Hydrogen
Commented by Armin Schulz on May 5th, 2026 | 07:35 CEST
A Billion-Dollar Market in the Shadow of E-Mobility – Plug Power, dynaCERT, and Daimler Truck Unlock the Potential
Geopolitical tensions are exposing the risks of reliance on fossil fuels. At the same time, pressure is mounting on logistics and heavy-duty transport to decarbonize economically. While e-mobility is making strides in passenger vehicles, long-haul and construction fleets remain a challenge. Range, frequency, and existing fleets are forcing a rethink. This is precisely where a market is emerging for retrofit solutions with immediate impact, hydrogen integration, and more efficient powertrains. Immediate CO₂ and cost benefits are taking precedence over purely futuristic visions. Plug Power, dynaCERT, and Daimler Truck are addressing this tension with very different but complementary approaches.
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Commented by Fabian Lorenz on May 4th, 2026 | 07:15 CEST
BUY or SELL? thyssenkrupp nucera, Nordex, and Pure One Under the Microscope
Nordex shares have had strong momentum this year. Operations are going brilliantly. But perhaps the stock has risen too sharply? Is a 20% correction possible? Analysts believe so and recommend selling. In contrast, Pure One is expected to achieve a breakthrough this year. The Australian company is working on commercial vehicles powered by fuel cells and batteries. It has seen success in both areas. The stock is traded on Tradegate and could take off this year. In contrast, thyssenkrupp nucera recently disappointed with a profit warning. Has it hit bottom? Analysts, in any case, see a buying opportunity. They expect significant growth in revenue and profit in the coming years.
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Commented by Fabian Lorenz on May 1st, 2026 | 07:15 CEST
Nel ASA Soars! RENK and First Hydrogen Bet on Robots!
Nel ASA shares are currently unstoppable. Just yesterday, they surged by more than 15%. This brings the price gain over the past two weeks to around 50%. What is driving this surge? At First Hydrogen, the reason for the ongoing rally is clearer. The company is entering the robotics market. Its "Drones-as-a-Service" model is set to be offered in both civilian and military sectors. This once again links the company's existing hydrogen strategy to a multi-billion-dollar market. Currently, its market capitalization stands at a modest EUR 15 million. RENK is also entering the robotics market. Most recently, the defence contractor, known for its military gearboxes and propulsion systems, announced a contract in the field of autonomous defence systems. The stock is not currently benefiting from this. Yet analysts are recommending a "Buy".
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Commented by Mario Hose on April 30th, 2026 | 07:25 CEST
Opportunities in Wind, Hydrogen, and Long-Term Vision: Where Are Nordex, Nel ASA, and RE Royalties Headed?
Tracking the energy transition through selected individual stocks on the stock market is incredibly exciting. Especially because optimism and skepticism are so closely intertwined. While the established turbine manufacturer Nordex has shone with record figures, likely prompting analysts to raise their price targets, investors in hydrogen pioneers like Nel ASA must continue to keep their nerves steady and hope for an end to a prolonged dry spell. Recently, hope has emerged that a technical breakout will succeed, but a fierce battle between the bulls and the bears still appears to be raging. Away from the major headlines, something interesting is happening at RE Royalties. With a forward-looking strategic review and the closing of a technical price gap, the company is signalling its intention to step out of the shadows of larger players. In this report, we analyze the conditions under which Nel could achieve a breakout, Nordex's trajectory, and why the signs at RE Royalties point to a potential turning point, while considering the impact of its Solaris investment and the key hurdles that lie ahead. Join us in a landscape where sustainable financing models meet wind power and the anticipated comeback of hydrogen.
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Commented by Fabian Lorenz on April 30th, 2026 | 07:15 CEST
CleanTech Stock Takes Off! Energy Crisis Powers dynaCERT!
Is this cleantech stock really taking off now? In April, dynaCERT saw a strong upward move. This could be just the beginning of a broader revaluation. According to analysts, a tenfold increase is possible. The company is benefiting noticeably from its new German management team and, more broadly, from the ongoing energy crisis. The core concept is to make existing diesel engines more environmentally friendly and efficient with relatively low implementation effort—that is dynaCERT's approach. This allows the company to clearly benefit from the current market environment. The company is currently reporting promising progress in Asia, where the energy crisis is particularly acute. The management presentation at the upcoming investor conference is expected to be especially interesting.
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Commented by Nico Popp on April 28th, 2026 | 07:10 CEST
Linde, Amazon, and Pure One: The New Alliance Against Fossil Fuel Dependency
The energy crisis is highlighting the global economy's dangerous dependence on fossil fuels. In particular, the blockade of the Strait of Hormuz has exposed the vulnerability of industrial supply chains, as critical feedstocks such as ammonia and methanol are becoming scarce alongside oil and gas. According to analyses by Wood Mackenzie, such a disruption leads to significant price spikes in the chemical industry and threatens the global supply of raw materials. In this unstable environment, hydrogen is gaining new significance as a tool for national security and industrial resilience. Innovative processes, such as the direct reduction of iron ore or the electrification of chemical reactors, enable the industry to gradually break free from fossil fuel imports. We examine the business models of Linde, Amazon, and Pure One, highlighting how these players are driving the hydrogen transition in the EU and Germany, and how investors can capitalize on these opportunities.
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Commented by André Will-Laudien on April 28th, 2026 | 07:05 CEST
Oil and Gas Shock Boosts dynaCERT, ITM, and Nel, but Sparks Panic at Jungheinrich!
The stock market has its ups and downs. While Canadian hydrogen fuel-saving company dynaCERT had been stagnating for months, it is now making a breakthrough in Asia. The Canadians' fuel-saving technology is being welcomed with open arms in Vietnam, raising hopes for a hot summer in other Asian countries as well. While Plug Power already celebrated a stellar first quarter, industry rivals ITM Power and Nel ASA are now quickly following suit. However, the current excitement surrounding hydrogen offers little support for Jungheinrich's stock. Here, the Q1 figures are more of a reason to sell. What happens next? Read for yourself.
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Commented by Stefan Feulner on April 27th, 2026 | 08:10 CEST
ITM Power, dynaCERT, Nel ASA – Maximum Rebound Potential
Following the massive slump of recent years, the hydrogen sector could be on the verge of a comeback. Two factors are now providing fresh momentum. First, the exploding energy demand from AI data centers; second, the growing tensions in the Middle East, which are tightening oil supplies and driving up prices. The pressure to become less dependent on fossil fuels is growing rapidly. Following the correction, low valuations now meet structurally rising demand. For investors, this creates a classic rebound scenario with significant potential.
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Commented by Mario Hose on April 24th, 2026 | 07:40 CEST
Energy Stocks Under Review: Plug Power, Siemens Energy, and the Tech Innovator and Rising Hope HPQ Silicon
The world of clean energy is at a turning point. On one hand, companies like Plug Power continue to struggle with heavy debt burdens and are still searching for a sustainable business model. On the other hand, Siemens Energy is demonstrating that its radical restructuring is beginning to pay off: the energy technology group has recently returned to profitability and stabilized its operations. But while established players are investing billions into restructuring and infrastructure, a technology-driven newcomer is emerging in the form of HPQ Silicon. The company is drawing attention with impressive breakthroughs in battery technology and initial commercial successes in the drone market. While some companies are still refining their systems, the small pioneer from Canada is already delivering tangible results, such as battery cells with capacities of around 7,000 mAh. Find out in this report why HPQ Silicon could be on the verge of a stock price breakout.
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Commented by André Will-Laudien on April 24th, 2026 | 07:20 CEST
Iran and the USD 100 Mark – Total Oil Madness Drives ITM Power, Zefiro Methane, thyssenkrupp nucera, and Nel ASA
Crazy times for investors. After repeated back-and-forth between Washington and Tehran, uncertainty surrounding the future of the conflict continues to rise. As a result, markets remain highly volatile heading into the weekend. Over the past ten trading days, Brent crude has swung between USD 82 and 104—so what can investors realistically rely on? One approach may be to take a closer look at the oil sector's peer group—or to revisit opportunities in the alternative energy space. Plug Power recently set off a real fireworks display here. But how are ITM Power, Nel ASA, and thyssenkrupp nucera performing in this environment? And then there is the newcomer Zefiro Methane, whose approach could quickly propel the stock into a higher league. We delve a little deeper, quite literally, into what is happening beneath the surface.
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