Hydrogen
Commented by Carsten Mainitz on July 28th, 2026 | 07:25 CEST
The Automotive Industry Is Under Pressure: Why dynaCERT Could Be the Missing Piece of the Puzzle for Volkswagen and Daimler Truck
The discussion about the future of mobility is currently dominated by electric vehicles and hydrogen, both of which meet the vision of zero-emission transportation. But the road ahead is long; further technological advances and, in particular, the expansion of infrastructure pose challenges. Another crucial factor is often overlooked. In heavy-duty transport in particular, diesel forms the backbone of global logistics and will continue to do so for decades to come. This is precisely where dynaCERT comes in with an innovative bridging technology. The Canadian company's retrofit solution generates hydrogen and oxygen on board as needed. These are fed into the intake system of diesel engines, thereby reducing fuel consumption and emissions. Is a billion-dollar market on the horizon?
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Commented by Fabian Lorenz on July 27th, 2026 | 07:20 CEST
Stocks to Buy Now? TeamViewer, Infineon and HPQ Silicon: AI, Semiconductors and Battery Technology in Focus
Has Infineon become a buying opportunity after it corrected over 20%? Analysts at mwb have at least withdrawn their Sell recommendation. They expect the German semiconductor company to deliver strong growth over the coming years, although they believe its valuation remains ambitious. HPQ Silicon currently appears more attractively valued. The Canadian technology company plans to begin commercializing various technologies this year, and recent news flow has been encouraging. A key question is whether it can achieve a breakthrough with its military-grade battery cell technology. As for TeamViewer, it remains to be seen whether the company will be among the winners or losers of the AI boom. Could a partnership with ServiceNow provide fresh momentum for the stock? The goal is not only to detect IT problems but also to increasingly resolve them automatically with the help of AI agents.
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Commented by Matthias Schomber on July 24th, 2026 | 09:00 CEST
A Moment of Truth, Bankruptcy Fears, or Comeback? Plug Power & Nel ASA Fight for Survival! Will Lahontan Gold See a Technical Breakout?
Geopolitical tensions in the Middle East and an escalation in the Iran conflict are currently causing further turmoil in global financial markets. Crude oil prices are climbing noticeably, while uncertainty among market participants grows by the day. How much higher can prices go, or will peace negotiations resume? The news suggests otherwise. B-1 bombers are being sent to, or redeployed to, the Middle East. Yields on 10-year US Treasury bonds have risen to 4.7%—the highest level this year. In any case, with the resurgent oil price shock, inflation also threatens to pick up again, which could pose significant challenges for central banks worldwide. In this nervous market environment, investors are desperately searching for clear reference points and promising tangible assets. While traditional hydrogen pioneers such as Plug Power and Nel ASA continue to struggle to maintain their own stability and liquidity, select commodity stocks may offer better prospects. In these turbulent times, investors looking to build a more resilient portfolio need to take a closer look.
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Commented by André Will-Laudien on July 23rd, 2026 | 11:50 CEST
Things are heating up! Disappointment at Nel ASA - can A.H.T. Syngas, E.ON, and ITM Power deliver?
It is earnings season again! As is the case every year starting in mid-July, publicly traded companies are reporting on the past quarter. There is a lot of movement, especially among the highly watched tech stocks, some of which have suffered sharp price declines in recent weeks. Nel ASA has already reported its Q2 results, confirming the difficult situation in the hydrogen business with another revenue decline—though at least order intake is on the rise. With the climate and energy transition back in the spotlight amid summer temperatures nearing 40 degrees, we are also taking a look at its competitors in the energy sector. A.H.T. Syngas continues to grow in Poland, ITM Power secures additional EU funding, and E.ON is making acquisitions in the UK. So the M&A merry-go-round is spinning again—investors should remain on their toes despite the heat!
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Commented by Tarik Dede on July 22nd, 2026 | 08:05 CEST
High Energy Costs: Hedge with Shares in TotalEnergies, dynaCERT, and Nordex
The war in the Gulf has driven energy prices back up. Diesel in Germany is already costing well over EUR 2 per litre again. Even some leading figures in the CDU are now calling for a greater focus on renewable energy. The situation is not easy for business owners. Whether it is an industrial plant or the local shipping company: costs are rising, and the weak economic environment is not exactly making things any easier. Yet change is palpable. Electric vehicle manufacturers are reporting rising sales figures in many parts of Europe. Roof-mounted solar panels and balcony power plants are also gaining popularity again. Investors have the opportunity to hedge against energy costs by investing in equities. That is why we are taking a closer look at the shares of TotalEnergies, dynaCERT, and Nordex.
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Commented by Jens Castner on July 21st, 2026 | 07:20 CEST
GameStop, dynaCERT, Infineon: Three Paths from Penny Stock to High Flyer
GameStop, once on the brink of bankruptcy, now plans to acquire eBay. Infineon, after a near-death experience during the 2009 financial crisis, is now one of the heavyweights on the DAX. The price surges of both stocks serve as a model for a third, significantly smaller case: dynaCERT. The Canadian company improves the fuel economy and emissions of existing diesel engines with a retrofit system. Analysts at GBC Research estimate the share's upside potential at over 500%. A look at the facts reveals whether this is realistic and what the future holds for GameStop and Infineon.
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Commented by Matthias Schomber on July 21st, 2026 | 07:10 CEST
Bayer, BASF & HPQ Silicon in the Spotlight: Surprise, Upheaval, and a Huge Opportunity!
The recent escalation of the Iran conflict in the Middle East and growing industrial pressure from China are posing extreme challenges to the global economy. With the Strait of Hormuz closed once again and reports of oil tankers exploding making the rounds, the price of Brent crude has skyrocketed to around USD 90 per barrel. That is the highest level since mid-June. The effects of this energy crisis are already clearly evident in companies' financial statements. For example, a "low-cost airline" reported a massive 34% drop in profits in the first quarter due to soaring jet fuel prices. At the same time, concerns about a major war are growing, as the US is once again carrying out airstrikes against targets in Iran following rocket attacks on US soldiers in Jordan and is deploying additional fighter jets to the region. Amid these geopolitical upheavals, Germany's industrial sector also faces a difficult challenge, as China has transformed from a once-booming sales market in many sectors to its fiercest competitor—whether in automotive manufacturing, mechanical engineering, pharmaceuticals, or chemicals. The People's Republic is directly challenging Europe with subsidized products, fierce price competition, and rapid technological automation. Those who correctly interpret these multifaceted developments—and how companies are responding to them—can uncover highly attractive investment opportunities right now. We have selected three stocks that deserve a closer look!
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Commented by Nico Popp on July 21st, 2026 | 07:05 CEST
Hydrogen Slump and "Tesla Fantasy": How Plug Power, Ballard Power, and First Hydrogen Aim to Regain Momentum
The hydrogen ramp-up in the industrial sector has reached a critical juncture. On the one hand, the scarcity of fossil fuels is driving the need to invest now; on the other hand, the struggling economy is wary of the associated costs. While climate targets remain firmly in place despite recent adjustments within the EU, and the International Energy Agency (IEA) projects global hydrogen demand to reach a staggering 17,500 terawatt-hours by mid-century, the hydrogen industry is facing mounting pressure. In Germany, policymakers are intensifying this pressure through the national implementation of the EU's RED III Directive. This directive stipulates that, starting in 2026, fuel suppliers must demonstrate compliance with mandatory minimum quotas for renewable fuels. According to calculations by Provaris Energy, failure to comply could result in penalties of EUR 120 per gigajoule, equivalent to an effective surcharge of up to EUR 15 per kilogram of hydrogen. With domestic hydrogen production capacity expected to remain constrained, the pressure to act is mounting. Is the hydrogen economy finally gaining momentum? We take a closer look at the industry and highlight several key companies that could benefit from the next phase of development.
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Commented by Fabian Lorenz on July 20th, 2026 | 07:00 CEST
Nel ASA Reports Dismal Results! ITM Power Enjoys a Cash Windfall! Is dynaCERT Poised for Multi-Bagger Returns?
When an established company posts a quarterly loss that exceeds its revenue, it is fair to describe the results as dismal. That is exactly what happened at Nel ASA. Against this backdrop, the slight decline in the share price can almost be viewed as positive. That said, not everything in the quarterly report was negative. Analysts view developments at dynaCERT positively. If the company succeeds in commercializing its fuel- and emissions-saving technology, the stock could deliver multi-bagger returns. Management currently sees particularly strong growth opportunities in Asia, where the company has already secured its first major orders. Meanwhile, ITM Power's shares have roughly halved in value in recent months. The market's enthusiasm surrounding the partnerships with Rheinmetall and Deutsche Bahn persisted for quite some time. At least the British company can now celebrate a significant cash windfall.
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Commented by Armin Schulz on July 18th, 2026 | 07:25 CEST
How to Secure Your Hydrogen Advantage: Nel ASA, dynaCERT, and Plug Power Now in the Spotlight
The era of green hydrogen has finally left behind its much-criticized phase of announcements and exaggerations. Concrete investments worth billions in electrolyzers, pipelines, and storage facilities are propelling the sector into the real economy by 2026—and thus into the spotlight of investors who want to see more than just political declarations of intent. As production costs for green hydrogen improve and industrial demand surges, the spotlight is now on those companies that have mastered the technology behind this value chain. We are therefore taking a look today at the Norwegian electrolyzer specialist Nel ASA, the Canadian emissions reducer dynaCERT, and the US system integrator Plug Power.
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