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Commented by Armin Schulz on July 15th, 2025 | 07:15 CEST

Hydrogen at a crossroads: Plug Power, Pure Hydrogen, and Nel ASA between opportunity and crisis – Your profit strategy

  • Hydrogen
  • greenhydrogen
  • cleantech
  • renewableenergies

The hydrogen industry is facing a critical turning point in 2025. Despite massive political support and growing global market volume, companies are struggling with profitability gaps and regulatory hurdles. The widening gap between ambition and implementation is becoming an existential threat. Only those who successfully master innovation, scalability, and infrastructure connectivity will survive the upcoming market shakeout. In this tense environment, it will be determined who can truly capitalize on the billion-dollar opportunities of green hydrogen – and who will be left behind. We take a look at Plug Power, Pure Hydrogen, and Nel ASA and analyze their path forward.

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Commented by Fabian Lorenz on July 14th, 2025 | 07:10 CEST

Siemens Energy gifted away? RENK is betting on AI! First Hydrogen shares rally 100%!

  • Hydrogen
  • greenhydrogen
  • cleantech
  • renewableenergies
  • Energy
  • Defense

The opportunities of hydrogen and nuclear power in one stock? First Hydrogen offers just that. Over the past 4 months, the stock has more than doubled. Nevertheless, it still does not appear to be expensive, as the global hunger for energy and thus the potential for First Hydrogen is huge. This energy demand is also driven by the AI hype, which is causing data centers to spring up like mushrooms. RENK is turning to artificial intelligence for the future. The Company may focus even more on defense going forward. Analysts view this positively. Siemens Energy shares have increased more than tenfold in recent years. But is the core business still being offered for free? A look at India suggests this might be the case. A buying opportunity?

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Commented by Fabian Lorenz on July 10th, 2025 | 07:20 CEST

Hydrogen Stocks: Are Nel and Plug Power on the way out? Is it better to bet on thyssenkrupp nucera and Pure Hydrogen?

  • Hydrogen
  • greenhydrogen
  • renewableenergies

Australia has a good chance of playing a key role in the future hydrogen market – particularly when it comes to green hydrogen from renewable sources. CSIRO and Deloitte see billions in potential. Pure Hydrogen aims to profit from this. The Australians are currently building a hydrogen ecosystem and have celebrated initial sales successes and are already concluding global partnerships. The stock is anything but expensive and remains an insider tip. Nel, on the other hand, is floundering this year. The euphoria surrounding Samsung's entry has fizzled out. Will there be new impetus next week? Perhaps new funding? Meanwhile, thyssenkrupp nucera is making bold moves. On the one hand, the Company has secured technology from the insolvent Danish company Green Hydrogen Systems and secured a million-dollar contract from Saudi Arabia.

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Commented by Nico Popp on July 10th, 2025 | 07:10 CEST

German government kicks off hydrogen boost: Rheinmetall, thyssenkrupp, First Hydrogen

  • Hydrogen
  • cleantech
  • Defense
  • Steel

The German government is stepping on the hydrogen gas pedal: Simplified approvals and accelerated construction of electrolysers, import terminals, pipelines, and storage facilities are intended to make German industry fit for the future. Hydrogen is of "overriding public interest," according to a draft law obtained by the news agency dpa. This is good news for companies in the hydrogen economy that have gained momentum in recent years. Planning security can give the emerging industry the boost it needs, and it is essential for the transformation of German industry.

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Commented by Fabian Lorenz on July 9th, 2025 | 07:00 CEST

Plug Power, TUI, and Argo Graphene Solutions: Who is revolutionizing?

  • cement
  • graphene
  • travel
  • Construction
  • Hydrogen

The construction revolution has a new name: Argo Graphene Solutions. With this name, the Company is also formally completing its repositioning. Operationally, it is already working on a revolution: revolutionizing concrete and asphalt by adding graphene. To this end, it has now opened its first commercial site in the US. If the rollout is successful, the stock has the potential to multiply in value. Only the most optimistic investors still believe in Plug Power. The former hydrogen darling has disappointed investors too often. In recent weeks, the stock has risen by over 30%. What is behind this? TUI has underperformed the DAX in the current year. Yet operations are running smoothly. In the cruise sector, capacity has been significantly increased, and the Company has exceeded its own booking targets. But it is not all good news.

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Commented by Fabian Lorenz on June 30th, 2025 | 07:15 CEST

Buy cleantech stock dynaCERT, or go with Steyr Motors, Deutz - or perhaps Rheinmetall and Nel?

  • Hydrogen
  • cleantech
  • Defense
  • renewableenergies

Rheinmetall is the clear leader in the defense sector. However, its stock has already performed very well. It is worth taking a look at second-tier candidates such as Steyr Motors and Deutz. The former has just strengthened its sales in the US. Analysts believe Deutz shares could break through the EUR 10 mark. And in the hydrogen sector? Old favorites Nel ASA and Plug Power are fighting for survival. Analysts see potential for growth at dynaCERT. The hydrogen-based retrofit kit for heavy-duty diesel engines saves customers money and allows them to sell emission certificates. With new German management, sales efforts in Europe are currently being ramped up. Revenues could nearly double within a year. And the stock?

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Commented by Stefan Feulner on June 30th, 2025 | 07:00 CEST

Enphase, Pure Hydrogen, Palantir – Alternative opportunities

  • Hydrogen
  • renewableenergies
  • Software
  • Technology

After oil prices surged last week due to the US entering the Middle East conflict, briefly breaking their downward trend that had been in place since March 2022, a massive sell-off followed once tensions eased. As a result, our preferred scenario of new lows for the year remains intact. In contrast, companies in the renewable energy sector showed signs of life after months of correction. Once again, US policy played a key role in this development.

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Commented by Nico Popp on June 25th, 2025 | 07:05 CEST

The economy is becoming sustainable – and the stock market is delighted: dynaCERT, Siemens, Shell

  • Hydrogen
  • greenhydrogen
  • Sustainability
  • renewableenergies
  • Oil

ESG criteria have become established across all industries. The prevailing principle in today's business world is that even producers of fossil energy must take action to become more sustainable. This principle is known as "Best-in-Class" and ensures that every industry makes the most of its opportunities to move toward greater sustainability. We present three exciting sustainable business models - Shell, Siemens, and dynaCERT - and explain where opportunities may lie for investors.

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Commented by Armin Schulz on June 25th, 2025 | 07:00 CEST

US hydrogen industry under pressure: Plug Power struggles - Things are looking much better for First Hydrogen and thyssenkrupp nucera

  • Hydrogen
  • greenhydrogen
  • Technology

While Europe is hitting the hydrogen accelerator, as evidenced by more than 100 events during Hydrogen Week 2025 and billions being invested in infrastructure and electrolyzer factories, the US market is stumbling. Political U-turns are abruptly halting subsidies and jeopardizing projects, especially those involving green hydrogen. However, the global megatrend remains intact. Europe is pushing ahead with decarbonization, aiming to double its production capacity by 2030, and the market is growing dynamically. In this field of tension between setbacks and new beginnings, we take a look at three key players: Plug Power, First Hydrogen, and thyssenkrupp nucera.

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Commented by Nico Popp on June 24th, 2025 | 07:40 CEST

Hydrogen – The new trends: Plug Power, Pure Hydrogen, thyssenkrupp

  • Hydrogen
  • greenhydrogen
  • Fuelcells

German industry is set to go green. But once again, reality is proving more complex. In March, Thyssenkrupp withdrew a hydrogen tender because all submitted bids significantly exceeded the assumed cost conditions for hydrogen. So, is the hydrogen hype failing to take hold in the real economy? We take a closer look at the latest developments and explain which companies are now in pole position.

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