Hydrogen
Commented by André Will-Laudien on September 25th, 2023 | 08:35 CEST
Make a return instead of sitting on the sidelines! Nel ASA, Desert Gold or Nikola Motors - Who belongs on the buy list?
Despite the bull market, the hydrogen sector is feeling the global investment slump, not to mention precious metals. Once again, the US Federal Reserve has issued warnings on the inflation front, but this time, after 11 consecutive hikes, it has not turned the interest rate screw. The refinancing rate remains at 5.5%, but the accompanying wording has greatly unsettled the markets. Capital market rates shot up, reaching a whopping 4.55% for 30-year US Treasury bonds - the highest level in 10 years. We take a look at values that have fallen sharply. Where can adequate yields be expected?
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Commented by Juliane Zielonka on September 21st, 2023 | 07:55 CEST
dynaCERT, Amazon, FREYR Battery - Those who are focused on CO2 reduction and successful at it
At the Fleet Services Expo in Ottawa, dynaCERT will showcase its "Hydrogen-on-Demand" technology. For the first time, dynaCERT is demonstrating its fully functional HydraGEN™ technology on a company-owned Mercedes Sprinter Van, providing environmentally friendly hydrogen power to fleet vehicles in Ontario. This innovative solution reduces CO2 emissions and also lowers operating costs. On the other hand, as the upcoming seasonal business approaches, Amazon is increasing its workforce, most of whom use non-CO2-reducing vehicles to make deliveries in the US. A renowned institute has, therefore, removed Amazon from the CO2 index. Meanwhile, the Norwegian battery manufacturer FREYR Battery is moving to the US. The Company has filed its documents for incorporation in Delaware and sees a lot of benefits for business expansion and shareholders with its US location.
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Commented by André Will-Laudien on September 19th, 2023 | 08:05 CEST
Hydrogen on sale! Here is the alternative: BYD, Altech Advanced Materials, BASF, Volkswagen
While the IAA Mobility ended with satisfied faces, it did not bring good vibes to local automotive stocks. More than 500,000 visitors attended to be convinced of innovations for a climate-friendly future. Half of the 750 exhibitors came from abroad, and 109 nations were represented. However, those who went with the expectation of finding major breakthroughs were disappointed. The familiar lithium-ion battery still dominates with over 95% usage. Industrially viable alternatives, however, are already in the development stage. Those who think ahead are opting for modern battery concepts.
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Commented by Stefan Feulner on September 18th, 2023 | 08:00 CEST
Automotive stocks surging - Nikola, First Hydrogen, Volkswagen AG
While BMW faced a setback due to a downgrade by the British investment bank Barclays from EUR 107.50 to EUR 92.50 and the new rating "Underweight", other automotive stocks celebrated significant price gains. Especially in the field of alternative propulsion, there are companies with substantial growth potential that, despite the prevailing market correction, continue to hold promise for sustainable growth.
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Commented by André Will-Laudien on September 12th, 2023 | 09:05 CEST
Now it is getting dangerous! Hydrogen crash: Nel and Plug Power down, dynaCERT steps on the gas!
While the stock markets recently reached new highs and are now consolidating somewhat, there is widespread gloom in the hydrogen sector. Since the last hype at the beginning of 2021, the stocks have been trending downward. The Joe Biden Administration's Inflation Reduction Act and the EU hydrogen offensive had only been able to give the sector a short-term boost, and most recently, the protagonists marked new, multi-year lows. Nevertheless, there are also positive signs. We examine the risk-reward ratio.
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Commented by Armin Schulz on September 4th, 2023 | 07:40 CEST
Nel ASA, First Hydrogen, ThyssenKrupp Nucera - EUR 800 million for hydrogen in Europe
The EU is determined to advance green hydrogen in Germany, and to support this goal, the EU Hydrogen Bank was allocated EUR 800 million in March. The auction process is set to commence in November, led by the European Executive Agency for Climate, Infrastructure and Environment. Subsidy payments may go up to EUR 4.50 per kg of green hydrogen. Any entity within the European Union capable of producing a specific quantity of green hydrogen at the lowest cost is eligible to participate. By 2030, the EU wants to produce 10 million tons of green hydrogen and import about the same amount. Germany also offers substantial incentives; Sunfire GmbH from Dresden, for example, received a whopping EUR 162 million in subsidies. We therefore analyze three hydrogen companies.
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Commented by Nico Popp on September 4th, 2023 | 07:10 CEST
E-car skepticism and charging station farce: BMW, BYD, dynaCERT
"Is it wise (…) to promote only this one technology without having access to essential battery raw materials?" BMW CEO Oliver Zipse recently expressed a somewhat critical stance towards electromobility in an interview with Handelsblatt. While BMW plans to launch the 'New Class' electric vehicles from 2025 onwards and take the lead in technology, even the BMW CEO acknowledges the strong competition from China. Let's look at what the automotive future could look like and where opportunities may be lurking.
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Commented by Fabian Lorenz on August 31st, 2023 | 08:30 CEST
Is the breakthrough coming? BYD, Plug Power, dynaCERT share in check
Shares related to the energy and mobility transition have not had it easy in recent months. But will the autumn bring a liberation blow? The negative sentiment could be a good contraindicator. BYD recently published convincing figures. However, analysts foresee fierce competition in the coming years. Plug Power has recently seen its price targets plummet. Does that mean the worst is behind us? At dynaCERT, the AEM electrolyser for green hydrogen is becoming a big seller. More and more industrial companies are testing it. Now, green hydrogen is also expected to contribute to green steel production in Canada.
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Commented by André Will-Laudien on August 29th, 2023 | 07:00 CEST
DAX consolidates, Artificial Intelligence stutters and Hydrogen in rebound? Plug Power, First Hydrogen and Nel ASA in focus
The summer has so far not brought much joy to the bulls on the international markets. After a strong NASDAQ performance of plus 30% at the beginning of the year, the tech index is increasingly facing rough waters. Not even the solid earnings of the AI giant NVIDIA could prevent the 1,500-point correction since early July. The German benchmark index DAX 40 also plunged from 16,529 at its high to below 15,800 points. Chart technicians point to the critical zone of 15,450 to 15,650, which the market could approach in the next few days. This is where the continuation of the bull market since September 2022 will be decided. A brief look at the hydrogen sector provides clarity.
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Commented by Fabian Lorenz on August 23rd, 2023 | 09:10 CEST
Disappointments and surprises: Nikola, Plug Power, First Hydrogen
Hydrogen and electromobility are megatrends. But not all shares from these sectors deliver what they promise. Nikola has recently disappointed. After the share price multiplied in June and July, it halved in August. And now Nikola has shocked shareholders again. Investors have also been unhappy with Plug Power in recent months. The hydrogen specialist just cannot get a handle on its margins. Is there hope for both again after the recent sell-offs? In contrast, First Hydrogen has surprised on the upside. A customer is enthusiastic about the test of the hydrogen fuel cell vehicle. Will a major order follow now, along with a rediscovery of the stock?
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