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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

  • Hydrogen
  • renewableenergies
  • greenhydrogen
  • CO2

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

  • Hydrogen
  • cleantech
  • greenhydrogen
  • nuclear
  • SMR

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

  • Hydrogen
  • cleantech
  • Biotechnology
  • Defense

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

  • Hydrogen
  • cleantech
  • greenhydrogen
  • Defense

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

  • Hydrogen
  • cleantech
  • greenhydrogen
  • Fuelcells

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?

  • Hydrogen
  • cleantech
  • Defense
  • Biotechnology

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

  • Hydrogen
  • cleantech
  • greenhydrogen
  • renewableenergies

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

  • Hydrogen
  • greenhydrogen
  • renewableenergies
  • Solar

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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Commented by Armin Schulz on September 4th, 2025 | 07:20 CEST

BYD under fire: How First Hydrogen, SMR Technology, and Nel ASA aim to disrupt the Hydrogen Market

  • Hydrogen
  • SMR
  • cleantech
  • renewableenergies
  • Electromobility

The mobility of the future will be shaped by more than just one technology. While electric batteries dominate in passenger vehicles, hydrogen offers enormous potential in heavy-duty transport, light commercial vehicles, and industrial applications. Its breakthrough depends on affordable, green production. Innovative small modular reactors (SMRs) could be the game changer here, radically reducing costs and guaranteeing long-term production. In this context, we take a closer look at BYD, the industry leader in electric mobility. First Hydrogen has already tested hydrogen-powered vehicles on the road and is now increasingly focusing on SMR development. Last but not least, we analyze hydrogen veteran Plug Power.

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Commented by Fabian Lorenz on September 4th, 2025 | 07:10 CEST

Rheinmetall shares above EUR 2,200? SELL SMA Solar? dynaCERT with SALES SUCCESS!

  • Hydrogen
  • greenhydrogen
  • cleantech
  • Defense
  • Solar

Could Rheinmetall shares surpass EUR 2,200 following a potential acquisition? Analysts consider this possible after taking a closer look at the Company's opportunities in the marine sector. There is even talk of a potential takeover battle with another German company. Meanwhile, sales are picking up at dynaCERT. An initial large order is expected to strengthen its distribution partnership in the Americas. If the success stories continue, higher share prices are on the cards for the cleantech company. The situation is quite different at SMA Solar. After a significant profit warning and millions in write-downs, the Company is sliding deep into the red. Analysts are lowering their price targets and see no buying opportunity even after the recent price slump.

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