Hydrogen
Commented by Armin Schulz on June 19th, 2026 | 07:30 CEST
How Rheinmetall, First Hydrogen, and Siemens Are Turning AI Drones and Hydrogen Robots Into the New Defence Megatrend of 2026
Ukraine has brought the future of warfare into sharp focus. Unmanned systems dominate the battlefield. With the EUR 16 billion "Drone Action Plan" and NATO's robotic deployment on the eastern flank, this realization is now becoming an industrial imperative for Europe. The real turning point, however, lies in energy. Hydrogen fuel cells eliminate the range limitations of batteries and give autonomous systems operational superiority. This is giving rise to a new industrial complex in which Rheinmetall, First Hydrogen, and Siemens are positioning themselves to capitalize on the megatrend of the next decade.
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Commented by Fabian Lorenz on June 19th, 2026 | 07:25 CEST
SHOCK at Nel ASA! RELIEF at TUI! OPPORTUNITY for Zefiro Methane!
Shock at Nel ASA. The CEO is stepping down. At the time of his appointment, the share price stood at EUR 1.30. Today it is roughly 80% lower. A price jump as a sign of relief would not have been surprising. Instead, the stock of the former hydrogen high-flyer is continuing to fall. Good reasons for rising prices can be found at Zefiro Methane. Recently, the company secured additional major clients and contracts. It aims to close the fiscal year ending in June with revenue of USD 40 million. Next year, that figure is expected to be significantly higher. Beyond the AI hype, this could represent a very interesting investment opportunity. TUI is likely to be among the beneficiaries of peace in the Middle East. Due to the war with Iran, the tourism group had to revise its forecasts downward in April. This week, the stock is catching its breath.
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Commented by Matthias Schomber on June 19th, 2026 | 07:00 CEST
Winners and Losers of the Energy Transition: Cameco Strong, Nel ASA Disappoints, American Atomics Positions Itself
The global energy market is in flux, and stocks across the various sectors are either soaring or plummeting. While the world continues to watch with bated breath the historic peace agreement between the US and Iran—a deal expected to reopen the Strait of Hormuz and noticeably calm global markets—a similarly dramatic transformation is underway in the energy sector. Investors are currently experiencing a rollercoaster of emotions, because while established uranium giants like Cameco are benefiting from the renaissance of nuclear power, Nel ASA is fighting for its future following massive declines in orders. In the background, a smaller stock is poised to make big waves. American Atomics has strategically positioned itself to meet the growing demand for nuclear energy in the US. In a post-war world craving security and independence, Cameco, Nel ASA, and American Atomics are showing who might be among the winners in the reshaping of the energy supply—and who might be left behind.
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Commented by Armin Schulz on June 18th, 2026 | 07:55 CEST
Forget Pure Diesel Engines: Nel ASA, dynaCERT, and Daimler Truck Offer Green Returns
The logistics industry is set to undergo what is likely to be its most far-reaching structural transformation in 2026. As diesel prices have hit record highs and the CO₂-based truck toll takes full effect starting next year, new EU regulations are forcing freight carriers to radically rethink their strategies. The pressure on the transportation industry is immense, and this is precisely where a unique investment opportunity is emerging. Three players are addressing this challenge with strategically different yet perfectly coordinated approaches. Nel ASA is delivering the green infrastructure for tomorrow, dynaCERT offers the immediately effective bridge technology for today, and Daimler Truck is working on the production vehicle for the day after tomorrow to capitalize on the growing billion-dollar market.
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Commented by André Will-Laudien on June 17th, 2026 | 06:45 CEST
The 500% Chip Rally and Takeovers: AMD, Infineon, A.H.T. Syngas, and Aixtron in the Spotlight
Global demand for computing power is growing rapidly, driven primarily by increasingly sophisticated applications in the field of artificial intelligence (AI). According to current forecasts by Gartner, the power required by data centers is expected to grow from 104 GW to 132 GW and even rise to around 290 GW by the end of the decade. As a result, energy supply is increasingly becoming a strategic factor, as electricity availability is increasingly limiting the expansion of new AI capacities. The major hyperscalers, in particular, are driving much of this growth and often rely on their own energy sources, such as gas turbines, rather than relying solely on public power grids. At the same time, a new, tech-driven investment cycle is emerging, as AI data centers require not only electricity but also cooling and energy-efficient hardware. The sector has been jolted awake, and prices have been rising for months. For investors, high share prices reflect tomorrow's challenges, so the momentum is likely to continue unabated. Here are a few ideas.
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Commented by Fabian Lorenz on June 16th, 2026 | 08:05 CEST
BYD in Formula 1? Defence and drone ambitions at Daimler Truck, Mercedes, and HPQ Silicon
Watch out for BYD! Is the Chinese electric vehicle manufacturer spreading itself too thin? In its home market, the price war is causing profits to plummet. At the same time, the company is lagging behind its own goals in its European expansion. There are problems in Turkey, the fast-charging network will cost billions, and whether the rumoured entry into Formula 1 makes sense is open to debate. In that light, HPQ Silicon's expansion seems more logical. After the company's new battery generation already impressed in drone tests, it has now unveiled an entire drone propulsion system with partner Novacium at Eurosatory 2026 in Paris. Daimler Truck and Mercedes are now also eyeing the defence sector. Will drones soon be taking off from the roof of the G-Class?
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Commented by Armin Schulz on June 16th, 2026 | 07:35 CEST
How to Capitalize on the Billion-Dollar Market for Zero-Emission Commercial Vehicles with BYD, Pure One, and Plug Power
In late December 2026, DACHSER will become the first customer worldwide to put the Mercedes-Benz NextGenH2 truck, powered by liquid hydrogen, on the road. At the same time, WattEV in California ordered 370 Tesla Semis—the largest single purchase of electric trucks in the state. And in April 2026, Pure One delivered two 32-ton hydrogen-powered concrete mixers to Heidelberg Materials for acceptance. These three announcements from recent weeks prove that the zero-emission commercial vehicle market is taking off. This is precisely where BYD, Pure One, and Plug Power are positioning themselves with different but highly profitable strategies.
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Commented by Matthias Schomber on June 16th, 2026 | 07:20 CEST
Vonovia is Struggling, Evotec is Reinventing Itself, and dynaCERT is Expanding—Three Stocks Under the Microscope! Who has the Upper Hand?
Three stocks, three completely different stories, yet all three are currently at a point that is likely to determine their performance over the coming months. Vonovia, for example, is struggling with rising interest rates and a real estate market that refuses to recover. Evotec is in the midst of a profound restructuring and has just reshuffled its supervisory board. And dynaCERT, the Canadian cleantech specialist, is pushing ahead in Southeast Asia: Vietnam could be the next step. On top of that, a geopolitical shock is shaking up markets: the US and Iran have reportedly reached a deal, and the Strait of Hormuz is set to reopen. Oil prices have fallen sharply in response. What this means for energy costs, real estate markets, and cleantech companies is still unclear. But a closer look reveals that all three stocks offer more than just headlines. Where should investors enter now?
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Commented by Carsten Mainitz on June 12th, 2026 | 08:15 CEST
Pay Attention! Something Is Brewing Here: Is HPQ Silicon Undervalued? Are Infineon and Siemens Energy Overvalued?
The global economy is in the midst of one of the biggest industrial upheavals since the advent of the internet. Electric mobility, artificial intelligence (AI), and data centers are driving a rapid increase in electricity demand. At the same time, demand is growing for the materials, components, and infrastructure required to enable this development in the first place. The Canadian technology and development company HPQ Silicon focuses on innovative processes for the production of silicon, silica, and battery materials. The company recently reported its first commercialization successes as well as several significant strategic and technological milestones.
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Commented by Carsten Mainitz on June 12th, 2026 | 07:05 CEST
Decarbonization - An Overlooked Multi-Billion-Dollar Market! Strategic Resources Aims to Take A Leading Role; What About ITM Power and Nel?
Decarbonization is increasingly becoming the dominant megatrend in global industry and is opening up entirely new value chains linking energy, raw materials, and technology. While companies like ITM Power and Nel provide the technological foundation for green hydrogen, "raw material developers" such as Strategic Resources are simultaneously coming into focus. The Canadians aim to supply the industry with green steel and plan to build a comprehensive value chain. In addition, an exciting partnership has been formed to develop vanadium-based battery materials. Who will win the race?
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