Hydrogen
Commented by André Will-Laudien on February 15th, 2023 | 11:00 CET
Super Bowl spoils Tesla's bullish mood: Plug Power, First Hydrogen, Nel, ThyssenKrupp - Hydrogen is taking off!
In a true football thriller, the Kansas City Chiefs narrowly defeated their opponents Philadelphia Eagles, just before the end of the game. But it was not just on the field that fans were treated to a spectacle. The commercials during the billion-dollar live broadcast were also eye-catchers, as they are every year. One Super Bowl commercial was a good fight against Tesla's "Full Self Driving" (FSD) mode. Software entrepreneur Dan O'Dowd invested a total of USD 598,000 in his "Dawn Project" campaign. According to its homepage, its goal is to make computers safer for humanity. In the case of Tesla's FSD installations, the campaign sees this as not guaranteed and even judges them to be life-threatening for other road users. From Tesla's side, the content of the commercial was described as "fake". Exciting to see how this case will turn out. We turn away from e-mobility and look at the opportunities for hydrogen.
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Commented by Armin Schulz on February 13th, 2023 | 20:04 CET
Nel ASA, dynaCERT, Plug Power - Hydrogen as the problem solver in the energy transition
Hydrogen is essential to the energy transition because it can solve many of today's problems. One of these problems is that wind and solar energy are difficult to plan. Since they produce irregularly, the surplus on sunny days or windy days must be stored. This is how green hydrogen is produced, which can solve the problem of fossil fuels in the field of mobility solutions. Current electric solutions are not yet convincing, especially for freight transport, but this is where most CO2 is produced. With hydrogen, vehicles have more range and, most importantly, shorter charging times. We look at three companies that have built their business using hydrogen.
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Commented by Nico Popp on February 7th, 2023 | 16:16 CET
Are E-cars facing the end? Mercedes-Benz, dynaCERT, NEL
What constitutes mobility is changing. There are also many mobility terms. It is increasingly difficult for automakers to position themselves. Except for BMW, all major manufacturers are now focusing exclusively on battery-powered e-cars. The trend is even so intact for decision-makers at major corporate headquarters that type designations introduced for e-cars are facing extinction. But not all automakers are convinced that e-cars are the way to go.
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Commented by Fabian Lorenz on February 3rd, 2023 | 09:58 CET
Hydrogen shares: New favourites First Hydrogen and PNE instead of Plug Power and ITM Power?
Hydrogen stocks have electrified investors' imaginations for years. But 2022 pure plays like Plug Power, Nel and ITM Power have disappointed. Not just in terms of share price performance but operationally as well. In contrast, newcomer First Hydrogen was one of the high flyers. The share price shot up by more than 100%, and the hydrogen commercial vehicles passed the tests. The Canadians want to continue to step on the gas in the current year. The share should benefit from this again; at CAD 200 million, it does not appear expensive. Now the German PNE is also entering the billion-dollar market. Following the end of takeover speculation, new impetus from green hydrogen is welcome. ITM Power sends a sign of life with an order from Linde.
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Commented by Nico Popp on January 24th, 2023 | 16:04 CET
Hydrogen vision or greenwashing? Amazon, First Hydrogen, Plug Power
Nowadays, various sustainability projects are under criticism, for example, when companies invest in forests to offset their CO2 emissions. Even the EU Commission has been accused of greenwashing following its decision to classify natural gas as sustainable. The critical discourse that has now been initiated could put many companies under scrutiny. We explain where sustainability is just PR and where the hydrogen vision can become a reality.
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Commented by Stefan Feulner on January 19th, 2023 | 11:19 CET
Nel ASA, First Hydrogen, Landi Renzo, Plug Power - Hydrogen: The 2nd row is booming
For climate protection and a secure energy supply, the Western world must become independent of fossil fuels. Hydrogen plays a key role in climate change as a substitute for natural gas, oil, and coal. Despite programs worth billions of euros from politicians and excellent prospects for the future, the largest companies in the hydrogen and fuel sector, such as Nel ASA and Plug Power, are still undergoing a profound correction. In contrast, it is mainly second-tier companies attracting attention that could catch up soon based on their technology.
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Commented by Stefan Feulner on January 18th, 2023 | 10:43 CET
NIO, dynaCERT, Nordex - Different omens
The energy turnaround is a constant companion. Since the Ukraine conflict at the latest, alternatives have been desperately sought in order to free ourselves from dependence on Russia. However, politicians' plans and the reality of timely implementation are far apart. In the area of traffic and transportation alone, it will likely be decades before climate neutrality is achieved. However, there are bridging systems already available that drastically reduce CO2 emissions.
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Commented by Juliane Zielonka on January 13th, 2023 | 12:10 CET
First Hydrogen Corp., Volkswagen, Mercedes-Benz Group - Hydrogen or electric drive, who will win the race in Automotive?
Europe is gearing up for a zero-emission sweeping blow. Volkswagen and the Mercedes-Benz Group, two globally producing automotive groups, are launching the electric initiative to say goodbye to the combustion engine quickly. The Canadian company First Hydrogen Corp., on the other hand, is benefiting from its own agility and, together with its strong cooperation partners, is already in the test phase for hydrogen-powered vans on British roads. Its USP is the 360-degree solution for fleet operators. Hydrogen is ahead of battery-powered electric vehicles in terms of range - who will win the race for CO2-free powertrains in Europe?
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Commented by Fabian Lorenz on January 12th, 2023 | 14:20 CET
Shares ready for takeoff: Nel, Plug Power, BASF, Almonty Industries
The New Year rally is on! The Nel share has gained around 20% since New Year's Eve. There was a tailwind from Federal Minister of Economics Robert Habeck, including a major order from Germany. Analysts see further upside potential. This also applies to BASF. A US analyst sees an opportunity for a good 30% price gain for the chemical giant. BASF should benefit from the current sharp decline in gas prices. The agricultural boom is also playing into the DAX company's hands. Almonty Industries wants to benefit even more from the boom in electric mobility in the future. To this end, the Group intends to become one of the leading tungsten producers. The mega-mine in South Korea is scheduled to go into operation in the current year, 2023. Financing by the German KfW has been secured, and analysts see a share price potential of over 100%.
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Commented by Nico Popp on January 9th, 2023 | 17:42 CET
A look at what the hydrogen deal with Norway means: NEL, Volkswagen, dynaCERT
Those in the import-export business usually know how to cut a deal in business terms. Sometimes entrepreneurs in this industry are also a bit shady - at least, that is the image attached to them. Now Norway wants to get into the import-export business in a big way. In the next three minutes, we explain what is at stake, why the deal is important for the hydrogen sector and how investors can profit from it.
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