Hydrogen
Commented by André Will-Laudien on April 25th, 2023 | 07:20 CEST
100 gigawatts by 2030 - Hydrogen to the rescue! What happens to Plug Power, dynaCERT, Nel ASA and ThyssenKrupp?
According to various surveys, the installed capacity for hydrogen is currently just 1.75 gigawatts. Nuclear power is history, but still, Germany wants to become climate neutral by 2045 at the latest. How is this to be achieved? The EU has set some guidelines and wants to install 100 gigawatts of green hydrogen by 2030. That would require more than 60 times as many electrolyzers as today for Ursula von der Leyen's plan to work. The cost of research, development and production, including infrastructure, is about EUR 2.5 trillion, which EU citizens are expected to pay for a lower-emission future. What should investors pay particular attention to on the stock market now?
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Commented by Armin Schulz on April 19th, 2023 | 08:20 CEST
Nel ASA, First Hydrogen, Volkswagen - Funding paves the way for green hydrogen
After the USD 750 billion US climate package, the European Union followed suit with the Green Deal Industrial Plan to remain competitive. At the end of March, the "EU Renewable Energy Directive" was rewritten with the goal of sourcing 45% of total power from renewables by 2030. This will add more speed to the expansion of renewable energies, which will ultimately also help hydrogen technology. The more green electricity is available, the cheaper green hydrogen becomes. At least EUR 100 billion are to be made available as subsidies by 2030. Today we look at 3 companies that could benefit from the subsidies.
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Commented by Armin Schulz on April 14th, 2023 | 10:28 CEST
dynaCERT, Daimler Truck, Plug Power - Into the future with hydrogen solutions
We are at the beginning of a new era of sustainability and efficiency. The consumption of fossil fuels in Western industrial nations is to be significantly reduced in the coming years. However, alternatives are needed. The future of energy supply could lie in hydrogen. Using electrolysis, water is broken down into its components: oxygen and hydrogen. The clean fuel produced can then be used directly or stored to produce electricity when needed. If renewable energy sources are used to produce green hydrogen, there will be no CO2 emissions. Today we look at three companies using hydrogen technology for their products.
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Commented by André Will-Laudien on April 11th, 2023 | 09:41 CEST
DAX in the Easter rally! Plug Power, First Hydrogen, Nel, Thyssenkrupp - Buy hydrogen selectively
The 3 Cs are currently doing the rounds: conflict, crisis and climate change. We cannot influence the war, but there seem to be many vested interests that can exploit the geopolitical uncertainty for their own benefit. With Credit Suisse, the potential crisis took shape again for the first time since 2008, but it has been averted for the time being. Then there is climate change, which we do feel from time to time. It is not only through the actions of the Last Generation that many measures have been taken, and more are being taken every day. In the discussion on sustainable energy production, there is a lot of confidence in hydrogen that the industrial breakthrough is imminent. What values should investors keep their eyes on?
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Commented by Fabian Lorenz on April 5th, 2023 | 20:18 CEST
New hydrogen stars First Hydrogen and SMA Solar - how is the share of Plug Power?
Are we currently seeing a change of favourites in cleantech stocks, particularly in the hydrogen sector? With Plug Power and Nel ASA, investors seem to be losing hope in profitable business models. Yet Plug Power has just reported a record. In contrast, First Hydrogen is going from strength to strength. While the commercial hydrogen vehicles are currently being tested in practice, the next generation of vehicles has been presented. Analysts continue to regard the share as undervalued. SMA Solar is increasingly becoming a cleantech powerhouse. The solar specialist is expanding its product portfolio in the smart home market and wants to get involved in the hydrogen sector.
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Commented by Nico Popp on April 3rd, 2023 | 15:59 CEST
Range of up to 2,000 km - Hydrogen comeback? Volkswagen, dynaCERT, NEL
Car manufacturers like Volkswagen apply for a whole series of patents every year. Many of them never become relevant. A few months ago, however, Volkswagen and a partner company filed a hydrogen patent that is quite something. There is talk of a fuel cell that, thanks to a ceramic membrane, is more efficient and enables ranges of up to 2,000 km for one tankful. Will the patent bring about the hydrogen revolution in private transport? We analyse the situation and look at three listed companies.
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Commented by Fabian Lorenz on March 29th, 2023 | 07:50 CEST
Nel ASA and Varta continue to decline: dynaCERT convinces analysts during an on-site visit
Being active in a market of the future is no guarantee for success. Shareholders of Varta had to painfully realize this in recent months. The German battery group has indeed reached an agreement with banks on restructuring. However, there can be no talk of a liberating blow. According to analysts, the share could continue to slide. Experts are also somewhat cautious about Nel ASA. The hydrogen specialist's chart does not look rosy either. In contrast, dynaCERT could be due for a revaluation in the current year. Experts believe the Greentech company has set the course for a commercial breakthrough in 2023.
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Commented by Nico Popp on March 22nd, 2023 | 10:42 CET
Subsidies beckon, shareholders profit: Volkswagen, NEL, First Hydrogen
Money from the state comes in handy for many companies. This is especially true when the challenges are great, and the capital requirements are immense. For large industrial companies, subsidies have always been part of the package. Just recently, Volkswagen, for example, picked up money in South Carolina. We explain in which industries there is also something "to be had" for shareholders.
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Commented by Juliane Zielonka on March 17th, 2023 | 19:17 CET
First Hydrogen, Volkswagen, Daimler Truck - The unstoppable energy transition, who is winning the race?
Canadian fuel cell manufacturer Ballard Power joins First Hydrogen for LCV test drive. The two companies are cooperating to produce the world's first hydrogen-powered vans. According to expert forecasts, the logistics industry will be worth EUR 13.7 billions by 2027. Change at Volkswagen's premium Audi brand is proceeding rather sluggishly. The regulations imposed by the EU are causing problems for CEO Duesmann, who sees it as unrealistic to implement everything that Brussels demands by 2025. Daimler Truck, on the other hand, is looking forward to a major order that will soon get 1.8 million people in the Hamburg metropolitan region moving. The Hamburg-Holstein transport authority signs a major order.
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Commented by Stefan Feulner on March 13th, 2023 | 13:04 CET
Nel ASA, dynaCERT, Enapter - Future green hydrogen
With the announcement of the Inflation Reduction Act and the Green Deal Industrial plan of the European Union, politicians worldwide are pumping money into the development of green energies. As a flexible and easily transportable energy carrier, green hydrogen is seen as a key element to transform industry and transport. Of course, the road to final implementation still has a number of hurdles to overcome. However, favourites are already emerging that have long-term multiplication potential.
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