Hydrogen
Commented by André Will-Laudien on January 4th, 2022 | 11:30 CET
Nel, Plug Power, First Hydrogen, FuelCell Energy - Hydrogen versus Tesla!
The year 2021 must be defined as the real dawn of electric mobility. Worldwide, there has been a dramatic increase in the number of electric vehicles sold. According to Statista, the shares of the total German passenger car population in 2021 rose to no less than 1.22% of registered vehicles. 3 years earlier, it was only 0.25%. There has been real movement in the new registration figures, with the share of hybrid and purely electric vehicles now at 6.9% and 6.7%, respectively. Therefore, the number of e-vehicles will gradually increase, as every 16th newly registered vehicle no longer has an internal combustion engine. However, after the 2021 climate conference in Glasgow, there was another political commitment to a progressive technology: hydrogen propulsion!
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Commented by Stefan Feulner on January 3rd, 2022 | 08:57 CET
Nel ASA, dynaCERT, Plug Power - The resurrection of hydrogen stocks
The past year 2021, was anything but a successful one for stocks from the hydrogen and fuel cell sector. After a brilliant boom in the decade's first year, the signs pointed to correction. However, given the energy transition and the importance of hydrogen fuel cell technology, this sector, in particular, could experience a resurgence in the new year. The German Federal Ministry of Economics, led by Green Party politician Robert Habeck, released EUR 900 million for the "H2Global" funding instrument.
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Commented by André Will-Laudien on December 22nd, 2021 | 14:00 CET
NEL, dynaCERT, Plug Power, FuelCell Energy - An explosive scenario for hydrogen in 2022!
In 2021, the "hydrogen" topic was played exclusively on the stock exchange. Much advance praise was given to an industry that has to fight for future budgets with a broad consensus favoring e-mobility. But with the tightening of climate targets in the EU, North America and Asia, the H2 issue is taking on new relevance. If it is not the propulsion systems, hydrogen is particularly suitable in decentralized energy supply, high-tech industry and even for electricity storage of surplus green energy. Should the efficiency of green hydrogen production increase, H2 would be a good energy store because it can be transported over long distances without significant losses. The same cannot be said of power transmission in overhead lines. We evaluate the opportunities of individual players.
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Commented by Stefan Feulner on December 20th, 2021 | 11:11 CET
Nikola, Clean Logistics, Plug Power - Drastic measures required
Germany raised its climate targets in the middle of this year and adopted binding emissions targets for the years up to 2045 - the target year for climate neutrality. Alongside the energy sector and industry, Germany's biggest emitter of greenhouse gases is the transport sector. However, this is the only sector that has not reduced greenhouse gas emissions in recent decades. Commercial vehicles account for around 35% of CO2 emissions. It is precisely here that quick and precise action is needed to ensure that the rosy plans are implemented. Smaller companies in particular far outstrip the large corporations in terms of know-how.
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Commented by Armin Schulz on December 17th, 2021 | 12:50 CET
Nikola, First Hydrogen, Plug Power - Will the transport industry rely on hydrogen?
While the future of cars is most likely to be electric, the race in the transport industry has not yet been decided. There are electric buses, but they are more likely to be used in warmer climates. In winter, when heating is needed, electric buses are useless. The same applies to trucks and vans, as the high weight of the batteries means that some tractive power is lost here, and longer journeys also become impossible. The transport industry is responsible for a large proportion of CO2 emissions. If we want to achieve the climate targets we have set, we need a solution. Hydrogen could solve the problem, as the vehicles can be refueled much faster and the range is greater. But green hydrogen is still too expensive. Today we look at three companies working on hydrogen solutions.
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Commented by André Will-Laudien on December 16th, 2021 | 14:09 CET
Clean Logistics, Plug Power, Nel, FuelCell Energy - 2022, let's go hydrogen!
Germany is focusing primarily on green electricity from wind and sun due to climate protection. It can already be used comparatively effectively in e-cars, for example. However, this is far more difficult in industry: Fuels such as oil, coke or gas are to be replaced by hydrogen in steel, chemical and cement production. The situation is similar in shipping, aviation and heavy goods transport, where it isn't easy to run on electricity. The rise in fossil fuel prices increases the pressure to switch to alternative energies and new drive concepts. The year 2022 could set an important starting point.
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Commented by Nico Popp on December 16th, 2021 | 10:37 CET
Daimler Truck, dynaCERT, BASF: Hydrogen powers depots
How sustainable is the German economy? As Handelsblatt recently wrote, key figures on climate damage are becoming increasingly important for investors. The newspaper lists all forty DAX companies according to their climate-warming potential. Right at the top are Linde, Volkswagen, Daimler incl. Daimler Truck and also BASF. At the other end of the ranking are SAP, Infineon and - somewhat surprisingly - E.ON. We take a closer look at two climate sinners and explain whether new technology can help these companies move forward.
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Commented by Armin Schulz on December 10th, 2021 | 13:14 CET
BYD, dynaCERT, Nikola - Traffic of the future must protect the environment
Today, we are more mobile than ever before. The downside of this is the environmental impact. A good 20% of global CO2 emissions are caused by traffic. Relying on e-cars alone is probably too short-sighted. In the private sector, this is quite realistic, but the electric approach does not yet work in freight transport or only at a significant loss of performance. Hydrogen could play a major role in this area in the future, but hydrogen is still too expensive per kilogram, and mass production is still a long way off. Today, we look at e-mobility and hydrogen and an alternative that could help the transportation industry in the short term.
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Commented by Armin Schulz on December 3rd, 2021 | 10:22 CET
Nel ASA, Clean Logistics, Plug Power - Is hydrogen fuel for the depot again?
The coalition agreement of the new traffic light government has been in place since November 24. Achieving the set climate targets is at the top of the agenda. One of the cornerstones is the use of green hydrogen, and so it is essential to increase electrolysis capacity in the coming years. Investments in the development of infrastructures for hydrogen are also to receive financial support. There is also to be a quota for public procurement. What the future hydrogen strategy will look like is to be announced in more detail in an update in 2022. Countries within the EU are also to cooperate more closely in this area. We, therefore, take a look at three companies from the hydrogen sector.
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Commented by Stefan Feulner on December 1st, 2021 | 14:49 CET
Nel ASA, First Hydrogen, Plug Power - When will the next hydrogen wave come?
It can be frightening to watch the prices on the stock markets flashing red everywhere in the short term. The number of infections continues to rise worldwide, and a mutant called Omicron is spilling over from South Africa. On the other hand, the central banks continue to pour new money into the markets to promote economic growth. Hydrogen stocks are also correcting sharply at the moment, an opportunity for bold investors to position themselves for the long term.
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