Hydrogen
Commented by Stefan Feulner on June 22nd, 2023 | 07:15 CEST
Second hydrogen wave launched - Plug Power, dynaCERT, Ballard Power
It is well known that green hydrogen has been identified by both industry and politicians alike as a key element for the energy transition. At the beginning of the decade, shares in the sector became the new darlings of the stock market and were given advance praise and valuations in the billions. However, the sector is still struggling with problems such as the high price of gas and the still undeveloped infrastructure. As a result, even market leaders in the sector have lost more than 50% of their stock market value. This presents a long-term opportunity to participate in the future market of hydrogen.
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Commented by Fabian Lorenz on June 15th, 2023 | 08:00 CEST
Plug Power share unstoppable! BYD and Globex Mining are on the rise!
Three shares along the energy transition value chain: Plug Power is currently unstoppable. Yesterday, the stock of the hydrogen pureplay again gained around 5%. On a one-month horizon, the gain is now around 50%. And it could go on because Plug Power had fresh orders in its luggage at yesterday's analyst day. The BYD share has also regained momentum in recent weeks. If it manages to jump above USD 33.50, the way is clear for the time being. Globex Mining is also worth a closer look. With this share, investors can add a broad commodity portfolio to their portfolio and thus benefit from the super cycle in a risk-reduced manner.
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Commented by Juliane Zielonka on June 15th, 2023 | 07:25 CEST
Nvidia, Defense Metals, Uniper - Valuable commodities for trillion-dollar digital market
Digital transformation is critical for industrial companies worldwide to remain competitive and gain strategic advantage. In this context, Nvidia and Hexagon have partnered to provide companies with a comprehensive set of solutions for accelerating industrial digitalization. Defense Metals, on the other hand, secured the supply of essential rare earths for the global energy transition with a successful hydrometallurgical trial and feasibility study. The Wicheeda project in British Columbia strengthens the local energy supply and offers strategic advantages in defence, security and green technology. Uniper, an international energy company, relies on biomass instead of natural gas for energy production. With the construction of a syngas plant in the Netherlands, the Company aims to replace natural gas with sustainable gas in chemical production processes.
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Commented by Stefan Feulner on June 7th, 2023 | 08:45 CEST
BYD, Globex Mining, First Hydrogen - Breakthrough results
Despite all the prophecies of doom, the world's stock markets are continuing their upward trend; neither the strict monetary policy of the central banks nor the geopolitical uncertainties have slowed them down so far. Among individual stocks, several companies have reported positive surprises in recent weeks, which should lead to further price increases in the long term. Due to the general correction in recent months, there are attractive entry opportunities, especially in the technology and mining sectors.
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Commented by Armin Schulz on June 1st, 2023 | 08:30 CEST
Nel ASA, First Hydrogen, Plug Power - Paving the way for hydrogen technology
Germany has shut down its nuclear power plants, and now the expansion of renewable energies is to be accelerated. But what happens to the surplus electricity when the sun shines all day? In order not to overload the grids, the energy is given away to neighbouring countries. In the future, it will be turned into green hydrogen that can cover the energy needs of industry and the transport sector. On May 25, the Federal Cabinet passed an amendment to the Energy Industry Act that defines the legal framework for a future hydrogen core network in Germany. Hydrogen technology will not only prevail in Germany. We, therefore, take a look at three international hydrogen companies.
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Commented by Nico Popp on May 30th, 2023 | 08:30 CEST
Hydrogen drumbeat - where things can move quickly now: Plug Power, NEL, dynaCERT
Green hydrogen is becoming a key technology for the industry in the fight against climate change. Wirtschaftswoche reports that by 2030, a whopping 13 million tons of hydrogen will be produced annually in Europe. But the necessary investments are still lacking. In the US, USD 10 billion have already been invested in hydrogen projects, while in Europe, only 7. In order for Europe to reach its goals, it must move faster. But this much already seems certain: companies in the hydrogen sector are facing an exciting phase - we take a closer look at three stocks.
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Commented by Stefan Feulner on May 30th, 2023 | 08:00 CEST
Powerful rebound potential - dynaCERT, Manuka Resources, Steinhoff
The default of the world's largest economy seems to have been averted. In the dispute over raising the debt ceiling in the US, Democrats and Republicans reached a compromise; only Congress still has to agree in the middle of the week. This is an advantage for the world's stock markets. The DAX briefly regained the 16,000-point mark. Several small-cap companies were also able to start a countermovement.
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Commented by Juliane Zielonka on May 26th, 2023 | 08:30 CEST
FREYR Battery, dynaCERT, BYD - Speed beats engineering and bureaucracy
The hunt is on for high-performance powertrains! Industry-experienced Canadian hydrogen technology company dynaCERT shines with a new collaboration with Cipher Neutron. Together they are creating an electrolyzer cell that will produce 28 times more hydrogen gas than conventional cells. FREYR Battery is also making progress with its battery gigafactories, but soon on the other side of the Atlantic due to tax advantages, as the domestic government in Norway seems too slow. Progress could be faster at Volkswagen. What good is German engineering when rival BYD is not only selling cars at a breathtaking speed but also securing battery production in China for the Company's own growth? We provide an overview.
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Commented by André Will-Laudien on May 23rd, 2023 | 08:00 CEST
DAX on a record chase, and hydrogen is making a comeback! VW, Daimler Truck, First Hydrogen, Traton. Who can convince?
The EU wants to invest about EUR 25 billion in hydrogen over the next 10 years. To this end, the Commission has drafted the concept of a "Hydrogen Accelerator" to promote the use of renewable hydrogen. The "REPowerEU plan" launched for this purpose aims to produce 10 million tons of renewable hydrogen within the EU by 2030 and to import a further 10 million tons. It is hoped that this will provide an important building block for saving the climate. The private sector is also involved. We take a look at some of the key players.
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Commented by Fabian Lorenz on May 17th, 2023 | 07:55 CEST
Movement in the hydrogen sector: What are Nel ASA, ThyssenKrupp and dynaCERT doing?
There never seems to be a dull moment in the hydrogen sector. After the horror figures and the announced capital measure at Plug Power, Stellantis' investment in Symbio is a positive signal for the sector. French Symbio is focused on zero-emission hydrogen mobility and was previously owned by the Forvia Group and tyre manufacturer Michelin. Now Stellantis, the third largest car manufacturer in the world with brands like Peugeot, Opel and Fiat, has acquired a 33.3% stake. According to Stellantis, hydrogen fuel cells are necessary to achieve climate protection goals. dynaCERT also wants to contribute to this. Perhaps a big partner will soon join the Canadians? And what is the hydrogen pioneer Nel ASA doing with its partner General Motors? ThyssenKrupp is making its subsidiary look good for the hydrogen IPO.
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