Hydrogen
Commented by Carsten Mainitz on April 6th, 2022 | 10:28 CEST
BASF, First Hydrogen, Nel - These developments are crucial!
A functioning energy supply influences the prosperity of society and our everyday lives. Security of supply and "affordable" energy prices currently present major challenges. Renewable energies are expected to provide most electricity and energy consumption within the next decades. Green hydrogen is also likely to play an important role. However, high oil and gas prices are placing an enormous burden on consumers and industry in the short term. Inflation continues to grow. How can investors position themselves?
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Commented by Stefan Feulner on April 6th, 2022 | 10:19 CEST
Ballard Power, dynaCERT, Plug Power - Hydrogen more important than ever before
The consequences are already apparent, at the latest when you stand at the gas pump and look at the horrendous increases of the last weeks. Germany is paying the price because of its overdependence on one customer, in this case, Russia. It is also a fact that Germany is moving too slowly concerning the energy transition. Acceleration is now imperative. Hydrogen fuel cell technology has already been identified as the missing piece of the puzzle and is becoming all the more important due to the current geopolitical tensions.
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Commented by Armin Schulz on April 1st, 2022 | 12:54 CEST
Plug Power, Perimeter Medical Imaging AI, JinkoSolar - Shares for the future
Since the Ukraine crisis at the latest, it has been clear that the energy policy will have to look different in the future. While the end of fossil fuels has been heralded before, the transition must now happen faster than initially planned. Hydrogen could play a major role in heavy-duty transportation and energy-intensive industries. In electricity, renewables such as wind and solar power are expected to play a key role. But there are promising developments not only in the energy sector but also in medical technology. Cancer is on the rise worldwide, and any development that helps fight it is welcome. Today we look at stocks from the hydrogen, medical technology and solar power sectors.
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Commented by Fabian Lorenz on March 31st, 2022 | 12:31 CEST
Is the gas dispute escalating? What are Nel, RWE and First Hydrogen doing?
Germany is preparing for a possible gas shortage with an "early warning" phase. Yesterday, Economics Minister Robert Habeck activated the early warning phase of the so-called Gas Emergency Plan due to a possible deterioration in the supply situation and put together a crisis team. Habeck: "There are currently no supply bottlenecks. Nevertheless, we must increase preventative measures to be prepared in the event of an escalation by Russia." The background to this is Russia's announcement that it will only accept rubles for gas deliveries in the future. Once again, this highlights the urgent need for Germany to become independent of Russian gas supplies. Companies such as the utility RWE and the hydrogen specialists Nel and First Hydrogen are providing support on this path. The shares offer interesting opportunities.
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Commented by Fabian Lorenz on March 29th, 2022 | 10:20 CEST
Alarm bells ringing: Shares of Nel ASA, K+S and Almonty Industries take off
There is a mood of alarm in German politics and business these days. The reason - prices for critical raw materials are going through the roof, and the security of supply is in question. BMW, Daimler, and Volkswagen have to shut down plants due to a shortage of nickel. And the stress factor is also high in medium-sized companies. Take tungsten, for example. "The sources are drying up at the moment, which is causing problems in procurement," says Johannes Schmidt in an interview with the FAZ. He is chairman of the board of the medium-sized holding Company Indus and thus has an overview of the situation in various industries. Although China is the largest tungsten producer, German companies have often ordered from Russia. On the other hand, commodity companies such as Almonty Industries, K+S and Nel are profiting. Their shares are taking off.
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Commented by Fabian Lorenz on March 24th, 2022 | 10:58 CET
Nel and Bayer shares in demand - when will Barsele Minerals explode?
The stock and commodity markets remain volatile. Prices are driven by the war in Ukraine and the Corona pandemic. In recent days, commodities have been on the rise again. Brent oil is trading at around USD 120 per barrel, and gold is again setting its sights on the USD 2,000 mark. But even in this difficult-to-navigate environment, equities can make gains. Bayer shares, for example, have developed positively in recent weeks. And analysts see up to 50% upside potential for the DAX company. The invasion of Russia has also accelerated the move toward renewable energies. Hydrogen plays a central role in this. Nel has been able to profit from the fantasy in recent weeks and has now also announced a new order. Gold explorer Barsele Minerals has catch-up potential. According to a study, the share already had a lot of potential at a gold price of USD 1,350.
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Commented by André Will-Laudien on March 22nd, 2022 | 10:08 CET
NEL, dynaCERT, Plug Power, Ballard Power - Oil & Gas infinitely expensive, where are the hydrogen stocks?
What a dramatic move for oil and gas! It was a movement with an announcement. Fossil fuels are being traded as if any sources were about to dry up. Due to the armed conflicts in Ukraine, analysts see the danger of a severe supply shortage of oil and gas if the Western countries impose an embargo on Russian oil and gas supplies. Europe, in particular, is likely to suffer because of its heavy dependence on the East. In order to secure the supply, one hopes for an OPEC production adjustment, which is probably not yet political consensus. For the past 3 weeks, concepts for alternative energy generation have again been in the spotlight. The acceleration of hydrogen technology remains a topic of desire for all politicians. What is the current status?
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Commented by Stefan Feulner on March 21st, 2022 | 12:13 CET
BYD, First Hydrogen, Continental - Hydrogen and e-mobility: Shares with huge potential
Germany must become more independent in terms of energy supply in the future. The war between Russia and Ukraine in the middle of Europe ruthlessly demonstrates how much the Federal Republic of Germany is at the mercy of fossil fuels. Now, at the latest, it should be apparent to every skeptic that the expansion of renewable energies and the transformation in the transport sector must proceed all the more quickly. The opportunities for the companies involved are enormous.
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Commented by Armin Schulz on March 18th, 2022 | 12:30 CET
Plug Power, dynaCERT, Nel ASA - Hydrogen market worth billions
The German government wants to become independent of Russian energy imports as soon as possible. One way to achieve this could be green hydrogen. Markus Söder recently called for more hydrogen pipelines to be built quickly. It is no wonder as it is a long way from wind farms in the north or ports in the Netherlands to Bavaria. Interest in hydrogen in Europe is high. The EU Commission wants to increase hydrogen production to 25 gigawatts by 2030. Already in February Goldman Sachs drew attention to the hydrogen topic. It considers hydrogen to be an important factor on the way to a zero-emission economy and expects the industry to grow strongly. The Ukraine crisis gives a corresponding tailwind.
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Commented by Juliane Zielonka on March 8th, 2022 | 13:30 CET
First Hydrogen, Tesla, Toyota - Hydrogen leads the way in logistics
For today's International Women's Day, we look at the discoverers of hydrogen sources. There are virtually no climate-damaging emissions where hydrogen is already being used as a form of propulsion today. First Hydrogen is a company that has chosen hydrogen-powered logistics vans as its niche to bring providers like Amazon and UPS up to speed. Things are finally getting mobile at the Gigafactory just outside Berlin, as Elon Musk gets the green light for the start-up. Meanwhile, Toyota's assembly line is at a standstill due to a cyberattack. The Japanese carmaker is also struggling with an emissions scandal involving a subsidiary.
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