Hydrogen
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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Commented by Nico Popp on May 15th, 2023 | 07:20 CEST
Thanks to Macron: Special boom for fuel cells? Plug Power, First Hydrogen, Volkswagen
It is a bombshell announcement that is expected to be made by the French Cabinet in Paris this week. As reported by Handelsblatt, in the future, emissions generated during the production of electric vehicles will be taken into account when promoting these vehicles. Until now, France, similar to Germany, has provided incentives for each electric vehicle priced below EUR 47,000. With the new law, Chinese manufacturers could be left out. We look at what this means and why hydrogen could be heading towards a special boom.
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Commented by André Will-Laudien on May 11th, 2023 | 12:30 CEST
Financial crisis - which financial crisis? Spring bull market ahead: Mercedes-Benz, Blackrock Silver, Nel ASA, Plug Power - Still getting in now?
The stock markets are jumping from one high to the next. If it even comes, the long-anticipated recession has already been mentally filed away. That is because the GFK consumer climate index has been rising for 8 months, and the ifo index is once again close to the 100 mark at 96.5, which is considered an expansion signal among economists. Uncertainty in the financial sector could not be greater due to overnight takeovers. But after 8 consecutive US interest rate hikes, some market participants now believe the hawkish period is over. Since the ECB has been reluctant to get into the inflation fight, only 5 rate hikes have been registered here. Gold, silver, and even lithium are sensing the arrival of spring once again. We will now focus on three interesting stocks.
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Commented by Fabian Lorenz on May 10th, 2023 | 09:35 CEST
Panic at Plug Power: Hydrogen specialists Nel and First Hydrogen convince
Is the wheat being separated from the chaff in the hydrogen sector? This is the impression one could get in the last few weeks. First, Nel convinced with its quarterly figures. The Norwegians are finally getting a grip on their margins and are building the next gigawatt factory in the US. First Hydrogen is also investing in North America. A new site for the production of hydrogen and fuel cell commercial vehicles is to be built in Canada. Plug Power, on the other hand, has its work cut out. The US company disappointed with its quarterly figures on Monday evening. In addition, capital measures were announced. The share price fell by almost 10% in German trading yesterday.
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Commented by Stefan Feulner on May 4th, 2023 | 07:30 CEST
Clear signals at BYD, Globex Mining and Plug Power
The growth rates of electric car companies continue to be enormous, as the recently published sales figures of the Chinese market leader BYD show. The trend will likely continue at least until the end of this decade. According to a forecast by Statista, there will be 116 million electric vehicles worldwide in 2030, representing an increase of 1,800% since 2020. However, the transformation of the transport sector is causing an enormous demand for industrial metals. For some critical raw materials, demand is already outstripping supply.
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Commented by Nico Popp on May 3rd, 2023 | 07:45 CEST
Lose the German goggles and profit? Plug Power, Myriad Uranium, RWE
Drought in southern Spain, gloomy weather in Germany - that climate change will also make itself felt in 2023 is already apparent now, at the beginning of May. In view of climate change, some authors are already calling for an end to the pursuit of growth. But is that worth striving for, and can it even be implemented in liberal democracies? We shed light on the limits of cuts and where technology could make climate protection possible without cuts.
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Commented by Stefan Feulner on May 2nd, 2023 | 09:25 CEST
Analysts in full swing - Nel ASA, dynaCERT, Enphase Energy
Technology companies, in particular, had their turn last week to present their first-quarter figures to the broad investor community. The Facebook group Meta exceeded its profit forecasts, and the technology giant Microsoft also impressed with its profit and turnover. In contrast, the picture in the second tier was mixed. The battery manufacturer Varta recorded significant losses. Another stock from the renewable energy segment experienced a massive sell-off, and analysts reacted promptly.
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Commented by Nico Popp on April 26th, 2023 | 08:00 CEST
Hydrogen from oil and gas? How fossil fuels are to become green: ThyssenKrupp, Saturn Oil + Gas, Nordex
The Hanover Fair took place last week. Much of the event revolved around climate change and its role in industry. If you ask industrial companies today, almost all are expanding their hydrogen business. A thought experiment by the Max Planck Society now opens up a new perspective for hydrogen: new processes could make hydrogen sustainable from fossil materials. We look at what is at stake and what this could mean for the companies involved.
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