Hydrogen
Commented by Nico Popp on August 13th, 2026 | 07:00 CEST
The Ups and Downs of Hydrogen: Nel ASA and thyssenkrupp nucera Under Pressure, Can dynaCERT Break Through?
The idea that industry and logistics could become completely climate-neutral sectors within just a few years has always been unrealistic. Different conditions among companies and markets make such a textbook transformation unlikely. The reality in Europe shows that many of the industry’s ambitious plans are stalling. Investors are holding back, permits can take time, and in some regions the necessary hydrogen infrastructure is still lacking. However, there are practical interim solutions, for example in the mobility sector. We provide insights and highlight, in particular, a promising development in Southeast Asia.
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Commented by Armin Schulz on August 11th, 2026 | 07:10 CEST
Hydrogen Stocks in 2026: Nel ASA, dynaCERT, and Plug Power—Three Strategies, but Who Will Win the Race to Profitability?
The hype surrounding hydrogen is over. Now, the only things that matter are operating metrics, margins, and the potential for scaling. The capital markets are increasingly focusing on cash flow and efficiency. Industry pioneers have long fallen short of expectations, but a turnaround is now emerging for some hydrogen companies. Today, we take a look at three companies—Nel ASA, dynaCERT, and Plug Power—each pursuing very different strategies, and assess where they currently stand.
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Commented by Stefan Feulner on August 10th, 2026 | 07:10 CEST
Albemarle, HPQ Silicon, Fluence Energy: Battery Boom Poised for the Next Price Surge
The battery market is entering an exciting phase. While the lithium sector is making a surprisingly strong comeback after a long slump, new battery technologies are reaching key milestones on the path to commercialization. At the same time, it is becoming increasingly clear that even booming future markets are not immune to short-term setbacks. Amid record demand, billions in investments, and operational challenges, opportunities are now emerging that many investors may still be underestimating.
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Commented by Matthias Schomber on August 10th, 2026 | 07:00 CEST
Turnaround, Billion-Dollar Deals, AI and Drone Potential: What Is Driving Siemens Energy, TKMS, and First Hydrogen?
Global markets are constantly evolving, and recently the major stock indices, including the Dow, Nasdaq, and DAX, have generally been trending higher. Today, we take a closer look at three companies that share an interesting characteristic: all three may be approaching a key milestone or threshold that could prove decisive for their performance over the coming weeks and months. We begin with Europe's energy giants and defence contractors. We examine the return to profitability, as well as failed takeover attempts and new strategic alliances. Finally, we turn our attention to a North American player that aims to combine green energy with artificial intelligence and robotics in an entirely new way. Join us as we explore Siemens Energy, TKMS, and First Hydrogen. These three stocks could provide plenty of talking points in the weeks and months ahead. Read on to discover the key developments and opportunities.
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Commented by Nico Popp on August 7th, 2026 | 08:25 CEST
Hedge Funds Bet on Hydrogen: Nel ASA Under Pressure, Amazon Gains Momentum, and First Hydrogen Targets a Promising Niche
Industry is under increasing pressure to address climate change. The regulatory framework is already in place, and emissions targets have been clearly defined. Yet even large industrial groups are reaching the limits of what they can achieve during the energy transition. Siemens Energy, for example, is reportedly considering spinning off a majority stake in its Transformation of Industry division under the project name "Voyager". The business includes, among other things, compressors, steam turbines, energy storage systems, and electrolysers. The move highlights the growing pressure on industrial companies to sharpen their strategic focus. In the global race to capture market share in energy transition technologies, success increasingly depends on lean organizational structures, specialization, and the willingness to rethink traditional business models. The restructuring of the hydrogen and energy sectors has long since begun; we examine the market and highlight potential beneficiaries.
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Commented by Nico Popp on August 5th, 2026 | 07:30 CEST
Battery Revolution: CATL Pulls Further Ahead, SGL Carbon Bows Out, and HPQ Silicon Targets Promising Niches
Faster and, above all, with greater range—whether in electric vehicles or smartphones: performance and endurance are key factors in winning over customers. But the race for the best specs is becoming increasingly fierce, and many details of battery technology play a crucial role. The potential of graphite as an anode material appears to have been exhausted; instead, silicon is gaining ground. We shed light on current trends in battery technology and introduce the companies involved.
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Commented by André Will-Laudien on August 5th, 2026 | 07:20 CEST
Endless NASDAQ Rally – AI Drives Demand for Electric Power and Hydrogen: Nel ASA, dynaCERT, BYD, and ITM Power
While the relentless tech rally on the NASDAQ races from one historic all-time high to the next thanks to the insatiable AI boom, investors are increasingly focusing on the industry's fundamental Achilles' heel: the enormous electricity demand of AI data centers. As artificial intelligence becomes more deeply embedded in business operations, it not only requires vast amounts of electricity but is also automating routine tasks that were once performed by human workers. This rapid adoption is driving an unprecedented need for reliable power generation. The question is no longer whether additional energy will be needed, but where it will come from. Investors looking toward the future are increasingly seeking the most compelling ESG investment opportunities at the intersection of high-tech innovation and energy production. In addition to expanding nuclear energy, many cleantech solutions are being explored. The e-mobility giant BYD recognized this challenge years ago; today, it dominates the roads worldwide with groundbreaking battery technologies. Complementing the electrification trend is the growing hydrogen economy, where Nel ASA and ITM Power continue to play important roles. At the same time, dynaCERT is rapidly advancing toward broader commercial adoption through an ambitious expansion strategy in Asia, leveraging its emissions-reduction technology. Where are the key catalysts for investors?
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Commented by Fabian Lorenz on August 4th, 2026 | 07:30 CEST
Alarm at Plug Power! Is Now the Time to Buy thyssenkrupp nucera? dynaCERT Management Remains Optimistic!
While an operational turnaround is taking shape at dynaCERT, its share price has yet to respond. However, analysts maintain a "Buy" recommendation on the cleantech stock and assign a fair value of EUR 0.48. With the shares currently trading at around EUR 0.065, they see significant upside potential. The company's German management team also recently expressed confidence in the business outlook. Meanwhile, thyssenkrupp nucera delivered results that were less disappointing than many had expected. The question now is whether that will be enough to reignite momentum for Germany's hydrogen hopeful. Plug Power, on the other hand, sought to reassure investors with a recent press release. Instead, the announcement appears to have intensified concerns. The stock continues its downward trend, as liquidity may not be sufficient and a capital increase is expected.
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Commented by Matthias Schomber on August 3rd, 2026 | 07:45 CEST
Alarm at Volkswagen, Steyr Motors Takeover Called Off! When Will dynaCERT Spark a Long-Awaited Breakout?
While some of Germany's largest automakers are grappling with a deepening crisis and planning historic restructuring measures, other well-known companies are also facing major challenges. Volkswagen is struggling with a sharp decline in vehicle sales and sweeping cost-cutting plans that have unsettled investors, a trend reflected in the company's weakening share price. At the same time, Austrian engine specialist Steyr Motors is navigating a highly challenging market environment and is being forced to redefine its strategic direction. Most recently, the company put an end to takeover speculation after acquisition talks failed to result in a transaction. Amid these turbulent times, investors are turning their attention to smaller players, such as the Canadian cleantech company dynaCERT. The company has developed an innovative technology for internal combustion engines designed to reduce fuel consumption and emissions, potentially delivering meaningful cost savings for fleet operators.
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Commented by Armin Schulz on August 3rd, 2026 | 07:30 CEST
Hydrogen Reality 2026: Nel ASA and A.H.T. Syngas Step Up as BP Pulls Back
The industrialization of hydrogen is heading toward a decisive turning point. While the major oil multinationals are surprisingly cutting back on their billion-dollar green projects, demand for clean energy remains strong. Investors need to rethink their strategies. The future of energy will not be shaped by the former pioneers, but by specialized technology companies and niche players who now want to seize the opportunity at hand. We examine this landscape more closely, taking a closer look at Nel ASA as a pioneer in electrolysis technology, A.H.T. Syngas as a creative niche provider of decentralized hydrogen solutions, and BP as the energy giant that is pulling back.
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