Hydrogen
Commented by Nico Popp on August 7th, 2025 | 07:25 CEST
Hydrogen turnaround? Bad news from Africa: First Hydrogen, thyssenkrupp nucera, BASF
According to a report in Der Spiegel, producing green hydrogen in Africa for export to Europe could be more expensive than previously thought. This is indicated by research conducted by scientists from the Technical University of Munich, Oxford, and ETH Zurich. According to the study, only 2% of around 10,000 sites examined across 31 African countries could produce at competitive costs by 2030. The reason lies in financing. Depending on the country in Africa, financing costs range between 8% and 27%, which is too high to remain competitive. Instead of the planned price guarantees of EUR 3 per kg of hydrogen, the EU would have to guarantee EUR 5 to ensure a reliable flow of hydrogen from Africa to Europe. What does this mean now for the European hydrogen economy?
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Commented by Fabian Lorenz on August 5th, 2025 | 07:15 CEST
OPPORTUNITY and WARNING SIGNAL! Heidelberger Druckmaschinen, Steyr major shareholder Mutares, and Pure Hydrogen shares!
Strategic repositioning can drive shares sharply higher - the latest example being Heidelberger Druckmaschinen. The Company plans to participate in the defense boom, and management is buying shares. However, analysts are issuing warnings after the sharp rise in the share price. Pure Hydrogen is preparing to change its name. The Australian company has long offered more than just hydrogen vehicles. Is a new champion for alternative drive systems emerging? While Pure Hydrogen is still in its infancy and investors can speculate on a multiplication of its value, this has already happened at Steyr Motor this year. However, major shareholder Mutares is currently making headlines, with BaFin now investigating, and the stock showing high volatility! Is this an opportunity to get in or a clear warning to stay away?
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Commented by Fabian Lorenz on August 4th, 2025 | 07:20 CEST
Comeback or crash? Hydrogen stocks: thyssenkrupp nucera, SFC Energy, dynaCERT!
SFC Energy shocked investors with a revenue and profit warning. The stock fell by around 30% in one day, wiping out all of the year's gains. What were the reasons for this, and what does the future hold for the former insider tip in the defense and investment hype? dynaCERT has impressed with a new order from France. The cleantech company is helping a port reduce its greenhouse gas emissions. If the marketing offensive in the first half of the year continues to bear fruit, the stock could be poised for an exciting comeback. thyssenkrupp nucera is already on an upward trend. Although the share price failed to break through the EUR 11 mark, the situation is still significantly better than at Nel and Plug Power.
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Commented by Nico Popp on July 30th, 2025 | 07:25 CEST
Green returns – From stock market stars to comeback hopes: dynaCERT, Siemens, Schneider Electric
The economy is under pressure. The effects of the tariff deal between the EU and the US are now compounding existing risks, such as geopolitical tensions and low productivity in Germany. One might assume that initiatives for greater sustainability and lower CO2 emissions would fall by the wayside in the current environment. However, there are business models that are both green and offer clear prospects for returns. We present Siemens, Schneider Electric, and dynaCERT.
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Commented by Armin Schulz on July 29th, 2025 | 07:25 CEST
Hydrogen from setback to comeback: Plug Power, First Hydrogen, Nel ASA – Who will emerge victorious from the transformation?
Quietly but steadily, the hydrogen revolution is regaining momentum! Despite short-term setbacks, pragmatic solutions are reigniting the fire. Core networks are emerging, logistics alliances are optimizing supply chains, and niche markets are beginning to thrive. Here, smart players are shaping decarbonization far removed from the overheated expectations of 2021. Three companies stand out: Plug Power, First Hydrogen, and Nel ASA. They combine strategic partnerships and specialized technologies, leveraging government infrastructure initiatives to emerge from the crisis as stronger winners.
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Commented by Nico Popp on July 28th, 2025 | 07:20 CEST
Hydrogen in Germany – Who will solve the "chicken and egg problem"? Pure Hydrogen, thyssenkrupp, NEL
Germany aims to achieve climate neutrality within twenty years. Hydrogen plays a crucial role in making industry more sustainable. However, as a recent article in Focus magazine shows, Germany has a "chicken and egg problem" when it comes to hydrogen. Planning security is needed to drive the necessary investment in hydrogen infrastructure. But industry is still hesitant, especially in uncertain times; no one wants to stick their neck out too far. This, in turn, does not provide an environment conducive to launching essential prerequisites, such as pipelines, storage facilities, or decentralized electrolysers. What does the future hold for Germany as a hydrogen location? Which stocks could benefit?
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Commented by André Will-Laudien on July 24th, 2025 | 07:00 CEST
What is going on here? Watch out for DroneShield, Pure Hydrogen, and Nel ASA
The stock market is currently taking no prisoners. Megatrends such as AI and high-tech have enabled investors to reap substantial returns over the past two years. But for the past three months, defense and armament stocks have been performing a wild dance on the trading floor. With special public programs to upgrade NATO, investors are expecting billions to flow into companies that maintain a defense segment in their business model. But how can a 600% rise in share prices be justified with just 20% more orders? What if DroneShield disappoints in September? The Australian hydrogen specialist Pure Hydrogen is currently expanding into the US, and much remains to be seen here. So where are the opportunities for investors?
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Commented by André Will-Laudien on July 23rd, 2025 | 07:05 CEST
The hot phase for nuclear energy is beginning! Oklo, First Hydrogen, Nel, Siemens Energy, and Plug Power
For a long time, nuclear power was considered a thing of the past; however, a significant shift in energy policy is now underway worldwide. The US is at the forefront of this movement. Under Donald Trump, a comprehensive action plan to rebuild the nuclear industry was recently adopted. The goal is nothing less than to quadruple the country's nuclear power capacity, in particular through the massive expansion of small modular reactors (SMRs), which are compact, decentralized mini nuclear power plants. They are considered efficient, safe, and scalable. The message is clear: the United States wants to regain its position as the dominant nuclear power, both in terms of energy policy and technology. Which companies are in the spotlight?
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Commented by Armin Schulz on July 21st, 2025 | 07:00 CEST
The end of combustion engines? Why Volkswagen, dynaCERT, and Daimler Truck are still cashing in on cleantech
The mobility industry is undergoing a significant upheaval. Stricter CO2 limits are forcing automotive giants and, above all, the transportation industry to undergo a radical transformation. Transportation accounts for approximately 25% of the world's total emissions. The EU is pushing ahead with strict decarbonization targets. By 2030, new vehicles and trucks will have to emit 55% less CO2. Companies are running out of time. Innovations must pay off, or they are out of the game. Volkswagen is revolutionizing fleet emissions by pushing ahead with electromobility, dynaCERT is optimizing existing diesel engines, and Daimler Truck is driving sustainable logistics forward with electric and hydrogen powertrains.
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Commented by André Will-Laudien on July 16th, 2025 | 07:20 CEST
Does Trump love hydrogen after all? The sector is celebrating! Plug Power, Nel, dynaCERT, and MP Materials are in rocket mode
Global pressure to reduce climate-damaging emissions is growing, and the hydrogen sector is increasingly coming into focus. Although US policy under Donald Trump does not prioritize climate protection, Europe and Asia are resolutely pushing ahead with the transformation in mobility, logistics, and mining. Hydrogen technologies offer enormous potential here, especially in the heavy-duty sector. Innovative providers such as dynaCERT are focusing precisely on this area with tried-and-tested solutions for reducing emissions and increasing efficiency. The technologies are mature and ready for use, global demand is rising, and decision-makers are under growing public pressure to support sustainable alternatives. The sector remains relatively quiet, but with a bit of industry rotation, the pendulum could swing quickly in the other direction.
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