Hydrogen
Commented by Nico Popp on May 11th, 2026 | 07:00 CEST
Hydrogen Transformation: Why dynaCERT Is Becoming Indispensable as a Bridge for Industry – Background on NEL and Caterpillar
The energy crisis is driving change. While experts from the International Energy Agency (IEA) and McKinsey make it clear that the 1.5-degree target is now virtually unattainable, a transformation process has also been set in motion across industry and logistics amid high energy prices. The ongoing tensions in the energy markets, exacerbated by geopolitical instability in key regions such as the Strait of Hormuz, have transformed hydrogen from a future-oriented topic into an economic imperative. In sectors considered difficult to transform, including heavy industry, the maritime sector, and heavy mining, there are few viable alternatives to energy sources such as hydrogen. By 2030, green hydrogen is expected to achieve cost parity with fossil fuels in many areas, provided the infrastructure is finally scaled up. But this is precisely where the problem lies: while the world waits for tomorrow's major infrastructure solutions, industry needs efficient bridge technologies today to remain competitive. One company is already on the market and is currently enjoying more popularity than ever.
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Commented by Nico Popp on May 8th, 2026 | 07:10 CEST
The Future of the Steel Industry: What Strategic Resources Can Do for ArcelorMittal, Salzgitter, and Others
The steel industry has been under significant pressure to transform for years, particularly in Europe. Following the full-scale invasion of Ukraine in 2022, the war in Iran is now causing yet another shock. As a result, the decarbonization of the industry is no longer just a green vision but an economic necessity. While the transition to hydrogen requires billions in investment, competition for the strategic raw materials needed for this is intensifying at the same time. Steel producers are struggling with retrofitting their existing facilities and volatile margins, while problem solvers like Strategic Resources are increasingly coming into focus. The company offers intermediate products for the steel industry that make the sector's transformation possible in the first place. The key figures are promising, yet this potential has not yet gained traction in the market. Reason enough to shed light on the situation and highlight opportunities.
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Commented by Mario Hose on May 7th, 2026 | 08:50 CEST
Following the stock rallies at Ballard Power and Nel ASA—Is HPQ Silicon Now Poised for a Breakout?
The world of renewable energy and modern energy storage is on the move again, sending investors into a frenzy. While companies like Ballard Power and Nel ASA have already delivered impressive price surges and positive analyst upgrades, a smaller technological pioneer still seems to be waiting in the wings for its big moment. We are talking about HPQ Silicon, a company that is causing a sensation with groundbreaking lab results and its first commercial orders in the field of battery technology. In this report, we examine the current momentum of established hydrogen players and analyze why the technical charts for HPQ Silicon could be set for "victory." Read on to find out whether, following the rebound of the big players, the moment has perhaps arrived for the next hidden champion to break through resistance and set its sights on new price targets.
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Commented by André Will-Laudien on May 7th, 2026 | 08:15 CEST
Oil Rally Done, Now Hydrogen Comes with 250%! All Eyes on ITM Power, Zefiro Methane, Plug Power, and Nel ASA
Up and down – Trump rides a political rodeo, creating volatile conditions for investors. Yesterday again, it sounded as if the US involvement might be winding down. But is a real resolution already in sight? Regardless, oil plunged 12% to USD 95, only to climb back to USD 100. After a prolonged back-and-forth between Washington and Tehran, uncertainty about the conflict's future course continues to rise, leaving investors with little clarity. Perhaps it is worth taking a long-term look at the oil sector's peer group or making a fresh push into the alternative energy space. There, Plug Power recently triggered a strong rally. The question now is how competitors ITM Power and Nel ASA are faring in this environment. Then there is also the newcomer Zefiro Methane, which, with its environmentally focused approach to the oil industry, could potentially push its stock into a new league. One thing remains certain: uncertainty dominates the picture.
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Commented by Nico Popp on May 7th, 2026 | 08:10 CEST
The AI Revolution Is Unstoppable: How First Hydrogen, Tesla, and NVIDIA Are Ushering in the Robot Era
The global economy is facing many major shifts. One of these disruptions is largely driven by advances in AI and robotics. What were considered isolated trends in software intelligence, clean energy, and mechanical automation just a few years ago are now merging into visions capable of transforming entire industries and our daily lives. Visionary investments in autonomous systems are the new battleground for the global tech elite, while in more conservative economic regions like Germany, the combination of humanoid robots and autonomous mobility is often still dismissed as a futuristic pipe dream. Yet leading technology companies are inexorably laying the groundwork for this new era, in which multifunctional, AI-equipped robots are pushing the boundaries of what is currently imaginable. We highlight two of these visionaries, Tesla and NVIDIA, and explain why First Hydrogen has discovered an exciting niche in the shadow of these giants.
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Commented by Mario Hose on May 6th, 2026 | 07:10 CEST
This stock could steal the show from Plug Power and Nel ASA! Explosive Upside at Silver Viper: Over 200% Potential to CAD 2.50
Investors are currently scrambling to find stocks that promise both stability and, ideally, explosive growth. While oil prices are soaring to dizzying heights amid global conflicts, pioneers of the hydrogen economy, such as Nel ASA and Plug Power, are suddenly facing a completely new dynamic. However, while these stocks have already begun to rebound after finding a bottom, a very different opportunity is emerging in the slipstream of the energy transition. Silver Viper Minerals, a specialist in precious metals projects in Mexico, is, according to "experts", on the verge of a massive price surge of more than 200%. The combination of a crisis-resistant sector, strong technical support in the chart, and backing from global industry players could create a mix rarely seen in the market. It is therefore worth looking beyond pure energy supply and turning attention to the Earth's gleaming silver resources.
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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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