Hydrogen
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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Commented by Stefan Feulner on November 29th, 2021 | 10:41 CET
Nel ASA, dynaCERT, BYD - Attractive opportunities after the crash
The market is seeing red. Of course, in the short term, the outbreak of a new Coronavirus variant is determining events on the markets. In addition to stocks, cryptocurrencies are falling like stones, and even the safe haven gold is sliding into the red after initial gains. In the long term, values from the hydrogen sector, especially after the strong correction of the past months, offer enormous potential due to the tighter climate targets and are gradually becoming more attractive again at current levels.
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Commented by Fabian Lorenz on November 26th, 2021 | 13:04 CET
Plug Power with a bang - what are Nel and First Hydrogen up to?
Hydrogen shares are in demand again. The basis for the industry is the political will for hydrogen to become a central pillar of the energy transition. It applies to numerous industrialized countries, and Germany's new traffic light coalition will also stick to it. But there is also positive news from the companies in operational terms. Following ThyssenKrupp's plans to float its hydrogen division on the stock market, Plug Power has now reported a major order with charisma. That should also give new impetus to hydrogen shares such as First Hydrogen and Nel.
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