. Hydrogen propulsion could play a key role here. Particularly in applications such as heavy-duty commercial vehicles or long-distance mobility, hydrogen offers advantages that push BEVs (battery electric vehicles) to their limits. In addition, the technology enables a diversification of the European drive system landscape and reduces dependence on scarce raw materials such as lithium or cobalt.
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Commented by Fabian Lorenz on November 27th, 2024 | 07:25 CET
WINNERS of the CLIMATE CONFERENCE: Siemens Energy, Plug Power, dynaCERT!
The CO2 markets and emissions trading are among the few winners of the climate conference in Baku. The dynaCERT share should benefit, as the technology company could face a surge of orders in 2025, potentially leading to a revaluation of the stock. Siemens Energy has recently demonstrated just how quickly and dramatically a revaluation can occur. According to analysts, the rally is far from over. In contrast, Plug Power faces an uncertain future. While experts remain optimistic about the hydrogen sector, the US company is not among their recommendations. So, who are the true beneficiaries of the hydrogen boom?
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